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, Q4 2025
Institutional positions in Open Text Corp as of Dec 31, 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
- 300
- +26 vs. Q3 2025
- Shares held
- 184.7M
- +22.6M (+13.9%) vs. Q3 2025
- Total value
- $6.02B
- −$46.0M (−0.8%) vs. Q3 2025
- New holders
- 47
- 118 more added
- Sold out
- 21
- 92 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $33 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 4 | $130 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $163 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 7 | $228 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 12 | $391 | 0.00% | +12 | New |
| Ancora Advisors, LLC | 13 | $424 | 0.00% | +13 | New |
| Root Financial Partners, LLC | 14 | $456 | 0.00% | −3−17.6% | Reduced |
| Ares Financial Consulting, LLC | 18 | $586 | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 27 | $880 | 0.00% | +27 | New |
| Geneos Wealth Management Inc. | 32 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 33 | $1.07K | 0.00% | +33 | New |
| Bare Financial Services, Inc | 36 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 40 | $1.30K | 0.00% | 00.0% | Unchanged |
| American National Bank | 40 | $1.30K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 49 | $1.34K | 0.00% | +35+250.0% | Added |
| Steward Partners Investment Advisory, LLC | 46 | $1.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $1.56K | 0.00% | +16+50.0% | Added |
| Bruce G. Allen Investments, LLC | 52 | $1.69K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 64 | $2.09K | 0.00% | +44+220.0% | Added |
| Zions Bancorporation, National Association | 72 | $2.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $2.44K | 0.00% | +28+59.6% | Added |
| Birchbrook, Inc. | 81 | $2.64K | 0.00% | +81 | New |
| Rockefeller Capital Management L.P. | 97 | $3.18K | 0.00% | +53+120.5% | Added |
| Tradewinds Capital Management, LLC | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 110 | $3.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 111 | $3.62K | 0.00% | +111 | New |
| High Note Wealth, LLC | 112 | $3.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 121 | $3.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $5.25K | 0.00% | +29+22.0% | Added |
| Quadrant Capital Group LLC | 161 | $5.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 179 | $5.91K | 0.00% | +150+517.2% | Added |
| UBS Asset Management Americas Inc | 246 | $8.02K | 0.00% | +246 | New |
| Dixon Mitchell Investment Counsel Inc. | 260 | $8.48K | 0.00% | +115+79.3% | Added |
| Montag A & Associates Inc | 279 | $9.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 305 | $9.94K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 371 | $12.1K | 0.00% | +51+15.9% | Added |
| Larson Financial Group LLC | 398 | $13.0K | 0.00% | +327+460.6% | Added |
| CWM, LLC | 394 | $13.0K | 0.00% | −11−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 414 | $13.5K | 0.00% | +104+33.5% | Added |
| Pacifica Partners Inc. | 432 | $13.7K | 0.01% | +432 | New |
| Transamerica Financial Advisors, Inc. | 430 | $14.0K | 0.00% | +268+165.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 444 | $14.5K | 0.00% | +444 | New |
| Strategic Wealth Partners, Ltd. | 465 | $15.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 467 | $15.2K | 0.00% | +346+286.0% | Added |
| Winnow Wealth LLC | 480 | $15.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 529 | $17.2K | 0.00% | +529 | New |
| Manchester Capital Management LLC | 536 | $17.5K | 0.00% | +536 | New |
| Beaird Harris Wealth Management, LLC | 618 | $20.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 635 | $20.7K | 0.00% | +635 | New |
| Jones Financial Companies LLLP | 689 | $22.4K | 0.00% | +521+310.1% | Added |
| Westerkirk Capital Inc. | 700 | $22.8K | 0.00% | −10,200−93.6% | Reduced |
| Massmutual Trust Co FSB | 775 | $25.3K | 0.00% | −49−5.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 800 | $26.1K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 587 | $26.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 806 | $26.3K | 0.02% | −2−0.2% | Reduced |
| Parallel Advisors, LLC | 1,035 | $33.7K | 0.00% | +55+5.6% | Added |
| Groupe la Francaise | 1,114 | $36.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,165 | $38.0K | 0.00% | −560−32.5% | Reduced |
| Kimelman & Baird, LLC | 1,200 | $39.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,324 | $43.0K | 0.02% | +44+3.4% | Added |
| Rhumbline Advisers | 1,358 | $44.2K | 0.00% | −30−2.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,611 | $52.5K | 0.01% | +1,580+5,096.8% | Added |
| Cromwell Holdings LLC | 1,635 | $53.3K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,640 | $53.4K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $54.4K | 0.00% | +62+3.9% | Added |
| State of Wyoming | 1,739 | $56.7K | 0.01% | −4,272−71.1% | Reduced |
| Barclays PLC | 1,854 | $60.4K | 0.00% | +662+55.5% | Added |
| Global Retirement Partners, LLC | 1,919 | $62.5K | 0.00% | +1,634+573.3% | Added |
| Versant Capital Management, Inc | 1,949 | $63.5K | 0.01% | +115+6.3% | Added |
| Danske Bank A/S | 1,955 | $63.8K | 0.00% | +1,955 | New |
| EverSource Wealth Advisors, LLC | 2,164 | $70.5K | 0.00% | +223+11.5% | Added |
| New Vernon Capital Holdings II LLC | 1,791 | $80.1K | 0.04% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 2,720 | $88.6K | 0.08% | +2,720 | New |
| Signaturefd, LLC | 2,738 | $89.2K | 0.00% | +197+7.8% | Added |
| Advisor Group Holdings, Inc. | 2,758 | $89.9K | 0.00% | +999+56.8% | Added |
| Allworth Financial LP | 2,812 | $91.6K | 0.00% | +85+3.1% | Added |
| Plato Investment Management Ltd | 2,845 | $93.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,348 | $109.1K | 0.00% | +1,207+56.4% | Added |
| Centaurus Financial, Inc. | 3,609 | $118.0K | 0.01% | +95+2.7% | Added |
| Byrne Asset Management LLC | 3,632 | $118.3K | 0.07% | +3,632 | New |
| IFP Advisors, Inc | 3,858 | $125.7K | 0.00% | −765−16.5% | Reduced |
| LSV Asset Management | 5,500 | $179.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,055 | $197.3K | 0.00% | −33−0.5% | Reduced |
| ASR Vermogensbeheer N.V. | 6,142 | $200.3K | 0.00% | −210,368−97.2% | Reduced |
| UniSuper Management Pty Ltd | 4,500 | $201.2K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,403 | $208.6K | 0.00% | −8,151−56.0% | Reduced |
| Citadel Advisors LLC | 6,545 | $213.2K | 0.00% | −11,441−63.6% | Reduced |
| Glenmede Trust Co NA | 6,578 | $214.3K | 0.00% | +6,578 | New |
| Brinker Capital Investments, LLC | 6,616 | $215.5K | 0.00% | +6,616 | New |
| Hillsdale Investment Management Inc. | 6,650 | $217.0K | 0.01% | +6,650 | New |
| Captrust Financial Advisors | 6,737 | $219.5K | 0.00% | −6−0.1% | Reduced |
| Caption Management, LLC | 7,000 | $228.1K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,017 | $228.6K | 0.00% | −153−2.1% | Reduced |
| Aristides Capital LLC | 7,031 | $229.1K | 0.08% | −1,528−17.9% | Reduced |
| JMN Financial LLC | 7,275 | $237.0K | 0.24% | +7,275 | New |
| Armistice Capital, LLC | 7,335 | $239.0K | 0.01% | +7,335 | New |
| Ameriprise Financial Inc | 5,416 | $239.4K | 0.00% | −105,116−95.1% | Reduced |