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Open Text (OTEX) Institutional Ownership

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$22.09 0.00 (0.00%)
Closing price 06/29/2026 04:00 PM Eastern
Extended Trading
$17.93 -4.16 (-18.82%)
As of 04:11 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)
192
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$1.12B
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Skip Chart & View Institutional Buying and Selling Data

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
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 Company 10,210,601$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%
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4/24/2026USS Investment Management Ltd49,806$1.11M0.0%+7.2%0.021%
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%
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%
2/17/2026Guardian 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%
2/17/2026Russell 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%
2/17/2026Polar Capital Holdings Plc280,780$9.15M0.0%-33.5%0.112%
2/17/2026Alberta 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%
2/13/2026Quartz Partners LLC117,252$3.82M1.4%+5.3%0.047%
2/13/2026Marshall Wace LLP29,800$971K0.0%+234.8%0.012%
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2/13/2026The Manufacturers Life Insurance Company 10,734,420$349.98M0.3%+11.7%4.283%
2/13/2026CANADA LIFE ASSURANCE Co185,859$6.06M0.0%-7.4%0.074%
2/13/2026Bridgewater Associates LP497,045$16.21M0.1%-2.6%0.198%
2/13/2026Stifel Financial Corp103,244$3.36M0.0%+10.0%0.041%
2/13/2026Bank of Nova Scotia767,297$24.99M0.0%-4.2%0.306%
2/13/2026Morgan Stanley2,884,381$93.97M0.0%+76.8%1.151%
2/13/2026Public Sector Pension Investment Board387,062$12.61M0.0%+332.7%0.154%
2/13/2026Arkadios Wealth Advisors85,071$2.77M0.1%+2.3%0.034%
2/13/2026First Trust Advisors LP11,493,714$374.39M0.3%+27.3%4.586%
2/13/2026Headlands Technologies LLC13,442$438K0.0%-54.1%0.005%


OTEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 309 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 280 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. ($3.32M), JARISLOWSKY FRASER Ltd ($2.84M), and Dimensional Fund Advisors LP ($2.60M).

Institutional investors have bought a total of 37,418,629 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

Of the 114 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 ($4.90M), 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 36,063,258 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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This page (NASDAQ:OTEX) was last updated on 6/30/2026 by MarketBeat.com Staff.
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