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, Q2 2026
Institutional positions in Open Text Corp as of Jun 30, 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
- 269
- −17 vs. Q1 2026
- Shares held
- 202.9M
- +12.3M (+6.5%) vs. Q1 2026
- Total value
- $4.53B
- +$281.1M (+6.6%) vs. Q1 2026
- New holders
- 44
- 111 more added
- Sold out
- 61
- 85 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $66 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 4 | $89 | 0.00% | 00.0% | Unchanged |
| Natixis | 8 | $177 | 0.00% | −6,892−99.9% | Reduced |
| Zions Bancorporation, National Association | 18 | $399 | 0.00% | −29−61.7% | Reduced |
| MV Capital Management, Inc. | 21 | $466 | 0.00% | −31−59.6% | Reduced |
| Action Point Financial Planning, LLC | 22 | $487 | 0.00% | +22 | New |
| Synergy Investment Management, LLC | 23 | $595 | 0.00% | +23 | New |
| BOK Financial Private Wealth, Inc. | 28 | $621 | 0.00% | +28 | New |
| Geneos Wealth Management Inc. | 32 | $709 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 39 | $864 | 0.00% | −16−29.1% | Reduced |
| Quarry LP | 43 | $952 | 0.00% | +43 | New |
| CVA Family Office, LLC | 44 | $975 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 57 | $1.26K | 0.00% | +57 | New |
| Nisa Investment Advisors, LLC | 65 | $1.44K | 0.00% | +48+282.4% | Added |
| Manchester Capital Management LLC | 71 | $1.57K | 0.00% | −505−87.7% | Reduced |
| Financial Consulate, Inc | 72 | $1.59K | 0.00% | +15+26.3% | Added |
| Cornerstone Financial Management LLC | 80 | $1.77K | 0.00% | +57+247.8% | Added |
| Smartleaf Asset Management LLC | 84 | $1.86K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 89 | $1.97K | 0.00% | +89 | New |
| Cornerstone Planning Group LLC | 94 | $2.09K | 0.00% | +94 | New |
| Northwestern Mutual Wealth Management Co | 106 | $2.35K | 0.00% | +71+202.9% | Added |
| Louisbourg Investments Inc. | 110 | $2.43K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 111 | $2.45K | 0.00% | +54+94.7% | Added |
| TD Private Client Wealth LLC | 111 | $2.46K | 0.00% | +96+640.0% | Added |
| High Note Wealth, LLC | 112 | $2.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 113 | $2.50K | 0.00% | −547−82.9% | Reduced |
| Silver Grove Financial Group, Inc. | 117 | $2.59K | 0.00% | +117 | New |
| Essential Partners LLC | 137 | $3.04K | 0.00% | +137 | New |
| Wall Street Access Asset Management, LLC | 141 | $3.12K | 0.00% | +141 | New |
| Dixon Mitchell Investment Counsel Inc. | 145 | $3.21K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 150 | $3.32K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 163 | $3.60K | 0.00% | +2+1.2% | Added |
| Versant Capital Management, Inc | 188 | $4.16K | 0.00% | −789−80.8% | Reduced |
| Fifth Third Bancorp | 197 | $4.36K | 0.00% | −378−65.7% | Reduced |
| Kilter Group LLC | 219 | $4.85K | 0.00% | +74+51.0% | Added |
| Umb Bank N A | 228 | $5.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 251 | $5.56K | 0.00% | +250+25,000.0% | Added |
| Bell Investment Advisors, Inc | 256 | $5.67K | 0.00% | +24+10.3% | Added |
| MCF Advisors LLC | 318 | $7.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 331 | $7.33K | 0.00% | −32−8.8% | Reduced |
| Pinnacle Bancorp, Inc. | 393 | $8.71K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 405 | $8.97K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 408 | $9.03K | 0.00% | −3,709−90.1% | Reduced |
| Ronald Blue Trust, Inc. | 414 | $9.17K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 465 | $10.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 574 | $12.7K | 0.00% | −54−8.6% | Reduced |
| UBS Asset Management Americas Inc | 599 | $13.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 618 | $13.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 623 | $13.8K | 0.00% | −503−44.7% | Reduced |
| WPG Advisers, LLC | 683 | $15.1K | 0.01% | −268−28.2% | Reduced |
| Rockefeller Capital Management L.P. | 910 | $20.2K | 0.00% | +258+39.6% | Added |
| SRS Capital Advisors, Inc. | 1,002 | $22.2K | 0.00% | +852+568.0% | Added |
| Kimelman & Baird, LLC | 1,200 | $26.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,219 | $27.0K | 0.00% | −4,005−76.7% | Reduced |
| WealthCollab, LLC | 1,274 | $28.2K | 0.01% | +1,274 | New |
| Global Retirement Partners, LLC | 1,549 | $34.3K | 0.00% | +1,549 | New |
| EverSource Wealth Advisors, LLC | 1,684 | $37.3K | 0.00% | −578−25.6% | Reduced |
| Allworth Financial LP | 2,377 | $52.7K | 0.00% | +98+4.3% | Added |
| Advisor Group Holdings, Inc. | 2,915 | $64.6K | 0.00% | +650+28.7% | Added |
| US Bancorp | 3,809 | $84.4K | 0.00% | −1,190−23.8% | Reduced |
| New Vernon Capital Holdings II LLC | 4,424 | $97.9K | 0.05% | +842+23.5% | Added |
| Farther Finance Advisors, LLC | 4,554 | $100.9K | 0.00% | −7,234−61.4% | Reduced |
| Byrne Asset Management LLC | 4,837 | $107.1K | 0.06% | +500+11.5% | Added |
| Parallel Advisors, LLC | 5,207 | $115.3K | 0.00% | +993+23.6% | Added |
| LSV Asset Management | 5,500 | $122.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,203 | $159.5K | 0.00% | +2,150+42.5% | Added |
| Nykredit A/S | 8,100 | $179.2K | 0.00% | +8,100 | New |
| Tower Research Capital LLC (TRC) | 8,454 | $187.3K | 0.00% | +8,454 | New |
| Acadian Asset Management LLC | 8,500 | $188.0K | 0.00% | −1,300−13.3% | Reduced |
| FMR LLC | 8,596 | $190.3K | 0.00% | −2,716−24.0% | Reduced |
| Generali Asset Management SPA SGR | 6,308 | $198.0K | 0.00% | −207−3.2% | Reduced |
| Vise Technologies, Inc. | 9,167 | $203.1K | 0.00% | +307+3.5% | Added |
| Aviva PLC | 9,254 | $204.5K | 0.00% | −236,684−96.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,436 | $209.0K | 0.03% | +9,436 | New |
| Wiley Bros.-Aintree Capital, LLC | 9,929 | $220.0K | 0.00% | +9,929 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,200 | $225.5K | 0.00% | −30,645−75.0% | Reduced |
| Prudential PLC | 10,275 | $227.2K | 0.00% | +10,275 | New |
| Twin Tree Management, LP | 10,451 | $231.5K | 0.04% | +10,451 | New |
| Merit Financial Group, LLC | 10,628 | $235.4K | 0.00% | −489−4.4% | Reduced |
| Colony Group, LLC | 10,759 | $238.3K | 0.00% | −632−5.5% | Reduced |
| JMN Financial LLC | 10,761 | $238.4K | 0.19% | +10,761 | New |
| SIG North Trading, ULC | 10,939 | $242.3K | 0.04% | +10,939 | New |
| Purpose Unlimited Inc. | 11,016 | $246.9K | 0.01% | +982+9.8% | Added |
| Mariner, LLC | 11,745 | $260.1K | 0.00% | −1,921−14.1% | Reduced |
| Worldquant Millennium Advisors LLC | 12,759 | $282.0K | 0.00% | +12,759 | New |
| Armistice Capital, LLC | 12,774 | $282.9K | 0.01% | +12,774 | New |
| BCV Asset Management Inc. | 12,945 | $286.2K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,060 | $311.0K | 0.01% | +14,060 | New |
| IFP Advisors, Inc | 14,286 | $316.4K | 0.01% | +197+1.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 14,600 | $323.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 14,635 | $324.2K | 0.00% | −4,079−21.8% | Reduced |
| Advisors Asset Management, Inc. | 15,404 | $341.2K | 0.01% | +1,722+12.6% | Added |
| Cidel Asset Management Inc | 15,533 | $343.9K | 0.02% | −1,279−7.6% | Reduced |
| NBC Securities, Inc. | 16,251 | $360.0K | 0.02% | +5,327+48.8% | Added |
| Atria Investments LLC | 17,423 | $385.9K | 0.00% | +4,462+34.4% | Added |
| Sequoia Financial Advisors, LLC | 17,506 | $387.8K | 0.00% | +1,337+8.3% | Added |
| State of Wyoming | 17,620 | $389.8K | 0.04% | +8,290+88.9% | Added |
| Westwood Holdings Group Inc. | 18,308 | $405.1K | 0.00% | +18,308 | New |