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 304 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 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 |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,660
shares
|
$453,357
0.0% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
15,537
shares
|
$449,796
0.07% of portfolio
|
Q1 2025
Added 40.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
15,048
shares
|
$435,639
0.01% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
14,252
shares
|
$412,595
0.08% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,151
shares
|
$409,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
13,798
shares
|
$399,452
0.0% of portfolio
|
Q3 2022
Added 2.56%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
13,769
shares
|
$398,612
0.01% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
13,465
shares
|
$389,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
13,260
shares
|
$383,877
0.01% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
13,200
shares
|
$382,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
13,174
shares
|
$381,387
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
12,068
shares
|
$349,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,943
shares
|
$345,749
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
11,870
shares
|
$343,636
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
11,681
shares
|
$338,164
0.0% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,529
shares
|
$333,764
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
11,500
shares
|
$332,925
0.0% of portfolio
|
Q4 2022
Reduced 31.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,244
shares
|
$325,513
0.02% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
10,984
shares
|
$317,986
0.01% of portfolio
|
Q2 2025
Reduced 77.48%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
10,806
shares
|
$312,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
10,797
shares
|
$312,573
0.01% of portfolio
|
Q1 2025
Added 593.45%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
10,726
shares
|
$310,517
0.14% of portfolio
|
Q2 2025
Added 23.8%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
10,719
shares
|
$310,315
0.01% of portfolio
|
Q1 2025
Added 75.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
10,332
shares
|
$299,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
10,212
shares
|
$295,637
1.23% of portfolio
|
Q1 2024
Added 3.28%
|