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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fil Ltd, Royal Bank Of Canada, Guardian Capital Lp, National Bank Of Canada, and Mackenzie Financial Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +111 | — | 111 | $3.62K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -13,298 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Jmn Financial Llc | Buy | +7,275 | — | 7,275 | $237.02K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +465 | — | 465 | $15.15K | Q4 2025 | May 12, 2026 |
| Dgs Capital Management, Llc | Buy | +2,998 | +8.2% | 39,714 | $1.29M | Q4 2025 | Feb 24, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +618 | — | 618 | $20.15K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +5 | — | 5 | $163.00 | Q4 2025 | Feb 23, 2026 |
| Guardian Capital Lp | Buy | +3,715,835 | — | 3,715,835 | $121.07M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +2,556,252 | — | 2,556,252 | $84.17M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +147,862 | — | 147,862 | $3.80M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +89,757 | — | 89,757 | $2.92M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +65,615 | — | 65,615 | $2.14M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +22,794 | — | 22,794 | $742.63K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +15,715 | — | 15,715 | $512.30K | Q4 2025 | Feb 18, 2026 |
| Fil Ltd | Buy | +12,155,000 | — | 12,155,000 | $395.85M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +8,878,109 | — | 8,878,109 | $289.25M | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +2,804,072 | — | 2,804,072 | $90.98M | Q4 2025 | Feb 17, 2026 |
| Canada Pension Plan Investment Board | Buy | +1,817,679 | — | 1,817,679 | $59.20M | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. Llc | Buy | +1,409,250 | — | 1,409,250 | $45.92M | Q4 2025 | Feb 17, 2026 |
| Amundi | Buy | +1,053,722 | — | 1,053,722 | $34.33M | Q4 2025 | Feb 17, 2026 |
| Mangrove Partners Im, Llc | Buy | +993,199 | — | 993,199 | $32.35M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +894,841 | — | 894,841 | $29.14M | Q4 2025 | Feb 17, 2026 |
| Toronto Dominion Bank | Buy | +782,461 | — | 782,461 | $25.48M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +677,973 | — | 677,973 | $22.09M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +626,495 | — | 626,495 | $20.40M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +389,247 | — | 389,247 | $12.69M | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | Buy | +317,200 | — | 317,200 | $10.33M | Q4 2025 | Feb 17, 2026 |
| Polar Capital Holdings Plc | Buy | +280,780 | — | 280,780 | $8.17M | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +258,932 | — | 258,932 | $8.45M | Q4 2025 | Feb 17, 2026 |
| Guardian Partners Inc. | Buy | +225,939 | — | 225,939 | $5.29M | Q4 2025 | Feb 17, 2026 |
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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