Open TextOTEX
13F holders, Q1 2025 (March 31)264holders −15
25new positions
36sold out
6famous investors
$25.29avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, down 15 from Q4 2024. 25 opened new positions and 36 sold out. The largest holders were JARISLOWSKY, FRASER Ltd ($520.5M), Vanguard Group Inc. ($281.4M) and Harris Associates (Oakmark Funds) ($226.7M). 6 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 Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Open Text Corp.
- CUSIP
- 683715106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $18.6M |
| Exits | 36 | $55.6M |
All 13F filers, Q4 2024 → Q1 2025: 18,785,614 shares bought and 9,276,116 shares sold, net +9,509,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| JARISLOWSKY, FRASER Ltd | 3.26% | Add +11.2% | 20,626,538 | $520.5M |
| Vanguard Group Inc. | 0.01% | Add +6.1% | 11,151,279 | $281.4M |
| Harris Associates (Oakmark Funds) | 0.38% | Add +0.0% | 8,979,797 | $226.7M |
| First Trust Advisors LP | 0.18% | Add +11.9% | 8,142,921 | $205.5M |
| Royal Bank of Canada | 0.04% | Reduce -0.9% | 7,050,489 | $178.1M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Add +15.4% | 6,920,118 | $174.7M |
| Beutel, Goodman & Co Ltd. | 0.98% | Reduce -11.0% | 6,715,724 | $169.5M |
| FIL Ltd | 0.15% | Add +158.7% | 6,159,856 | $155.5M |
| Cooke & Bieler LP | 1.54% | Reduce -3.2% | 6,105,134 | $154.2M |
| Mackenzie Financial Corp. | 0.21% | Add +9.2% | 5,876,003 | $148.3M |
| Brandes Investment Partners, LP | 1.51% | Add +30.1% | 5,862,278 | $148.1M |
| Turtle Creek Asset Management Inc. | 3.64% | Reduce -4.6% | 5,120,053 | $129.3M |
| Letko, Brosseau & Associates Inc. | 2.61% | Add +11.8% | 4,860,805 | $122.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -11.4% | 4,255,015 | $108.0M |
| Guardian Capital LP | 3.94% | Reduce -1.2% | 3,963,586 | $100.0M |
| National Bank of Canada | 0.10% | Add +1.5% | 3,465,470 | $86.7M |
| Norges Bank | 0.01% | No change | 3,298,089 | $83.3M |
| Invesco Ltd. | 0.01% | Reduce -3.7% | 3,071,422 | $77.6M |
| Bank of Montreal | 0.04% | Add +14.8% | 2,975,511 | $75.1M |
| Clearbridge Investments, LLC | 0.06% | Reduce -4.4% | 2,709,296 | $68.4M |
| FMR LLC | 0.00% | Reduce -49.1% | 2,621,176 | $66.2M |
| New South Capital Management Inc. | 2.92% | Reduce -1.8% | 2,397,412 | $60.6M |
| 1832 Asset Management L.P. | 0.11% | Add +0.3% | 2,365,600 | $59.8M |
| Value Partners Investments Inc. | 5.09% | Add +1162.0% | 2,333,539 | $59.0M |
| CDAM (UK) Ltd | 9.31% | Reduce -0.1% | 2,278,112 | $57.5M |
| Geode Capital Management, LLC | 0.00% | Add +18.5% | 2,071,810 | $53.4M |
| Cibc World Market Inc. | 0.12% | Reduce -5.4% | 2,024,983 | $51.1M |
| Bank of Nova Scotia | 0.11% | Add +11.9% | 1,897,979 | $47.9M |
| TD Asset Management Inc | 0.04% | Add +18.2% | 1,791,463 | $45.2M |
| GMO | 0.14% | Add +34.1% | 1,740,076 | $43.9M |
| Legal & General Group Plc | 0.01% | Add +8.6% | 1,580,736 | $39.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +75.8% | 1,437,335 | $36.3M |
| BlackRock, Inc. | 0.00% | Reduce -11.2% | 1,264,977 | $32.0M |
| Canada Pension Plan Investment Board | 0.03% | Add +34.9% | 1,247,467 | $31.5M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -6.5% | 1,238,882 | $31.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 1,148,347 | $29.0M |
| CIBC Asset Management Inc | 0.08% | Reduce -2.6% | 989,079 | $25.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.8% | 978,282 | $24.7M |
| TD Waterhouse Canada Inc. | 0.20% | Add +6.7% | 1,027,490 | $24.1M |
| Cidel Asset Management Inc. | 1.51% | Add +2.1% | 912,578 | $23.0M |
| Morgan Stanley | 0.00% | Reduce -12.9% | 904,136 | $22.8M |
| Deutsche Bank AG | 0.01% | Add +3.5% | 903,345 | $22.8M |
| Bank of America Corp. | 0.00% | Reduce -43.8% | 900,725 | $22.8M |
| Swiss National Bank | 0.01% | Reduce -2.6% | 750,600 | $19.0M |
| HSBC Holdings PLC | 0.01% | Reduce -2.5% | 702,348 | $17.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.6% | 681,623 | $17.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -4.3% | 647,115 | $16.3M |
| Intact Investment Management Inc. | 0.52% | Add +136.7% | 606,440 | $15.3M |
| Andra AP-fonden | 0.22% | Add +39.7% | 373,900 | $13.6M |
| Toronto Dominion Bank | 0.03% | Add +3.4% | 524,240 | $13.2M |
| Easterly Investment Partners LLC | 1.04% | Add +3.7% | 494,372 | $12.5M |
| Bridgewater Associates | 0.06% | Add +182.3% | 491,243 | $12.4M |
| Acadian Asset Management LLC | 0.03% | Reduce -16.1% | 469,600 | $11.8M |
| Amundi | 0.00% | Reduce -11.6% | 465,434 | $11.6M |
| Bank of New York Mellon Corp | 0.00% | Add +24.5% | 438,892 | $11.1M |
| Mufg Securities (canada), LTD. | 0.35% | Reduce -0.8% | 402,789 | $10.2M |
| Scotia Capital Inc. | 0.05% | Add +5.0% | 405,009 | $10.1M |
| Polar Capital Holdings Plc | 0.06% | Reduce -19.9% | 302,405 | $9.8M |
| American Century Companies Inc. | 0.01% | Add +25.7% | 375,844 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.3% | 370,861 | $9.4M |
| Crossmark Global Holdings, Inc. | 0.16% | Add +8.5% | 357,785 | $9.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.1% | 351,636 | $8.9M |
| AXA S.A. | 0.03% | Add +146.6% | 315,473 | $8.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +23.3% | 308,501 | $7.8M |
| AustralianSuper Pty Ltd | 0.04% | No change | 298,046 | $7.5M |
| UBS Group AG | 0.00% | Add +129.7% | 284,537 | $7.2M |
| Permit Capital, LLC | 2.51% | No change | 280,000 | $7.1M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.51% | Add +3.4% | 273,038 | $6.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -12.7% | 268,300 | $6.8M |
| Wellington Management Group LLP | 0.00% | Add +1.6% | 267,375 | $6.7M |
| Cardinal Point Capital Management ULC | 0.60% | New | 262,619 | $6.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -13.3% | 246,981 | $6.2M |
| Addenda Capital Inc. | 0.23% | Reduce -24.4% | 169,703 | $6.2M |
| Sei Investments Co. | 0.01% | Add +1.8% | 242,947 | $6.1M |
| Northwest & Ethical Investments L.P. | 0.15% | Add +8.1% | 219,294 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.0% | 213,196 | $5.3M |
| Guardian Partners Inc. | 0.53% | Add +9.5% | 203,426 | $5.1M |
| Forsta Ap-Fonden | 0.04% | Reduce -3.7% | 191,200 | $4.8M |
| Korea Investment CORP | 0.01% | Add +107.7% | 188,444 | $4.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +12.7% | 187,565 | $4.7M |
| Nuveen, LLC | 0.00% | — | 185,152 | $4.7M |
| Thornburg Investment Management Inc. | 0.06% | Add +4.3% | 179,337 | $4.5M |
| Aviva PLC | 0.01% | Reduce -9.8% | 179,207 | $4.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +40.1% | 172,149 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +49.8% | 170,988 | $4.3M |
| Alberta Investment Management Corp | 0.03% | Reduce -25.5% | 166,800 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -6.5% | 161,903 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 151,237 | $3.8M |
| Lorne Steinberg Wealth Management Inc. | 1.10% | Add +15.9% | 149,298 | $3.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.3% | 149,285 | $3.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +25.3% | 146,784 | $3.7M |
| Man Group plc | 0.01% | Reduce -46.4% | 144,633 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -7.7% | 140,978 | $3.6M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.10% | New | 140,185 | $3.5M |
| ASR Vermogensbeheer N.V. | 0.05% | — | 140,000 | $3.5M |
| APG Asset Management N.V. | 0.01% | Reduce -5.6% | 149,053 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.1% | 133,523 | $3.4M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Reduce -8.2% | 131,700 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 127,887 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 120,661 | $3.0M |
| Louisbourg Investments Inc. | 0.77% | Reduce -3.2% | 112,465 | $2.8M |
| Henry James International Management Inc. | 0.95% | No change | 110,284 | $2.8M |
| Macquarie Group Ltd. | 0.00% | New | 75,086 | $2.7M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +16.9% | 107,281 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -30.6% | 105,072 | $2.7M |
| Meritage Portfolio Management | 0.17% | Reduce -2.4% | 100,323 | $2.5M |
| Onex Canada Asset Management Inc. | 0.33% | Reduce -25.7% | 100,113 | $2.5M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.14% | No change | 99,300 | $2.5M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -9.9% | 96,440 | $2.4M |
| Wedge Capital Management L L P | 0.05% | Add +11.2% | 93,111 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.5% | 91,358 | $2.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +688.7% | 86,759 | $2.2M |
| Aviso Financial Inc. | 0.11% | Add +14.0% | 84,902 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +206.7% | 84,520 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +14.9% | 78,745 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +22.7% | 65,857 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Add +10.3% | 65,450 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.6% | 63,325 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.5% | 63,325 | $1.6M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +25.0% | 60,287 | $1.5M |
| Achmea Investment Management B.V. | 0.02% | Reduce -43.3% | 58,643 | $1.5M |
| Gotham Asset Management | 0.01% | Add +15.1% | 55,334 | $1.4M |
| Bridges Investment Management Inc. | 0.02% | No change | 55,240 | $1.4M |
| Twin Tree Management, LP | 0.03% | Add +13009.8% | 55,061 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +2109.1% | 54,675 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -16.1% | 54,335 | $1.4M |
| Boston Partners | 0.00% | Add +16.3% | 54,157 | $1.4M |
| Plato Investment Management Ltd | 0.11% | Add +926.0% | 49,999 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -9.8% | 48,766 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +42.4% | 47,391 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +15.0% | 47,243 | $1.2M |
| USS Investment Management Ltd | 0.01% | No change | 45,683 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +187.3% | 45,511 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +222.6% | 44,648 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +4129.5% | 41,111 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.8% | 39,800 | $1.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 36,850 | $931K |
| Citadel Advisors | 0.00% | Reduce -78.0% | 36,411 | $920K |
| Mork Capital Management, LLC | 0.70% | No change | 35,300 | $892K |
| Magnetar Financial LLC | 0.01% | New | 34,601 | $873K |
| Hantz Financial Services, Inc. | 0.02% | Add +0.5% | 34,385 | $869K |
| Alps Advisors Inc. | 0.00% | Add +5.8% | 33,109 | $836K |
| Bristol Gate Capital Partners Inc. | 0.04% | Reduce -9.9% | 32,135 | $811K |
| Bank of Nova Scotia Trust Co. | 0.09% | Reduce -11.9% | 31,922 | $806K |
| Squarepoint Ops LLC | 0.00% | Add +127.3% | 29,873 | $755K |
| Sanctuary Advisors, LLC | 0.01% | Add +41.0% | 29,759 | $752K |
| IMA Advisory Services, Inc. | 0.09% | Reduce -13.1% | 29,630 | $748K |
| Claret Asset Management Corp | 0.14% | Add +0.6% | 28,735 | $726K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +63.8% | 27,839 | $703K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 27,355 | $691K |
| Nexus Investment Management ULC | 0.07% | Reduce -71.7% | 17,890 | $650K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.7% | 25,490 | $644K |
| Public Sector Pension Investment Board | 0.00% | Reduce -1.6% | 25,436 | $642K |
| Aigen Investment Management, LP | 0.10% | New | 17,509 | $636K |
| Allianz Asset Management GmbH | 0.00% | Reduce -63.2% | 24,514 | $619K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 23,761 | $600K |
| DGS Capital Management, LLC | 0.16% | Reduce -11.5% | 23,427 | $592K |
| Van Eck Associates Corp. | 0.00% | Add +7.1% | 23,166 | $585K |
| RTD Financial Advisors, Inc. | 0.08% | New | 22,766 | $575K |
| Gulf International Bank (UK) Ltd | 0.02% | Add +3434.8% | 15,765 | $572K |
| Wolverine Trading, LLC | 0.02% | Reduce -32.3% | 22,287 | $564K |
| Mariner, LLC | 0.00% | Add +59.3% | 21,802 | $551K |
| Janus Henderson Group PLC | 0.00% | No change | 20,654 | $531K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +49.7% | 20,774 | $525K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +25.9% | 19,958 | $504K |
| Creative Planning | 0.00% | Reduce -30.2% | 19,850 | $501K |
| Blueshift Asset Management, LLC | 0.19% | Add +43.5% | 19,103 | $483K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -13.3% | 18,085 | $457K |
| Tidal Investments LLC | 0.00% | Reduce -3.5% | 17,599 | $445K |
| Quartz Partners, LLC | 0.27% | New | 17,337 | $438K |
| State of Wyoming | 0.06% | New | 17,251 | $435K |
| Massachusetts Financial Services Co. | 0.00% | Add +34.0% | 17,199 | $434K |
| Investment Management Corp of Ontario | 0.01% | New | 16,845 | $426K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -6.1% | 16,208 | $409K |
| LPL Financial LLC | 0.00% | Reduce -15.4% | 15,660 | $396K |
| Numerai GP LLC | 0.07% | Add +41.0% | 15,537 | $392K |
| Heron Bay Capital Management | 0.08% | Add +3.3% | 14,252 | $360K |
| M&G PLC | 0.00% | No change | 13,465 | $337K |
| Prudential Financial Inc. | 0.00% | New | 13,200 | $333K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 12,804 | $323K |
| Vest Financial, LLC | 0.01% | Add +34.9% | 12,724 | $321K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -37.3% | 12,496 | $315K |
| Metis Global Partners, LLC | 0.01% | Reduce -2.3% | 12,247 | $309K |
| Quantinno Capital Management LP | 0.00% | New | 12,068 | $305K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -26.8% | 12,040 | $304K |
| Arkadios Wealth Advisors | 0.01% | New | 11,831 | $299K |
| Vident Advisory, LLC | 0.00% | Add +6.6% | 11,681 | $295K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,500 | $290K |
| US Bancorp \de | 0.00% | Reduce -38.6% | 11,485 | $290K |
| Lanark Financial, Inc. | 0.02% | — | 11,507 | $290K |
| Royal London Asset Management Ltd. | 0.00% | New | 10,806 | $273K |
| Quadrant Capital Group LLC | 0.01% | Add +593.5% | 10,797 | $273K |
| Advisors Asset Management, Inc. | 0.01% | Add +75.2% | 10,719 | $271K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.5% | 9,391 | $238K |
| Glenmede Trust Co. NA | 0.00% | New | 8,839 | $223K |
| Ridgewood Investments LLC | 0.10% | Add +593.1% | 8,664 | $219K |
| United Services Automobile Association | 0.01% | New | 8,407 | $213K |
| APG Asset Management US Inc. | 0.00% | No change | 8,359 | $212K |
| Simplex Trading, LLC | 0.01% | New | 7,976 | $201K |
| Credit Agricole S A | 0.00% | Add +2.6% | 7,558 | $191K |
| Virtus Advisers, LLC | 0.09% | New | 3,900 | $142K |
| LSV Asset Management | 0.00% | Reduce -38.9% | 5,500 | $139K |
| Parvin Asset Management, LLC | 0.12% | Reduce -6.6% | 4,235 | $107K |
| Signaturefd, LLC | 0.00% | Reduce -69.6% | 3,974 | $100K |
| Natixis | 0.00% | Add +13.5% | 3,587 | $90K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,762 | $88K |
| Generali Asset Management SPA SGR | 0.00% | Add +7.9% | 2,367 | $86K |
| Allworth Financial LP | 0.00% | Add +6.6% | 2,733 | $73K |
| Headlands Technologies LLC | 0.01% | Add +360.6% | 2,888 | $73K |
| Covestor Ltd | 0.04% | No change | 2,517 | $64K |
| Parallel Advisors, LLC | 0.00% | Add +219.3% | 1,938 | $49K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,484 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +112.9% | 1,435 | $36K |
| Rhumbline Advisers | 0.00% | No change | 1,400 | $35K |
| Cromwell Holdings LLC | 0.02% | Reduce -11.6% | 1,283 | $32K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $30K |
| WealthCollab, LLC | 0.02% | No change | 1,176 | $30K |
| Group One Trading LLC | 0.00% | Add +334.9% | 1,135 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -38.8% | 1,096 | $28K |
| Versant Capital Management, Inc | 0.00% | New | 1,046 | $26K |
| Grayhawk Investment Strategies Inc. | 0.06% | No change | 1,015 | $26K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 1,005 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.2% | 861 | $22K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 800 | $20K |
| Lindbrook Capital, LLC | 0.00% | Add +210.3% | 751 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.8% | 598 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -42.1% | 585 | $15K |
| Hexagon Capital Partners LLC | 0.00% | Add +31.2% | 513 | $13K |
| Winnacle Wealth LLC | 0.01% | No change | 480 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -33.9% | 442 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.6% | 428 | $11K |
| Optiver Holding B.V. | 0.00% | New | 395 | $10K |
| Cwm, LLC | 0.00% | Reduce -39.4% | 367 | $9K |
| Mondrian Investment Partners LTD | 0.00% | No change | 238 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +27.6% | 305 | $8K |
| Montag A & Associates Inc. | 0.00% | Add +24.6% | 279 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +61.3% | 250 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 228 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +19.1% | 206 | $5K |
| Zions Bancorporation, National Association | 0.00% | — | 146 | $4K |
| Blue Trust, Inc. | 0.00% | New | 133 | $3K |
| Larson Financial Group LLC | 0.00% | Add +169.1% | 113 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 112 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 95 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 87 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Add +41.7% | 85 | $2K |
| Sierra Ocean, LLC | 0.00% | Reduce -67.9% | 78 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Barclays PLC | 0.00% | Add +364.3% | 65 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -99.9% | 60 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +114.3% | 45 | $1K |
| Transce3nd, LLC | 0.00% | No change | 43 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 38 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -67.8% | 39 | $985 |
| Bare Financial Services, Inc | 0.00% | New | 36 | $909 |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $808 |
| NewSquare Capital LLC | 0.00% | New | 26 | $657 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -83.3% | 13 | $329 |
| True Wealth Design, LLC | 0.00% | Reduce -15.4% | 11 | $278 |
| Abound Wealth Management | 0.00% | New | 3 | $77 |
| Huntington National Bank | 0.00% | Reduce -94.7% | 1 | $25 |
| Assetmark, Inc. | 0.00% | Reduce -66.7% | 1 | $19 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.