Open TextOTEX
13F holders, Q2 2025 (June 30)271holders +7
32new positions
24sold out
5famous investors
$29.22avg. 13F price*
At the end of Q2 2025, 271 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, up 7 from Q1 2025. 32 opened new positions and 24 sold out. The largest holders were JARISLOWSKY, FRASER Ltd ($613.3M), Vanguard Group Inc. ($334.8M) and Brandes Investment Partners, LP ($244.4M). 5 famous investors held it, including Bill Nygren (0.3% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $54.5M |
| Exits | 24 | $37.3M |
All 13F filers, Q1 2025 → Q2 2025: 14,730,870 shares bought and 15,436,767 shares sold, net −705,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| JARISLOWSKY, FRASER Ltd | 3.51% | Add +2.0% | 21,032,718 | $613.3M |
| Vanguard Group Inc. | 0.01% | Add +2.8% | 11,459,328 | $334.8M |
| Brandes Investment Partners, LP | 2.21% | Add +42.8% | 8,368,336 | $244.4M |
| First Trust Advisors LP | 0.19% | Add +1.5% | 8,262,084 | $241.3M |
| FIL Ltd | 0.20% | Add +30.9% | 8,060,000 | $235.5M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Add +11.7% | 7,730,470 | $225.9M |
| Royal Bank of Canada | 0.04% | Reduce -3.6% | 6,798,379 | $198.5M |
| Beutel, Goodman & Co Ltd. | 1.08% | Reduce -3.3% | 6,493,133 | $189.3M |
| Cooke & Bieler LP | 1.77% | Reduce -1.1% | 6,041,008 | $176.4M |
| Letko, Brosseau & Associates Inc. | 3.15% | Add +16.2% | 5,649,818 | $164.8M |
| Harris Associates (Oakmark Funds) | 0.26% | Reduce -38.8% | 5,498,367 | $160.8M |
| Manufacturers Life Insurance Company, The | 0.11% | Add +0.5% | 4,275,331 | $124.3M |
| Guardian Capital LP | 4.28% | Add +4.8% | 4,155,805 | $121.2M |
| National Bank of Canada | 0.11% | Add +2.6% | 3,555,535 | $102.8M |
| Norges Bank | 0.01% | Add +2.5% | 3,381,911 | $98.9M |
| Turtle Creek Asset Management Inc. | 2.67% | Reduce -38.4% | 3,154,503 | $92.1M |
| Mackenzie Financial Corp. | 0.11% | Reduce -49.4% | 2,970,895 | $86.9M |
| Bank of Montreal | 0.04% | Reduce -2.9% | 2,889,012 | $84.5M |
| Invesco Ltd. | 0.01% | Reduce -7.4% | 2,842,851 | $83.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +91.7% | 2,755,315 | $80.5M |
| Clearbridge Investments, LLC | 0.06% | Reduce -5.1% | 2,570,857 | $75.1M |
| Value Partners Investments Inc. | 5.84% | Add +9.8% | 2,561,601 | $74.7M |
| FMR LLC | 0.00% | Reduce -4.7% | 2,499,309 | $73.0M |
| 1832 Asset Management L.P. | 0.12% | Add +3.6% | 2,449,895 | $71.5M |
| Geode Capital Management, LLC | 0.01% | Add +15.4% | 2,390,874 | $71.0M |
| New South Capital Management Inc. | 3.30% | Reduce -2.5% | 2,336,575 | $68.2M |
| CDAM (UK) Ltd | 10.59% | Reduce -4.3% | 2,179,829 | $63.7M |
| Cibc World Market Inc. | 0.13% | Reduce -4.1% | 1,942,349 | $56.8M |
| TD Asset Management Inc | 0.05% | Add +7.8% | 1,930,452 | $56.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +78.0% | 1,741,275 | $50.8M |
| Bank of Nova Scotia | 0.10% | Reduce -9.4% | 1,719,438 | $50.2M |
| Legal & General Group Plc | 0.01% | Add +6.9% | 1,689,982 | $49.3M |
| Canada Pension Plan Investment Board | 0.04% | Add +24.1% | 1,547,467 | $45.2M |
| GMO | 0.12% | Reduce -22.8% | 1,342,759 | $39.2M |
| BlackRock, Inc. | 0.00% | Add +5.0% | 1,328,759 | $38.8M |
| Federation des caisses Desjardins du Quebec | 0.14% | Reduce -9.1% | 1,125,883 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 1,109,057 | $32.4M |
| Mangrove Partners Im, LLC | 3.52% | New | 1,102,346 | $32.2M |
| Deutsche Bank AG | 0.01% | Add +14.1% | 1,030,994 | $30.1M |
| TD Waterhouse Canada Inc. | 0.20% | Reduce -10.0% | 924,964 | $27.3M |
| Cidel Asset Management Inc. | 1.63% | Add +2.1% | 931,450 | $27.2M |
| Morgan Stanley | 0.00% | Add +1.8% | 920,341 | $26.9M |
| Swiss National Bank | 0.01% | Add +5.1% | 789,000 | $23.0M |
| AXA S.A. | 0.06% | Add +131.6% | 730,661 | $21.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.3% | 704,126 | $20.5M |
| Amundi | 0.01% | Add +33.1% | 619,644 | $18.5M |
| Intact Investment Management Inc. | 0.60% | Reduce -0.5% | 603,140 | $17.6M |
| Toronto Dominion Bank | 0.03% | Add +1.0% | 529,662 | $15.5M |
| Bridgewater Associates | 0.06% | Reduce -0.5% | 488,866 | $14.3M |
| Easterly Investment Partners LLC | 0.99% | Reduce -4.2% | 473,654 | $13.8M |
| AustralianSuper Pty Ltd | 0.07% | Add +55.6% | 463,882 | $13.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +24.5% | 461,647 | $13.5M |
| Mufg Securities (canada), LTD. | 0.39% | Add +9.1% | 439,317 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 426,675 | $12.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +55.0% | 416,000 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -56.7% | 390,167 | $11.4M |
| UBS Group AG | 0.00% | Add +37.0% | 389,879 | $11.4M |
| Polar Capital Holdings Plc | 0.06% | Add +1.4% | 306,519 | $10.9M |
| Crossmark Global Holdings, Inc. | 0.17% | Add +2.1% | 365,219 | $10.7M |
| HSBC Holdings PLC | 0.01% | Reduce -50.7% | 346,232 | $10.1M |
| Neuberger Berman Group LLC | 0.01% | Add +27.4% | 314,743 | $9.2M |
| Permit Capital, LLC | 2.93% | Add +10.7% | 310,000 | $9.1M |
| Scotia Capital Inc. | 0.04% | Reduce -23.4% | 310,232 | $8.9M |
| Wellington Management Group LLP | 0.00% | Add +5.5% | 282,133 | $8.2M |
| CIBC Asset Management Inc | 0.03% | Reduce -71.8% | 279,150 | $8.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.52% | Add +1.4% | 276,928 | $8.1M |
| Sei Investments Co. | 0.01% | Add +13.6% | 275,976 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -22.5% | 272,400 | $7.9M |
| Andra AP-fonden | 0.11% | Reduce -47.1% | 197,900 | $7.9M |
| Cardinal Point Capital Management ULC | 0.60% | Reduce -0.5% | 261,354 | $7.6M |
| American Century Companies Inc. | 0.00% | Reduce -32.1% | 255,158 | $7.5M |
| Northwest & Ethical Investments L.P. | 0.17% | Add +6.6% | 233,765 | $6.8M |
| Citigroup Inc. | 0.00% | Add +88.2% | 227,128 | $6.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -27.5% | 223,701 | $6.5M |
| ASR Vermogensbeheer N.V. | 0.08% | Add +51.7% | 212,397 | $6.2M |
| Guardian Partners Inc. | 0.54% | Add +2.8% | 209,194 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.0% | 206,695 | $6.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 200,000 | $5.8M |
| Access Investment Management LLC | 1.66% | — | 199,245 | $5.8M |
| Aviva PLC | 0.01% | Add +5.5% | 189,155 | $5.5M |
| Nuveen, LLC | 0.00% | Reduce -1.8% | 181,753 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | New | 178,777 | $5.3M |
| Thornburg Investment Management Inc. | 0.07% | No change | 179,337 | $5.2M |
| Lorne Steinberg Wealth Management Inc. | 1.29% | Add +12.7% | 168,298 | $4.9M |
| Alberta Investment Management Corp | 0.04% | No change | 166,800 | $4.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.3% | 164,698 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +55.9% | 163,754 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 161,527 | $4.7M |
| Forsta Ap-Fonden | 0.03% | Reduce -18.0% | 156,800 | $4.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 140,978 | $4.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -4.5% | 140,178 | $4.1M |
| Franklin Resources Inc. | 0.00% | Reduce -15.8% | 136,272 | $4.0M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -25.4% | 128,366 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 126,339 | $3.7M |
| APG Asset Management N.V. | 0.01% | Reduce -2.2% | 145,800 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +89.9% | 120,280 | $3.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +29.2% | 112,128 | $3.3M |
| Henry James International Management Inc. | 1.06% | No change | 110,284 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +283.5% | 104,903 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | New | 102,919 | $3.0M |
| Macquarie Group Ltd. | 0.00% | No change | 75,086 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Reduce -22.6% | 102,000 | $3.0M |
| Louisbourg Investments Inc. | 0.68% | Reduce -12.3% | 98,571 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 98,200 | $2.9M |
| Wedge Capital Management L L P | 0.05% | Add +5.4% | 98,130 | $2.9M |
| Meritage Portfolio Management | 0.18% | Reduce -2.6% | 97,740 | $2.9M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 96,440 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -29.1% | 94,686 | $2.8M |
| Aviso Financial Inc. | 0.12% | Add +10.9% | 94,171 | $2.8M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -14.4% | 91,783 | $2.6M |
| Korea Investment CORP | 0.01% | Reduce -53.2% | 88,144 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | Add +254.2% | 86,820 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 84,578 | $2.5M |
| Twin Tree Management, LP | 0.06% | Add +51.3% | 83,305 | $2.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.07% | Reduce -42.2% | 80,997 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +216.5% | 80,669 | $2.4M |
| SIG North Trading, ULC | 0.47% | New | 72,868 | $2.1M |
| Man Group plc | 0.00% | Reduce -51.9% | 69,533 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +1.0% | 66,512 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.6% | 62,149 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.7% | 60,989 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +29.2% | 57,699 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +4.3% | 57,007 | $1.7M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -7.4% | 55,851 | $1.6M |
| Boston Partners | 0.00% | No change | 54,157 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -0.8% | 53,928 | $1.6M |
| Bridges Investment Management Inc. | 0.02% | Reduce -3.6% | 53,240 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +5.1% | 49,637 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +3.4% | 49,003 | $1.4M |
| Gotham Asset Management | 0.01% | Reduce -15.5% | 46,738 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +16.8% | 46,500 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Reduce -29.1% | 46,435 | $1.4M |
| USS Investment Management Ltd | 0.01% | No change | 45,683 | $1.3M |
| Onex Canada Asset Management Inc. | 0.16% | Reduce -55.2% | 44,850 | $1.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +18.4% | 43,624 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Add +69666.7% | 41,860 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Add +7.6% | 36,995 | $1.1M |
| Mork Capital Management, LLC | 0.75% | No change | 35,300 | $1.0M |
| Bristol Gate Capital Partners Inc. | 0.06% | Add +6.5% | 34,209 | $998K |
| Jain Global LLC | 0.02% | New | 34,100 | $996K |
| Achmea Investment Management B.V. | 0.01% | Reduce -42.5% | 33,692 | $983K |
| Creative Planning | 0.00% | Add +66.3% | 33,002 | $964K |
| IMA Advisory Services, Inc. | 0.10% | Add +9.1% | 32,333 | $944K |
| Bank of Nova Scotia Trust Co. | 0.09% | Add +0.4% | 32,055 | $936K |
| DGS Capital Management, LLC | 0.19% | Add +34.0% | 31,384 | $916K |
| Claret Asset Management Corp | 0.12% | Add +7.6% | 30,929 | $903K |
| Alps Advisors Inc. | 0.01% | Reduce -11.1% | 29,436 | $860K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.3% | 29,080 | $849K |
| Quantinno Capital Management LP | 0.00% | Add +115.2% | 25,967 | $758K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -7.8% | 25,655 | $749K |
| Massachusetts Financial Services Co. | 0.00% | Add +48.2% | 25,494 | $744K |
| Public Sector Pension Investment Board | 0.00% | Reduce -1.6% | 25,036 | $730K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 23,651 | $691K |
| RTD Financial Advisors, Inc. | 0.09% | No change | 22,766 | $665K |
| Naples Global Advisors, LLC | 0.06% | New | 22,455 | $656K |
| Avanza Fonder AB | 0.02% | New | 16,453 | $655K |
| Atom Investors LP | 0.06% | New | 22,193 | $648K |
| Squarepoint Ops LLC | 0.00% | Reduce -31.2% | 20,562 | $600K |
| LPL Financial LLC | 0.00% | Add +30.6% | 20,458 | $597K |
| Headlands Technologies LLC | 0.07% | Add +608.1% | 20,451 | $597K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.8% | 20,187 | $589K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +1.1% | 20,182 | $589K |
| Janus Henderson Group PLC | 0.00% | Reduce -3.8% | 19,862 | $575K |
| Van Eck Associates Corp. | 0.00% | Reduce -16.0% | 19,466 | $569K |
| Mariner, LLC | 0.00% | Reduce -13.1% | 18,955 | $553K |
| Bordeaux Wealth Advisors LLC | 0.07% | New | 18,359 | $536K |
| Tidal Investments LLC | 0.00% | Add +2.6% | 18,059 | $527K |
| Nexus Investment Management ULC | 0.08% | No change | 17,890 | $522K |
| Quartz Partners, LLC | 0.24% | Add +3.1% | 17,877 | $522K |
| State of Wyoming | 0.06% | Reduce -3.4% | 16,664 | $486K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 15,765 | $460K |
| Investment Management Corp of Ontario | 0.01% | Reduce -6.5% | 15,745 | $460K |
| Westerkirk Capital Inc. | 0.06% | — | 15,600 | $456K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -7.2% | 15,048 | $439K |
| Heron Bay Capital Management | 0.09% | Add +5.4% | 15,022 | $439K |
| Vest Financial, LLC | 0.01% | Add +8.2% | 13,769 | $402K |
| Vident Advisory, LLC | 0.00% | Add +17.5% | 13,729 | $400K |
| M&G PLC | 0.00% | No change | 13,465 | $396K |
| Advisors Asset Management, Inc. | 0.01% | Add +26.1% | 13,514 | $395K |
| Metis Global Partners, LLC | 0.01% | Add +8.3% | 13,260 | $387K |
| Prudential Financial Inc. | 0.00% | No change | 13,200 | $385K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +2.9% | 13,174 | $385K |
| Arkadios Wealth Advisors | 0.01% | Add +0.9% | 11,943 | $349K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -5.0% | 11,870 | $346K |
| Lanark Financial, Inc. | 0.03% | Add +0.2% | 11,529 | $336K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,500 | $336K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -77.5% | 10,984 | $320K |
| Engineers Gate Manager LP | 0.00% | New | 10,856 | $317K |
| Royal London Asset Management Ltd. | 0.00% | No change | 10,806 | $316K |
| Ridgewood Investments LLC | 0.14% | Add +23.8% | 10,726 | $313K |
| Atria Investments, Inc | 0.00% | New | 10,332 | $302K |
| US Bancorp \de | 0.00% | Reduce -15.4% | 9,716 | $284K |
| Citadel Advisors | 0.00% | Reduce -73.5% | 9,637 | $281K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 9,167 | $268K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 8,939 | $261K |
| Captrust Financial Advisors | 0.00% | Reduce -80.7% | 8,803 | $257K |
| Aristides Capital LLC | 0.08% | New | 8,784 | $256K |
| Acadian Asset Management LLC | 0.00% | Reduce -98.2% | 8,600 | $250K |
| Callan Family Office, LLC | 0.01% | New | 8,560 | $250K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.5% | 8,503 | $248K |
| Net Worth Advisory Group | 0.05% | New | 7,422 | $217K |
| Merit Financial Group, LLC | 0.00% | New | 7,106 | $208K |
| LSV Asset Management | 0.00% | No change | 5,500 | $161K |
| Virtus Advisers, LLC | 0.10% | No change | 3,900 | $155K |
| SG Americas Securities, LLC | 0.00% | New | 5,140 | $150K |
| Parvin Asset Management, LLC | 0.12% | Reduce -6.5% | 3,960 | $116K |
| Centaurus Financial, Inc. | 0.01% | New | 3,915 | $114K |
| Optiver Holding B.V. | 0.00% | Add +780.5% | 3,478 | $102K |
| Generali Asset Management SPA SGR | 0.00% | No change | 2,367 | $94K |
| Barclays PLC | 0.00% | Add +4760.0% | 3,159 | $92K |
| Plato Investment Management Ltd | 0.01% | Reduce -94.3% | 2,845 | $83K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 2,724 | $80K |
| Natixis | 0.00% | Reduce -32.9% | 2,406 | $70K |
| Signaturefd, LLC | 0.00% | Reduce -43.5% | 2,247 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.7% | 2,005 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +88.9% | 1,976 | $58K |
| New Vernon Capital Holdings II LLC | 0.03% | New | 1,791 | $52K |
| Osaic Holdings, Inc. | 0.00% | Add +108.8% | 1,798 | $52K |
| Arax Advisory Partners | 0.00% | New | 1,652 | $48K |
| WealthCollab, LLC | 0.03% | Add +39.5% | 1,640 | $48K |
| Cromwell Holdings LLC | 0.03% | Add +27.4% | 1,635 | $48K |
| MAI Capital Management | 0.00% | Add +58.7% | 1,595 | $47K |
| Rhumbline Advisers | 0.00% | Reduce -0.9% | 1,388 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.8% | 1,313 | $38K |
| Covestor Ltd | 0.02% | Reduce -49.1% | 1,280 | $37K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $35K |
| Sagard Holdings Management Inc. | 0.08% | — | 1,015 | $30K |
| Parallel Advisors, LLC | 0.00% | Reduce -55.3% | 867 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +228.8% | 822 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 800 | $23K |
| WPG Advisers, LLC | 0.02% | New | 778 | $23K |
| IFP Advisors, Inc | 0.00% | Add +32.0% | 772 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $18K |
| First Horizon Advisors, Inc. | 0.00% | New | 537 | $16K |
| Brooklyn Investment Group | 0.00% | New | 521 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 465 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.9% | 449 | $13K |
| Cwm, LLC | 0.00% | Add +6.8% | 392 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 305 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 285 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 279 | $8K |
| NewSquare Capital LLC | 0.00% | Add +884.6% | 256 | $7K |
| Principal Securities, Inc. | 0.00% | Add +571.0% | 255 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +650.0% | 240 | $7K |
| Walleye Capital LLC | 0.00% | New | 234 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 228 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 195 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -37.4% | 129 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 112 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Add +17.6% | 100 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 95 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 87 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -45.9% | 79 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Sierra Ocean, LLC | 0.00% | Reduce -24.4% | 59 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 52 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -88.5% | 51 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.1% | 50 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $1K |
| Transce3nd, LLC | 0.00% | No change | 43 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -62.8% | 42 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 40 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 39 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +184.6% | 37 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 36 | $1K |
| True Wealth Design, LLC | 0.00% | Add +127.3% | 25 | $730 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 22 | $649 |
| Arlington Trust Co LLC | 0.00% | New | 18 | $526 |
| Kilter Group LLC | 0.00% | New | 7 | $205 |
| Huntington National Bank | 0.00% | No change | 1 | $29 |
| Assetmark, Inc. | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.