Open TextOTEX
13F holders, Q4 2025 (December 31)300holders +19
34new positions
21sold out
6famous investors
$32.59avg. 13F price*
At the end of Q4 2025, 300 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, up 19 from Q3 2025. 34 opened new positions and 21 sold out. The largest holders were 1832 Asset Management L.P. ($768.7M), FIL Ltd ($395.9M) and Vanguard Group Inc. ($378.2M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Open Text Corp.
- CUSIP
- 683715106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $38.0M |
| Exits | 21 | $39.3M |
All 13F filers, Q3 2025 → Q4 2025: 32,799,873 shares bought and 14,295,836 shares sold, net +18,504,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| 1832 Asset Management L.P. | 0.98% | Add +547.4% | 23,592,987 | $768.7M |
| FIL Ltd | 0.30% | Add +5.7% | 12,155,000 | $395.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 11,613,952 | $378.2M |
| First Trust Advisors LP | 0.27% | Add +27.3% | 11,493,714 | $374.4M |
| Manufacturers Life Insurance Company, The | 0.29% | Add +11.7% | 10,734,420 | $350.0M |
| Brandes Investment Partners, LP | 2.26% | Add +1.2% | 9,106,157 | $296.7M |
| Royal Bank of Canada | 0.05% | Reduce -14.0% | 8,878,109 | $289.2M |
| Letko, Brosseau & Associates Inc. | 3.03% | Add +0.5% | 5,681,093 | $185.3M |
| Beutel, Goodman & Co Ltd. | 1.12% | Reduce -7.4% | 5,567,797 | $181.6M |
| Guardian Capital LP | 3.59% | Reduce -9.8% | 3,715,835 | $121.1M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -16.8% | 3,681,347 | $119.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +28.8% | 3,340,334 | $108.8M |
| Norges Bank | 0.01% | — | 3,276,237 | $106.7M |
| Bank of Montreal | 0.04% | Reduce -3.9% | 3,168,475 | $103.2M |
| Morgan Stanley | 0.01% | Add +76.8% | 2,884,381 | $94.0M |
| National Bank of Canada | 0.09% | Add +10.4% | 2,804,072 | $91.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.7% | 2,680,546 | $88.9M |
| Mackenzie Financial Corp. | 0.10% | Reduce -5.3% | 2,556,252 | $84.2M |
| TD Asset Management Inc | 0.07% | Add +19.1% | 2,559,128 | $83.5M |
| Clearbridge Investments, LLC | 0.06% | Reduce -3.0% | 2,444,296 | $79.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.20% | Add +0.9% | 2,332,948 | $76.0M |
| New South Capital Management Inc. | 3.49% | Reduce -0.8% | 2,324,899 | $75.7M |
| Cibc World Market Inc. | 0.13% | Add +2.2% | 2,274,416 | $74.1M |
| Legal & General Group Plc | 0.02% | Add +1.3% | 2,239,803 | $73.0M |
| Invesco Ltd. | 0.01% | Reduce -11.4% | 2,234,488 | $72.8M |
| CDAM (UK) Ltd | 11.95% | Add +0.7% | 2,017,255 | $65.7M |
| Value Partners Investments Inc. | 4.64% | Reduce -16.5% | 1,857,455 | $60.6M |
| Canada Pension Plan Investment Board | 0.04% | Add +49.0% | 1,817,679 | $59.2M |
| Federation des caisses Desjardins du Quebec | 0.19% | Reduce -14.4% | 1,490,593 | $48.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -43.5% | 1,414,406 | $46.1M |
| GMO | 0.12% | Add +2.4% | 1,409,250 | $45.9M |
| Cooke & Bieler LP | 0.41% | Reduce -71.9% | 1,202,951 | $39.2M |
| Deutsche Bank AG | 0.01% | Add +7.9% | 1,095,040 | $35.7M |
| BlackRock, Inc. | 0.00% | Reduce -10.5% | 1,060,426 | $34.5M |
| Amundi | 0.01% | Add +8.0% | 1,053,722 | $34.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 1,052,214 | $34.3M |
| Mangrove Partners Im, LLC | 2.64% | Reduce -5.6% | 993,199 | $32.4M |
| FMR LLC | 0.00% | Reduce -64.1% | 894,841 | $29.1M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -14.4% | 822,291 | $26.8M |
| Toronto Dominion Bank | 0.05% | Add +50.4% | 782,461 | $25.5M |
| Bank of Nova Scotia | 0.04% | Reduce -4.2% | 767,297 | $25.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 764,010 | $24.9M |
| Intact Investment Management Inc. | 0.68% | Reduce -38.0% | 728,740 | $23.7M |
| Arbejdsmarkedets Tillaegspension | 0.58% | — | 698,258 | $22.7M |
| Bank of America Corp. | 0.00% | Add +387.4% | 677,973 | $22.1M |
| Swiss National Bank | 0.01% | Reduce -9.2% | 670,500 | $21.9M |
| UBS Group AG | 0.00% | Add +61.3% | 662,567 | $21.6M |
| AQR Capital Management | 0.01% | Add +7951.6% | 626,495 | $20.4M |
| Cidel Asset Management Inc. | 1.28% | Reduce -42.8% | 557,011 | $18.2M |
| AustralianSuper Pty Ltd | 0.08% | Add +13.3% | 527,346 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 504,551 | $16.4M |
| Bridgewater Associates | 0.06% | Reduce -2.6% | 497,045 | $16.2M |
| Easterly Investment Partners LLC | 0.92% | Reduce -0.2% | 461,667 | $15.0M |
| Munich Reinsurance Co Stock Corp in Munich | 0.34% | Add +59.0% | 427,564 | $14.1M |
| Neuberger Berman Group LLC | 0.01% | Add +18.8% | 407,811 | $13.3M |
| Wellington Management Group LLP | 0.00% | Add +25.9% | 389,247 | $12.7M |
| Public Sector Pension Investment Board | 0.04% | Add +332.7% | 387,062 | $12.6M |
| Mufg Securities (canada), LTD. | 0.35% | Reduce -8.8% | 383,718 | $12.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +43.6% | 351,863 | $11.5M |
| Crossmark Global Holdings, Inc. | 0.16% | Reduce -2.7% | 351,765 | $11.5M |
| Alberta Investment Management Corp | 0.07% | Add +49.9% | 317,200 | $10.3M |
| Permit Capital, LLC | 3.14% | No change | 310,000 | $10.1M |
| Franklin Resources Inc. | 0.00% | Add +41.9% | 283,030 | $9.2M |
| Scotia Capital Inc. | 0.04% | Reduce -1.9% | 282,002 | $9.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.62% | Reduce -36.7% | 279,352 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.1% | 258,932 | $8.5M |
| Cardinal Point Capital Management ULC | 0.55% | Reduce -0.6% | 256,484 | $8.4M |
| CIBC Asset Management Inc | 0.02% | Reduce -6.5% | 256,156 | $8.4M |
| Northwest & Ethical Investments L.P. | 0.19% | Add +1.9% | 252,358 | $8.2M |
| Polar Capital Holdings Plc | 0.04% | Reduce -33.5% | 280,780 | $8.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 182,214 | $8.1M |
| Korea Investment CORP | 0.02% | Add +169.0% | 236,844 | $7.7M |
| Access Investment Management LLC | 2.01% | No change | 199,835 | $7.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +217.9% | 226,232 | $7.4M |
| Montrusco Bolton Investments Inc. | 0.09% | New | 218,938 | $7.1M |
| Aviva PLC | 0.01% | Add +4.5% | 215,394 | $7.0M |
| Lorne Steinberg Wealth Management Inc. | 1.46% | Add +0.7% | 194,613 | $6.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.4% | 185,859 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +1210.5% | 183,350 | $6.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 179,119 | $5.8M |
| Nuveen, LLC | 0.00% | Reduce -1.2% | 176,935 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 174,603 | $5.7M |
| Sei Investments Co. | 0.01% | Reduce -27.2% | 173,552 | $5.7M |
| Thornburg Investment Management Inc. | 0.07% | Reduce -1.5% | 168,449 | $5.5M |
| Citigroup Inc. | 0.00% | Reduce -31.9% | 165,722 | $5.4M |
| Guardian Partners Inc. | 0.42% | Add +5.6% | 225,939 | $5.3M |
| Investment Management Corp of Ontario | 0.07% | Add +17.0% | 156,603 | $5.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -29.7% | 154,670 | $5.0M |
| Meritage Portfolio Management | 0.33% | Add +17.3% | 154,162 | $5.0M |
| Campbell & CO Investment Adviser LLC | 0.24% | New | 151,665 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | New | 149,649 | $4.9M |
| Swiss Life Asset Management Ltd | 0.02% | Add +2.3% | 136,381 | $4.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -9.8% | 132,092 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +7.7% | 129,714 | $4.2M |
| APG Asset Management N.V. | 0.01% | Reduce -5.8% | 140,426 | $3.9M |
| Wedge Capital Management L L P | 0.07% | Add +0.9% | 119,561 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Add +305.6% | 118,019 | $3.8M |
| Quartz Partners, LLC | 1.42% | Add +5.3% | 117,252 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +0.4% | 147,862 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 112,919 | $3.7M |
| Henry James International Management Inc. | 1.13% | No change | 110,284 | $3.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 91,783 | $3.6M |
| Allianz Asset Management GmbH | 0.00% | Add +12.6% | 106,343 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +10.0% | 103,244 | $3.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -1.4% | 101,413 | $3.3M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +2.9% | 99,268 | $3.2M |
| Aviso Financial Inc. | 0.12% | Reduce -7.4% | 95,428 | $3.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -60.3% | 93,300 | $3.0M |
| Man Group plc | 0.01% | New | 90,248 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.0% | 89,757 | $2.9M |
| Arkadios Wealth Advisors | 0.06% | Add +2.3% | 85,071 | $2.8M |
| Boston Partners | 0.00% | Reduce -1.9% | 78,345 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 65,615 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.8% | 65,495 | $2.1M |
| Forsta Ap-Fonden | 0.01% | Add +6.2% | 63,600 | $2.1M |
| Gotham Asset Management | 0.01% | Add +32.5% | 62,239 | $2.0M |
| Jupiter Asset Management Ltd. | 0.02% | New | 60,523 | $2.0M |
| Bessemer Group Inc. | 0.00% | No change | 56,892 | $1.9M |
| Credit Agricole S A | 0.01% | Add +107.0% | 56,280 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +7.2% | 54,800 | $1.8M |
| Spark Investment Management LLC | 4.38% | Add +35.0% | 54,000 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +41.3% | 52,285 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 51,431 | $1.7M |
| Lazard Asset Management LLC | 0.00% | New | 50,761 | $1.7M |
| Bank of Nova Scotia Trust Co. | 0.14% | Add +67.7% | 50,069 | $1.6M |
| Creative Planning | 0.00% | Add +6.0% | 48,890 | $1.6M |
| USS Investment Management Ltd | 0.01% | Add +1.7% | 46,440 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +339.1% | 46,221 | $1.5M |
| Vontobel Holding Ltd. | 0.00% | No change | 45,815 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -56.0% | 41,711 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -6.3% | 40,818 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +207.1% | 40,530 | $1.3M |
| DGS Capital Management, LLC | 0.22% | Add +8.2% | 39,714 | $1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +38.6% | 40,256 | $1.3M |
| Hantz Financial Services, Inc. | 0.02% | Add +2.1% | 39,183 | $1.3M |
| Evolve Private Wealth, LLC | 0.07% | — | 38,475 | $1.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -14.4% | 36,557 | $1.2M |
| Claret Asset Management Corp | 0.13% | Reduce -0.2% | 35,369 | $1.2M |
| Mork Capital Management, LLC | 0.70% | No change | 35,300 | $1.2M |
| Picton Mahoney Asset Management | 0.01% | Reduce -88.7% | 35,243 | $1.1M |
| XTX Topco Ltd | 0.03% | Reduce -10.8% | 33,222 | $1.1M |
| LPL Financial LLC | 0.00% | Add +21.9% | 32,518 | $1.1M |
| IMA Advisory Services, Inc. | 0.10% | Reduce -2.4% | 31,717 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 30,716 | $1.0M |
| Marshall Wace, LLP | 0.00% | Add +234.8% | 29,800 | $971K |
| Turtle Creek Asset Management Inc. | 0.04% | Reduce -44.7% | 29,410 | $958K |
| Naples Global Advisors, LLC | 0.07% | Add +3.2% | 28,543 | $930K |
| Utah Retirement Systems | 0.01% | No change | 28,466 | $928K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.8% | 27,811 | $906K |
| Vest Financial, LLC | 0.01% | Add +56.4% | 27,547 | $897K |
| Pembroke Management, LTD | 0.09% | New | 19,733 | $882K |
| Parvin Asset Management, LLC | 0.71% | Add +577.8% | 26,840 | $874K |
| Alps Advisors Inc. | 0.00% | Add +2.9% | 25,394 | $827K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -1.9% | 25,106 | $818K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 28,030 | $797K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 24,413 | $795K |
| Janus Henderson Group PLC | 0.00% | Add +37.0% | 24,062 | $787K |
| Mariner, LLC | 0.00% | Add +8.5% | 23,873 | $778K |
| Cumberland Partners Ltd | 0.05% | Add +176.5% | 23,500 | $766K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.1% | 23,338 | $760K |
| Callan Family Office, LLC | 0.02% | New | 22,990 | $749K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.0% | 22,794 | $743K |
| Avanza Fonder AB | 0.02% | No change | 16,453 | $735K |
| Victory Capital Management Inc. | 0.00% | Add +16.3% | 20,610 | $671K |
| Legacy Wealth Asset Management, LLC | 0.16% | Reduce -1.2% | 20,181 | $657K |
| Van Eck Associates Corp. | 0.00% | Reduce -4.3% | 19,753 | $643K |
| Bridges Investment Management Inc. | 0.01% | Reduce -53.6% | 19,620 | $639K |
| Avior Wealth Management, LLC | 0.02% | Reduce -44.7% | 18,465 | $602K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +272.3% | 17,876 | $582K |
| RTD Financial Advisors, Inc. | 0.07% | Reduce -19.4% | 17,212 | $561K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -17.0% | 16,010 | $522K |
| Advisors Asset Management, Inc. | 0.01% | Add +19.3% | 15,868 | $517K |
| Centiva Capital, LP | 0.03% | New | 15,788 | $514K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 15,765 | $513K |
| Vident Advisory, LLC | 0.00% | Add +3.7% | 15,715 | $512K |
| Tidal Investments LLC | 0.00% | Add +23.1% | 14,710 | $479K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 14,600 | $476K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.1% | 14,131 | $460K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 14,032 | $457K |
| Engineers Gate Manager LP | 0.01% | Add +78.8% | 13,480 | $439K |
| Headlands Technologies LLC | 0.04% | Reduce -54.1% | 13,442 | $438K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 13,210 | $430K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.9% | 13,173 | $429K |
| Lanark Financial, Inc. | 0.03% | No change | 11,507 | $375K |
| Focus Partners Wealth | 0.00% | New | 11,458 | $373K |
| Royal London Asset Management Ltd. | 0.00% | No change | 10,806 | $352K |
| Metis Global Partners, LLC | 0.01% | Reduce -22.0% | 10,080 | $328K |
| Atria Investments, Inc | 0.00% | Reduce -0.2% | 9,651 | $314K |
| Net Worth Advisory Group | 0.06% | Reduce -1.5% | 9,308 | $303K |
| Millennium Management | 0.00% | Reduce -85.3% | 8,952 | $292K |
| Generali Asset Management SPA SGR | 0.01% | Add +3.6% | 6,515 | $291K |
| Vise Technologies, Inc. | 0.01% | Add +1.8% | 8,860 | $289K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.4% | 8,461 | $276K |
| Destination Wealth Management | 0.01% | New | 8,300 | $270K |
| Merit Financial Group, LLC | 0.00% | Add +2.6% | 8,299 | $270K |
| Andra AP-fonden | 0.00% | New | 5,600 | $250K |
| Natixis | 0.00% | Reduce -3.6% | 7,676 | $250K |
| Osmosis Investment Management UK Ltd | 0.01% | — | 7,616 | $248K |
| Cetera Investment Advisers | 0.00% | Add +15.3% | 7,603 | $248K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 7,472 | $243K |
| Ameriprise Financial Inc. | 0.00% | Reduce -95.1% | 5,416 | $239K |
| Armistice Capital, LLC | 0.01% | New | 7,335 | $239K |
| JMN Financial LLC | 0.24% | — | 7,275 | $237K |
| Aristides Capital LLC | 0.08% | Reduce -17.9% | 7,031 | $229K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.1% | 7,017 | $229K |
| Caption Management, LLC | 0.01% | No change | 7,000 | $228K |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 6,737 | $220K |
| Hillsdale Investment Management Inc. | 0.01% | New | 6,650 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,616 | $216K |
| Glenmede Trust Co. NA | 0.00% | — | 6,578 | $214K |
| Citadel Advisors | 0.00% | Reduce -63.6% | 6,545 | $213K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -56.0% | 6,403 | $209K |
| UniSuper Management Pty Ltd | 0.00% | No change | 4,500 | $201K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -97.2% | 6,142 | $200K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 6,055 | $197K |
| LSV Asset Management | 0.00% | No change | 5,500 | $179K |
| IFP Advisors, Inc | 0.00% | Reduce -16.6% | 3,858 | $126K |
| Byrne Asset Management LLC | 0.07% | New | 3,632 | $118K |
| Centaurus Financial, Inc. | 0.01% | Add +2.7% | 3,609 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | Add +56.4% | 3,348 | $109K |
| Plato Investment Management Ltd | 0.01% | No change | 2,845 | $93K |
| Allworth Financial LP | 0.00% | Add +3.1% | 2,812 | $92K |
| Osaic Holdings, Inc. | 0.00% | Add +56.8% | 2,758 | $90K |
| Signaturefd, LLC | 0.00% | Add +7.8% | 2,738 | $89K |
| Dara Capital Us, Inc. | 0.08% | — | 2,720 | $89K |
| New Vernon Capital Holdings II LLC | 0.04% | No change | 1,791 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.5% | 2,164 | $71K |
| Danske Bank A/S | 0.00% | New | 1,955 | $64K |
| Versant Capital Management, Inc | 0.01% | Add +6.3% | 1,949 | $63K |
| Global Retirement Partners, LLC | 0.00% | Add +573.3% | 1,919 | $63K |
| Barclays PLC | 0.00% | Add +55.5% | 1,854 | $60K |
| State of Wyoming | 0.01% | Reduce -71.1% | 1,739 | $57K |
| MAI Capital Management | 0.00% | Add +3.9% | 1,670 | $54K |
| WealthCollab, LLC | 0.02% | No change | 1,640 | $53K |
| Cromwell Holdings LLC | 0.03% | No change | 1,635 | $53K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +5096.8% | 1,611 | $52K |
| Rhumbline Advisers | 0.00% | Reduce -2.2% | 1,358 | $44K |
| Covestor Ltd | 0.02% | Add +3.4% | 1,324 | $43K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -32.5% | 1,165 | $38K |
| Groupe la Francaise | 0.00% | No change | 1,114 | $36K |
| Parallel Advisors, LLC | 0.00% | Add +5.6% | 1,035 | $34K |
| WPG Advisers, LLC | 0.02% | Reduce -0.3% | 806 | $26K |
| Mondrian Investment Partners LTD | 0.00% | No change | 587 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 800 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.0% | 775 | $25K |
| Westerkirk Capital Inc. | 0.00% | Reduce -93.6% | 700 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +310.1% | 689 | $22K |
| Kestra Advisory Services, LLC | 0.00% | New | 635 | $21K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $20K |
| Manchester Capital Management LLC | 0.00% | New | 536 | $17K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 529 | $17K |
| Winnacle Wealth LLC | 0.01% | No change | 480 | $16K |
| Arax Advisory Partners | 0.00% | Add +285.9% | 467 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 465 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 444 | $14K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +165.4% | 430 | $14K |
| Pacifica Partners Inc. | 0.01% | New | 432 | $14K |
| Blue Trust, Inc. | 0.00% | Add +33.5% | 414 | $13K |
| Cwm, LLC | 0.00% | Reduce -2.7% | 394 | $13K |
| Larson Financial Group LLC | 0.00% | Add +460.6% | 398 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Add +15.9% | 371 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 305 | $10K |
| Montag A & Associates Inc. | 0.00% | No change | 279 | $9K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Add +79.3% | 260 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 246 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +517.2% | 179 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 161 | $5K |
| UMB Bank, n.a. | 0.00% | Add +22.0% | 161 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 121 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 112 | $4K |
| Cornerstone Financial Management LLC | 0.00% | — | 111 | $4K |
| Louisbourg Investments Inc. | 0.00% | No change | 110 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | Add +120.5% | 97 | $3K |
| Birchbrook, Inc. | 0.00% | New | 81 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +59.6% | 75 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 72 | $2K |
| Kilter Group LLC | 0.00% | Add +220.0% | 64 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 52 | $2K |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 48 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 46 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +250.0% | 49 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 40 | $1K |
| American National Bank & Trust | 0.00% | New | 40 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 39 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 36 | $1K |
| Tacita Capital Inc | 0.00% | New | 33 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 27 | $880 |
| Ares Financial Consulting, LLC | 0.00% | — | 18 | $586 |
| Root Financial Partners, LLC | 0.00% | Reduce -17.6% | 14 | $456 |
| Ancora Advisors LLC | 0.00% | New | 13 | $424 |
| Nisa Investment Advisors, LLC | 0.00% | New | 12 | $391 |
| Creative Financial Designs Inc. | 0.00% | New | 7 | $228 |
| MV Capital Management, Inc. | 0.00% | New | 5 | $163 |
| Ankerstar Wealth, LLC | 0.00% | — | 4 | $130 |
| Huntington National Bank | 0.00% | No change | 1 | $33 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 1 | $33 |
| Assetmark, Inc. | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.