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Disclosery

OTEX OPEN TEXT CORP

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Stock (common), issuer CIK 1002638

258 managers (270 13F filers) reported a position in OTEX shares at 2026-06-30, 202,880,514 shares in all. 41 filers opened a position and 61 filers sold out during the quarter.

Managers
258
13F filers
270
New
41
Added
111
Reduced
85
Sold out
61
Shares held by filers
202,880,514

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Global Retirement Partners, LLC1,549$34.3K<0.01%13F-HRTimeline
WealthCollab, LLC1,274$28.2K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,219$27K<0.01%-4,00513F-HRTimeline
Kimelman & Baird, LLC1,200$26.6K<0.01%013F-HR/ATimeline
Arax Advisory Partners1,002$22.2K<0.01%+85213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…910$20.2K<0.01%+25813F-HRTimelineGroup
WPG Advisers, LLC683$15.1K0.01%-26813F-HRTimeline
MassMutual Private Wealth & Trust, FSB623$13.8K<0.01%-50313F-HRTimeline
Beaird Harris Wealth Management, LLC618$13.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP574$12.7K<0.01%-5413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.465$10.3K<0.01%013F-HRTimeline
Blue Trust, Inc.414$9.17K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…408$9.03K<0.01%-3,70913F-HRTimelineGroup
MONTAG A & ASSOCIATES INC405$8.97K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.393$8.71K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.331$7.33K<0.01%-3213F-HRTimeline
MCF Advisors LLC318$7.04K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc256$5.67K<0.01%+2413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK251$5.56K<0.01%+25013F-HRTimelineGroup
UMB Bank, n.a.228$5.05K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kilter Group LLC219$4.85K<0.01%+7413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…197$4.36K<0.01%-37813F-HRTimelineGroup
Versant Capital Management, Inc188$4.16K<0.01%-78913F-HRTimeline
NewEdge Advisors, LLC163$3.6K<0.01%+213F-HRTimeline
Hughes Financial Services, LLC150$3.32K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.145$3.21K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS141$3.12K<0.01%new13F-HRTimeline
Essential Partners LLC137$3.04K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.117$2.59K<0.01%new13F-HRTimeline
Larson Financial Group LLC113$2.5K<0.01%-54713F-HRTimeline
High Note Wealth, LLC112$2.48K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC111$2.46K<0.01%+9613F-HRTimeline
Steward Partners Investment Advisory, L…111$2.45K<0.01%+5413F-HRTimeline
LOUISBOURG INVESTMENTS INC.110$2.43K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106$2.35K<0.01%+7113F-HRTimelineGroup
Cornerstone Planning Group LLC94$2.09K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.89$1.97K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC84$1.86K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC80$1.77K<0.01%+5713F-HR/ATimeline
FINANCIAL CONSULATE, INC72$1.59K<0.01%+1513F-HRTimeline
Manchester Capital Management LLC71$1.57K<0.01%-50513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC65$1.44K<0.01%+4813F-HRTimeline
AMERIFLEX GROUP, INC.57$1.26K<0.01%new13F-HRTimeline
CVA Family Office, LLC44$975<0.01%013F-HRTimeline
Quarry LP43$952<0.01%new13F-HRTimeline
True Wealth Design, LLC39$864<0.01%-1613F-HRTimeline
Geneos Wealth Management Inc.32$709<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.28$621<0.01%new13F-HRTimeline
Synergy Investment Management, LLC23$595<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS22$487<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.21$466<0.01%-3113F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18$399<0.01%-2913F-HRTimeline
NATIXISin group Natixis Investment Managers8$177<0.01%-6,89213F-HRTimelineGroup
Ankerstar Wealth, LLC4$89<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$66<0.01%new13F-HRTimelineGroup
Godfrey Financial Associates, Inc.1$22<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$17<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.