Latest Institutional Transactions on Open Text Corp (OTEX)
This table provides information on the latest institutional transactions involving Open Text Corp (OTEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
2.72KNew |
$91.6K - $108K
|
2.72K
$91.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-416K- 42.77% |
$14M - $16.5M
|
557K
$18.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
197+ 7.75% |
$6.63K - $7.82K
|
2.74K
$92.2K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
40New |
$1.35K - $1.59K
|
40
$1.35K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104+ 33.55% |
$3.5K - $4.13K
|
414
$13.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.83K+ 2.93% |
$95.2K - $112K
|
99.3K
$3.34M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-2.72K- 6.25% |
$91.7K - $108K
|
40.8K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12New |
$404 - $476
|
12
$404
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.15K- 56.01% |
$275K - $324K
|
6.4K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.1K+ 0.92% |
$36.9K - $43.5K
|
120K
$4.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-145- 1.53% |
$4.88K - $5.76K
|
9.31K
$313K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 59.57% |
$943 - $1.11K
|
75
$2.53K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-238- 1.17% |
$8.02K - $9.45K
|
20.2K
$680K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.63KNew |
$122K - $144K
|
3.63K
$122K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.28K- 17.0% |
$110K - $130K
|
16K
$539K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
432New |
$14.5K - $17.1K
|
432
$14.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 50.0% |
$539 - $635
|
48
$1.62K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
115+ 6.27% |
$3.87K - $4.56K
|
1.95K
$65.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-368K- 16.54% |
$12.4M - $14.6M
|
1.86M
$62.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-49- 5.95% |
$1.65K - $1.94K
|
775
$26.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14.9K- 44.67% |
$502K - $592K
|
18.5K
$622K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.96K- 9.94% |
$82.6K - $113K
|
26.8K
$903K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.11% |
$83.8 - $114
|
2.73K
$91.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.86K+ 499.74% |
$108K - $147K
|
4.63K
$156K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
118K+ 351.23% |
$3.31M - $4.52M
|
152K
$5.12M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.89K- 76.82% |
$80.7K - $110K
|
872
$29.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-401- 10.24% |
$11.2K - $15.3K
|
3.51K
$118K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-378- 17.97% |
$10.6K - $14.4K
|
1.73K
$58.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-20- 39.22% |
$559 - $763
|
31
$1.04K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.06K- 23.4% |
$57.5K - $78.6K
|
6.74K
$227K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
103New |
$2.88K - $3.93K
|
103
$3.47K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
80.3K+ 48.77% |
$2.24M - $3.07M
|
245K
$8.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.92K- 2.86% |
$165K - $226K
|
201K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7KNew |
$196K - $267K
|
7K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.3K- 11.58% |
$64.2K - $87.8K
|
17.6K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-188K- 77.28% |
$5.25M - $7.18M
|
55.3K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 18.05% |
$313K - $428K
|
50.9K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.4K+ 41.51% |
$123K - $168K
|
15K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$209K - $285K
|
7.48K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
PUT |
-49.5K- 62.66% |
$1.38M - $1.89M
|
29.5K
$994K
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
116K+ 37.81% |
$3.24M - $4.42M
|
422K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.32K- 30.55% |
$92.6K - $127K
|
7.54K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-479K- 7.37% |
$13.4M - $18.3M
|
6.01M
$203M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-73.7K- 70.25% |
$2.06M - $2.81M
|
31.2K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11K+ 42.48% |
$308K - $421K
|
37K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.11K- 33.86% |
$171K - $233K
|
11.9K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 14.51% |
$413K - $565K
|
87.2K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 10.42% |
$40K - $54.6K
|
15.2K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
615K+ 54.61% |
$17.2M - $23.5M
|
1.74M
$58.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-68.2K- 38.17% |
$1.91M - $2.6M
|
111K
$3.72M
|
|