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 306 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $4.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,250
shares
|
$32,987
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,200
shares
|
$31,668
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,176
shares
|
$31,034
0.02% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,027
shares
|
$27,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
1,015
shares
|
$26,785
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,011
shares
|
$26,680
0.0% of portfolio
|
Q4 2024
Added 103.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
972
shares
|
$25,651
0.0% of portfolio
|
Q4 2024
Reduced 34.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
926
shares
|
$24,437
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
800
shares
|
$21,112
0.01% of portfolio
|
Q2 2022
Reduced 2.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
710
shares
|
$18,736
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
674
shares
|
$17,786
0.0% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
669
shares
|
$17,654
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
627
shares
|
$16,546
0.0% of portfolio
|
Q4 2024
Reduced 91.99%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
618
shares
|
$16,309
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
607
shares
|
$16,018
0.0% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
606
shares
|
$15,992
0.0% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
572
shares
|
$15,095
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
446
shares
|
$11,769
0.0% of portfolio
|
Q4 2024
Reduced 58.55%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
420
shares
|
$11,083
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
413
shares
|
$10,899
0.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$10,556
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
391
shares
|
$10,318
0.0% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
285
shares
|
$7,521
0.0% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
261
shares
|
$6,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
243
shares
|
$6,412
0.01% of portfolio
|
Q4 2024
New holding
|