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Open Text Corp (OTEX)

CUSIP: 683715106 | NYSE | Technology · Software - Application | Mid Cap | 1129 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFIL Limited22,035,0009.1%+2,900,000Sep 30, 2026No 13F filer matched
13GVanguard Capital Management LLC12,148,3755.0%New 5%+ stakeSep 30, 20267,144,557 sh (Jun 30, 2026)
13G/A1832 Asset Management L.P.
with Scotia Capital Inc., MD Financial Management Inc.
21,642,7848.9%New 5%+ stakeAug 31, 2026No 13F filer matched
13G/AFIL Limited22,035,000
9.1% of class · Sep 30, 2026+2,900,000
No 13F filer matched
13GVanguard Capital Management LLC12,148,375
5.0% of class · Sep 30, 2026New 5%+ stake
7,144,557 sh (Jun 30, 2026)
13G/A1832 Asset Management L.P.21,642,784
8.9% of class · Aug 31, 2026New 5%+ stake
with Scotia Capital Inc., MD Financial Management Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,490,730
0.0% of portfolio›$100.7M
MacKenzie Financial Corp3,418,704
0.1% of portfolio›$76.6M
Value Partners Investments Inc.2,414,647
3.8% of portfolio›$54.3M
Intact Investment Management Inc.1,588,940
1.1% of portfolio›$35.6M
New South Capital Management Inc1,526,356
2.2% of portfolio›$34.2M
TD Waterhouse Canada Inc.861,852
0.1% of portfolio›$19.5M
Cardinal Point Capital Management ULC441,702
0.6% of portfolio›$9.9M
Crossmark Global Holdings, Inc.308,234
0.1% of portfolio›$6.9M
Montrusco Bolton Investments Inc.297,028
0.1% of portfolio›$6.7M
Access Investment Management LLC287,631
1.6% of portfolio›$6.4M
CIBC Asset Management Inc270,225
0.0% of portfolio›$6.1M
Wedge Capital Management L L P177,589
0.1% of portfolio›$4.0M
Sound Income Strategies, LLC171,819
0.2% of portfolio›$4.0M
Mirae Asset Global Investments Co., Ltd.121,526
0.0% of portfolio›$2.7M
Henry James International Management Inc.110,288
0.7% of portfolio›$2.5M
Citigroup Inc101,905
0.0% of portfolio›$2.3M
Vest Financial, LLC101,285
0.0% of portfolio›$2.3M
Mitsubishi UFJ Asset Management Co., Ltd.93,525
0.0% of portfolio›$2.1M
Creative Planning74,118
0.0% of portfolio›$1.7M
Ridgewood Investments LLC67,238
0.6% of portfolio›$1.5M
Pictet Asset Management Holding SA50,463
0.0% of portfolio›$1.1M
DekaBank Deutsche Girozentrale49,624
0.0% of portfolio›$1.1K
Swiss Life Asset Management Ltd48,113
0.0% of portfolio›$1.1M
SEB Asset Management AB45,345
0.0% of portfolio›$1.0M
Bank of New York Mellon Corp45,330
0.0% of portfolio›$1.0M
Thrivent Financial for Lutherans43,106
0.0% of portfolio›$969
Naples Global Advisors, LLC36,513
0.1% of portfolio›$818.6K
Guardian Partners Inc.32,229
0.1% of portfolio›$724.4K
Axxion S.A.22,270
0.0% of portfolio›$500.6K
Legacy Wealth Asset Management, LLC21,675
0.1% of portfolio›$486.0K
Oppenheimer Asset Management Inc.21,398
0.0% of portfolio›$479.7K
Atria Investments, Inc20,395
0.0% of portfolio›$457.3K
Todd Asset Management LLC19,153
0.0% of portfolio›$429.4K
J. Safra Sarasin Holding AG18,742
0.0% of portfolio›$416.3K
Lanark Financial, Inc.16,748
0.0% of portfolio›$375.5K
Cidel Asset Management Inc15,312
0.0% of portfolio›$343.7K
Kestra Advisory Services, LLC13,656
0.0% of portfolio›$306.2K
Net Worth Advisory Group11,463
0.1% of portfolio›$256.8K
Baron Wealth Management LLC10,970
0.1% of portfolio›$246.0K
Vise Technologies, Inc.10,229
0.0% of portfolio›$229.3K
Signaturefd, LLC7,796
0.0% of portfolio›$174.8K
Generali Asset Management SPA SGR6,308
0.0% of portfolio›$201.3K
Farther Finance Advisors, LLC4,486
0.0% of portfolio›$100.6K
Parallel Advisors, LLC3,085
0.0% of portfolio›$69.2K
Mondrian Investment Partners LTD2,985
0.0% of portfolio›$66.9K
US Bancorp \de\2,452
0.0% of portfolio›$55.0K
Nova Financial LLC2,052
0.0% of portfolio›$46.0K
EverSource Wealth Advisors, LLC1,641
0.0% of portfolio›$36.8K
Kimelman & Baird, LLC1,200
0.0% of portfolio›$26.9K
Simplex Trading, LLC760
0.0% of portfolio›$17.0K
WPG Advisers, LLC672
0.0% of portfolio›$15.1K
Montag A & Associates Inc421
0.0% of portfolio›$9.4K
Pinnacle Bancorp, Inc.393
0.0% of portfolio›$8.8K
Latitude Advisors, LLC359
0.0% of portfolio›$8.1K
SBI Securities Co., Ltd.339
0.0% of portfolio›$7.6K
Bell Investment Advisors, Inc294
0.0% of portfolio›$6.6K
MassMutual Private Wealth & Trust, FSB292
0.0% of portfolio›$6.5K
Manchester Capital Management LLC240
0.0% of portfolio›$5.4K
Versant Capital Management, Inc157
0.0% of portfolio›$3.5K
Hughes Financial Services, LLC150
0.0% of portfolio›$4.1K
Nisa Investment Advisors, LLC147
0.0% of portfolio›$3.3K
TD Private Client Wealth LLC122
0.0% of portfolio›$2.7K
Silver Grove Financial Group, Inc.113
0.0% of portfolio›$2.5K
High Note Wealth, LLC112
0.0% of portfolio›$2.5K
Louisbourg Investments Inc.110
0.0% of portfolio›$2.5K
IFP Advisors, Inc106
0.0% of portfolio›$2.4K
Physician Wealth Advisors, Inc.97
0.0% of portfolio›$2.2K
Larson Financial Group LLC97
0.0% of portfolio›$2.2K
Root Financial Partners, LLC72
0.0% of portfolio›$1.6K
Financial Consulate, Inc54
0.0% of portfolio›$1.2K
True Wealth Design, LLC39
0.0% of portfolio›$875
Key Capital Management, Inc21
0.0% of portfolio›$471
Pinnacle Wealth Planning Services, Inc.21
0.0% of portfolio›$471
Ascentis Wealth Management, LLC10
0.0% of portfolio›$224
Assetmark, Inc1
0.0% of portfolio›$17
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,490,730$100.7M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
3,418,704$76.6M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Value Partners Investments Inc.
2,414,647$54.3M3.8%ValueMediumWinnipeg, Argentina2026-10-19
Intact Investment Management Inc.
1,588,940$35.6M1.1%YieldHighMontreal, Austria2026-11-03
New South Capital Management Inc
1,526,356$34.2M2.2%ValueLowMemphis, TN2026-11-05
TD Waterhouse Canada Inc.
861,852$19.5M0.1%CoreLowToronto, Australia2026-10-16
Cardinal Point Capital Management ULC
441,702$9.9M0.6%ValueLowToronto, Australia2026-10-21
Crossmark Global Holdings, Inc.
308,234$6.9M0.1%GARPMediumHouston, TX2026-10-21
Montrusco Bolton Investments Inc.
297,028$6.7M0.1%GrowthMediumMontreal, Austria2026-10-13
Access Investment Management LLC
287,631$6.4M1.6%Deep ValueLowAtlanta, GA2026-10-23
CIBC Asset Management Inc
270,225$6.1M0.0%GARPLowToronto, South Africa2026-11-05
Wedge Capital Management L L P
177,589$4.0M0.1%ValueMediumCharlotte, NC2026-10-13
Sound Income Strategies, LLC
171,819$4.0M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Mirae Asset Global Investments Co., Ltd.
121,526$2.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Henry James International Management Inc.
110,288$2.5M0.7%GARPLowNew York, NY2026-10-14
Citigroup Inc
101,905$2.3M0.0%CoreMediumNew York, NY2026-11-04
Vest Financial, LLC
101,285$2.3M0.0%ValueMediumMclean, VA2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
93,525$2.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Creative Planning
74,118$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Ridgewood Investments LLC
67,238$1.5M0.6%ValueMediumSpringfield, NJ2026-10-05
Pictet Asset Management Holding SA
50,463$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
DekaBank Deutsche Girozentrale
49,624$1.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Swiss Life Asset Management Ltd
48,113$1.1M0.0%CoreLowZurich, Switzerland2026-11-03
SEB Asset Management AB
45,345$1.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Bank of New York Mellon Corp
45,330$1.0M0.0%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
43,106$9690.0%GARPMediumMinneapolis, MN2026-11-05
Naples Global Advisors, LLC
36,513$818.6K0.1%CoreVery LowNaples, FL2026-11-05
Guardian Partners Inc.
32,229$724.4K0.1%ValueMediumToronto, South Africa2026-10-21
Axxion S.A.
22,270$500.6K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Legacy Wealth Asset Management, LLC
21,675$486.0K0.1%GARPMediumWoodbury, MN2026-10-09
Oppenheimer Asset Management Inc.
21,398$479.7K0.0%CoreMediumNew York, NY2026-10-27
Atria Investments, Inc
20,395$457.3K0.0%CoreMediumCharlotte, NC2026-10-15
Todd Asset Management LLC
19,153$429.4K0.0%ValueMediumLouisville, KY2026-10-27
J. Safra Sarasin Holding AG
18,742$416.3K0.0%CoreMediumBasel, Switzerland2026-10-26
Lanark Financial, Inc.
16,748$375.5K0.0%CoreMediumBirmingham, AL2026-10-26
Cidel Asset Management Inc
15,312$343.7K0.0%CoreMediumToronto, Australia2026-10-29
Kestra Advisory Services, LLC
13,656$306.2K0.0%CoreLowAustin, TX2026-11-02
Net Worth Advisory Group
11,463$256.8K0.1%GARPMediumSandy, UT2026-10-20
Baron Wealth Management LLC
10,970$246.0K0.1%CoreLowTroy, MI2026-10-27
Vise Technologies, Inc.
10,229$229.3K0.0%IndexLowNew York, NY2026-10-29
Signaturefd, LLC
7,796$174.8K0.0%IndexLowAtlanta, GA2026-10-23
Generali Asset Management SPA SGR
6,308$201.3K0.0%CoreLowTrieste, Latvia2026-10-26
Farther Finance Advisors, LLC
4,486$100.6K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
3,085$69.2K0.0%IndexLowSan Francisco, CA2026-11-03
Mondrian Investment Partners LTD
2,985$66.9K0.0%YieldMediumLondon, United Kingdom2026-10-23
US Bancorp \de\
2,452$55.0K0.0%IndexLowMinneapolis, MN2026-11-05
Nova Financial LLC
2,052$46.0K0.0%N/AN/ATucson, AZ2026-11-04
EverSource Wealth Advisors, LLC
1,641$36.8K0.0%CoreMediumBirmingham, AL2026-11-04
Kimelman & Baird, LLC
1,200$26.9K0.0%CoreLowNew York, NY2026-11-03
Simplex Trading, LLC
760$17.0K0.0%CoreVery HighChicago, IL2026-11-04
WPG Advisers, LLC
672$15.1K0.0%CoreLowBaltimore, MD2026-10-27
Montag A & Associates Inc
421$9.4K0.0%CoreLowAtlanta, GA2026-10-29
Pinnacle Bancorp, Inc.
393$8.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Latitude Advisors, LLC
359$8.1K0.0%ETFLowYorkville, IL2026-10-27
SBI Securities Co., Ltd.
339$7.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bell Investment Advisors, Inc
294$6.6K0.0%ETFVery LowOrinda, CA2026-10-29
MassMutual Private Wealth & Trust, FSB
292$6.5K0.0%CoreLowSpringfield, MA2026-10-05
Manchester Capital Management LLC
240$5.4K0.0%CoreLowManchester, VT2026-10-22
Versant Capital Management, Inc
157$3.5K0.0%GARPLowPhoenix, AZ2026-10-02
Hughes Financial Services, LLC
150$4.1K0.0%ETFLowHerndon, VA2026-10-30
Nisa Investment Advisors, LLC
147$3.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
TD Private Client Wealth LLC
122$2.7K0.0%ETFLowNew York, NY2026-10-28
Silver Grove Financial Group, Inc.
113$2.5K0.0%CoreMediumOrchard Park, NY2026-11-05
High Note Wealth, LLC
112$2.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Louisbourg Investments Inc.
110$2.5K0.0%GARPMediumDieppe, Armenia2026-10-20
IFP Advisors, Inc
106$2.4K0.0%GrowthLowTampa, FL2026-10-16
Physician Wealth Advisors, Inc.
97$2.2K0.0%ETFMediumMidvale, UT2026-10-20
Larson Financial Group LLC
97$2.2K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
72$1.6K0.0%ETFMediumEncinitas, CA2026-10-21
Financial Consulate, Inc
54$1.2K0.0%ETFLowHunt Valley, MD2026-10-23
True Wealth Design, LLC
39$8750.0%ETFMediumAkron, OH2026-10-13
Key Capital Management, Inc
21$4710.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Pinnacle Wealth Planning Services, Inc.
21$4710.0%GARPLowMansfield, OH2026-10-27
Ascentis Wealth Management, LLC
10$2240.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
1$170.0%ETFLowConcord, CA2026-10-21