Open Text Corp
OTEX- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001002638
No open-market purchases or sales by Open Text Corp insiders were filed in the last 90 days; 269 institutions reported holding it in 13F filings for Q2 2026, worth $4.53B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Open Text Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 281
- +14 vs. Q2 2025
- Shares held
- 183.6M
- +3.73M (+2.1%) vs. Q2 2025
- Total value
- $6.87B
- +$1.61B (+30.7%) vs. Q2 2025
- New holders
- 43
- 116 more added
- Sold out
- 29
- 86 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 269 | $4.53B |
| Q1 2026 | 289 | $4.25B |
| Q4 2025 | 300 | $6.02B |
| Q3 2025 | 281 | $6.87B |
| Q2 2025 | 271 | $5.36B |
| Q1 2025 | 264 | $4.65B |
| Q4 2024 | 279 | $4.95B |
| Q3 2024 | 280 | $6.03B |
| Q2 2024 | 250 | $5.35B |
| Q1 2024 | 275 | $6.99B |
| Q4 2023 | 277 | $7.50B |
| Q3 2023 | 259 | $6.31B |
| Q2 2023 | 280 | $7.52B |
| Q1 2023 | 248 | $7.30B |
| Q4 2022 | 252 | $5.23B |
| Q3 2022 | 266 | $4.73B |
| Q2 2022 | 278 | $6.74B |
| Q1 2022 | 284 | $7.70B |
| Q4 2021 | 291 | $8.56B |
| Q3 2021 | 291 | $8.95B |
| Q2 2021 | 272 | $9.38B |
| Q1 2021 | 282 | $8.73B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 6,743 | $252.1K | 0.00% | −2,060−23.4% | Reduced |
| Cetera Investment Advisers | 6,591 | $246.4K | 0.00% | +6,591 | New |
| UniSuper Management Pty Ltd | 4,500 | $234.1K | 0.00% | +4,500 | New |
| US Bancorp | 6,088 | $227.6K | 0.00% | −3,628−37.3% | Reduced |
| State of Wyoming | 6,011 | $224.7K | 0.03% | −10,653−63.9% | Reduced |
| LSV Asset Management | 5,500 | $206.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,802 | $179.5K | 0.00% | +4,802 | New |
| Virtus ETF Advisers LLC | 3,345 | $174.0K | 0.10% | −555−14.2% | Reduced |
| IFP Advisors, Inc | 4,623 | $172.8K | 0.00% | +3,851+498.8% | Added |
| Parvin Asset Management, LLC | 3,960 | $148.0K | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,914 | $146.0K | 0.00% | −1,226−23.9% | Reduced |
| Centaurus Financial, Inc. | 3,514 | $131.0K | 0.01% | −401−10.2% | Reduced |
| Plato Investment Management Ltd | 2,845 | $105.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,727 | $101.9K | 0.00% | +3+0.1% | Added |
| Signaturefd, LLC | 2,541 | $95.0K | 0.00% | +294+13.1% | Added |
| The PNC Financial Services Group, Inc. | 2,141 | $80.0K | 0.00% | +828+63.1% | Added |
| EverSource Wealth Advisors, LLC | 1,941 | $72.6K | 0.00% | −64−3.2% | Reduced |
| Versant Capital Management, Inc | 1,834 | $68.6K | 0.01% | −142−7.2% | Reduced |
| New Vernon Capital Holdings II LLC | 1,791 | $66.9K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,725 | $64.5K | 0.00% | −13,323−88.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,759 | $62.7K | 0.00% | −39−2.2% | Reduced |
| WealthCollab, LLC | 1,640 | $61.3K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,635 | $61.1K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,608 | $60.1K | 0.00% | +13+0.8% | Added |
| Rhumbline Advisers | 1,388 | $51.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,280 | $48.0K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,200 | $44.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,192 | $44.6K | 0.00% | −1,967−62.3% | Reduced |
| Groupe la Francaise | 1,114 | $41.6K | 0.00% | +1,114 | New |
| Sagard Holdings Management Inc. | 1,015 | $37.9K | 0.19% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 980 | $36.6K | 0.00% | +113+13.0% | Added |
| CIBC Private Wealth Group, LLC | 872 | $32.6K | 0.00% | +872 | New |
| Massmutual Trust Co FSB | 824 | $30.8K | 0.00% | +2+0.2% | Added |
| Mondrian Investment Partners LTD | 587 | $30.5K | 0.00% | +587 | New |
| WPG Advisers, LLC | 808 | $30.2K | 0.02% | +30+3.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $29.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 769 | $28.7K | 0.00% | +535+228.6% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $23.1K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 480 | $18.2K | 0.01% | +480 | New |
| Strategic Wealth Partners, Ltd. | 465 | $17.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 405 | $15.0K | 0.00% | +13+3.3% | Added |
| Rialto Wealth Management, LLC | 387 | $14.5K | 0.00% | +387 | New |
| SBI Securities Co., Ltd. | 320 | $12.0K | 0.00% | +191+148.1% | Added |
| Ronald Blue Trust, Inc. | 310 | $11.6K | 0.00% | +310 | New |
| Pinnacle Bancorp, Inc. | 305 | $11.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 305 | $11.4K | 0.00% | +110+56.4% | Added |
| Global Retirement Partners, LLC | 285 | $10.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 279 | $10.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 262 | $9.79K | 0.00% | +7+2.7% | Added |
| Jones Financial Companies LLLP | 168 | $6.29K | 0.00% | +168 | New |
| Transamerica Financial Advisors, Inc. | 162 | $6.03K | 0.00% | +162 | New |
| Quadrant Capital Group LLC | 161 | $6.02K | 0.00% | +161 | New |
| Dixon Mitchell Investment Counsel Inc. | 145 | $5.42K | 0.00% | +145 | New |
| Umb Bank N A | 132 | $4.93K | 0.00% | +37+38.9% | Added |
| SRS Capital Advisors, Inc. | 121 | $4.52K | 0.00% | −1,531−92.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 121 | $4.51K | 0.00% | +121 | New |
| High Note Wealth, LLC | 112 | $4.19K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 110 | $4.11K | 0.00% | −98,461−99.9% | Reduced |
| Advisory Services Network, LLC | 103 | $3.85K | 0.00% | +103 | New |
| Tradewinds Capital Management, LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 72 | $2.69K | 0.00% | −7−8.9% | Reduced |
| Larson Financial Group LLC | 71 | $2.64K | 0.00% | +29+69.0% | Added |
| FSA Wealth Management LLC | 67 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 52 | $1.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $1.76K | 0.00% | +10+27.0% | Added |
| Steward Partners Investment Advisory, LLC | 46 | $1.71K | 0.00% | −4−8.0% | Reduced |
| Rockefeller Capital Management L.P. | 44 | $1.65K | 0.00% | +44 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $1.42K | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 40 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $1.20K | 0.00% | +7+28.0% | Added |
| Geneos Wealth Management Inc. | 32 | $1.20K | 0.00% | −208−86.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 31 | $1.16K | 0.00% | −20−39.2% | Reduced |
| Smartleaf Asset Management LLC | 29 | $1.09K | 0.00% | +29 | New |
| Kilter Group LLC | 20 | $748 | 0.00% | +13+185.7% | Added |
| Root Financial Partners, LLC | 17 | $635 | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 14 | $367 | 0.00% | −435−96.9% | Reduced |
| Wealthspire Advisors, LLC | 9 | $324 | 0.00% | +9 | New |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −5,498,367−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −730,661−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −461,647−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −197,900−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −75,086−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −83,305−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −72,868−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −69,533−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −66,512−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −55,851−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −44,850−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −34,100−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,193−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,562−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −15,022−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −13,465−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |