Who owns Open Text (OTEX)
Which tracked institutional funds hold OTEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OTEX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
79 tracked funds added or opened OTEX while 74 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OTEX’s largest tracked holder by dollar value, 1832 Asset Management L.P., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OTEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 262 tracked filers holding OTEX, 152 increased or opened the position and 155 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OTEX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$40M
- MILLENNIUM MANAGEMENT LLC$39M
- NEW YORK STATE COMMON RETIREMENT FUND$13M
- Point72 Asset Management, L.P.$9M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6M
- Quadrature Capital Ltd$6M
Full exits 29
- Beutel, Goodman & Co Ltd.$114M
- Clearbridge Investments, LLC$53M
- Arbejdsmarkedets Tillaegspension$23M
- AustralianSuper Pty Ltd$21M
- Amundi$20M
- Korea Investment CORP$10M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$151M
- MACKENZIE FINANCIAL CORP$52M
- FIL Ltd$41M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$39M
- JANE STREET GROUP, LLC$36M
- LETKO, BROSSEAU & ASSOCIATES INC$22M
Largest trims
- 1832 Asset Management L.P.$51M
- GEODE CAPITAL MANAGEMENT, LLC$42M
- ROYAL BANK OF CANADA$40M
- Invesco Ltd.$33M
- JPMORGAN CHASE & CO$19M
- DEUTSCHE BANK AG\$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| 1832 Asset Management L.P. trimmed | 25,041,994 | $555M | 12.6% | 2026-Q2 |
| FIL Ltd added | 19,135,000 | $424M | 9.6% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 13,061,929 | $289M | 6.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 12,041,601 | $267M | 6.1% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 8,837,628 | $196M | 4.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 8,350,918 | $185M | 4.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,086,541 | $179M | 4.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 7,215,231 | $160M | 3.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,144,557 | $158M | 3.6% | 2026-Q2 |
| GUARDIAN CAPITAL LP added | 5,097,794 | $113M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 4,380,947 | $97M | 2.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,197,707 | $93M | 2.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 3,703,717 | $81M | 1.9% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 3,556,884 | $112M | 2.5% | 2026-Q2 |
| NORGES BANK trimmed | 3,247,878 | $72M | 1.6% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 3,207,970 | $71M | 1.6% | 2026-Q2 |
| Value Partners Investments Inc. added | 2,415,779 | $53M | 1.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,293,648 | $51M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,177,667 | $48M | 1.1% | 2026-Q2 |
| BlackRock, Inc. added | 2,083,245 | $46M | 1.0% | 2026-Q2 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 2,028,024 | $45M | 1.0% | 2026-Q2 |
| TD Asset Management Inc trimmed | 2,025,871 | $45M | 1.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 1,977,244 | $45M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,934,965 | $43M | 1.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,884,739 | $42M | 0.9% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,834,379 | $41M | 0.9% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,800,000 | $40M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,763,473 | $39M | 0.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,676,815 | $46M | 1.0% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,666,909 | $37M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,661,470 | $37M | 0.8% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC added | 1,637,946 | $36M | 0.8% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 1,599,910 | $35M | 0.8% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. added | 1,522,840 | $34M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,415,546 | $31M | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,284,809 | $28M | 0.6% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 1,228,764 | $27M | 0.6% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC added | 957,187 | $21M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 921,434 | $20M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 840,639 | $19M | 0.4% | 2026-Q2 |
| TORONTO DOMINION BANK added | 777,658 | $17M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 747,682 | $17M | 0.4% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 728,374 | $16M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 727,480 | $16M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 706,292 | $16M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 663,806 | $15M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 653,988 | $14M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 629,210 | $14M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 622,106 | $14M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 599,808 | $13M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 545,832 | $12M | 0.3% | 2026-Q2 |
| Permit Capital, LLC added | 526,996 | $12M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 502,614 | $11M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 474,300 | $10M | 0.2% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 447,449 | $10M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 419,233 | $9M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 407,163 | $9M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 406,124 | $9M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 383,938 | $8M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 380,990 | $8M | 0.2% | 2026-Q2 |
| MUFG SECURITIES (CANADA), LTD. trimmed | 342,649 | $8M | 0.2% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 333,474 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 323,894 | $7M | 0.2% | 2026-Q2 |
| MONTRUSCO BOLTON INVESTMENTS INC. added | 318,459 | $7M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 300,997 | $7M | 0.2% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 296,603 | $7M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 289,500 | $6M | 0.1% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 285,400 | $6M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 278,028 | $6M | 0.1% | 2026-Q2 |
| Northwest & Ethical Investments L.P. trimmed | 275,491 | $6M | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc added | 262,574 | $6M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 260,455 | $6M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 252,800 | $6M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 245,260 | $5M | 0.1% | 2026-Q2 |
| SUSQUEHANNA ADVISORS GROUP, INC. added | 237,178 | $5M | 0.1% | 2026-Q2 |
| Investment Management Corp of Ontario added | 216,954 | $5M | 0.1% | 2026-Q2 |
| Lorne Steinberg Wealth Management Inc. added | 214,033 | $5M | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 206,028 | $5M | 0.1% | 2026-Q2 |
| Access Investment Management LLC trimmed | 200,096 | $4M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 196,153 | $4M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 195,886 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 185,306 | $4M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 183,936 | $4M | 0.1% | 2026-Q2 |
| Quartz Partners, LLC added | 182,637 | $4M | 0.1% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 175,141 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 173,047 | $4M | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC added | 172,714 | $4M | 0.1% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC | 170,733 | $4M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 167,819 | $4M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 158,703 | $4M | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 153,448 | $3M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 143,857 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 134,544 | $3M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 122,121 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 118,885 | $3M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 114,154 | $3M | 0.1% | 2026-Q2 |
| Henry James International Management Inc. | 110,288 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 107,270 | $2M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 104,407 | $2M | 0.1% | 2026-Q2 |
| VIRTUS ADVISERS, LLC added | 90,450 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.