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Open Text (OTEX) Institutional Ownership

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$24.94 0.00 (0.00%)
Closing price 08/7/2026 04:00 PM Eastern
Extended Trading
$24.91 -0.03 (-0.12%)
As of 04:01 AM 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)
184
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
8/7/2026 BlackRock Inc.2,083,245$46.14M0.0%N/A0.860%
8/7/2026 Deutsche Bank AG323,894$7.17M0.0%N/A0.134%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.89,076$1.97M0.0%N/A0.037%
8/7/2026 Plato Investment Management Ltd53,525$1.18M0.1%N/A0.022%
8/6/2026 Global Retirement Partners LLC1,549$34K0.0%N/A0.001%
8/6/2026 Alberta Investment Management Corp67,209$1.49M0.0%N/A0.028%
8/6/2026 Bank of New York Mellon Corp44,242$980K0.0%N/A0.018%
8/6/2026 State of Wyoming17,620$390K0.0%N/A0.007%
8/3/2026 Oppenheimer Asset Management Inc.21,246$471K0.0%N/A0.009%
7/10/2026 Wedge Capital Management L L P NC196,153$4.35M0.1%+44.0%0.081%
7/9/2026 Legacy Wealth Asset Management LLC21,435$475K0.1%+2.9%0.009%
7/8/2026 Byrne Asset Management LLC4,837$107K0.1%+11.5%0.002%
5/22/2026 Access 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%
5/18/2026 Guardian 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%
5/15/2026 Cumberland 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%
5/14/2026 State of Wyoming9,330$207K0.0%+436.5%0.004%
5/13/2026First Trust Advisors LP7,369,594$164.12M0.1%-35.9%3.037%
5/8/2026 PNC Financial Services Group Inc.4,117$92K0.0%+23.0%0.002%
5/8/2026 Oslo Pensjonsforsikring AS13,400$298K0.0%N/A0.006%
5/8/2026 Baader 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%
5/7/2026 Parallel Advisors LLC4,214$94K0.0%+307.1%0.002%
5/7/2026 SEB Asset Management AB36,616$813K0.0%N/A0.015%
5/7/2026Swiss National Bank848,200$18.87M0.0%+26.5%0.350%
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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%
5/5/2026 Bank 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%
5/4/2026 Arbejdsmarkedets Tillaegspension1,045,953$23.26M0.6%+49.8%0.432%
5/4/2026 J. Safra Sarasin Holding AG56,443$1.25M0.0%+38.3%0.023%
5/1/2026 Sequoia Financial Advisors LLC16,169$360K0.0%+14.4%0.007%
4/30/2026 Munich 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%
4/28/2026 Montrusco Bolton Investments Inc.214,625$4.77M0.1%-2.0%0.089%
4/27/2026 Y Intercept Hong Kong Ltd69,025$1.54M0.0%+34.2%0.028%
4/27/2026 Sound Income Strategies LLC168,985$3.81M0.2%N/A0.070%
4/24/2026USS Investment Management Ltd49,806$1.11M0.0%+7.2%0.021%
4/22/2026 Pictet Asset Management Holding SA305,919$6.79M0.0%-13.1%0.126%
4/22/2026 Value Partners Investments Inc.2,413,989$53.69M4.1%+30.0%0.997%
4/21/2026 Aaron Wealth Advisors LLC17,069$380K0.0%N/A0.007%
4/20/2026 Cardinal Point Capital Management ULC446,889$9.94M0.6%+74.2%0.184%
4/20/2026 Assenagon Asset Management S.A.21,116$469K0.0%+31.9%0.009%
4/18/2026 Cidel Asset Management Inc.16,812$374K0.0%-97.0%0.007%
4/16/2026Evolve Private Wealth LLC42,784$952K0.1%+11.2%0.018%
3/3/2026 Caitong 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%
2/19/2026Invesco Ltd.2,234,488$72.80M0.0%-11.4%0.892%
2/18/2026Vident Advisory LLC15,715$512K0.0%+3.7%0.006%
2/18/2026State of Tennessee Department of Treasury147,862$4.82M0.0%+0.4%0.059%
2/18/2026Mackenzie Financial Corp2,556,252$84.17M0.1%-5.3%1.020%
2/18/2026XTX Topco Ltd33,222$1.08M0.0%-10.8%0.013%
2/18/2026Guardian Capital LP3,715,835$121.07M3.6%-9.8%1.483%
2/18/2026Wellington Management Group LLP389,247$12.69M0.0%+25.9%0.155%
2/18/2026Millennium Management LLC8,952$292K0.0%-85.3%0.004%
2/18/2026Man Group plc90,248$2.94M0.0%N/A0.036%
2/18/2026Investment Management Corp of Ontario156,603$5.10M0.1%+17.0%0.062%
2/18/2026Janus Henderson Group PLC24,062$787K0.0%+37.0%0.010%
2/18/2026Gotham Asset Management LLC62,239$2.03M0.0%+32.5%0.025%
2/18/2026Evolve Private Wealth LLC38,475$1.25M0.1%N/A0.015%
2/18/2026Engineers Gate Manager LP13,480$439K0.0%+78.8%0.005%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.101,413$3.26M0.0%-1.4%0.040%
2/18/2026Armistice Capital LLC7,335$239K0.0%N/A0.003%
2/17/2026AQR Capital Management LLC626,495$20.40M0.0%+7,951.6%0.250%
2/17/2026Cetera Investment Advisers7,603$248K0.0%+15.4%0.003%
2/17/2026Lazard Asset Management LLC50,761$1.65M0.0%N/A0.020%
2/17/2026 Guardian Partners Inc.225,939$7.36M0.6%+5.6%0.090%
2/17/2026Amundi1,053,722$34.33M0.0%+8.0%0.420%
2/17/2026FIL Ltd12,155,000$395.85M0.3%+5.7%4.850%
2/17/2026Public Employees Retirement System of Ohio41,711$1.36M0.0%-56.0%0.017%
2/17/2026 Russell Investments Group Ltd.258,932$8.45M0.0%+15.1%0.103%
2/17/2026State of Wisconsin Investment Board149,649$4.88M0.0%N/A0.060%
2/17/2026Mangrove Partners IM LLC993,199$32.35M2.6%-5.6%0.396%
2/17/2026Royal Bank of Canada8,878,109$289.25M0.0%-14.0%3.543%
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2/17/2026Polar Capital Holdings Plc280,780$9.15M0.0%-33.5%0.112%
2/17/2026 Alberta Investment Management Corp317,200$10.33M0.1%+49.9%0.127%
2/16/2026Thornburg Investment Management Inc.168,449$5.49M0.1%-1.5%0.067%
2/16/2026USS Investment Management Ltd46,440$1.52M0.0%+1.7%0.019%
2/16/2026Vanguard Personalized Indexing Management LLC23,338$760K0.0%-5.1%0.009%
2/16/2026Mufg Securities Canada LTD.383,718$12.50M0.3%-8.8%0.153%
2/16/2026Mariner LLC23,873$778K0.0%+8.5%0.010%
2/16/2026Destination Wealth Management8,300$270K0.0%N/A0.003%
2/16/2026Barclays PLC1,854$60K0.0%+55.5%0.001%
2/16/2026Arrowstreet Capital Limited Partnership3,681,347$119.91M0.1%-16.8%1.469%


OTEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 305 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 ($227.12M), 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 276 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 ($9.96M), Brandes Investment Partners LP ($4.92M), First Trust Advisors LP ($3.98M), Arrowstreet Capital Limited Partnership ($3.40M), Value Partners Investments Inc. ($2.98M), JARISLOWSKY FRASER Ltd ($2.84M), and Dimensional Fund Advisors LP ($2.60M).

Institutional investors have bought a total of 37,672,202 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

Of the 101 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), Mackenzie Financial Corp ($3.32M), Turtle Creek Asset Management Inc. ($3.10M), Royal Bank of Canada ($1.45M), and Bank of Nova Scotia ($1.13M).

Institutional investors have sold a total of 35,303,505 shares in the last 24 months. This volume of shares sold represents approximately $1.10B 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 8/7/2026. New 13F filings are added each quarter as they're published.
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