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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 5,416 | $239.4K | 0.00% | −105,116−95.1% | Reduced |
| Armistice Capital, LLC | 7,335 | $239.0K | 0.01% | +7,335 | New |
| JMN Financial LLC | 7,275 | $237.0K | 0.24% | +7,275 | New |
| Aristides Capital LLC | 7,031 | $229.1K | 0.08% | −1,528−17.9% | Reduced |
| Private Advisor Group, LLC | 7,017 | $228.6K | 0.00% | −153−2.1% | Reduced |
| Caption Management, LLC | 7,000 | $228.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,737 | $219.5K | 0.00% | −6−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 6,650 | $217.0K | 0.01% | +6,650 | New |
| Brinker Capital Investments, LLC | 6,616 | $215.5K | 0.00% | +6,616 | New |
| Glenmede Trust Co NA | 6,578 | $214.3K | 0.00% | +6,578 | New |
| Citadel Advisors LLC | 6,545 | $213.2K | 0.00% | −11,441−63.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,403 | $208.6K | 0.00% | −8,151−56.0% | Reduced |
| UniSuper Management Pty Ltd | 4,500 | $201.2K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 6,142 | $200.3K | 0.00% | −210,368−97.2% | Reduced |
| US Bancorp | 6,055 | $197.3K | 0.00% | −33−0.5% | Reduced |
| LSV Asset Management | 5,500 | $179.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,858 | $125.7K | 0.00% | −765−16.5% | Reduced |
| Byrne Asset Management LLC | 3,632 | $118.3K | 0.07% | +3,632 | New |
| Centaurus Financial, Inc. | 3,609 | $118.0K | 0.01% | +95+2.7% | Added |
| The PNC Financial Services Group, Inc. | 3,348 | $109.1K | 0.00% | +1,207+56.4% | Added |
| Plato Investment Management Ltd | 2,845 | $93.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,812 | $91.6K | 0.00% | +85+3.1% | Added |
| Advisor Group Holdings, Inc. | 2,758 | $89.9K | 0.00% | +999+56.8% | Added |
| Signaturefd, LLC | 2,738 | $89.2K | 0.00% | +197+7.8% | Added |
| Dara Capital US, Inc. | 2,720 | $88.6K | 0.08% | +2,720 | New |
| New Vernon Capital Holdings II LLC | 1,791 | $80.1K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,164 | $70.5K | 0.00% | +223+11.5% | Added |
| Danske Bank A/S | 1,955 | $63.8K | 0.00% | +1,955 | New |
| Versant Capital Management, Inc | 1,949 | $63.5K | 0.01% | +115+6.3% | Added |
| Global Retirement Partners, LLC | 1,919 | $62.5K | 0.00% | +1,634+573.3% | Added |
| Barclays PLC | 1,854 | $60.4K | 0.00% | +662+55.5% | Added |
| State of Wyoming | 1,739 | $56.7K | 0.01% | −4,272−71.1% | Reduced |
| MAI Capital Management | 1,670 | $54.4K | 0.00% | +62+3.9% | Added |
| WealthCollab, LLC | 1,640 | $53.4K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,635 | $53.3K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,611 | $52.5K | 0.01% | +1,580+5,096.8% | Added |
| Rhumbline Advisers | 1,358 | $44.2K | 0.00% | −30−2.2% | Reduced |
| Covestor Ltd | 1,324 | $43.0K | 0.02% | +44+3.4% | Added |
| Kimelman & Baird, LLC | 1,200 | $39.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,165 | $38.0K | 0.00% | −560−32.5% | Reduced |
| Groupe la Francaise | 1,114 | $36.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,035 | $33.7K | 0.00% | +55+5.6% | Added |
| WPG Advisers, LLC | 806 | $26.3K | 0.02% | −2−0.2% | Reduced |
| Mondrian Investment Partners LTD | 587 | $26.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 800 | $26.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 775 | $25.3K | 0.00% | −49−5.9% | Reduced |
| Westerkirk Capital Inc. | 700 | $22.8K | 0.00% | −10,200−93.6% | Reduced |
| Jones Financial Companies LLLP | 689 | $22.4K | 0.00% | +521+310.1% | Added |
| Kestra Advisory Services, LLC | 635 | $20.7K | 0.00% | +635 | New |
| Beaird Harris Wealth Management, LLC | 618 | $20.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 536 | $17.5K | 0.00% | +536 | New |
| Basecamp Wealth Advisors LLC | 529 | $17.2K | 0.00% | +529 | New |
| Winnow Wealth LLC | 480 | $15.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 467 | $15.2K | 0.00% | +346+286.0% | Added |
| Strategic Wealth Partners, Ltd. | 465 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 444 | $14.5K | 0.00% | +444 | New |
| Transamerica Financial Advisors, Inc. | 430 | $14.0K | 0.00% | +268+165.4% | Added |
| Pacifica Partners Inc. | 432 | $13.7K | 0.01% | +432 | New |
| Ronald Blue Trust, Inc. | 414 | $13.5K | 0.00% | +104+33.5% | Added |
| CWM, LLC | 394 | $13.0K | 0.00% | −11−2.7% | Reduced |
| Larson Financial Group LLC | 398 | $13.0K | 0.00% | +327+460.6% | Added |
| SBI Securities Co., Ltd. | 371 | $12.1K | 0.00% | +51+15.9% | Added |
| Pinnacle Bancorp, Inc. | 305 | $9.94K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 279 | $9.09K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 260 | $8.48K | 0.00% | +115+79.3% | Added |
| UBS Asset Management Americas Inc | 246 | $8.02K | 0.00% | +246 | New |
| Smartleaf Asset Management LLC | 179 | $5.91K | 0.00% | +150+517.2% | Added |
| Quadrant Capital Group LLC | 161 | $5.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $5.25K | 0.00% | +29+22.0% | Added |
| Cullen/Frost Bankers, Inc. | 121 | $3.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 112 | $3.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 111 | $3.62K | 0.00% | +111 | New |
| Louisbourg Investments Inc. | 110 | $3.59K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97 | $3.18K | 0.00% | +53+120.5% | Added |
| Birchbrook, Inc. | 81 | $2.64K | 0.00% | +81 | New |
| JFS Wealth Advisors, LLC | 75 | $2.44K | 0.00% | +28+59.6% | Added |
| Zions Bancorporation, National Association | 72 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 64 | $2.09K | 0.00% | +44+220.0% | Added |
| Bruce G. Allen Investments, LLC | 52 | $1.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $1.56K | 0.00% | +16+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 46 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 49 | $1.34K | 0.00% | +35+250.0% | Added |
| Hughes Financial Services, LLC | 40 | $1.30K | 0.00% | 00.0% | Unchanged |
| American National Bank | 40 | $1.30K | 0.00% | +40 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $1.17K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 33 | $1.07K | 0.00% | +33 | New |
| Geneos Wealth Management Inc. | 32 | $1.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $880 | 0.00% | +27 | New |
| Ares Financial Consulting, LLC | 18 | $586 | 0.00% | +18 | New |
| Root Financial Partners, LLC | 14 | $456 | 0.00% | −3−17.6% | Reduced |
| Ancora Advisors, LLC | 13 | $424 | 0.00% | +13 | New |
| Nisa Investment Advisors, LLC | 12 | $391 | 0.00% | +12 | New |
| Creative Financial Designs Inc | 7 | $228 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 5 | $163 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 4 | $130 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $33 | 0.00% | +1 | New |
| Assetmark, Inc | 1 | $25 | 0.00% | 00.0% | Unchanged |