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Disclosery

OTEX OPEN TEXT CORP

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Stock (common), issuer CIK 1002638

276 managers (283 13F filers) reported a position in OTEX shares at 2025-09-30, 183,596,821 shares in all. 39 filers opened a position and 30 filers sold out during the quarter.

Managers
276
13F filers
283
New
39
Added
116
Reduced
86
Sold out
30
Shares held by filers
183,596,821

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,802$179K<0.01%new13F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…3,345$174K0.1%-55513F-HR/ATimelineGroup
IFP Advisors, Inc4,623$173K<0.01%+3,85113F-HR/ATimeline
Parvin Asset Management, LLC3,960$148K0.13%013F-HRTimeline
SG Americas Securities, LLC3,914$146K<0.01%-1,22613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,514$131K0.01%-40113F-HRTimeline
Plato Investment Management Ltd2,845$106K0.01%013F-HRTimeline
Allworth Financial LP2,727$102K<0.01%+313F-HRTimeline
SIGNATUREFD, LLC2,541$95K<0.01%+29413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,141$80K<0.01%+82813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,941$72.6K<0.01%-6413F-HRTimelineGroup
Versant Capital Management, Inc1,834$68.6K0.01%-14213F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…1,791$66.9K0.03%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,725$64.5K<0.01%-13,32313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,759$62.7K<0.01%-3913F-HRTimelineGroup
WealthCollab, LLC1,640$61.3K0.03%013F-HRTimeline
Cromwell Holdings LLC1,635$61.1K0.03%013F-HRTimeline
MAI Capital Management1,608$60.1K<0.01%+1313F-HRTimeline
RHUMBLINE ADVISERS1,388$51.9K<0.01%013F-HRTimeline
Covestor Ltd1,280$48K0.03%013F-HRTimeline
Kimelman & Baird, LLC1,200$44.9K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,192$44.6K<0.01%-1,96713F-HR/ATimelineGroup
Groupe la Francaisein group Groupe la Francaise1,114$41.6K<0.01%new13F-HRTimelineGroup
Sagard Holdings Management Inc.1,015$37.9K0.19%013F-HRTimeline
Parallel Advisors, LLC980$36.6K<0.01%+11313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.872$32.6K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB824$30.8K<0.01%+213F-HRTimeline
Mondrian Investment Partners LTD587$30.5K<0.01%13F-HRTimeline
WPG Advisers, LLC808$30.2K0.02%+3013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC800$29.9K0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC769$28.7K<0.01%+53513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC618$23.1K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC480$18.2K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.465$17.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC405$15K<0.01%+1313F-HRTimelineGroup
Rialto Wealth Management, LLC387$14.5K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.320$12K<0.01%+19113F-HRTimeline
Blue Trust, Inc.310$11.6K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO305$11.4K<0.01%+11013F-HRTimelineGroup
Pinnacle Bancorp, Inc.305$11.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC285$10.7K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC279$10.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC262$9.79K<0.01%+713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP168$6.29K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…162$6.03K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC161$6.02K<0.01%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.145$5.42K<0.01%new13F-HRTimeline
UMB Bank, n.a.132$4.93K<0.01%+3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners121$4.52K<0.01%-1,53113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.121$4.51K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC112$4.19K<0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.110$4.11K<0.01%-98,46113F-HRTimeline
Advisory Services Network, LLC103$3.85K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC100$3.74K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…72$2.69K<0.01%-713F-HRTimeline
Larson Financial Group LLC71$2.64K<0.01%+2913F-HRTimeline
FSA Wealth Management LLC67$2.5K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC52$1.94K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC47$1.76K<0.01%+1013F-HRTimeline
Steward Partners Investment Advisory, L…46$1.71K<0.01%-413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44$1.65K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…39$1.46K<0.01%013F-HRTimeline
CVA Family Office, LLC38$1.42K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC40$1.39K<0.01%013F-HRTimeline
Bare Financial Services, Inc36$1.35K<0.01%013F-HRTimeline
True Wealth Design, LLC32$1.2K<0.01%+713F-HRTimeline
Geneos Wealth Management Inc.32$1.2K<0.01%-20813F-HRTimeline
Caitong International Asset Management …31$1.16K<0.01%-2013F-HRTimeline
Smartleaf Asset Management LLC29$1.09K<0.01%new13F-HRTimeline
Kilter Group LLC20$748<0.01%+1313F-HRTimeline
Root Financial Partners, LLC17$635<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC14$367<0.01%-43513F-HRTimeline
Wealthspire Advisors, LLC9$324<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$37<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$29<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.