Purchases and Sales Made in Q2 2025 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q2 2025. The information is specifically focused on institutions that hold shares of OPEN TEXT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
18.4KNew |
$423K - $536K
|
18.4K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.6K+ 608.14% |
$405K - $513K
|
20.5K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
16.5KNew |
$379K - $480K
|
16.5K
$563K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 1.79% |
$373K - $473K
|
920K
$31.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
15.6KNew |
$359K - $456K
|
15.6K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.4K+ 10.32% |
$355K - $450K
|
165K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
14.8K+ 5.52% |
$340K - $431K
|
282K
$9.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
14.5K+ 6.6% |
$333K - $423K
|
234K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.9K+ 115.17% |
$320K - $406K
|
26K
$889K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.2K+ 66.26% |
$303K - $384K
|
33K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 29.23% |
$301K - $381K
|
57.7K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.9KNew |
$250K - $317K
|
10.9K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$238K - $302K
|
10.3K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 6.8% |
$237K - $300K
|
162K
$5.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
9.95K+ 5.55% |
$229K - $290K
|
189K
$6.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
9.27K+ 10.92% |
$214K - $271K
|
94.2K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.17KNew |
$211K - $268K
|
9.17K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.94KNew |
$206K - $261K
|
8.94K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
8.78KNew |
$202K - $256K
|
8.78K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.56KNew |
$197K - $250K
|
8.56K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
8.3K+ 48.23% |
$191K - $242K
|
25.5K
$872K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.43K+ 2.08% |
$171K - $217K
|
365K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.42KNew |
$171K - $217K
|
7.42K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.11KNew |
$164K - $207K
|
7.11K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.84K+ 7.49% |
$158K - $200K
|
98.2K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.77K+ 18.38% |
$156K - $198K
|
43.6K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.7K+ 16.83% |
$154K - $196K
|
46.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.83K+ 7.41% |
$134K - $170K
|
84.6K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
5.77K+ 2.84% |
$133K - $168K
|
209K
$7.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.42K+ 1.03% |
$125K - $158K
|
530K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.14KNew |
$118K - $150K
|
5.14K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5.02K+ 5.39% |
$116K - $147K
|
98.1K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.8K+ 30.64% |
$111K - $140K
|
20.5K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
4.11K+ 1.36% |
$94.8K - $120K
|
307K
$10.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.92KNew |
$90.2K - $114K
|
3.92K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.9KNew |
$89.9K - $114K
|
3.9K
$133K
|
|
|
Aug 07, 2025
Q2 2025
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
BUY
|
- |
3.89K+ 1.42% |
$89.6K - $114K
|
277K
$9.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.09K+ 4760.0% |
$71.3K - $90.3K
|
3.16K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.08K+ 780.51% |
$71K - $90K
|
3.48K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.8K+ 26.08% |
$64.4K - $81.6K
|
13.5K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.7K+ 9.12% |
$62.3K - $78.9K
|
32.3K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.61K+ 7.59% |
$60.1K - $76.2K
|
37K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.39K+ 5.07% |
$55.2K - $69.9K
|
49.6K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.33K+ 4.27% |
$53.7K - $68.1K
|
57K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.19K+ 7.64% |
$50.5K - $64.1K
|
30.9K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 6.45% |
$47.8K - $60.6K
|
34.2K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.06K+ 23.8% |
$47.5K - $60.2K
|
10.7K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.05K+ 17.53% |
$47.2K - $59.8K
|
13.7K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.79KNew |
$41.3K - $52.3K
|
1.79K
$61.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65KNew |
$38.1K - $48.2K
|
1.65K
$56.5K
|