Institutional Ownership Open Text Corp (OTEX)

OTEX Quotes by TradingView

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
Advisor Net Financial, Inc

Jul 14, 2025 Q2 2025
47
shares
$1,386 0.0% of portfolio
Q1 2024 Reduced 7.84%
Transce3nd, LLC

Kyle, TX

 		May 02, 2025 Q1 2025
43
shares
$1,268 0.0% of portfolio
Q4 2024 New holding
Larson Financial Group LLC

Aug 08, 2025 Q2 2025
42
shares
$1,238 0.0% of portfolio
Q2 2025 Reduced 62.83%
Hughes Financial Services, LLC

Herndon, VA

 		Aug 07, 2025 Q2 2025
40
shares
$1,179 0.0% of portfolio
Q2 2025 New holding
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA

 		May 14, 2025 Q1 2025
39
shares
$1,150 0.0% of portfolio
Q1 2025 Reduced 67.77%
Jfs Wealth Advisors, LLC

Jul 24, 2025 Q2 2025
37
shares
$1,091 0.0% of portfolio
Q2 2025 Added 184.62%
Bare Financial Services, Inc

Gap, PA

 		Aug 13, 2025 Q2 2025
36
shares
$1,061 0.0% of portfolio
Q1 2025 New holding
Geneos Wealth Management Inc.

May 21, 2025 Q1 2025
32
shares
$943 0.0% of portfolio
Q4 2023 New holding
True Wealth Design, LLC

Akron, OH

 		Aug 06, 2025 Q2 2025
25
shares
$737 0.0% of portfolio
Q2 2025 Added 127.27%
Arlington Trust CO LLC

Birmingham, AL

 		Jul 08, 2025 Q2 2025
18
shares
$530 0.0% of portfolio
Q2 2025 New holding
Assetmark, Inc

Aug 04, 2025 Q2 2025
1
shares
$29 0.0% of portfolio
Q1 2025 Reduced 66.67%
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Aug 12, 2025 Q2 2025
0
shares
$0 100.0% of portfolio
Q2 2025 New holding
Nomura Asset Management CO LTD

Tokyo, M0

 		Aug 11, 2025 Q2 2025
0
shares
$0 0.0% of portfolio
Q2 2025 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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