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 181 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,635
shares
|
$48,216
0.03% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,435
shares
|
$42,318
0.0% of portfolio
|
Q1 2025
Added 112.91%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,388
shares
|
$40,932
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,313
shares
|
$38,720
0.0% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,280
shares
|
$37,747
0.02% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$35,388
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,176
shares
|
$34,680
0.02% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,135
shares
|
$33,471
0.0% of portfolio
|
Q1 2025
Added 334.87%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
1,015
shares
|
$29,932
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,005
shares
|
$29,637
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
926
shares
|
$27,307
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
867
shares
|
$25,567
0.0% of portfolio
|
Q2 2025
Reduced 55.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
861
shares
|
$25,390
0.0% of portfolio
|
Q4 2024
Added 61.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
822
shares
|
$24,240
0.0% of portfolio
|
Q2 2025
Added 228.8%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
800
shares
|
$23,592
0.01% of portfolio
|
Q2 2022
Reduced 2.08%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
778
shares
|
$22,943
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
772
shares
|
$22,766
0.0% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
751
shares
|
$22,146
0.0% of portfolio
|
Q1 2025
Added 210.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
618
shares
|
$18,224
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
572
shares
|
$16,868
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
537
shares
|
$15,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
465
shares
|
$13,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
449
shares
|
$13,241
0.0% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$11,796
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
395
shares
|
$11,648
0.0% of portfolio
|
Q1 2025
New holding
|