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Disclosery

OTEX OPEN TEXT CORP

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Stock (common), issuer CIK 1002638

279 managers (290 13F filers) reported a position in OTEX shares at 2026-03-31, 190,598,560 shares in all. 38 filers opened a position and 55 filers sold out during the quarter.

Managers
279
13F filers
290
New
38
Added
127
Reduced
84
Sold out
55
Shares held by filers
190,598,560

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIMPLEX TRADING, LLC5,224$116K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC5,053$112K<0.01%+2,31513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,999$111K<0.01%-1,05613F-HRTimelineGroup
Byrne Asset Management LLC4,337$96.5K0.06%+70513F-HRTimeline
Parallel Advisors, LLC4,214$93.7K<0.01%+3,17913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,117$91.6K<0.01%+76913F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…3,582$79.8K0.06%+1,79113F-HRTimelineGroup
DARA CAPITAL US, INC.2,720$60.5K0.06%013F-HRTimeline
Allworth Financial LP2,279$50.7K<0.01%-53313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,265$50.4K<0.01%-49313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,262$50.3K<0.01%+9813F-HR/ATimelineGroup
MAI Capital Management1,604$35.7K<0.01%-6613F-HRTimeline
RHUMBLINE ADVISERS1,358$30.2K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,342$29.8K<0.01%-51213F-HRTimelineGroup
Covestor Ltd1,324$29K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,261$28K<0.01%+1,10013F-HR/ATimeline
Kimelman & Baird, LLC1,200$26.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,126$25K<0.01%+35113F-HRTimeline
Versant Capital Management, Inc977$21.7K<0.01%-97213F-HRTimeline
WPG Advisers, LLC951$21.1K0.02%+14513F-HRTimeline
Advisory Services Network, LLC825$18.3K<0.01%new13F-HRTimeline
Mondrian Investment Partners LTD587$18.2K<0.01%013F-HRTimeline
Tacita Capital Inc746$16.6K0.01%+71313F-HRTimeline
Larson Financial Group LLC660$14.7K<0.01%+26213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…652$14.5K<0.01%+55513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC618$13.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP628$13.5K<0.01%-6113F-HRTimelineGroup
FIRST HORIZON CORP595$13.2K<0.01%new13F-HRTimeline
Manchester Capital Management LLC576$12.8K<0.01%+4013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…575$12.8K<0.01%new13F-HRTimelineGroup
Basecamp Wealth Advisors LLC509$11.3K<0.01%-2013F-HRTimeline
WELLINGTON-ALTUS USA INC.350$11K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.465$10.3K<0.01%013F-HRTimeline
Blue Trust, Inc.414$9.21K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC409$9.1K<0.01%+39613F-HRTimelineGroup
MONTAG A & ASSOCIATES INC405$9.01K<0.01%+12613F-HRTimeline
Pinnacle Bancorp, Inc.393$8.74K<0.01%+8813F-HRTimeline
SBI Securities Co., Ltd.363$8.07K<0.01%-813F-HRTimeline
CWM, LLCin group CWM, LLC332$7.39K<0.01%-6213F-HRTimelineGroup
MCF Advisors LLC318$7.07K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc232$5.16K<0.01%new13F-HRTimeline
UMB Bank, n.a.228$5.07K<0.01%+6713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC161$3.58K<0.01%-22,63313F-HR/ATimeline
Arax Advisory Partners150$3.34K<0.01%-31713F-HRTimeline
Hughes Financial Services, LLC150$3.34K<0.01%+11013F-HRTimeline
Kilter Group LLC145$3.23K<0.01%+8113F-HRTimeline
Dixon Mitchell Investment Counsel Inc.145$3.22K<0.01%-11513F-HRTimeline
High Note Wealth, LLC112$2.49K<0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.110$2.45K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC92$2.05K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC84$1.82K<0.01%-9513F-HRTimeline
BIRCHBROOK, INC.81$1.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.74$1.65K<0.01%new13F-HRTimeline
Key Capital Management, INC74$1.65K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC57$1.27K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…57$1.26K<0.01%+1113F-HRTimeline
True Wealth Design, LLC55$1.22K<0.01%+713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.52$1.16K<0.01%+4713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…47$1.04K<0.01%-2513F-HRTimeline
CVA Family Office, LLC44$979<0.01%new13F-HRTimeline
Bare Financial Services, Inc36$801<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35$778<0.01%new13F-HRTimelineGroup
SHP Wealth Management34$756<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust32$712<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.32$712<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC32$712<0.01%new13F-HRTimeline
Stone House Investment Management, LLC31$689<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC23$512<0.01%-8813F-HR/ATimeline
Ares Financial Consulting, LLC18$406<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.18$400<0.01%new13F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC17$378<0.01%+513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$334<0.01%-1213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13$290<0.01%new13F-HR/ATimeline
Root Financial Partners, LLC9$200<0.01%-513F-HRTimeline
Ankerstar Wealth, LLC4$89<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$22<0.01%013F-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.