$OTEX

$27.22 -$0.41 (1.48%) Close

$OTEX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 242.1M shares outstanding

Who owns OTEX?

By type of holder

Institutions 83.5% Everyone else 16.5%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 47.1%

1832 Asset Management L.P. 10.3% · FIL Ltd 7.9%

Institutional ownership

83.5%

+4.8 pts vs last qtr

Institutional holders

265

-24 vs last qtr

Net shares bought

+11.7M

by institutions in Q2 2026

New / sold out

42 / 66

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Arrowstreet Capital, Limited Partnership +6.8M
Norges Bank NEW +3.2M

Biggest sellers in Q2 2026

Beutel, Goodman & Co Ltd. SOLD OUT −5.1M
Clearbridge Investments, LLC SOLD OUT −2.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$10.3M

11 notices from 5 people

Shares covered

311.8K

0.13% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Brian Sweeney Officer $4.4M
Sandy Ono Officer $4.11M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−2.5%

−0.28% a year

Each share's claim on the business

+2.6%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.31B vs $692M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years61% 3–5 years27% 1–3 years5% Under 1 year8%

Quarterly turnover

16.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting OTEX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
1A 1832 Asset Management L.P.	25.0M	10.34%	−2.2M (−8.1%)	≤2021	0.3%
Shares held by quarter Peak holding27.2M (Q1'26) Change over 8 quarters+22.3M Share of the company10.340% 1832 Asset Management L.P.'s full portfolio →
F FIL Ltd	19.1M	7.90%	+2.0M (+11.4%)	2022	0.3%
Shares held by quarter Peak holding19.1M (Q2'26) Change over 8 quarters+17.3M Share of the company7.900% FIL Ltd's full portfolio →

1832 Asset Management L.P.

25.0M

% of company

10.34%

Change vs last qtr

−2.2M (−8.1%)

Held since

≤2021

FIL Ltd

19.1M

% of company

7.90%

Change vs last qtr

+2.0M (+11.4%)

Held since

2022

28 more super investors behind a free account

See every manager holding Open Text Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OTEX on Form N-PORT; together they hold 13.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FT First Trust Nasdaq Cybersecurity ETF First Trust Exchange-Traded Fund II	$106M	4.8M	1.97%	0.76%	June 30, 2026
VT Vanguard Total International Stock Index Fund Vanguard Star Funds	$92.8M	3.7M	1.51%	0.01%	July 31, 2026

First Trust Nasdaq Cybersecurity ETF

First Trust Exchange-Traded Fund II

Position value

$106M

% of company

1.97%

% of the fund

0.76%

As of

June 30, 2026

Vanguard Total International Stock Index Fund

Vanguard Star Funds

Position value

$92.8M

% of company

1.51%

% of the fund

0.01%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Open Text Corp and how much of the fund the position is.

Comments