Institutional Ownership Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX). We have compiled data on the 310 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,406
shares
|
$82,333
0.0% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
2,367
shares
|
$80,998
0.0% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,247
shares
|
$76,892
0.0% of portfolio
|
Q2 2025
Reduced 43.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,005
shares
|
$68,611
0.0% of portfolio
|
Q2 2025
Added 39.72%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,976
shares
|
$67,618
0.01% of portfolio
|
Q2 2025
Added 88.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,798
shares
|
$61,527
0.0% of portfolio
|
Q2 2025
Added 52.24%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
1,791
shares
|
$61,288
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,652
shares
|
$56,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,640
shares
|
$56,120
0.03% of portfolio
|
Q2 2025
Added 39.46%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,635
shares
|
$55,949
0.03% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,388
shares
|
$47,497
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,313
shares
|
$44,930
0.0% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,280
shares
|
$43,801
0.02% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$41,064
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,015
shares
|
$34,733
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
1,015
shares
|
$34,733
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,005
shares
|
$34,391
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
926
shares
|
$31,687
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
867
shares
|
$29,668
0.0% of portfolio
|
Q2 2025
Reduced 55.26%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
822
shares
|
$28,128
0.0% of portfolio
|
Q2 2025
Added 228.8%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
800
shares
|
$27,376
0.01% of portfolio
|
Q2 2022
Reduced 2.08%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
778
shares
|
$26,623
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
772
shares
|
$26,417
0.0% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
751
shares
|
$25,699
0.0% of portfolio
|
Q1 2025
Added 210.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
618
shares
|
$21,147
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|