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Disclosery

OTEX OPEN TEXT CORP

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Stock (common), issuer CIK 1002638

267 managers (274 13F filers) reported a position in OTEX shares at 2025-06-30, 183,349,070 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
267
13F filers
274
New
32
Added
110
Reduced
90
Sold out
24
Shares held by filers
183,349,070

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Parvin Asset Management, LLC3,960$116K0.12%-27513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,915$114K0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.3,478$102K<0.01%+3,08313F-HRTimelineGroup
Generali Asset Management SPA SGR2,367$94.2K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,159$92.2K<0.01%+3,09413F-HR/ATimelineGroup
Plato Investment Management Ltd2,845$82.7K0.01%-47,15413F-HRTimeline
Allworth Financial LP2,724$79.6K<0.01%-913F-HRTimeline
SIGNATUREFD, LLC2,247$65.6K<0.01%-1,72713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,005$58.6K<0.01%+57013F-HRTimelineGroup
Versant Capital Management, Inc1,976$57.7K0.01%+93013F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…1,791$52.4K0.03%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,798$52.2K<0.01%+93713F-HR/ATimelineGroup
Arax Advisory Partners1,652$48.2K<0.01%new13F-HRTimeline
WealthCollab, LLC1,640$47.9K0.03%+46413F-HRTimeline
Cromwell Holdings LLC1,635$47.7K0.03%+35213F-HRTimeline
MAI Capital Management1,595$46.6K<0.01%+59013F-HRTimeline
RHUMBLINE ADVISERS1,388$40.5K<0.01%-1213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,313$38.3K<0.01%+21713F-HRTimelineGroup
Covestor Ltd1,280$37K0.02%-1,23713F-HRTimeline
Kimelman & Baird, LLC1,200$35K<0.01%013F-HRTimeline
Sagard Holdings Management Inc.1,015$29.7K0.08%13F-HRTimeline
Parallel Advisors, LLC867$25.3K<0.01%-1,07113F-HRTimeline
MassMutual Private Wealth & Trust, FSB822$24K<0.01%+57213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC800$23.4K0.01%013F-HRTimeline
WPG Advisers, LLC778$22.7K0.02%new13F-HRTimeline
IFP Advisors, Inc772$22.5K<0.01%+18713F-HRTimeline
Beaird Harris Wealth Management, LLC618$18.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.537$15.7K<0.01%new13F-HRTimeline
Brooklyn Investment Group521$15.2K<0.01%new13F-HR/ATimeline
Strategic Wealth Partners, Ltd.465$13.6K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC449$12.9K<0.01%+2113F-HRTimeline
CWM, LLCin group CWM, LLC392$11K<0.01%+2513F-HRTimelineGroup
Pinnacle Bancorp, Inc.305$8.91K<0.01%013F-HRTimeline
Global Retirement Partners, LLC285$8.32K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC279$8.15K<0.01%013F-HRTimeline
NewSquare Capital LLC256$7.47K<0.01%+23013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC255$7.45K<0.01%+21713F-HRTimelineGroup
Geneos Wealth Management Inc.240$7.01K<0.01%+20813F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC234$6.83K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.228$6.66K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO195$5.69K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.129$3.77K<0.01%-7713F-HRTimeline
High Note Wealth, LLC112$3.27K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC100$2.92K<0.01%+1513F-HRTimeline
UMB Bank, n.a.95$2.77K<0.01%013F-HR/ATimeline
McIlrath & Eck, LLC87$2.54K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…79$2.31K<0.01%-6713F-HRTimeline
FSA Wealth Management LLC67$1.96K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC59$1.72K<0.01%-1913F-HRTimeline
Bruce G. Allen Investments, LLC52$1.52K<0.01%new13F-HRTimeline
Caitong International Asset Management …51$1.49K<0.01%-39113F-HRTimeline
Steward Partners Investment Advisory, L…50$1.45K<0.01%+513F-HRTimeline
AdvisorNet Financial, Inc47$1.37K<0.01%013F-HRTimeline
Transce3nd, LLC43$1.26K<0.01%013F-HRTimeline
Larson Financial Group LLC42$1.22K<0.01%-7113F-HRTimeline
Hughes Financial Services, LLC40$1.16K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…39$1.14K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC37$1.08K<0.01%+2413F-HRTimeline
Bare Financial Services, Inc36$1.05K<0.01%013F-HRTimeline
True Wealth Design, LLC25$730<0.01%+1413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC22$649<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC18$526<0.01%new13F-HRTimelineGroup
Kilter Group LLC7$205<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$29<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$22<0.01%013F-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.