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 326 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 $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
2,845
shares
|
$95,819
0.01% of portfolio
|
Q2 2025
Reduced 94.31%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,727
shares
|
$91,845
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,557
shares
|
$86,119
0.02% of portfolio
|
Q2 2024
Reduced 25.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,541
shares
|
$85,580
0.0% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,141
shares
|
$72,108
0.0% of portfolio
|
Q3 2025
Added 63.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,941
shares
|
$65,372
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,834
shares
|
$61,769
0.01% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2025 Q3 2025 |
1,791
shares
|
$60,320
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,759
shares
|
$59,243
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,725
shares
|
$58,098
0.0% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,640
shares
|
$55,235
0.03% of portfolio
|
Q2 2025
Added 39.46%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,635
shares
|
$55,066
0.03% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,608
shares
|
$54,157
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,388
shares
|
$46,747
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,280
shares
|
$43,110
0.03% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
1,200
shares
|
$40,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,192
shares
|
$40,146
0.0% of portfolio
|
Q3 2025
Reduced 62.27%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,114
shares
|
$37,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,015
shares
|
$34,185
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
1,015
shares
|
$34,185
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
980
shares
|
$33,006
0.0% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
926
shares
|
$31,187
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
872
shares
|
$29,368
0.0% of portfolio
|
Q3 2025
Reduced 76.82%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
824
shares
|
$27,752
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
808
shares
|
$27,213
0.02% of portfolio
|
Q3 2025
Added 3.86%
|
|