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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+111—111$3.62KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-13,298-100.0%0$0.00Q4 2025Aug 26, 2026
Jmn Financial LlcBuy+7,275—7,275$237.02KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+465—465$15.15KQ4 2025May 12, 2026
Dgs Capital Management, LlcBuy+2,998+8.2%39,714$1.29MQ4 2025Feb 24, 2026
Beaird Harris Wealth Management, LlcBuy+618—618$20.15KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+5—5$163.00Q4 2025Feb 23, 2026
Guardian Capital LpBuy+3,715,835—3,715,835$121.07MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+2,556,252—2,556,252$84.17MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+147,862—147,862$3.80MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+89,757—89,757$2.92MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+65,615—65,615$2.14MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+22,794—22,794$742.63KQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+15,715—15,715$512.30KQ4 2025Feb 18, 2026
Fil LtdBuy+12,155,000—12,155,000$395.85MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+8,878,109—8,878,109$289.25MQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+2,804,072—2,804,072$90.98MQ4 2025Feb 17, 2026
Canada Pension Plan Investment BoardBuy+1,817,679—1,817,679$59.20MQ4 2025Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LlcBuy+1,409,250—1,409,250$45.92MQ4 2025Feb 17, 2026
AmundiBuy+1,053,722—1,053,722$34.33MQ4 2025Feb 17, 2026
Mangrove Partners Im, LlcBuy+993,199—993,199$32.35MQ4 2025Feb 17, 2026
Fmr LlcBuy+894,841—894,841$29.14MQ4 2025Feb 17, 2026
Toronto Dominion BankBuy+782,461—782,461$25.48MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+677,973—677,973$22.09MQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+626,495—626,495$20.40MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+389,247—389,247$12.69MQ4 2025Feb 17, 2026
Alberta Investment Management CorpBuy+317,200—317,200$10.33MQ4 2025Feb 17, 2026
Polar Capital Holdings PlcBuy+280,780—280,780$8.17MQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+258,932—258,932$8.45MQ4 2025Feb 17, 2026
Guardian Partners Inc.Buy+225,939—225,939$5.29MQ4 2025Feb 17, 2026
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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.