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 |
|---|---|---|---|---|---|
| Nykredit A/S | 8,100 | $179.2K | 0.00% | +8,100 | New |
| Signaturefd, LLC | 7,203 | $159.5K | 0.00% | +2,150+42.5% | Added |
| LSV Asset Management | 5,500 | $122.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,207 | $115.3K | 0.00% | +993+23.6% | Added |
| Byrne Asset Management LLC | 4,837 | $107.1K | 0.06% | +500+11.5% | Added |
| Farther Finance Advisors, LLC | 4,554 | $100.9K | 0.00% | −7,234−61.4% | Reduced |
| New Vernon Capital Holdings II LLC | 4,424 | $97.9K | 0.05% | +842+23.5% | Added |
| US Bancorp | 3,809 | $84.4K | 0.00% | −1,190−23.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,915 | $64.6K | 0.00% | +650+28.7% | Added |
| Allworth Financial LP | 2,377 | $52.7K | 0.00% | +98+4.3% | Added |
| EverSource Wealth Advisors, LLC | 1,684 | $37.3K | 0.00% | −578−25.6% | Reduced |
| Global Retirement Partners, LLC | 1,549 | $34.3K | 0.00% | +1,549 | New |
| WealthCollab, LLC | 1,274 | $28.2K | 0.01% | +1,274 | New |
| Simplex Trading, LLC | 1,219 | $27.0K | 0.00% | −4,005−76.7% | Reduced |
| Kimelman & Baird, LLC | 1,200 | $26.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,002 | $22.2K | 0.00% | +852+568.0% | Added |
| Rockefeller Capital Management L.P. | 910 | $20.2K | 0.00% | +258+39.6% | Added |
| WPG Advisers, LLC | 683 | $15.1K | 0.01% | −268−28.2% | Reduced |
| Massmutual Trust Co FSB | 623 | $13.8K | 0.00% | −503−44.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 618 | $13.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 599 | $13.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 574 | $12.7K | 0.00% | −54−8.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 465 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 414 | $9.17K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 408 | $9.03K | 0.00% | −3,709−90.1% | Reduced |
| Montag A & Associates Inc | 405 | $8.97K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 393 | $8.71K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 331 | $7.33K | 0.00% | −32−8.8% | Reduced |
| MCF Advisors LLC | 318 | $7.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 256 | $5.67K | 0.00% | +24+10.3% | Added |
| Huntington National Bank | 251 | $5.56K | 0.00% | +250+25,000.0% | Added |
| Umb Bank N A | 228 | $5.05K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 219 | $4.85K | 0.00% | +74+51.0% | Added |
| Fifth Third Bancorp | 197 | $4.36K | 0.00% | −378−65.7% | Reduced |
| Versant Capital Management, Inc | 188 | $4.16K | 0.00% | −789−80.8% | Reduced |
| GWM Advisors LLC | 163 | $3.60K | 0.00% | +2+1.2% | Added |
| Hughes Financial Services, LLC | 150 | $3.32K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 145 | $3.21K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 141 | $3.12K | 0.00% | +141 | New |
| Essential Partners LLC | 137 | $3.04K | 0.00% | +137 | New |
| Silver Grove Financial Group, Inc. | 117 | $2.59K | 0.00% | +117 | New |
| Larson Financial Group LLC | 113 | $2.50K | 0.00% | −547−82.9% | Reduced |
| High Note Wealth, LLC | 112 | $2.48K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 111 | $2.46K | 0.00% | +96+640.0% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $2.45K | 0.00% | +54+94.7% | Added |
| Louisbourg Investments Inc. | 110 | $2.43K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 106 | $2.35K | 0.00% | +71+202.9% | Added |
| Cornerstone Planning Group LLC | 94 | $2.09K | 0.00% | +94 | New |
| UMA Financial Services, Inc. | 89 | $1.97K | 0.00% | +89 | New |
| Smartleaf Asset Management LLC | 84 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 80 | $1.77K | 0.00% | +57+247.8% | Added |
| Financial Consulate, Inc | 72 | $1.59K | 0.00% | +15+26.3% | Added |
| Manchester Capital Management LLC | 71 | $1.57K | 0.00% | −505−87.7% | Reduced |
| Nisa Investment Advisors, LLC | 65 | $1.44K | 0.00% | +48+282.4% | Added |
| Ameriflex Group, Inc. | 57 | $1.26K | 0.00% | +57 | New |
| CVA Family Office, LLC | 44 | $975 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $952 | 0.00% | +43 | New |
| True Wealth Design, LLC | 39 | $864 | 0.00% | −16−29.1% | Reduced |
| Geneos Wealth Management Inc. | 32 | $709 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 28 | $621 | 0.00% | +28 | New |
| Synergy Investment Management, LLC | 23 | $595 | 0.00% | +23 | New |
| Action Point Financial Planning, LLC | 22 | $487 | 0.00% | +22 | New |
| MV Capital Management, Inc. | 21 | $466 | 0.00% | −31−59.6% | Reduced |
| Zions Bancorporation, National Association | 18 | $399 | 0.00% | −29−61.7% | Reduced |
| Natixis | 8 | $177 | 0.00% | −6,892−99.9% | Reduced |
| Ankerstar Wealth, LLC | 4 | $89 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $66 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 0 | $0 | 0.00% | −5,118,468−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −2,360,741−100.0% | Sold out |
| Arbejdsmarkedets Tillaegspension | 0 | $0 | 0.00% | −1,045,953−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −939,036−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −468,938−100.0% | Sold out |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0 | $0 | 0.00% | −256,800−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −131,536−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −99,268−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −99,748−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −63,600−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −78,666−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −69,025−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −32,576−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −55,029−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −36,200−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −49,806−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −32,870−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −28,030−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −16,453−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −21,116−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −20,718−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −19,506−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,085−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −17,069−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −16,429−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −15,411−100.0% | Sold out |
| Oslo Pensjonsforsikring AS | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −13,024−100.0% | Sold out |
| RTD Financial Advisors, Inc. | 0 | $0 | 0.00% | −11,644−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −11,340−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −11,258−100.0% | Sold out |