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, Q1 2026
Institutional positions in Open Text Corp as of Mar 31, 2026. 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
- 289
- −6 vs. Q4 2025
- Shares held
- 190.6M
- +21.0M (+12.4%) vs. Q4 2025
- Total value
- $4.25B
- −$1.27B (−23.0%) vs. Q4 2025
- New holders
- 47
- 126 more added
- Sold out
- 53
- 84 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $89 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 9 | $200 | 0.00% | −5−35.7% | Reduced |
| Salem Investment Counselors Inc | 13 | $290 | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 15 | $334 | 0.00% | −12−44.4% | Reduced |
| Nisa Investment Advisors, LLC | 17 | $378 | 0.00% | +5+41.7% | Added |
| Optiver Holding B.V. | 18 | $400 | 0.00% | +18 | New |
| Ares Financial Consulting, LLC | 18 | $406 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $512 | 0.00% | −88−79.3% | Reduced |
| Stone House Investment Management, LLC | 31 | $689 | 0.00% | +31 | New |
| Geneos Wealth Management Inc. | 32 | $712 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $712 | 0.00% | +32 | New |
| Cassaday & Co Wealth Management LLC | 32 | $712 | 0.00% | +32 | New |
| SHP Wealth Management | 34 | $756 | 0.00% | +34 | New |
| Northwestern Mutual Wealth Management Co | 35 | $778 | 0.00% | +35 | New |
| Bare Financial Services, Inc | 36 | $801 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 44 | $979 | 0.00% | +44 | New |
| Zions Bancorporation, National Association | 47 | $1.04K | 0.00% | −25−34.7% | Reduced |
| MV Capital Management, Inc. | 52 | $1.16K | 0.00% | +47+940.0% | Added |
| True Wealth Design, LLC | 55 | $1.22K | 0.00% | +7+14.6% | Added |
| Steward Partners Investment Advisory, LLC | 57 | $1.26K | 0.00% | +11+23.9% | Added |
| Financial Consulate, Inc | 57 | $1.27K | 0.00% | +57 | New |
| North Star Investment Management Corp. | 74 | $1.65K | 0.00% | +74 | New |
| Key Capital Management, INC | 74 | $1.65K | 0.00% | +74 | New |
| Birchbrook, Inc. | 81 | $1.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 84 | $1.82K | 0.00% | −95−53.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 92 | $2.05K | 0.00% | +92 | New |
| Louisbourg Investments Inc. | 110 | $2.45K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 112 | $2.49K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 145 | $3.22K | 0.00% | −115−44.2% | Reduced |
| Kilter Group LLC | 145 | $3.23K | 0.00% | +81+126.6% | Added |
| SRS Capital Advisors, Inc. | 150 | $3.34K | 0.00% | −317−67.9% | Reduced |
| Hughes Financial Services, LLC | 150 | $3.34K | 0.00% | +110+275.0% | Added |
| GWM Advisors LLC | 161 | $3.58K | 0.00% | −22,633−99.3% | Reduced |
| Umb Bank N A | 228 | $5.07K | 0.00% | +67+41.6% | Added |
| Bell Investment Advisors, Inc | 232 | $5.16K | 0.00% | +232 | New |
| MCF Advisors LLC | 318 | $7.07K | 0.00% | +318 | New |
| CWM, LLC | 332 | $7.39K | 0.00% | −62−15.7% | Reduced |
| SBI Securities Co., Ltd. | 363 | $8.07K | 0.00% | −8−2.2% | Reduced |
| Pinnacle Bancorp, Inc. | 393 | $8.74K | 0.00% | +88+28.9% | Added |
| Montag A & Associates Inc | 405 | $9.01K | 0.00% | +126+45.2% | Added |
| Ancora Advisors, LLC | 409 | $9.10K | 0.00% | +396+3,046.2% | Added |
| Ronald Blue Trust, Inc. | 414 | $9.21K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 465 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 350 | $11.0K | 0.01% | +350 | New |
| Basecamp Wealth Advisors LLC | 509 | $11.3K | 0.00% | −20−3.8% | Reduced |
| Fifth Third Bancorp | 575 | $12.8K | 0.00% | +575 | New |
| Manchester Capital Management LLC | 576 | $12.8K | 0.00% | +40+7.5% | Added |
| First Horizon Corp | 595 | $13.2K | 0.00% | +595 | New |
| UBS Asset Management Americas Inc | 599 | $13.3K | 0.00% | +353+143.5% | Added |
| Jones Financial Companies LLLP | 628 | $13.5K | 0.00% | −61−8.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 618 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 652 | $14.5K | 0.00% | +555+572.2% | Added |
| Larson Financial Group LLC | 660 | $14.7K | 0.00% | +262+65.8% | Added |
| Tacita Capital Inc | 746 | $16.6K | 0.01% | +713+2,160.6% | Added |
| Mondrian Investment Partners LTD | 587 | $18.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 825 | $18.3K | 0.00% | +825 | New |
| WPG Advisers, LLC | 951 | $21.1K | 0.02% | +145+18.0% | Added |
| Versant Capital Management, Inc | 977 | $21.7K | 0.00% | −972−49.9% | Reduced |
| Massmutual Trust Co FSB | 1,126 | $25.0K | 0.00% | +351+45.3% | Added |
| Kimelman & Baird, LLC | 1,200 | $26.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,261 | $28.0K | 0.00% | +1,100+683.2% | Added |
| Covestor Ltd | 1,324 | $29.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 1,342 | $29.8K | 0.00% | −512−27.6% | Reduced |
| Rhumbline Advisers | 1,358 | $30.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,604 | $35.7K | 0.00% | −66−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,262 | $50.3K | 0.00% | +98+4.5% | Added |
| Advisor Group Holdings, Inc. | 2,265 | $50.4K | 0.00% | −493−17.9% | Reduced |
| Allworth Financial LP | 2,279 | $50.7K | 0.00% | −533−19.0% | Reduced |
| Dara Capital US, Inc. | 2,720 | $60.5K | 0.06% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 3,582 | $79.8K | 0.06% | +1,791+100.0% | Added |
| The PNC Financial Services Group, Inc. | 4,117 | $91.6K | 0.00% | +769+23.0% | Added |
| Parallel Advisors, LLC | 4,214 | $93.7K | 0.00% | +3,179+307.1% | Added |
| Byrne Asset Management LLC | 4,337 | $96.5K | 0.06% | +705+19.4% | Added |
| US Bancorp | 4,999 | $111.2K | 0.00% | −1,056−17.4% | Reduced |
| Signaturefd, LLC | 5,053 | $112.4K | 0.00% | +2,315+84.6% | Added |
| Simplex Trading, LLC | 5,224 | $116.2K | 0.00% | +5,224 | New |
| LSV Asset Management | 5,500 | $122.0K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6,086 | $135.2K | 0.01% | +3,241+113.9% | Added |
| ASR Vermogensbeheer N.V. | 6,142 | $136.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 6,900 | $153.5K | 0.00% | −776−10.1% | Reduced |
| Generali Asset Management SPA SGR | 6,515 | $202.0K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 9,108 | $202.3K | 0.00% | +9,108 | New |
| State of Wyoming | 9,330 | $207.3K | 0.02% | +7,591+436.5% | Added |
| Engineers Gate Manager LP | 9,700 | $216.2K | 0.00% | −3,780−28.0% | Reduced |
| Two Sigma Securities, LLC | 9,726 | $216.3K | 0.03% | +9,726 | New |
| Acadian Asset Management LLC | 9,800 | $217.0K | 0.00% | +9,800 | New |
| Aristides Capital LLC | 9,867 | $219.4K | 0.07% | +2,836+40.3% | Added |
| Purpose Unlimited Inc. | 10,034 | $221.7K | 0.01% | +10,034 | New |
| Royal London Asset Management Ltd | 10,806 | $240.3K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,918 | $242.8K | 0.00% | +10,918 | New |
| NBC Securities, Inc. | 10,924 | $242.9K | 0.02% | −583−5.1% | Reduced |
| Sanctuary Advisors, LLC | 10,958 | $243.7K | 0.00% | −16,853−60.6% | Reduced |
| Merit Financial Group, LLC | 11,117 | $247.2K | 0.00% | +2,818+34.0% | Added |
| Metis Global Partners, LLC | 11,258 | $250.0K | 0.01% | +1,178+11.7% | Added |
| FMR LLC | 11,312 | $252.1K | 0.00% | −883,529−98.7% | Reduced |
| United Community Bank | 11,340 | $252.2K | 0.08% | +11,340 | New |
| Colony Group, LLC | 11,391 | $253.3K | 0.00% | −67−0.6% | Reduced |