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Disclosery

OTEX OPEN TEXT CORP

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Stock (common), issuer CIK 1002638

294 managers (302 13F filers) reported a position in OTEX shares at 2025-12-31, 184,706,968 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
294
13F filers
302
New
35
Added
118
Reduced
92
Sold out
21
Shares held by filers
184,706,968

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CAPTRUST FINANCIAL ADVISORS6,737$220K<0.01%-613F-HRTimeline
Hillsdale Investment Management Inc.6,650$217K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,616$216K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,578$214K<0.01%13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,545$213K<0.01%-11,44113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,403$209K<0.01%-8,15113F-HRTimeline
UniSuper Management Pty Ltd4,500$201K<0.01%013F-HRTimeline
ASR Vermogensbeheer N.V.6,142$200K<0.01%-210,36813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,055$197K<0.01%-3313F-HRTimelineGroup
Oslo Pensjonsforsikring AS5,800$189K0.03%013F-HRTimeline
LSV ASSET MANAGEMENT5,500$179K<0.01%013F-HRTimeline
IFP Advisors, Inc3,858$126K<0.01%-76513F-HRTimeline
Byrne Asset Management LLC3,632$118K0.07%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,609$118K0.01%+9513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,348$109K<0.01%+1,20713F-HRTimelineGroup
Plato Investment Management Ltd2,845$93.2K0.01%013F-HRTimeline
Allworth Financial LP2,812$91.6K<0.01%+8513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,758$89.9K<0.01%+99913F-HRTimelineGroup
SIGNATUREFD, LLC2,738$89.2K<0.01%+19713F-HRTimeline
DARA CAPITAL US, INC.2,720$88.6K0.08%13F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…1,791$80.1K0.04%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,164$70.5K<0.01%+22313F-HRTimelineGroup
DANSKE BANK A/S1,955$63.8K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,949$63.5K0.01%+11513F-HRTimeline
Global Retirement Partners, LLC1,919$62.5K<0.01%+1,63413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,854$60.4K<0.01%+66213F-HRTimelineGroup
State of Wyoming1,739$56.7K0.01%-4,27213F-HRTimeline
MAI Capital Management1,670$54.4K<0.01%+6213F-HRTimeline
WealthCollab, LLC1,640$53.4K0.02%013F-HRTimeline
Cromwell Holdings LLC1,635$53.3K0.03%013F-HRTimeline
Caitong International Asset Management …1,611$52.5K0.01%+1,58013F-HR/ATimeline
RHUMBLINE ADVISERS1,358$44.2K<0.01%-3013F-HRTimeline
Covestor Ltd1,324$43K0.02%+4413F-HRTimeline
Kimelman & Baird, LLC1,200$39.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,165$38K<0.01%-56013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,114$36.3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,035$33.7K<0.01%+5513F-HRTimeline
WPG Advisers, LLC806$26.3K0.02%-213F-HRTimeline
Mondrian Investment Partners LTD587$26.2K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC800$26.1K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB775$25.2K<0.01%-4913F-HRTimeline
Westerkirk Capital Inc.700$22.8K<0.01%-10,20013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP689$22.4K<0.01%+52113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC618$20.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC536$17.5K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC529$17.2K<0.01%13F-HRTimeline
WINNACLE WEALTH LLC480$15.8K0.01%013F-HRTimeline
Arax Advisory Partners467$15.2K<0.01%+34613F-HRTimeline
Strategic Wealth Partners, Ltd.465$15.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.444$14.5K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…430$14K<0.01%+26813F-HRTimelineGroup
Pacifica Partners Inc.432$13.7K0.01%new13F-HRTimeline
Blue Trust, Inc.414$13.5K<0.01%+10413F-HRTimeline
CWM, LLCin group CWM, LLC394$13K<0.01%-1113F-HRTimelineGroup
Larson Financial Group LLC398$13K<0.01%+32713F-HRTimeline
SBI Securities Co., Ltd.371$12.1K<0.01%+5113F-HRTimeline
Pinnacle Bancorp, Inc.305$9.94K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC279$9.09K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.260$8.48K<0.01%+11513F-HRTimeline
Smartleaf Asset Management LLC179$5.91K<0.01%+15013F-HRTimeline
QUADRANT CAPITAL GROUP LLC161$5.25K<0.01%013F-HRTimeline
UMB Bank, n.a.161$5.25K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.121$3.96K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC112$3.65K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC111$3.62K<0.01%13F-HR/ATimeline
LOUISBOURG INVESTMENTS INC.110$3.59K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC100$3.26K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97$3.18K<0.01%+5313F-HR/ATimelineGroup
BIRCHBROOK, INC.81$2.64K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC75$2.44K<0.01%+2813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…72$2.35K<0.01%013F-HRTimeline
Kilter Group LLC64$2.09K<0.01%+4413F-HRTimeline
Bruce G. Allen Investments, LLC52$1.69K<0.01%013F-HRTimeline
True Wealth Design, LLC48$1.56K<0.01%+1613F-HRTimeline
Steward Partners Investment Advisory, L…46$1.49K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC49$1.34K<0.01%+3513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST40$1.3K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC40$1.3K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…39$1.27K<0.01%013F-HRTimeline
Bare Financial Services, Inc36$1.17K<0.01%013F-HRTimeline
Tacita Capital Inc33$1.07K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.32$1.04K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC27$880<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC18$586<0.01%13F-HRTimeline
Root Financial Partners, LLC14$456<0.01%-313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13$424<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12$391<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$228<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5$163<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC4$130<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$33<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.1$33<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$25<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.