OPEN TEXT CORP (OTEX) Institutional Ownership Changes & 13F Activity

OPEN TEXT CORP (OTEX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Turtle Creek Asset Management, Sequoia Financial Advisors, Renaissance Technologies LLC, Disciplined Growth Investors, and Vulcan Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Turtle Creek Asset ManagementSell-2,80026,610$591,806
Q1 2026Sequoia Financial AdvisorsBuy2,03816,169$359,600
Q4 2025Turtle Creek Asset ManagementSell-23,75029,410$958,178
Q4 2025Sequoia Financial AdvisorsSell-30814,131$460,399
Q3 2025Turtle Creek Asset ManagementSell-3,101,34353,160$1,987,121
Q3 2025Sequoia Financial AdvisorsBuy5,27214,439$539,730
Q2 2025Turtle Creek Asset ManagementSell-1,965,5503,154,503$92,111,488
Q2 2025Sequoia Financial AdvisorsBuy9,1679,167$267,668
Q1 2025Turtle Creek Asset ManagementSell-246,6505,120,053$129,332,539
Q4 2024Turtle Creek Asset ManagementBuy109,5505,366,703$151,985,029
Q3 2024Turtle Creek Asset ManagementSell-402,4555,257,153$174,958,052
Q2 2024Turtle Creek Asset ManagementBuy2,069,3105,659,608$170,014,624
Q1 2024Turtle Creek Asset ManagementBuy155,4203,590,298$139,411,271
Q1 2024Renaissance Technologies LLCBuy29,800104,900$4,073
Q4 2023Turtle Creek Asset ManagementSell-177,4703,434,878$144,333,574
Q4 2023Renaissance Technologies LLCBuy30,70075,100$3,167
Q3 2023Turtle Creek Asset ManagementBuy395,2393,612,348$126,793,415
Q3 2023Disciplined Growth InvestorsSell-36,531490,956$17,232,556
Q3 2023Renaissance Technologies LLCBuy21,10044,400$1,561
Q2 2023Turtle Creek Asset ManagementSell-401,8003,217,109$133,670,879
Q2 2023Disciplined Growth InvestorsBuy3,969527,487$21,917,085
Q1 2023Disciplined Growth InvestorsSell-1,277,490523,518$20,181,619
Q1 2023Turtle Creek Asset ManagementSell-635,6503,618,909$139,508,942
Q4 2022Renaissance Technologies LLCSell-741,61623,300$691
Q4 2022Disciplined Growth InvestorsSell-500,0611,801,008$53,381,877
Q4 2022Turtle Creek Asset ManagementBuy152,4914,254,559$126,105,129
Q3 2022Turtle Creek Asset ManagementBuy1,419,6504,102,068$108,459
Q3 2022Disciplined Growth InvestorsSell-8,6142,301,069$60,840
Q3 2022Renaissance Technologies LLCSell-2,400764,916$20,217
Q2 2022Renaissance Technologies LLCSell-434,400767,316$29,031

Frequently asked questions about OTEX activity

  • Which institutional owners are buying OTEX?

    Institutional owners buying OTEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OTEX activity?

    "Buy" means an investor increased their reported position in OTEX compared to the prior reporting period. This reflects growing exposure to OPEN TEXT CORP (OTEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OTEX increasing?

    Institutional interest in OTEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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