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Disclosery

OTEX OPEN TEXT CORP

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Stock (common), issuer CIK 1002638

259 managers (267 13F filers) reported a position in OTEX shares at 2025-03-31, 183,876,143 shares in all. 25 filers opened a position and 36 filers sold out during the quarter.

Managers
259
13F filers
267
New
25
Added
113
Reduced
92
Sold out
36
Shares held by filers
183,876,143

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Allworth Financial LP2,733$73.4K<0.01%+16913F-HRTimeline
Headlands Technologies LLC2,888$73K0.01%+2,26113F-HRTimeline
Covestor Ltd2,517$64K0.04%013F-HRTimeline
Parallel Advisors, LLC1,938$49K<0.01%+1,33113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,484$37.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,435$36.2K<0.01%+76113F-HRTimelineGroup
RHUMBLINE ADVISERS1,400$35.4K<0.01%013F-HR/ATimeline
Cromwell Holdings LLC1,283$32.4K0.02%-16813F-HRTimeline
Kimelman & Baird, LLC1,200$30.3K<0.01%013F-HRTimeline
WealthCollab, LLC1,176$29.7K0.02%013F-HRTimeline
GROUP ONE TRADING LLC1,135$28.7K<0.01%+87413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,096$27.7K<0.01%-69613F-HRTimelineGroup
Versant Capital Management, Inc1,046$26.4K<0.01%new13F-HRTimeline
Grayhawk Investment Strategies Inc.1,015$25.6K0.06%013F-HRTimeline
MAI Capital Management1,005$25.4K<0.01%-2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.861$21.8K<0.01%-53213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC800$20.2K0.01%013F-HRTimeline
Lindbrook Capital, LLC751$19K<0.01%+50913F-HRTimeline
Beaird Harris Wealth Management, LLC618$15.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…598$15.1K<0.01%-11213F-HRTimelineGroup
IFP Advisors, Inc585$14.8K<0.01%-42613F-HRTimeline
Hexagon Capital Partners LLC513$13K<0.01%+12213F-HRTimeline
WINNACLE WEALTH LLC480$12.1K0.01%013F-HRTimeline
Caitong International Asset Management …442$11.2K0.01%-22713F-HRTimeline
Cornerstone Planning Group LLC428$11.1K<0.01%+1513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.395$9.98K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC367$9K<0.01%-23913F-HRTimelineGroup
Mondrian Investment Partners LTD238$8.64K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.305$7.7K<0.01%+6613F-HRTimeline
MONTAG A & ASSOCIATES INC279$7.05K<0.01%+5513F-HRTimeline
MassMutual Private Wealth & Trust, FSB250$6.32K<0.01%+9513F-HRTimeline
OAKWORTH CAPITAL, INC.228$5.76K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.206$5.2K<0.01%+3313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…146$3.69K<0.01%13F-HRTimeline
Blue Trust, Inc.133$3.36K<0.01%new13F-HRTimeline
Larson Financial Group LLC113$2.85K<0.01%+7113F-HRTimeline
High Note Wealth, LLC112$2.83K<0.01%013F-HRTimeline
UMB Bank, n.a.95$2.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC87$2.2K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC85$2.15K<0.01%+2513F-HRTimeline
SIERRA OCEAN, LLC78$1.97K<0.01%-16513F-HRTimeline
FSA Wealth Management LLC67$1.69K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC65$1.64K<0.01%+5113F-HR/ATimelineGroup
Avior Wealth Management, LLC60$1.52K<0.01%-44,60213F-HRTimeline
AdvisorNet Financial, Inc47$1.19K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…45$1.14K<0.01%+2413F-HRTimeline
Transce3nd, LLC43$1.09K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38$1.08K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…39$985<0.01%-8213F-HRTimeline
Bare Financial Services, Inc36$909<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.32$808<0.01%013F-HRTimeline
NewSquare Capital LLC26$657<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC13$329<0.01%-6513F-HRTimeline
True Wealth Design, LLC11$278<0.01%-213F-HRTimeline
Abound Wealth Management3$77<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$25<0.01%-1813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$19<0.01%-213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
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.