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Open Text (OTEX) Institutional Ownership

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$39.15 +0.08 (+0.20%)
Closing price 10/15/2025 04:00 PM Eastern
Extended Trading
$39.08 -0.06 (-0.17%)
As of 10/15/2025 07:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Open Text (NASDAQ:OTEX)

Current
Institutional Ownership
Percentage
70.37%
Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$773.13M
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OTEX Institutional Buying and Selling by Quarter

Open Text Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Value Partners Investments Inc.2,225,670$83.17M6.8%-13.1%0.880%
10/15/2025Vontobel Holding Ltd.45,815$1.71M0.0%-1.3%0.018%
10/15/2025Net Worth Advisory Group9,453$353K0.1%+27.4%0.004%
10/14/2025RTD Financial Advisors Inc.21,353$798K0.1%-6.2%0.008%
10/14/2025Farther Finance Advisors LLC7,331$274K0.0%-13.8%0.003%
10/10/2025 Wedge Capital Management L L P NC118,466$4.43M0.1%+20.7%0.047%
10/7/2025 Assenagon Asset Management S.A.19,289$721K0.0%+62.5%0.008%
9/4/2025Osaic Holdings Inc.1,798$52K0.0%+108.8%0.001%
8/29/2025Centaurus Financial Inc.3,915$114K0.0%N/A0.002%
8/27/2025Squarepoint Ops LLC20,562$600K0.0%-31.2%0.008%
8/19/2025State of Wyoming16,664$486K0.1%-3.4%0.007%
8/16/2025Public Sector Pension Investment Board25,036$730K0.0%-1.6%0.010%
8/16/2025Headlands Technologies LLC20,451$597K0.1%+608.1%0.008%
8/15/2025CANADA LIFE ASSURANCE Co206,695$5.96M0.0%-3.0%0.081%
8/15/2025WealthCollab LLC1,640$48K0.0%+39.5%0.001%
8/15/2025Captrust Financial Advisors8,803$257K0.0%-80.7%0.003%
8/15/2025Vident Advisory LLC13,729$400K0.0%+17.5%0.005%
8/15/2025Tidal Investments LLC18,059$527K0.0%+2.6%0.007%
8/15/2025Onex Canada Asset Management Inc.44,850$1.31M0.2%-55.2%0.018%
8/15/2025Man Group plc69,533$2.03M0.0%-51.9%0.027%
8/15/2025Lazard Asset Management LLC66,512$1.94M0.0%+1.0%0.026%
8/15/2025Engineers Gate Manager LP10,856$317K0.0%N/A0.004%
8/15/2025BNP Paribas Financial Markets80,669$2.36M0.0%+216.5%0.032%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp140,178$4.10M0.0%-4.5%0.055%
8/15/2025Bank of America Corp DE390,167$11.39M0.0%-56.7%0.153%
8/15/2025Ameriprise Financial Inc.178,777$5.28M0.0%N/A0.070%
8/14/2025Raymond James Financial Inc.126,339$3.69M0.0%-1.2%0.050%
8/14/2025Canada Pension Plan Investment Board1,547,467$45.25M0.0%+24.0%0.608%
8/14/2025Quantinno Capital Management LP25,967$758K0.0%+115.2%0.010%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main112,128$3.27M0.0%+29.2%0.044%
8/14/2025The Manufacturers Life Insurance Company 4,275,331$124.27M0.1%+0.5%1.681%
8/14/2025Sei Investments Co.275,976$8.06M0.0%+14.9%0.109%
8/14/2025Qube Research & Technologies Ltd46,500$1.36M0.0%+16.8%0.018%
8/14/2025Intact Investment Management Inc.603,140$17.62M0.6%-0.5%0.237%
8/14/2025Investment Management Corp of Ontario15,745$460K0.0%-6.5%0.006%
8/14/2025AXA S.A.730,661$21.34M0.1%+131.6%0.287%
8/14/2025Sagard Holdings Management Inc.1,015$30K0.1%N/A0.000%
8/14/2025Bank of Nova Scotia1,719,438$50.23M0.1%-9.4%0.676%
8/14/2025Cerity Partners LLC49,003$1.43M0.0%+3.4%0.019%
8/13/2025Amundi619,644$18.48M0.0%+33.1%0.244%
8/13/2025Beutel Goodman & Co Ltd.6,493,133$189.35M1.1%-3.3%2.553%
8/13/2025First Trust Advisors LP8,262,084$241.33M0.2%+1.5%3.249%
8/13/2025EverSource Wealth Advisors LLC2,005$59K0.0%+39.7%0.001%
8/13/2025Invesco Ltd.2,842,851$83.01M0.0%-7.4%1.118%
8/13/20251832 Asset Management L.P.2,449,895$71.54M0.1%+3.6%0.963%
8/13/2025Beacon Pointe Advisors LLC57,699$1.69M0.0%+29.2%0.023%
8/13/2025Arrowstreet Capital Limited Partnership7,730,470$225.90M0.2%+11.7%3.040%
8/13/2025Westerkirk Capital Inc.15,600$456K0.1%N/A0.006%
8/13/2025Brandes Investment Partners LP8,368,336$244.36M2.2%+42.7%3.290%
8/13/2025Claret Asset Management Corp30,929$903K0.1%+7.6%0.012%
8/13/2025Virtus Advisers LLC3,900$114K0.2%N/A0.002%
8/13/2025Bristol Gate Capital Partners Inc.34,209$998K0.1%+6.5%0.013%
8/13/2025Mackenzie Financial Corp2,970,895$86.86M0.1%-49.4%1.168%
8/13/2025Skandinaviska Enskilda Banken AB publ 43,624$1.27M0.0%+18.4%0.017%
8/13/2025Norges Bank3,381,911$98.88M0.0%N/A1.330%
8/13/2025Scotia Capital Inc.310,232$8.94M0.0%-23.4%0.122%
8/13/2025Hsbc Holdings PLC346,232$10.12M0.0%-50.7%0.136%
8/13/2025CDAM UK Ltd2,179,829$63.65M10.6%-4.3%0.857%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC1,342,759$39.20M0.1%-22.8%0.528%
8/13/2025Aristides Capital LLC8,784$256K0.1%N/A0.003%
8/13/2025Korea Investment CORP88,144$2.57M0.0%-53.2%0.035%
8/13/2025Northwest & Ethical Investments L.P.233,765$6.83M0.2%+6.6%0.092%
8/13/2025Russell Investments Group Ltd.272,400$7.94M0.0%-22.5%0.107%
8/12/2025Advisors Asset Management Inc.13,514$395K0.0%+26.1%0.005%
8/12/2025Aviso Financial Inc.94,171$2.75M0.1%+10.9%0.037%
8/12/2025American Century Companies Inc.255,158$7.46M0.0%-32.1%0.100%
8/12/2025Heron Bay Capital Management15,022$439K0.1%+5.4%0.006%
8/12/2025Franklin Resources Inc.136,272$3.98M0.0%-15.8%0.054%
8/12/2025Legal & General Group Plc1,689,982$49.28M0.0%+6.9%0.665%
8/12/2025MAI Capital Management1,595$47K0.0%+58.7%0.001%
8/12/2025JPMorgan Chase & Co.1,109,057$32.38M0.0%-3.4%0.436%
8/12/2025Swiss National Bank789,000$22.97M0.0%+5.1%0.310%
8/11/2025TD Waterhouse Canada Inc.924,964$27.30M0.2%-10.0%0.364%
8/8/2025Letko Brosseau & Associates Inc.5,649,818$164.75M3.2%+16.2%2.217%
8/8/2025Ontario Teachers Pension Plan Board55,851$1.63M0.0%-7.4%0.022%
8/8/2025Intech Investment Management LLC53,928$1.57M0.0%-0.7%0.021%
8/8/2025Creative Planning33,002$964K0.0%+66.3%0.013%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.102,919$3.01M0.0%N/A0.040%
8/8/2025Geode Capital Management LLC2,390,874$71.04M0.0%+15.4%0.938%
8/8/2025Forsta AP Fonden156,800$4.57M0.0%-18.0%0.062%
8/8/2025Mitsubishi UFJ Trust & Banking Corp223,701$6.54M0.0%-27.5%0.088%
8/8/2025IMA Advisory Services Inc.32,333$944K0.1%+9.1%0.013%
8/7/2025Connor Clark & Lunn Investment Management Ltd.416,000$12.16M0.0%+55.1%0.163%
8/7/2025Scheer Rowlett & Associates Investment Management Ltd.276,928$8.10M0.5%+1.4%0.109%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.25,655$749K0.0%-7.8%0.010%
8/7/2025Aviva PLC189,155$5.53M0.0%+5.6%0.074%
8/6/2025Metis Global Partners LLC13,260$387K0.0%+8.3%0.005%
8/6/2025Achmea Investment Management B.V.33,692$983K0.0%-42.5%0.013%
8/6/2025Andra AP fonden197,900$5.78M0.1%-47.1%0.078%
8/6/2025Permit Capital LLC310,000$9.05M2.9%+10.7%0.122%
8/5/2025Bank of New York Mellon Corp426,675$12.46M0.0%-2.8%0.167%
8/5/2025Access Investment Management LLC199,245$5.82M1.7%N/A0.078%
8/5/2025Bank of Montreal Can2,889,012$84.47M0.0%-3.1%1.134%
8/5/2025Plato Investment Management Ltd2,845$83K0.0%-94.3%0.001%
8/4/2025Cooke & Bieler LP6,041,008$176.40M1.8%-1.1%2.371%
8/4/2025Bordeaux Wealth Advisors LLC18,359$536K0.1%N/A0.007%
8/4/2025Atria Investments Inc10,332$302K0.0%N/A0.004%
8/4/2025Hantz Financial Services Inc.36,995$1.08M0.0%+7.6%0.015%
8/1/2025AustralianSuper Pty Ltd463,882$13.56M0.1%+55.6%0.182%
8/1/2025Bessemer Group Inc.57,007$1.66M0.0%+4.3%0.022%
(Data available from 1/1/2016 forward)

OTEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTEX shares?

During the previous two years, 301 institutional investors and hedge funds held shares of Open Text. The most heavily invested institutionals were JARISLOWSKY FRASER Ltd ($522.88M), Harris Associates L P ($426.18M), Vanguard Group Inc. ($281.45M), Brandes Investment Partners LP ($244.36M), First Trust Advisors LP ($241.33M), Arrowstreet Capital Limited Partnership ($225.90M), and Beutel Goodman & Co Ltd. ($189.35M).Learn more on Open Text's institutional investors.

What percentage of Open Text's stock is owned by institutional investors?

70.37% of Open Text's stock is owned by institutional investors. Learn more on OTEX's institutional investor holdings.

Which institutional investors have been buying Open Text's stock?

Of the 257 institutional investors that purchased Open Text's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($10.00M), Brandes Investment Partners LP ($5.02M), Arrowstreet Capital Limited Partnership ($3.40M), Value Partners Investments Inc. ($3.05M), Clearbridge Investments LLC ($2.99M), JARISLOWSKY FRASER Ltd ($2.73M), and FIL Ltd ($2.37M).

How much institutional buying is happening at Open Text?

Institutional investors have bought a total of 38,899,939 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Which of Open Text's major shareholders have been selling company stock?

Of the 120 institutional investors that sold Open Text's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Value Partners Investments Inc. ($4.65M), FMR LLC ($3.97M), Royal Bank of Canada ($3.63M), Mackenzie Financial Corp ($3.45M), Bank of Montreal Can ($1.40M), The Manufacturers Life Insurance Company ($1.39M), and Beutel Goodman & Co Ltd. ($1.03M).

How much institutional selling is happening at Open Text?

Institutional investors have sold a total of 26,935,769 shares in the last 24 months. This volume of shares sold represents approximately $773.06M in transactions.



This page (NASDAQ:OTEX) was last updated on 10/16/2025 by MarketBeat.com Staff
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