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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 9,800 | $217.0K | 0.00% | +9,800 | New |
| Two Sigma Securities, LLC | 9,726 | $216.3K | 0.03% | +9,726 | New |
| Engineers Gate Manager LP | 9,700 | $216.2K | 0.00% | −3,780−28.0% | Reduced |
| State of Wyoming | 9,330 | $207.3K | 0.02% | +7,591+436.5% | Added |
| Omers Administration Corp | 9,108 | $202.3K | 0.00% | +9,108 | New |
| Generali Asset Management SPA SGR | 6,515 | $202.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 6,900 | $153.5K | 0.00% | −776−10.1% | Reduced |
| ASR Vermogensbeheer N.V. | 6,142 | $136.4K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6,086 | $135.2K | 0.01% | +3,241+113.9% | Added |
| LSV Asset Management | 5,500 | $122.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,224 | $116.2K | 0.00% | +5,224 | New |
| Signaturefd, LLC | 5,053 | $112.4K | 0.00% | +2,315+84.6% | Added |
| US Bancorp | 4,999 | $111.2K | 0.00% | −1,056−17.4% | Reduced |
| Byrne Asset Management LLC | 4,337 | $96.5K | 0.06% | +705+19.4% | Added |
| Parallel Advisors, LLC | 4,214 | $93.7K | 0.00% | +3,179+307.1% | Added |
| The PNC Financial Services Group, Inc. | 4,117 | $91.6K | 0.00% | +769+23.0% | Added |
| New Vernon Capital Holdings II LLC | 3,582 | $79.8K | 0.06% | +1,791+100.0% | Added |
| Dara Capital US, Inc. | 2,720 | $60.5K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 2,279 | $50.7K | 0.00% | −533−19.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,265 | $50.4K | 0.00% | −493−17.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,262 | $50.3K | 0.00% | +98+4.5% | Added |
| MAI Capital Management | 1,604 | $35.7K | 0.00% | −66−4.0% | Reduced |
| Rhumbline Advisers | 1,358 | $30.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,342 | $29.8K | 0.00% | −512−27.6% | Reduced |
| Covestor Ltd | 1,324 | $29.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,261 | $28.0K | 0.00% | +1,100+683.2% | Added |
| Kimelman & Baird, LLC | 1,200 | $26.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,126 | $25.0K | 0.00% | +351+45.3% | Added |
| Versant Capital Management, Inc | 977 | $21.7K | 0.00% | −972−49.9% | Reduced |
| WPG Advisers, LLC | 951 | $21.1K | 0.02% | +145+18.0% | Added |
| Advisory Services Network, LLC | 825 | $18.3K | 0.00% | +825 | New |
| Mondrian Investment Partners LTD | 587 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 746 | $16.6K | 0.01% | +713+2,160.6% | Added |
| Larson Financial Group LLC | 660 | $14.7K | 0.00% | +262+65.8% | Added |
| Rockefeller Capital Management L.P. | 652 | $14.5K | 0.00% | +555+572.2% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $13.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 628 | $13.5K | 0.00% | −61−8.9% | Reduced |
| UBS Asset Management Americas Inc | 599 | $13.3K | 0.00% | +353+143.5% | Added |
| First Horizon Corp | 595 | $13.2K | 0.00% | +595 | New |
| Manchester Capital Management LLC | 576 | $12.8K | 0.00% | +40+7.5% | Added |
| Fifth Third Bancorp | 575 | $12.8K | 0.00% | +575 | New |
| Basecamp Wealth Advisors LLC | 509 | $11.3K | 0.00% | −20−3.8% | Reduced |
| Wellington-Altus USA Inc. | 350 | $11.0K | 0.01% | +350 | New |
| Strategic Wealth Partners, Ltd. | 465 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 414 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 409 | $9.10K | 0.00% | +396+3,046.2% | Added |
| Montag A & Associates Inc | 405 | $9.01K | 0.00% | +126+45.2% | Added |
| Pinnacle Bancorp, Inc. | 393 | $8.74K | 0.00% | +88+28.9% | Added |
| SBI Securities Co., Ltd. | 363 | $8.07K | 0.00% | −8−2.2% | Reduced |
| CWM, LLC | 332 | $7.39K | 0.00% | −62−15.7% | Reduced |
| MCF Advisors LLC | 318 | $7.07K | 0.00% | +318 | New |
| Bell Investment Advisors, Inc | 232 | $5.16K | 0.00% | +232 | New |
| Umb Bank N A | 228 | $5.07K | 0.00% | +67+41.6% | Added |
| GWM Advisors LLC | 161 | $3.58K | 0.00% | −22,633−99.3% | Reduced |
| 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 |
| Kilter Group LLC | 145 | $3.23K | 0.00% | +81+126.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 145 | $3.22K | 0.00% | −115−44.2% | Reduced |
| High Note Wealth, LLC | 112 | $2.49K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 110 | $2.45K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 92 | $2.05K | 0.00% | +92 | New |
| Smartleaf Asset Management LLC | 84 | $1.82K | 0.00% | −95−53.1% | Reduced |
| Birchbrook, Inc. | 81 | $1.80K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $1.65K | 0.00% | +74 | New |
| Key Capital Management, INC | 74 | $1.65K | 0.00% | +74 | New |
| Financial Consulate, Inc | 57 | $1.27K | 0.00% | +57 | New |
| Steward Partners Investment Advisory, LLC | 57 | $1.26K | 0.00% | +11+23.9% | Added |
| True Wealth Design, LLC | 55 | $1.22K | 0.00% | +7+14.6% | Added |
| MV Capital Management, Inc. | 52 | $1.16K | 0.00% | +47+940.0% | Added |
| Zions Bancorporation, National Association | 47 | $1.04K | 0.00% | −25−34.7% | Reduced |
| CVA Family Office, LLC | 44 | $979 | 0.00% | +44 | New |
| Bare Financial Services, Inc | 36 | $801 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35 | $778 | 0.00% | +35 | New |
| SHP Wealth Management | 34 | $756 | 0.00% | +34 | 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 |
| Stone House Investment Management, LLC | 31 | $689 | 0.00% | +31 | New |
| Cornerstone Financial Management LLC | 23 | $512 | 0.00% | −88−79.3% | Reduced |
| Ares Financial Consulting, LLC | 18 | $406 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 18 | $400 | 0.00% | +18 | New |
| Nisa Investment Advisors, LLC | 17 | $378 | 0.00% | +5+41.7% | Added |
| TD Private Client Wealth LLC | 15 | $334 | 0.00% | −12−44.4% | Reduced |
| Salem Investment Counselors Inc | 13 | $290 | 0.00% | +13 | New |
| Root Financial Partners, LLC | 9 | $200 | 0.00% | −5−35.7% | Reduced |
| Ankerstar Wealth, LLC | 4 | $89 | 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 |
| Assetmark, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| CDAM (UK) Ltd | 0 | $0 | 0.00% | −2,017,255−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −1,202,951−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −93,300−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −90,248−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −40,530−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −36,557−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −35,300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −19,733−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −24,413−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −20,610−100.0% | Sold out |