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Open Text (OTEX) Institutional Ownership

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$23.69 +0.45 (+1.94%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$23.70 +0.01 (+0.04%)
As of 10/9/2026 07:30 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Open Text (NASDAQ:OTEX)

Current
Institutional Ownership
Percentage
70.37%
Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$932.14M
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OTEX Institutional Buying and Selling by Quarter

Open Text Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Sound Income Strategies LLC171,819$3.99M0.1%-0.5%0.071%
10/5/2026Ridgewood Investments LLC67,238$1.51M0.5%+1.4%0.028%
9/9/2026Sequoia Financial Advisors LLC17,506$388K0.0%+8.3%0.007%
9/9/2026Tidal Investments LLC300,997$6.67M0.0%+797.0%0.124%
9/9/2026Engineers Gate Manager LP88,032$1.95M0.0%+807.5%0.036%
9/9/2026Cidel Asset Management Inc.15,533$344K0.0%-7.6%0.006%
9/9/2026Squarepoint Ops LLC21,989$487K0.0%-3.0%0.009%
9/8/2026Spark Investment Management LLC35,000$774K1.5%-42.6%0.014%
9/8/2026Nykredit A S8,100$179K0.0%N/A0.003%
8/26/2026Amundi2,260,072$50.06M0.0%+154.9%0.933%
8/22/2026TD Waterhouse Canada Inc.1,977,244$45.23M0.1%+3.3%0.817%
8/21/2026Nykredit A S8,100$179K0.0%N/A0.003%
8/20/2026Mufg Securities Canada LTD.342,649$7.57M0.2%-7.8%0.142%
8/20/2026Susquehanna Advisors Group Inc.237,178$5.25M0.1%+264.2%0.098%
8/20/2026Susquehanna Fundamental Investments LLC289,500$6.41M0.1%N/A0.120%
8/19/2026Wellington Management Group LLP502,614$11.12M0.0%N/A0.208%
8/18/2026Beacon Pointe Advisors LLC69,435$1.54M0.0%N/A0.029%
8/18/2026Kimelman & Baird LLC1,200$27K0.0%N/A0.000%
8/18/2026Public Employees Retirement System of Ohio728,374$16.13M0.0%N/A0.301%
8/17/2026Parvin Asset Management LLC33,250$736K0.6%N/A0.014%
8/17/2026Bank of America Corp DE840,639$18.62M0.0%N/A0.347%
8/15/2026Man Group plc99,401$2.20M0.0%N/A0.041%
8/14/2026Canada Pension Plan Investment Board1,834,379$40.56M0.0%N/A0.758%
8/14/2026Legal & General Group Plc1,415,546$31.32M0.0%N/A0.585%
8/14/2026The Manufacturers Life Insurance Company12,041,601$266.60M0.2%N/A4.973%
8/13/2026Cibc World Market Inc.3,207,970$70.94M0.1%N/A1.325%
8/13/2026OMERS ADMINISTRATION Corp285,400$6.32M0.0%N/A0.118%
8/13/2026Sanctuary Advisors LLC21,558$478K0.0%N/A0.009%
8/13/2026Connor Clark & Lunn Investment Management Ltd.10,200$226K0.0%N/A0.004%
8/13/2026Bank of Nova Scotia1,228,764$27.19M0.0%N/A0.507%
8/12/2026Quantbot Technologies LP87,291$1.93M0.1%N/A0.036%
8/12/2026Evolve Private Wealth LLC46,777$1.04M0.1%N/A0.019%
8/12/2026Callan Family Office LLC34,471$764K0.0%N/A0.014%
8/11/2026Allworth Financial LP2,377$53K0.0%N/A0.001%
8/11/2026Virtus Advisers LLC90,450$2.84M1.1%N/A0.037%
8/11/2026Vise Technologies Inc.9,167$203K0.0%N/A0.004%
8/11/2026Quartz Partners LLC182,637$4.05M1.3%N/A0.075%
8/7/2026BlackRock Inc.2,083,245$46.14M0.0%N/A0.860%
8/7/2026Deutsche Bank AG323,894$7.17M0.0%N/A0.134%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.89,076$1.97M0.0%N/A0.037%
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8/7/2026Plato Investment Management Ltd53,525$1.18M0.1%N/A0.022%
8/6/2026Global Retirement Partners LLC1,549$34K0.0%N/A0.001%
8/6/2026Alberta Investment Management Corp67,209$1.49M0.0%N/A0.028%
8/6/2026Bank of New York Mellon Corp44,242$980K0.0%N/A0.018%
8/6/2026State of Wyoming17,620$390K0.0%N/A0.007%
8/3/2026Oppenheimer Asset Management Inc.21,246$471K0.0%N/A0.009%
7/10/2026Wedge Capital Management L L P NC196,153$4.35M0.1%+44.0%0.081%
7/9/2026Legacy Wealth Asset Management LLC21,435$475K0.1%+2.9%0.009%
7/8/2026Byrne Asset Management LLC4,837$107K0.1%+11.5%0.002%
5/22/2026Access Investment Management LLC320,215$7.12M1.9%+60.2%0.132%
5/19/2026Turtle Creek Asset Management Inc.26,610$592K0.0%-9.5%0.011%
5/19/2026Bank of America Corp DE1,349,545$30.01M0.0%+99.1%0.556%
5/19/2026Arkadios Wealth Advisors101,259$2.25M0.0%+19.0%0.042%
5/18/2026Guardian Partners Inc.29,827$664K0.1%-86.8%0.012%
5/18/2026Amundi886,777$19.72M0.0%-15.8%0.365%
5/18/2026Parvin Asset Management LLC33,430$743K0.5%+24.6%0.014%
5/18/2026Royal Bank of Canada9,843,494$218.92M0.0%+10.9%4.056%
5/16/2026The Manufacturers Life Insurance Company10,210,601$227.12M0.2%-4.9%4.208%
5/16/2026Quantinno Capital Management LP109,717$2.44M0.0%+109.8%0.045%
5/16/2026Lazard Asset Management LLC55,585$1.24M0.0%+9.5%0.023%
5/15/2026OMERS ADMINISTRATION Corp9,108$202K0.0%N/A0.004%
5/15/2026Cumberland Partners Ltd19,000$422K0.0%-19.1%0.008%
5/14/2026Public Employees Retirement System of Ohio41,217$916K0.0%-1.2%0.017%
5/14/2026Aristides Capital LLC9,867$219K0.0%+40.3%0.004%
5/14/2026Arrowstreet Capital Limited Partnership1,528,570$34.03M0.0%-58.5%0.630%
5/14/2026Bank of Nova Scotia765,730$17.06M0.0%-0.2%0.316%
5/14/2026Sei Investments Co.255,601$5.68M0.0%+47.3%0.105%
5/14/2026State of Wyoming9,330$207K0.0%+436.5%0.004%
5/13/2026First Trust Advisors LP7,369,594$164.12M0.1%-35.9%3.037%
5/8/2026PNC Financial Services Group Inc.4,117$92K0.0%+23.0%0.002%
5/8/2026Oslo Pensjonsforsikring AS13,400$298K0.0%N/A0.006%
5/8/2026Baader Bank Aktiengesellschaft16,429$365K0.0%+24.4%0.007%
5/8/2026Andra AP fonden36,200$805K0.0%+546.4%0.015%
5/7/2026Dimensional Fund Advisors LP4,142,610$92.12M0.0%+24.0%1.710%
5/7/2026Parallel Advisors LLC4,214$94K0.0%+307.1%0.002%
5/7/2026SEB Asset Management AB36,616$813K0.0%N/A0.015%
5/7/2026Swiss National Bank848,200$18.87M0.0%+26.5%0.350%
5/6/2026IMA Advisory Services Inc.32,771$729K0.1%+3.3%0.014%
5/5/2026Quartz Partners LLC135,767$3.02M1.2%+15.8%0.056%
5/5/2026Bank of New York Mellon Corp240,654$5.35M0.0%-52.3%0.099%
5/5/2026Sanctuary Advisors LLC10,958$244K0.0%-60.6%0.005%
5/4/2026Arbejdsmarkedets Tillaegspension1,045,953$23.26M0.6%+49.8%0.432%
5/4/2026J. Safra Sarasin Holding AG56,443$1.25M0.0%+38.3%0.023%
5/1/2026Sequoia Financial Advisors LLC16,169$360K0.0%+14.4%0.007%
4/30/2026Munich Reinsurance Co Stock Corp in Munich39,446$876K0.0%-90.8%0.016%
4/28/2026DGS Capital Management LLC25,824$574K0.1%-35.0%0.011%
4/28/2026Montrusco Bolton Investments Inc.214,625$4.77M0.1%-2.0%0.089%
4/27/2026Y Intercept Hong Kong Ltd69,025$1.54M0.0%+34.2%0.028%
4/27/2026Sound Income Strategies LLC168,985$3.81M0.2%N/A0.070%
4/24/2026USS Investment Management Ltd49,806$1.11M0.0%+7.2%0.021%
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4/22/2026Pictet Asset Management Holding SA305,919$6.79M0.0%-13.1%0.126%
4/22/2026Value Partners Investments Inc.2,413,989$53.69M4.1%+30.0%0.997%
4/21/2026Aaron Wealth Advisors LLC17,069$380K0.0%N/A0.007%
4/20/2026Cardinal Point Capital Management ULC446,889$9.94M0.6%+74.2%0.184%
4/20/2026Assenagon Asset Management S.A.21,116$469K0.0%+31.9%0.009%
4/18/2026Cidel Asset Management Inc.16,812$374K0.0%-97.0%0.007%
4/16/2026Evolve Private Wealth LLC42,784$952K0.1%+11.2%0.018%
3/3/2026Caitong International Asset Management Co. Ltd1,611$52K0.0%+5,096.8%0.001%
2/26/2026Aristides Capital LLC7,031$229K0.0%-17.9%0.003%
2/24/2026DGS Capital Management LLC39,714$1.29M0.2%+8.2%0.016%


OTEX Institutional Ownership - Frequently Asked Questions

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 ($790.74M), Harris Associates L P ($426.18M), FIL Ltd ($395.85M), Vanguard Group Inc. ($378.23M), Brandes Investment Partners LP ($296.68M), The Manufacturers Life Insurance Company ($266.60M), and Royal Bank of Canada ($218.92M).Learn more on Open Text's institutional investors.

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

Of the 270 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: The Manufacturers Life Insurance Company ($13.25M), Norges Bank ($9.96M), First Trust Advisors LP ($3.98M), Brandes Investment Partners LP ($3.63M), Arrowstreet Capital Limited Partnership ($3.40M), Cibc World Market Inc. ($3.24M), and Value Partners Investments Inc. ($2.93M).

Institutional investors have bought a total of 54,305,637 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

Of the 90 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: Arrowstreet Capital Limited Partnership ($6.20M), Cooke & Bieler LP ($4.84M), First Trust Advisors LP ($4.12M), Turtle Creek Asset Management Inc. ($3.10M), Royal Bank of Canada ($1.45M), Goldman Sachs Group Inc. ($1.09M), and Cidel Asset Management Inc. ($957.78K).

Institutional investors have sold a total of 29,705,472 shares in the last 24 months. This volume of shares sold represents approximately $932.14M in transactions.


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Institutional ownership data for NASDAQ:OTEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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