Open TextOTEX
13F holders, Q3 2025 (September 30)281holders +10
39new positions
29sold out
6famous investors
$37.41avg. 13F price*
At the end of Q3 2025, 281 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, up 10 from Q2 2025. 39 opened new positions and 29 sold out. The largest holders were JARISLOWSKY, FRASER Ltd ($790.7M), Vanguard Group Inc. ($436.9M) and FIL Ltd ($429.9M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Open Text Corp.
- CUSIP
- 683715106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $26.1M |
| Exits | 29 | $222.0M |
All 13F filers, Q2 2025 → Q3 2025: 24,646,231 shares bought and 21,471,681 shares sold, net +3,174,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| JARISLOWSKY, FRASER Ltd | 4.35% | Add +0.6% | 21,150,154 | $790.7M |
| Vanguard Group Inc. | 0.01% | Add +2.0% | 11,689,086 | $436.9M |
| FIL Ltd | 0.34% | Add +42.7% | 11,500,000 | $429.9M |
| Royal Bank of Canada | 0.07% | Add +51.9% | 10,324,525 | $385.9M |
| Manufacturers Life Insurance Company, The | 0.30% | Add +124.8% | 9,612,100 | $359.3M |
| First Trust Advisors LP | 0.25% | Add +9.3% | 9,027,450 | $337.4M |
| Brandes Investment Partners, LP | 2.70% | Add +7.5% | 8,999,391 | $336.4M |
| Beutel, Goodman & Co Ltd. | 1.35% | Reduce -7.4% | 6,014,504 | $224.9M |
| Letko, Brosseau & Associates Inc. | 3.63% | Add +0.1% | 5,653,268 | $211.4M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Reduce -42.8% | 4,422,823 | $165.3M |
| Cooke & Bieler LP | 1.65% | Reduce -29.2% | 4,279,661 | $160.0M |
| Guardian Capital LP | 4.98% | Reduce -0.8% | 4,121,132 | $154.1M |
| 1832 Asset Management L.P. | 0.23% | Add +48.8% | 3,644,306 | $136.2M |
| Bank of Montreal | 0.05% | Add +14.1% | 3,295,347 | $123.1M |
| Mackenzie Financial Corp. | 0.12% | Reduce -9.1% | 2,700,622 | $100.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +48.9% | 2,592,578 | $96.9M |
| Geode Capital Management, LLC | 0.01% | Add +6.1% | 2,536,550 | $96.0M |
| National Bank of Canada | 0.11% | Reduce -28.6% | 2,538,737 | $94.3M |
| Invesco Ltd. | 0.01% | Reduce -11.3% | 2,520,945 | $94.2M |
| Clearbridge Investments, LLC | 0.07% | Reduce -2.0% | 2,518,853 | $94.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.1% | 2,505,587 | $93.7M |
| FMR LLC | 0.00% | Reduce -0.3% | 2,491,065 | $93.1M |
| New South Capital Management Inc. | 3.99% | Add +0.3% | 2,343,774 | $87.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.27% | Add +455.9% | 2,312,755 | $86.4M |
| Value Partners Investments Inc. | 6.79% | Reduce -13.1% | 2,225,670 | $83.2M |
| Cibc World Market Inc. | 0.17% | Add +14.6% | 2,225,009 | $83.2M |
| Legal & General Group Plc | 0.02% | Add +30.8% | 2,210,802 | $82.7M |
| TD Asset Management Inc | 0.07% | Add +11.3% | 2,147,997 | $80.3M |
| CDAM (UK) Ltd | 13.51% | Reduce -8.1% | 2,003,255 | $74.9M |
| Federation des caisses Desjardins du Quebec | 0.25% | Add +54.6% | 1,740,746 | $64.8M |
| Morgan Stanley | 0.00% | Add +77.2% | 1,630,976 | $61.0M |
| GMO | 0.15% | Add +2.5% | 1,376,901 | $51.5M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -21.2% | 1,219,767 | $45.6M |
| BlackRock, Inc. | 0.00% | Reduce -10.9% | 1,184,499 | $44.3M |
| Intact Investment Management Inc. | 1.33% | Add +94.9% | 1,175,680 | $44.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 1,146,067 | $42.8M |
| Mangrove Partners Im, LLC | 3.27% | Reduce -4.5% | 1,052,161 | $39.3M |
| Deutsche Bank AG | 0.01% | Reduce -1.5% | 1,015,145 | $37.9M |
| Amundi | 0.01% | Add +57.5% | 975,749 | $37.4M |
| Cidel Asset Management Inc. | 2.09% | Add +4.5% | 973,317 | $36.4M |
| TD Waterhouse Canada Inc. | 0.23% | Add +3.9% | 960,681 | $35.7M |
| Bank of Nova Scotia | 0.05% | Reduce -53.4% | 800,753 | $29.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.6% | 764,650 | $28.6M |
| Swiss National Bank | 0.02% | Reduce -6.5% | 738,000 | $27.6M |
| HSBC Holdings PLC | 0.01% | Add +70.0% | 588,482 | $22.0M |
| Polar Capital Holdings Plc | 0.09% | Add +37.8% | 422,404 | $19.6M |
| Toronto Dominion Bank | 0.04% | Reduce -1.8% | 520,316 | $19.5M |
| Bank of New York Mellon Corp | 0.00% | Add +21.5% | 518,430 | $19.4M |
| Bridgewater Associates | 0.07% | Add +4.4% | 510,541 | $19.1M |
| AustralianSuper Pty Ltd | 0.08% | Add +0.4% | 465,613 | $17.4M |
| Easterly Investment Partners LLC | 1.17% | Reduce -2.4% | 462,510 | $17.3M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.98% | Add +59.3% | 441,051 | $16.5M |
| Mufg Securities (canada), LTD. | 0.44% | Reduce -4.2% | 420,828 | $15.7M |
| UBS Group AG | 0.00% | Add +5.3% | 410,716 | $15.4M |
| Crossmark Global Holdings, Inc. | 0.20% | Reduce -1.0% | 361,453 | $13.5M |
| Neuberger Berman Group LLC | 0.01% | Add +9.1% | 343,384 | $12.8M |
| Picton Mahoney Asset Management | 0.15% | New | 312,223 | $11.7M |
| Permit Capital, LLC | 3.63% | No change | 310,000 | $11.6M |
| Wellington Management Group LLP | 0.00% | Add +9.6% | 309,232 | $11.6M |
| Scotia Capital Inc. | 0.05% | Reduce -7.3% | 287,450 | $10.7M |
| CIBC Asset Management Inc | 0.03% | Reduce -1.9% | 273,873 | $10.2M |
| Munich Reinsurance Co Stock Corp in Munich | 0.25% | — | 268,866 | $10.1M |
| AXA Investment Managers S.A. | 0.03% | — | 258,358 | $9.7M |
| Cardinal Point Capital Management ULC | 0.68% | Reduce -1.2% | 258,139 | $9.6M |
| Northwest & Ethical Investments L.P. | 0.22% | Add +6.0% | 247,726 | $9.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +48.8% | 245,027 | $9.2M |
| Citigroup Inc. | 0.01% | Add +7.1% | 243,177 | $9.1M |
| Sei Investments Co. | 0.01% | Reduce -13.7% | 238,301 | $8.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +5.0% | 235,001 | $8.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -17.4% | 225,018 | $8.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +96.3% | 220,085 | $8.2M |
| ASR Vermogensbeheer N.V. | 0.10% | Add +1.9% | 216,510 | $8.1M |
| Guardian Partners Inc. | 0.67% | Add +2.2% | 213,875 | $8.0M |
| Alberta Investment Management Corp | 0.06% | Add +26.9% | 211,600 | $7.9M |
| Aviva PLC | 0.01% | Add +8.9% | 206,036 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.9% | 200,778 | $7.5M |
| Access Investment Management LLC | 2.01% | Add +0.3% | 199,835 | $7.5M |
| Franklin Resources Inc. | 0.00% | Add +46.3% | 199,395 | $7.5M |
| Lorne Steinberg Wealth Management Inc. | 1.74% | Add +14.8% | 193,233 | $7.2M |
| Northern Trust Corp. | 0.00% | Add +12.2% | 183,800 | $6.9M |
| Nuveen, LLC | 0.00% | Reduce -1.5% | 179,007 | $6.7M |
| Thornburg Investment Management Inc. | 0.08% | Reduce -4.7% | 170,979 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +5.4% | 170,267 | $6.4M |
| Achmea Investment Management B.V. | 0.07% | Add +351.2% | 152,028 | $5.7M |
| State of Tennessee, Department of Treasury | 0.02% | Add +4.5% | 147,278 | $5.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +4.4% | 146,363 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -64.3% | 139,091 | $5.2M |
| Investment Management Corp of Ontario | 0.08% | Add +750.0% | 133,829 | $5.0M |
| Swiss Life Asset Management Ltd | 0.03% | Add +3.9% | 133,366 | $5.0M |
| Meritage Portfolio Management | 0.33% | Add +34.5% | 131,407 | $4.9M |
| APG Asset Management N.V. | 0.01% | Add +2.2% | 149,000 | $4.7M |
| American Century Companies Inc. | 0.00% | Reduce -52.8% | 120,442 | $4.5M |
| Wedge Capital Management L L P | 0.07% | Add +20.7% | 118,466 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 118,067 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.2% | 110,532 | $4.2M |
| Quartz Partners, LLC | 1.51% | Add +522.6% | 111,306 | $4.2M |
| Henry James International Management Inc. | 1.26% | No change | 110,284 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 110,214 | $4.1M |
| Aviso Financial Inc. | 0.16% | Add +9.4% | 103,046 | $3.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -0.1% | 102,843 | $3.8M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 96,440 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.0% | 94,728 | $3.5M |
| Allianz Asset Management GmbH | 0.00% | Add +8.7% | 94,406 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +11.0% | 93,856 | $3.5M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 91,783 | $3.4M |
| Public Sector Pension Investment Board | 0.01% | Add +257.3% | 89,452 | $3.3M |
| Korea Investment CORP | 0.01% | Reduce -0.1% | 88,044 | $3.3M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Reduce -14.5% | 87,200 | $3.3M |
| Arkadios Wealth Advisors | 0.08% | Add +596.6% | 83,192 | $3.1M |
| Boston Partners | 0.00% | Add +47.5% | 79,890 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.7% | 71,168 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +13.7% | 65,609 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -47.0% | 63,734 | $2.4M |
| Millennium Management | 0.00% | New | 60,907 | $2.3M |
| Forsta Ap-Fonden | 0.01% | Reduce -61.8% | 59,900 | $2.2M |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 56,892 | $2.1M |
| Turtle Creek Asset Management Inc. | 0.06% | Reduce -98.3% | 53,160 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +4.3% | 51,120 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.1% | 50,930 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.4% | 48,462 | $1.8M |
| Gotham Asset Management | 0.01% | Add +0.5% | 46,979 | $1.8M |
| Creative Planning | 0.00% | Add +39.8% | 46,123 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.3% | 45,815 | $1.7M |
| USS Investment Management Ltd | 0.01% | No change | 45,683 | $1.7M |
| J. Safra Sarasin Holding AG | 0.03% | Add +296.4% | 43,540 | $1.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -2.1% | 42,696 | $1.6M |
| Bridges Investment Management Inc. | 0.02% | Reduce -20.6% | 42,290 | $1.6M |
| Spark Investment Management LLC | 3.75% | New | 40,000 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | Add +3.8% | 38,389 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -29.7% | 37,911 | $1.4M |
| XTX Topco Ltd | 0.07% | New | 37,263 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +42.5% | 36,997 | $1.4M |
| DGS Capital Management, LLC | 0.25% | Add +17.0% | 36,716 | $1.4M |
| Claret Asset Management Corp | 0.16% | Add +14.6% | 35,434 | $1.3M |
| Mork Capital Management, LLC | 0.91% | No change | 35,300 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Reduce -20.3% | 33,370 | $1.2M |
| Susquehanna Advisors Group, Inc. | 0.05% | New | 32,600 | $1.2M |
| IMA Advisory Services, Inc. | 0.12% | Add +0.5% | 32,487 | $1.2M |
| Bristol Gate Capital Partners Inc. | 0.07% | Reduce -6.2% | 32,098 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -70.3% | 31,211 | $1.2M |
| Bank of Nova Scotia Trust Co. | 0.10% | Reduce -6.8% | 29,860 | $1.1M |
| Headlands Technologies LLC | 0.09% | Add +43.1% | 29,272 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | New | 28,030 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.9% | 29,098 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +13.2% | 29,051 | $1.1M |
| Utah Retirement Systems | 0.01% | New | 28,466 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -86.1% | 27,718 | $1.0M |
| Naples Global Advisors, LLC | 0.08% | Add +23.2% | 27,658 | $1.0M |
| Credit Agricole S A | 0.00% | — | 27,194 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.8% | 26,802 | $1.0M |
| LPL Financial LLC | 0.00% | Add +30.4% | 26,673 | $997K |
| Massachusetts Financial Services Co. | 0.00% | Add +0.4% | 25,597 | $957K |
| Alps Advisors Inc. | 0.01% | Reduce -16.2% | 24,668 | $922K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +21.8% | 24,592 | $919K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 24,228 | $906K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 23,033 | $861K |
| Avanza Fonder AB | 0.02% | No change | 16,453 | $856K |
| Mariner, LLC | 0.00% | Add +16.1% | 22,005 | $823K |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 15,765 | $820K |
| RTD Financial Advisors, Inc. | 0.10% | Reduce -6.2% | 21,353 | $798K |
| Van Eck Associates Corp. | 0.00% | Add +6.0% | 20,638 | $771K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +1.2% | 20,419 | $763K |
| Assenagon Asset Management S.A. | 0.00% | Add +62.5% | 19,289 | $721K |
| Ridgewood Investments LLC | 0.29% | Add +73.9% | 18,648 | $697K |
| Citadel Advisors | 0.00% | Add +86.6% | 17,986 | $672K |
| Nexus Investment Management ULC | 0.09% | No change | 17,890 | $669K |
| Victory Capital Management Inc. | 0.00% | New | 17,728 | $663K |
| Vest Financial, LLC | 0.01% | Add +27.9% | 17,615 | $658K |
| Janus Henderson Group PLC | 0.00% | Reduce -11.6% | 17,562 | $658K |
| Vident Advisory, LLC | 0.01% | Add +10.4% | 15,160 | $567K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +62.8% | 14,554 | $544K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +57.5% | 14,439 | $540K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -69.9% | 13,991 | $523K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.6% | 13,298 | $497K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.9% | 13,287 | $497K |
| Prudential Financial Inc. | 0.00% | No change | 13,200 | $494K |
| Metis Global Partners, LLC | 0.01% | Reduce -2.5% | 12,927 | $483K |
| Tidal Investments LLC | 0.00% | Reduce -33.9% | 11,945 | $447K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.2% | 11,507 | $430K |
| Westerkirk Capital Inc. | 0.05% | Reduce -30.1% | 10,900 | $407K |
| Royal London Asset Management Ltd. | 0.00% | No change | 10,806 | $404K |
| Glenmede Investment Management, LP | 0.00% | New | 10,590 | $396K |
| Jane Street Group, LLC | 0.00% | New | 10,525 | $393K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 9,840 | $368K |
| Atria Investments, Inc | 0.00% | Reduce -6.4% | 9,670 | $361K |
| Net Worth Advisory Group | 0.10% | Add +27.4% | 9,453 | $353K |
| Marshall Wace, LLP | 0.00% | New | 8,900 | $333K |
| Generali Asset Management SPA SGR | 0.01% | Add +165.7% | 6,288 | $327K |
| Vise Technologies, Inc. | 0.01% | New | 8,702 | $325K |
| Aristides Capital LLC | 0.09% | Reduce -2.6% | 8,559 | $320K |
| Cumberland Partners Ltd | 0.02% | New | 8,500 | $318K |
| Merit Financial Group, LLC | 0.00% | Add +13.9% | 8,092 | $302K |
| Natixis | 0.00% | Add +230.8% | 7,959 | $298K |
| AQR Capital Management | 0.00% | New | 7,781 | $291K |
| Wolverine Trading, LLC | 0.01% | New | 7,480 | $282K |
| Engineers Gate Manager LP | 0.00% | Reduce -30.6% | 7,539 | $282K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.8% | 7,331 | $274K |
| Simplex Trading, LLC | 0.01% | New | 7,242 | $270K |
| Private Advisor Group, LLC | 0.00% | New | 7,170 | $268K |
| Caption Management, LLC | 0.02% | New | 7,000 | $262K |
| Captrust Financial Advisors | 0.00% | Reduce -23.4% | 6,743 | $252K |
| Cetera Investment Advisers | 0.00% | New | 6,591 | $246K |
| UniSuper Management Pty Ltd | 0.00% | New | 4,500 | $234K |
| US Bancorp \de | 0.00% | Reduce -37.3% | 6,088 | $228K |
| State of Wyoming | 0.03% | Reduce -63.9% | 6,011 | $225K |
| LSV Asset Management | 0.00% | No change | 5,500 | $206K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,802 | $179K |
| Virtus Advisers, LLC | 0.10% | Reduce -14.2% | 3,345 | $174K |
| IFP Advisors, Inc | 0.00% | Add +498.8% | 4,623 | $173K |
| Parvin Asset Management, LLC | 0.13% | No change | 3,960 | $148K |
| SG Americas Securities, LLC | 0.00% | Reduce -23.9% | 3,914 | $146K |
| Centaurus Financial, Inc. | 0.01% | Reduce -10.2% | 3,514 | $131K |
| Plato Investment Management Ltd | 0.01% | No change | 2,845 | $106K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,727 | $102K |
| Signaturefd, LLC | 0.00% | Add +13.1% | 2,541 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Add +63.1% | 2,141 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 1,941 | $73K |
| Versant Capital Management, Inc | 0.01% | Reduce -7.2% | 1,834 | $69K |
| New Vernon Capital Holdings II LLC | 0.03% | No change | 1,791 | $67K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -88.5% | 1,725 | $64K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 1,759 | $63K |
| WealthCollab, LLC | 0.03% | No change | 1,640 | $61K |
| Cromwell Holdings LLC | 0.03% | No change | 1,635 | $61K |
| MAI Capital Management | 0.00% | Add +0.8% | 1,608 | $60K |
| Rhumbline Advisers | 0.00% | No change | 1,388 | $52K |
| Covestor Ltd | 0.03% | No change | 1,280 | $48K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $45K |
| Barclays PLC | 0.00% | Reduce -62.3% | 1,192 | $45K |
| Groupe la Francaise | 0.00% | New | 1,114 | $42K |
| Sagard Holdings Management Inc. | 0.19% | No change | 1,015 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +13.0% | 980 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | New | 872 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.2% | 824 | $31K |
| Mondrian Investment Partners LTD | 0.00% | — | 587 | $31K |
| WPG Advisers, LLC | 0.02% | Add +3.9% | 808 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 800 | $30K |
| Walleye Capital LLC | 0.00% | Add +228.6% | 769 | $29K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $23K |
| Winnacle Wealth LLC | 0.01% | New | 480 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 465 | $17K |
| Cwm, LLC | 0.00% | Add +3.3% | 405 | $15K |
| Rialto Wealth Management, LLC | 0.00% | New | 387 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Add +148.1% | 320 | $12K |
| Blue Trust, Inc. | 0.00% | New | 310 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 305 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Add +56.4% | 305 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 285 | $11K |
| Montag A & Associates Inc. | 0.00% | No change | 279 | $10K |
| Principal Securities, Inc. | 0.00% | Add +2.8% | 262 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 168 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 162 | $6K |
| Quadrant Capital Group LLC | 0.00% | New | 161 | $6K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 145 | $5K |
| UMB Bank, n.a. | 0.00% | Add +39.0% | 132 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -92.7% | 121 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 121 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 112 | $4K |
| Louisbourg Investments Inc. | 0.00% | Reduce -99.9% | 110 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 103 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $4K |
| Zions Bancorporation, National Association | 0.00% | Reduce -8.9% | 72 | $3K |
| Larson Financial Group LLC | 0.00% | Add +69.0% | 71 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 67 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 52 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.0% | 47 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.0% | 46 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | New | 44 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 39 | $1K |
| CVA Family Office, LLC | 0.00% | New | 38 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 40 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 36 | $1K |
| True Wealth Design, LLC | 0.00% | Add +28.0% | 32 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -86.7% | 32 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -39.2% | 31 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 29 | $1K |
| Kilter Group LLC | 0.00% | Add +185.7% | 20 | $748 |
| Root Financial Partners, LLC | 0.00% | New | 17 | $635 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -96.9% | 14 | $367 |
| Wealthspire Advisors, LLC | 0.00% | New | 9 | $324 |
| Huntington National Bank | 0.00% | No change | 1 | $37 |
| Assetmark, Inc. | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.