Latest Institutional Purchases of Open Text Corp (OTEX)
This list provides information on the latest institutional transactions involving Open Text Corp (OTEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
30+ 3.86% |
$838 - $1.14K
|
808
$27.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
29+ 69.05% |
$810 - $1.11K
|
71
$2.39K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29New |
$810 - $1.11K
|
29
$977
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
17New |
$475 - $649
|
17
$573
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 3.32% |
$363 - $496
|
405
$13.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 27.03% |
$279 - $382
|
47
$1.58K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9New |
$251 - $343
|
9
$303
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 2.75% |
$196 - $267
|
262
$8.82K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 28.0% |
$196 - $267
|
32
$1.08K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.11% |
$83.8 - $114
|
2.73K
$91.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.24% |
$55.9 - $76.3
|
824
$27.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
415K+ 131.61% |
$9.57M - $12.1M
|
731K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
90.8K+ 24.48% |
$2.09M - $2.65M
|
462K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
BUY
|
- |
72.9KNew |
$1.68M - $2.13M
|
72.9K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
34.1KNew |
$786K - $996K
|
34.1K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
30K+ 10.71% |
$691K - $876K
|
310K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
28.2K+ 51.3% |
$651K - $825K
|
83.3K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
22.2KNew |
$511K - $648K
|
22.2K
$747K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
18.4KNew |
$423K - $536K
|
18.4K
$618K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
16.5KNew |
$379K - $480K
|
16.5K
$554K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.56KNew |
$197K - $250K
|
8.56K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.08K+ 780.51% |
$71K - $90K
|
3.48K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.79KNew |
$41.3K - $52.3K
|
1.79K
$60.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
1.02KNew |
$23.4K - $29.6K
|
1.02K
$34.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
770+ 5.4% |
$17.7K - $22.5K
|
15K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
655+ 0.99% |
$15.1K - $19.1K
|
66.5K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
537New |
$12.4K - $15.7K
|
537
$18.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
521New |
$12K - $15.2K
|
521
$17.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
465New |
$10.7K - $13.6K
|
465
$15.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
464+ 39.46% |
$10.7K - $13.5K
|
1.64K
$55.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
352+ 27.44% |
$8.11K - $10.3K
|
1.64K
$55.1K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
230+ 884.62% |
$5.3K - $6.72K
|
256
$8.62K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
52New |
$1.2K - $1.52K
|
52
$1.75K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
40New |
$922 - $1.17K
|
40
$1.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22New |
$507 - $642
|
22
$741
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$415 - $526
|
18
$606
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 17.65% |
$346 - $438
|
100
$3.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7New |
$161 - $204
|
7
$236
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
75.1KNew |
$1.89M - $2.28M
|
75.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
57K+ 206.72% |
$1.43M - $1.73M
|
84.5K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
34.6KNew |
$869K - $1.05M
|
34.6K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.1K+ 12.67% |
$530K - $641K
|
188K
$6.32M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
17.5KNew |
$440K - $532K
|
17.5K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
15.3K+ 3434.75% |
$385K - $466K
|
15.8K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.2KNew |
$331K - $401K
|
13.2K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.8KNew |
$271K - $328K
|
10.8K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.84KNew |
$222K - $269K
|
8.84K
$298K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.41KNew |
$211K - $255K
|
8.41K
$283K
|
|