Open TextOTEX
13F holders, Q4 2024 (December 31)279holders −1
34new positions
42sold out
7famous investors
$28.32avg. 13F price*
At the end of Q4 2024, 279 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, down 1 from Q3 2024. 34 opened new positions and 42 sold out. The largest holders were JARISLOWSKY, FRASER Ltd ($522.9M), Vanguard Group Inc. ($297.5M) and Harris Associates (Oakmark Funds) ($253.8M). 7 famous investors held it, including Bill Nygren (0.4% of Harris Associates (Oakmark Funds)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Open Text Corp.
- CUSIP
- 683715106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $30.4M |
| Exits | 42 | $35.2M |
All 13F filers, Q3 2024 → Q4 2024: 14,808,842 shares bought and 21,214,941 shares sold, net −6,406,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| JARISLOWSKY, FRASER Ltd | 3.06% | Add +11.8% | 18,547,256 | $522.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 10,511,765 | $297.5M |
| Harris Associates (Oakmark Funds) | 0.42% | Reduce -29.9% | 8,979,632 | $253.8M |
| Beutel, Goodman & Co Ltd. | 1.16% | Reduce -9.6% | 7,542,572 | $213.3M |
| First Trust Advisors LP | 0.18% | Add +9.5% | 7,275,908 | $205.9M |
| Royal Bank of Canada | 0.04% | Reduce -33.4% | 7,114,395 | $201.5M |
| Cooke & Bieler LP | 1.72% | Add +6.6% | 6,308,967 | $178.7M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Add +75.9% | 5,994,675 | $169.6M |
| Mackenzie Financial Corp. | 0.21% | Reduce -9.2% | 5,383,106 | $152.2M |
| Turtle Creek Asset Management Inc. | 3.95% | Add +2.1% | 5,366,703 | $152.0M |
| FMR LLC | 0.01% | Reduce -38.0% | 5,151,218 | $145.8M |
| Manufacturers Life Insurance Company, The | 0.12% | Reduce -14.9% | 4,802,288 | $136.1M |
| Brandes Investment Partners, LP | 1.43% | Add +29.2% | 4,504,139 | $127.6M |
| Letko, Brosseau & Associates Inc. | 2.38% | Add +1.1% | 4,348,755 | $123.0M |
| Guardian Capital LP | 4.22% | Add +2.8% | 4,011,047 | $113.5M |
| National Bank of Canada | 0.13% | Reduce -16.1% | 3,415,178 | $96.7M |
| Norges Bank | 0.01% | Reduce -1.4% | 3,298,089 | $93.2M |
| Invesco Ltd. | 0.02% | Reduce -1.2% | 3,190,747 | $90.4M |
| Clearbridge Investments, LLC | 0.07% | Reduce -2.3% | 2,833,612 | $80.2M |
| Bank of Montreal | 0.04% | Reduce -33.3% | 2,592,837 | $73.3M |
| New South Capital Management Inc. | 2.91% | Reduce -4.0% | 2,442,450 | $69.2M |
| FIL Ltd | 0.06% | Add +27.9% | 2,381,553 | $67.4M |
| 1832 Asset Management L.P. | 0.12% | Reduce -14.3% | 2,358,679 | $66.8M |
| CDAM (UK) Ltd | 9.69% | Add +3.0% | 2,279,152 | $64.5M |
| Cibc World Market Inc. | 0.14% | Reduce -9.7% | 2,140,530 | $60.6M |
| Geode Capital Management, LLC | 0.00% | Add +25.1% | 1,748,435 | $49.6M |
| Bank of Nova Scotia | 0.08% | Add +1.2% | 1,695,485 | $48.0M |
| Bank of America Corp. | 0.00% | Add +91.3% | 1,602,313 | $45.4M |
| TD Asset Management Inc | 0.04% | Add +1.8% | 1,515,706 | $42.9M |
| Legal & General Group Plc | 0.01% | Reduce -5.4% | 1,456,077 | $41.2M |
| BlackRock, Inc. | 0.00% | Add +20.6% | 1,424,003 | $40.3M |
| Federation des caisses Desjardins du Quebec | 0.19% | Reduce -4.0% | 1,325,222 | $37.3M |
| GMO | 0.12% | Add +84.3% | 1,297,772 | $36.7M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 1,190,472 | $33.7M |
| Criteria Caixa, S.A.U. | 4.71% | No change | 1,161,369 | $32.9M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 1,037,668 | $29.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +18.1% | 1,017,020 | $28.8M |
| CIBC Asset Management Inc | 0.09% | Reduce -0.5% | 1,015,590 | $28.7M |
| TD Waterhouse Canada Inc. | 0.22% | Add +93.7% | 963,139 | $27.2M |
| Canada Pension Plan Investment Board | 0.02% | No change | 924,438 | $26.1M |
| Cidel Asset Management Inc. | 1.70% | Reduce -2.6% | 893,824 | $25.3M |
| Deutsche Bank AG | 0.01% | Add +9.7% | 872,591 | $24.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.5% | 817,808 | $23.2M |
| Swiss National Bank | 0.01% | Reduce -4.8% | 770,900 | $21.8M |
| HSBC Holdings PLC | 0.01% | Add +6.3% | 720,698 | $20.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 677,709 | $19.2M |
| D. E. Shaw & Co. | 0.02% | Add +688.2% | 676,510 | $19.1M |
| Acadian Asset Management LLC | 0.05% | Add +2068.2% | 559,400 | $15.8M |
| Amundi | 0.01% | Add +15.3% | 526,409 | $14.7M |
| Toronto Dominion Bank | 0.03% | Reduce -12.0% | 507,030 | $14.3M |
| Easterly Investment Partners LLC | 1.06% | Reduce -6.5% | 476,588 | $13.5M |
| Mufg Securities (canada), LTD. | 0.41% | Add +70.6% | 406,007 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.1% | 404,469 | $11.5M |
| Scotia Capital Inc. | 0.06% | Reduce -28.0% | 385,821 | $10.9M |
| Andra AP-fonden | 0.17% | Add +386.6% | 267,600 | $10.9M |
| Polar Capital Holdings Plc | 0.06% | No change | 377,405 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 352,405 | $10.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.6% | 351,382 | $9.9M |
| Crossmark Global Holdings, Inc. | 0.17% | Reduce -2.1% | 329,760 | $9.3M |
| Addenda Capital Inc. | 0.32% | Reduce -32.4% | 224,504 | $9.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | New | 307,300 | $8.7M |
| American Century Companies Inc. | 0.00% | Add +406.1% | 298,979 | $8.5M |
| AustralianSuper Pty Ltd | 0.04% | Add +23.8% | 298,046 | $8.4M |
| Neuberger Berman Group LLC | 0.01% | Add +105.8% | 285,017 | $8.1M |
| Permit Capital, LLC | 2.73% | No change | 280,000 | $7.9M |
| Man Group plc | 0.02% | Add +64.0% | 269,736 | $7.6M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.54% | Add +34.1% | 264,108 | $7.5M |
| Wellington Management Group LLP | 0.00% | Add +31.4% | 263,239 | $7.4M |
| Intact Investment Management Inc. | 0.25% | No change | 256,240 | $7.3M |
| DORCHESTER WEALTH MANAGEMENT Co | 1.42% | Add +1.2% | 256,149 | $7.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +32.7% | 250,201 | $7.1M |
| Sei Investments Co. | 0.01% | Add +7.5% | 238,629 | $6.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.6% | 226,288 | $6.4M |
| Alberta Investment Management Corp | 0.04% | Add +34.2% | 223,800 | $6.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +12.1% | 207,032 | $5.8M |
| Northwest & Ethical Investments L.P. | 0.16% | Add +36.9% | 202,887 | $5.7M |
| Access Investment Management LLC | 1.63% | Add +1.4% | 198,355 | $5.6M |
| Forsta Ap-Fonden | 0.04% | No change | 198,500 | $5.6M |
| Aviva PLC | 0.01% | Reduce -1.9% | 198,718 | $5.6M |
| Value Partners Investments Inc. | 2.95% | Reduce -92.1% | 184,900 | $5.2M |
| Guardian Partners Inc. | 0.53% | — | 185,772 | $5.2M |
| Bridgewater Associates | 0.02% | Add +361.3% | 174,047 | $4.9M |
| Franklin Resources Inc. | 0.00% | Reduce -15.9% | 173,115 | $4.9M |
| Thornburg Investment Management Inc. | 0.06% | Add +11.7% | 171,866 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +30.9% | 166,476 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -7.0% | 165,625 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 164,051 | $4.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +24.4% | 155,945 | $4.4M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -0.5% | 152,806 | $4.3M |
| APG Asset Management N.V. | 0.01% | Add +1750.2% | 157,899 | $4.3M |
| Northern Trust Corp. | 0.00% | Add +31.4% | 151,281 | $4.3M |
| Canoe Financial LP | 0.07% | Add +127.3% | 150,000 | $4.2M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 143,500 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +208.2% | 140,726 | $4.0M |
| Onex Canada Asset Management Inc. | 0.46% | Reduce -9.8% | 134,679 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -10.3% | 132,008 | $3.7M |
| Lorne Steinberg Wealth Management Inc. | 1.06% | Reduce -2.3% | 128,803 | $3.6M |
| AXA S.A. | 0.01% | Add +522.3% | 127,934 | $3.6M |
| Raymond James Financial Inc. | 0.00% | — | 126,130 | $3.6M |
| UBS Group AG | 0.00% | Reduce -19.4% | 123,871 | $3.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +14.3% | 122,915 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +35.8% | 117,136 | $3.3M |
| Louisbourg Investments Inc. | 0.86% | Add +2.9% | 116,174 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | New | 114,173 | $3.2M |
| Henry James International Management Inc. | 1.12% | No change | 110,284 | $3.1M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 107,040 | $3.0M |
| Achmea Investment Management B.V. | 0.05% | Add +5.5% | 103,332 | $2.9M |
| Meritage Portfolio Management | 0.18% | Reduce -5.2% | 102,735 | $2.9M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.15% | New | 99,300 | $2.8M |
| Ossiam | 0.05% | Add +18.5% | 95,539 | $2.7M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 91,783 | $2.6M |
| Korea Investment CORP | 0.01% | Reduce -45.8% | 90,744 | $2.6M |
| Wedge Capital Management L L P | 0.04% | New | 83,771 | $2.4M |
| Aviso Financial Inc. | 0.11% | Reduce -1.9% | 74,449 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 73,376 | $2.1M |
| Two Sigma Investments, LP | 0.01% | Add +483.3% | 72,906 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 68,511 | $1.9M |
| University of Texas/Texas Am Investment Management Co. | 0.23% | Reduce -11.3% | 67,568 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Add +0.9% | 66,548 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.5% | 65,637 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +20.1% | 64,788 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.14% | New | 64,491 | $1.8M |
| Nexus Investment Management ULC | 0.18% | No change | 63,130 | $1.8M |
| Vontobel Holding Ltd. | 0.01% | Add +6.5% | 59,351 | $1.7M |
| Bridges Investment Management Inc. | 0.02% | Add +16.7% | 55,240 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -1.3% | 54,088 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +101.7% | 53,656 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +27.2% | 49,241 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.19% | Reduce -13.2% | 48,746 | $1.4M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +20.9% | 48,234 | $1.4M |
| Gotham Asset Management | 0.01% | Reduce -5.3% | 48,059 | $1.4M |
| Boston Partners | 0.00% | No change | 46,552 | $1.3M |
| USS Investment Management Ltd | 0.01% | Reduce -12.9% | 45,683 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Add +11.5% | 44,662 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 44,600 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -6.8% | 41,075 | $1.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 36,850 | $1.0M |
| Bank of Nova Scotia Trust Co. | 0.11% | Reduce -8.2% | 36,240 | $1.0M |
| Bristol Gate Capital Partners Inc. | 0.05% | Add +7.5% | 35,667 | $1.0M |
| Mork Capital Management, LLC | 0.66% | New | 35,300 | $1000K |
| Cerity Partners LLC | 0.00% | Reduce -3.0% | 33,282 | $969K |
| Hantz Financial Services, Inc. | 0.02% | Reduce -0.2% | 34,218 | $969K |
| IMA Advisory Services, Inc. | 0.12% | Add +25.2% | 34,080 | $965K |
| Wolverine Trading, LLC | 0.02% | New | 32,938 | $936K |
| AXS Investments LLC | 0.26% | New | 32,700 | $925K |
| Royce & Associates LP | 0.01% | Reduce -69.2% | 32,519 | $920K |
| Alps Advisors Inc. | 0.01% | Add +12.7% | 31,302 | $886K |
| Jane Street Group, LLC | 0.00% | Reduce -2.0% | 29,967 | $849K |
| Quantbot Technologies LP | 0.03% | New | 29,321 | $830K |
| Claret Asset Management Corp | 0.13% | Add +0.8% | 28,568 | $809K |
| Creative Planning | 0.00% | Reduce -5.5% | 28,454 | $806K |
| BNP Paribas Financial Markets | 0.00% | Add +154.5% | 28,233 | $800K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.9% | 27,674 | $784K |
| Verition Fund Management LLC | 0.00% | Reduce -3.4% | 27,556 | $780K |
| DGS Capital Management, LLC | 0.19% | Add +2.0% | 26,477 | $750K |
| Public Sector Pension Investment Board | 0.00% | New | 25,836 | $731K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 23,929 | $678K |
| Sanctuary Advisors, LLC | 0.00% | New | 21,110 | $632K |
| Van Eck Associates Corp. | 0.00% | Add +0.7% | 21,634 | $612K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -1.5% | 20,860 | $591K |
| Janus Henderson Group PLC | 0.00% | Reduce -30.8% | 20,654 | $585K |
| Choreo, LLC | 0.01% | New | 19,833 | $564K |
| Assenagon Asset Management S.A. | 0.00% | Add +5.6% | 19,921 | $563K |
| K.J. Harrison & Partners Inc | 0.08% | New | 19,023 | $537K |
| US Bancorp \de | 0.00% | Reduce -45.6% | 18,710 | $530K |
| LPL Financial LLC | 0.00% | Add +8.7% | 18,509 | $524K |
| Tidal Investments LLC | 0.00% | Add +38.8% | 18,238 | $517K |
| Engineers Gate Manager LP | 0.01% | New | 18,176 | $515K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +15.2% | 17,253 | $489K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +644.1% | 16,995 | $486K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -79.5% | 16,445 | $466K |
| Legacy Wealth Asset Management, LLC | 0.12% | Reduce -19.0% | 15,853 | $449K |
| Captrust Financial Advisors | 0.00% | Reduce -30.9% | 15,839 | $449K |
| Gsa Capital Partners LLP | 0.03% | New | 15,647 | $443K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -34.9% | 13,877 | $393K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +88.7% | 13,842 | $392K |
| Heron Bay Capital Management | 0.08% | Add +0.7% | 13,803 | $391K |
| Mariner, LLC | 0.00% | Reduce -51.1% | 13,685 | $388K |
| M&G PLC | 0.00% | No change | 13,465 | $384K |
| Blueshift Asset Management, LLC | 0.14% | New | 13,312 | $377K |
| Squarepoint Ops LLC | 0.00% | New | 13,145 | $372K |
| Signaturefd, LLC | 0.01% | Reduce -21.4% | 13,073 | $370K |
| Massachusetts Financial Services Co. | 0.00% | Add +92.0% | 12,837 | $364K |
| Twinbeech Capital LP | 0.01% | New | 12,716 | $360K |
| Metis Global Partners, LLC | 0.01% | Reduce -4.1% | 12,540 | $355K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,500 | $326K |
| Numerai GP LLC | 0.09% | Reduce -78.5% | 11,020 | $312K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 11,000 | $312K |
| Vident Advisory, LLC | 0.01% | Reduce -3.7% | 10,959 | $310K |
| Occudo Quantitative Strategies LP | 0.06% | New | 10,938 | $310K |
| Farther Finance Advisors, LLC | 0.01% | Add +15.4% | 10,041 | $284K |
| Millennium Management | 0.00% | Reduce -98.8% | 9,508 | $269K |
| Vest Financial, LLC | 0.00% | New | 9,434 | $267K |
| Pathstone Holdings, LLC | 0.00% | Reduce -8.8% | 9,419 | $267K |
| Prudential PLC | 0.00% | New | 9,324 | $264K |
| LSV Asset Management | 0.00% | Add +109.3% | 9,000 | $255K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 8,800 | $249K |
| Capstone Investment Advisors, LLC | 0.00% | New | 8,684 | $246K |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.9% | 6,339 | $244K |
| Asahi Life Asset Management Co., LTD. | 0.15% | New | 8,530 | $241K |
| APG Asset Management US Inc. | 0.00% | New | 8,359 | $236K |
| Credit Agricole S A | 0.00% | Reduce -6.9% | 7,367 | $209K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -64.7% | 5,100 | $207K |
| Advisors Asset Management, Inc. | 0.00% | Add +208.5% | 6,118 | $173K |
| Plato Investment Management Ltd | 0.01% | New | 4,873 | $138K |
| Parvin Asset Management, LLC | 0.14% | — | 4,535 | $128K |
| Centaurus Financial, Inc. | 0.01% | Reduce -86.1% | 4,102 | $116K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,762 | $105K |
| Tobam | 0.03% | Reduce -61.6% | 2,416 | $98K |
| Natixis | 0.00% | Add +1075.1% | 3,161 | $90K |
| Generali Asset Management SPA SGR | 0.00% | — | 2,193 | $89K |
| Allworth Financial LP | 0.00% | Add +20.7% | 2,564 | $73K |
| Covestor Ltd | 0.04% | Add +2.1% | 2,517 | $71K |
| Bessemer Group Inc. | 0.00% | No change | 2,475 | $70K |
| Aquatic Capital Management LLC | 0.00% | New | 2,111 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.2% | 1,792 | $51K |
| Quadrant Capital Group LLC | 0.00% | Reduce -11.9% | 1,557 | $44K |
| Cromwell Holdings LLC | 0.02% | Reduce -12.8% | 1,451 | $41K |
| Rhumbline Advisers | 0.00% | Add +8.5% | 1,400 | $40K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.7% | 1,393 | $39K |
| Ridgewood Investments LLC | 0.02% | Add +25.0% | 1,250 | $35K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $34K |
| WealthCollab, LLC | 0.02% | Reduce -12.3% | 1,176 | $33K |
| MAI Capital Management | 0.00% | New | 1,027 | $29K |
| Grayhawk Investment Strategies Inc. | 0.05% | New | 1,015 | $29K |
| IFP Advisors, Inc | 0.00% | Add +103.8% | 1,011 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.6% | 972 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 800 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -52.1% | 710 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 674 | $19K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 669 | $19K |
| Headlands Technologies LLC | 0.00% | Reduce -92.0% | 627 | $18K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.8% | 607 | $17K |
| Cwm, LLC | 0.00% | Reduce -23.4% | 606 | $17K |
| AlphaMark Advisors, LLC | 0.01% | No change | 572 | $16K |
| Winnacle Wealth LLC | 0.01% | — | 480 | $14K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -58.5% | 446 | $12K |
| Twin Tree Management, LP | 0.00% | Reduce -95.8% | 420 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.3% | 413 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Add +34.8% | 391 | $11K |
| Mondrian Investment Partners LTD | 0.00% | Reduce -49.5% | 238 | $10K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.2% | 285 | $8K |
| Group One Trading LLC | 0.00% | New | 261 | $7K |
| Sierra Ocean, LLC | 0.01% | — | 243 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -24.4% | 242 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 239 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 228 | $6K |
| Montag A & Associates Inc. | 0.00% | No change | 224 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 184 | $5K |
| SBI Securities Co., Ltd. | 0.00% | — | 173 | $5K |
| Zions Bancorporation, N.A. | 0.00% | No change | 155 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.8% | 155 | $4K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 145 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 126 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 121 | $3K |
| Copeland Capital Management, LLC | 0.00% | No change | 119 | $3K |
| High Note Wealth, LLC | 0.00% | New | 112 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 95 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 87 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +23.8% | 78 | $2K |
| WR Wealth Planners, LLC | 0.00% | Add +26.2% | 77 | $2K |
| CVA Family Office, LLC | 0.00% | Add +4.6% | 68 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 60 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $1K |
| Transce3nd, LLC | 0.00% | — | 43 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 38 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -2.8% | 35 | $991 |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $906 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 28 | $793 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 21 | $595 |
| Huntington National Bank | 0.00% | Reduce -20.8% | 19 | $538 |
| Jones Financial Companies LLLP | 0.00% | Add +66.7% | 15 | $425 |
| Barclays PLC | 0.00% | Reduce -99.9% | 14 | $396 |
| True Wealth Design, LLC | 0.00% | Add +30.0% | 13 | $369 |
| Lanark Financial, Inc. | 0.02% | — | 8 | $237 |
| Assetmark, Inc. | 0.00% | Add +200.0% | 3 | $78 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.