Open TextOTEX
13F holders, Q1 2026 (March 31)289holders −11
38new positions
53sold out
5famous investors
$22.32avg. 13F price*
At the end of Q1 2026, 289 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, down 11 from Q4 2025. 38 opened new positions and 53 sold out. The largest holders were 1832 Asset Management L.P. ($605.8M), FIL Ltd ($382.9M) and Brandes Investment Partners, LP ($269.9M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $15.5M |
| Exits | 53 | $124.6M |
All 13F filers, Q4 2025 → Q1 2026: 28,892,269 shares bought and 19,572,268 shares sold, net +9,320,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| 1832 Asset Management L.P. | 0.80% | Add +15.4% | 27,238,523 | $605.8M |
| FIL Ltd | 0.30% | Add +41.4% | 17,184,000 | $382.9M |
| Brandes Investment Partners, LP | 1.91% | Add +33.3% | 12,135,998 | $269.9M |
| Manufacturers Life Insurance Company, The | 0.20% | Reduce -4.9% | 10,210,601 | $227.1M |
| Royal Bank of Canada | 0.04% | Add +10.9% | 9,843,494 | $218.9M |
| Letko, Brosseau & Associates Inc. | 2.79% | Add +37.1% | 7,790,553 | $173.1M |
| First Trust Advisors LP | 0.12% | Reduce -35.9% | 7,369,594 | $164.1M |
| Vanguard Capital Management LLC | 0.00% | — | 7,066,513 | $157.5M |
| Beutel, Goodman & Co Ltd. | 0.77% | Reduce -8.1% | 5,118,468 | $113.7M |
| Guardian Capital LP | 2.69% | Add +23.0% | 4,570,672 | $101.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +24.0% | 4,142,610 | $92.1M |
| Geode Capital Management, LLC | 0.01% | Add +35.1% | 3,621,943 | $87.3M |
| Morgan Stanley | 0.01% | Add +28.9% | 3,718,579 | $82.7M |
| Invesco Ltd. | 0.01% | Add +41.0% | 3,149,811 | $70.1M |
| National Bank of Canada | 0.07% | Add +9.4% | 3,066,599 | $67.7M |
| Mackenzie Financial Corp. | 0.07% | Add +5.5% | 2,697,717 | $60.1M |
| Bank of Montreal | 0.02% | Reduce -20.0% | 2,535,408 | $56.5M |
| Value Partners Investments Inc. | 4.09% | Add +30.0% | 2,413,989 | $53.7M |
| TD Asset Management Inc | 0.04% | Reduce -6.3% | 2,398,623 | $53.3M |
| Clearbridge Investments, LLC | 0.05% | Reduce -3.4% | 2,360,741 | $52.5M |
| Cibc World Market Inc. | 0.09% | Add +2.1% | 2,321,695 | $51.7M |
| Legal & General Group Plc | 0.01% | Reduce -0.3% | 2,233,698 | $49.6M |
| TD Waterhouse Canada Inc. | 0.15% | Add +132.7% | 1,913,487 | $49.5M |
| New South Capital Management Inc. | 2.34% | Reduce -5.6% | 2,195,364 | $48.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 2,157,000 | $48.1M |
| Canada Pension Plan Investment Board | 0.03% | Add +0.9% | 1,834,379 | $40.9M |
| Vanguard Global Advisers, LLC | 0.02% | — | 1,722,333 | $38.4M |
| GMO | 0.10% | Add +20.7% | 1,700,642 | $37.8M |
| BlackRock, Inc. | 0.00% | Add +59.7% | 1,693,431 | $37.7M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -58.5% | 1,528,570 | $34.0M |
| Bank of America Corp. | 0.00% | Add +99.1% | 1,349,545 | $30.0M |
| Jupiter Asset Management Ltd. | 0.15% | Add +2058.5% | 1,306,385 | $29.0M |
| Deutsche Bank AG | 0.01% | Add +6.4% | 1,164,695 | $25.9M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 1,153,175 | $24.9M |
| Federation des caisses Desjardins du Quebec | 0.09% | Reduce -26.7% | 1,092,333 | $24.1M |
| Arbejdsmarkedets Tillaegspension | 0.58% | Add +49.8% | 1,045,953 | $23.3M |
| Mangrove Partners Im, LLC | 1.79% | No change | 993,199 | $22.1M |
| Intact Investment Management Inc. | 0.63% | Add +36.1% | 991,940 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.8% | 964,621 | $21.5M |
| AustralianSuper Pty Ltd | 0.11% | Add +78.1% | 939,036 | $20.9M |
| Amundi | 0.01% | Reduce -15.8% | 886,777 | $19.7M |
| Swiss National Bank | 0.01% | Add +26.5% | 848,200 | $18.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.3% | 842,525 | $18.7M |
| UBS Group AG | 0.00% | Add +18.7% | 786,545 | $17.5M |
| Bank of Nova Scotia | 0.03% | Reduce -0.2% | 765,730 | $17.1M |
| Easterly Investment Partners LLC | 1.29% | Add +64.0% | 757,196 | $16.8M |
| Toronto Dominion Bank | 0.03% | Reduce -8.3% | 717,587 | $16.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 513,937 | $11.5M |
| Korea Investment CORP | 0.02% | Add +98.0% | 468,938 | $10.4M |
| Cardinal Point Capital Management ULC | 0.61% | Add +74.2% | 446,889 | $9.9M |
| Neuberger Berman Group LLC | 0.01% | Add +7.8% | 439,715 | $9.5M |
| AQR Capital Management | 0.00% | Reduce -31.3% | 430,367 | $9.5M |
| Wellington Management Group LLP | 0.00% | Add +6.1% | 412,965 | $9.2M |
| Public Sector Pension Investment Board | 0.03% | Add +0.6% | 389,506 | $8.7M |
| Mufg Securities (canada), LTD. | 0.24% | Reduce -3.1% | 371,721 | $8.3M |
| Permit Capital, LLC | 2.72% | Add +16.1% | 360,000 | $8.0M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -2.7% | 342,173 | $7.6M |
| Access Investment Management LLC | 1.90% | Add +60.2% | 320,215 | $7.1M |
| Northwest & Ethical Investments L.P. | 0.16% | Add +26.2% | 318,545 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +21.5% | 314,700 | $7.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -13.1% | 305,919 | $6.8M |
| Franklin Resources Inc. | 0.00% | Add +7.1% | 303,159 | $6.8M |
| Scotia Capital Inc. | 0.03% | Add +2.3% | 288,479 | $6.4M |
| Citadel Advisors | 0.00% | Add +4130.3% | 276,876 | $6.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.41% | Reduce -8.1% | 256,800 | $5.7M |
| Sei Investments Co. | 0.01% | Add +47.3% | 255,601 | $5.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -1.4% | 252,685 | $5.6M |
| Polar Capital Holdings Plc | 0.02% | Reduce -10.8% | 250,542 | $5.6M |
| Aviva PLC | 0.01% | Add +14.2% | 245,938 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.3% | 240,654 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +34.2% | 234,242 | $5.2M |
| Montrusco Bolton Investments Inc. | 0.07% | Reduce -2.0% | 214,625 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +60.7% | 212,324 | $4.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +16.3% | 211,860 | $4.7M |
| Lorne Steinberg Wealth Management Inc. | 1.08% | Add +5.0% | 204,343 | $4.6M |
| Investment Management Corp of Ontario | 0.06% | Add +28.1% | 200,688 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.5% | 177,527 | $3.9M |
| Nuveen, LLC | 0.00% | No change | 176,935 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +2503.7% | 175,410 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +53.3% | 173,155 | $3.9M |
| Sound Income Strategies, LLC | 0.18% | New | 168,985 | $3.8M |
| Thornburg Investment Management Inc. | 0.04% | Add +1.4% | 170,733 | $3.8M |
| State of Wisconsin Investment Board | 0.01% | Add +11.1% | 166,249 | $3.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -32.2% | 153,394 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -0.3% | 147,339 | $3.3M |
| Creative Planning | 0.00% | Add +198.0% | 145,676 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +18.1% | 139,433 | $3.1M |
| Wedge Capital Management L L P | 0.06% | Add +13.9% | 136,231 | $3.0M |
| Quartz Partners, LLC | 1.17% | Add +15.8% | 135,767 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -18.1% | 135,753 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +2.5% | 132,886 | $3.0M |
| Gotham Asset Management | 0.01% | Add +112.2% | 132,038 | $2.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 130,579 | $2.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.0% | 122,811 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -36.3% | 114,191 | $2.5M |
| APG Asset Management N.V. | 0.01% | Reduce -6.3% | 131,536 | $2.5M |
| Henry James International Management Inc. | 0.89% | Add +0.0% | 110,288 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +109.8% | 109,717 | $2.4M |
| Aviso Financial Inc. | 0.09% | Add +13.8% | 108,641 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 108,736 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.6% | 105,690 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Add +19.0% | 101,259 | $2.3M |
| Mn Services Vermogensbeheer B.V. | 0.01% | No change | 99,268 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -1.6% | 99,748 | $2.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 91,783 | $2.1M |
| Board of the Pension Protection Fund | 1.81% | New | 63,600 | $2.0M |
| Bridgewater Associates | 0.01% | Reduce -84.2% | 78,666 | $1.7M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -47.4% | 71,803 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +34.2% | 69,025 | $1.5M |
| Alberta Investment Management Corp | 0.01% | Reduce -78.8% | 67,209 | $1.5M |
| Fideuram Asset Management (Ireland) dac | 0.18% | New | 32,576 | $1.4M |
| Susquehanna Advisors Group, Inc. | 0.10% | New | 65,117 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.3% | 63,472 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +343.8% | 62,279 | $1.4M |
| LPL Financial LLC | 0.00% | Add +89.2% | 61,532 | $1.4M |
| Spark Investment Management LLC | 3.27% | Add +13.0% | 61,000 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +4.5% | 57,281 | $1.3M |
| Bessemer Group Inc. | 0.00% | No change | 56,892 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | Add +38.3% | 56,443 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +9.5% | 55,585 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +20.1% | 55,029 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 53,720 | $1.2M |
| Bank of Nova Scotia Trust Co. | 0.10% | Add +6.9% | 53,502 | $1.2M |
| Andra AP-fonden | 0.01% | Add +546.4% | 36,200 | $1.1M |
| Hantz Financial Services, Inc. | 0.02% | Add +27.1% | 49,823 | $1.1M |
| USS Investment Management Ltd | 0.00% | Add +7.3% | 49,806 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +8.6% | 33,348 | $1.1M |
| Vest Financial, LLC | 0.01% | Add +72.3% | 47,478 | $1.1M |
| Ridgewood Investments LLC | 0.43% | — | 46,791 | $1.0M |
| Evolve Private Wealth, LLC | 0.05% | Add +11.2% | 42,784 | $952K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2.6% | 41,291 | $918K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.2% | 41,217 | $916K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -98.3% | 40,845 | $910K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -73.4% | 40,405 | $899K |
| Munich Reinsurance Co Stock Corp in Munich | 0.02% | Reduce -90.8% | 39,446 | $876K |
| Jane Street Group, LLC | 0.00% | Reduce -16.0% | 38,809 | $863K |
| Raymond James Financial Inc. | 0.00% | Reduce -58.2% | 37,541 | $835K |
| Credit Agricole S A | 0.00% | Reduce -34.5% | 36,842 | $819K |
| Balyasny Asset Management L.P. | 0.00% | New | 36,770 | $818K |
| SEB Asset Management AB | 0.00% | — | 36,616 | $813K |
| Quantbot Technologies LP | 0.03% | New | 35,950 | $800K |
| Massachusetts Financial Services Co. | 0.00% | Add +1.5% | 25,486 | $790K |
| Claret Asset Management Corp | 0.09% | Reduce -0.2% | 35,311 | $785K |
| Tidal Investments LLC | 0.00% | Add +128.1% | 33,557 | $746K |
| Parvin Asset Management, LLC | 0.55% | Add +24.6% | 33,430 | $743K |
| Vident Advisory, LLC | 0.01% | Add +109.6% | 32,937 | $732K |
| Boston Partners | 0.00% | Reduce -58.0% | 32,870 | $731K |
| IMA Advisory Services, Inc. | 0.07% | Add +3.3% | 32,771 | $729K |
| Naples Global Advisors, LLC | 0.05% | Add +6.3% | 30,349 | $675K |
| Alps Advisors Inc. | 0.00% | Add +18.7% | 30,154 | $671K |
| Guardian Partners Inc. | 0.06% | Reduce -86.8% | 29,827 | $664K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -82.5% | 27,058 | $602K |
| Utah Retirement Systems | 0.01% | Reduce -5.8% | 26,816 | $596K |
| Turtle Creek Asset Management Inc. | 0.02% | Reduce -9.5% | 26,610 | $592K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 28,030 | $584K |
| DGS Capital Management, LLC | 0.09% | Reduce -35.0% | 25,824 | $574K |
| Janus Henderson Group PLC | 0.00% | No change | 24,062 | $533K |
| Avanza Fonder AB | 0.01% | No change | 16,453 | $510K |
| Callan Family Office, LLC | 0.01% | Reduce -0.5% | 22,866 | $509K |
| Squarepoint Ops LLC | 0.00% | New | 22,665 | $504K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +61.8% | 21,316 | $474K |
| Assenagon Asset Management S.A. | 0.00% | Add +31.9% | 21,116 | $469K |
| Legacy Wealth Asset Management, LLC | 0.11% | Add +3.3% | 20,840 | $463K |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 20,718 | $462K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -70.0% | 19,655 | $437K |
| Gulf International Bank (UK) Ltd | 0.01% | Add +23.7% | 19,506 | $435K |
| Cumberland Partners Ltd | 0.03% | Reduce -19.1% | 19,000 | $422K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -19.8% | 18,714 | $416K |
| Twinbeech Capital LP | 0.04% | New | 17,085 | $380K |
| Aaron Wealth Advisors LLC | 0.02% | New | 17,069 | $380K |
| Cidel Asset Management Inc. | 0.02% | Reduce -97.0% | 16,812 | $374K |
| Baader Bank Aktiengesellschaft | 0.04% | Add +24.4% | 16,429 | $365K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.4% | 16,169 | $360K |
| Headlands Technologies LLC | 0.04% | Add +14.7% | 15,411 | $343K |
| XTX Topco Ltd | 0.01% | Reduce -53.9% | 15,303 | $340K |
| Picton Mahoney Asset Management | 0.00% | Reduce -57.8% | 14,864 | $331K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 14,600 | $324K |
| IFP Advisors, Inc | 0.01% | Add +265.2% | 14,089 | $313K |
| Aigen Investment Management, LP | 0.08% | New | 9,976 | $309K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -13.8% | 13,682 | $304K |
| Mariner, LLC | 0.00% | Reduce -42.8% | 13,666 | $304K |
| Oslo Pensjonsforsikring AS | 0.05% | — | 13,400 | $298K |
| HRT Financial LP | 0.00% | New | 13,060 | $290K |
| Asahi Life Asset Management Co., LTD. | 0.19% | New | 13,024 | $289K |
| Vise Technologies, Inc. | 0.01% | No change | 8,860 | $289K |
| Atria Investments, Inc | 0.00% | Add +34.3% | 12,961 | $288K |
| BCV Asset Management Inc. | 0.01% | New | 12,945 | $288K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.3% | 11,788 | $266K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -32.4% | 11,644 | $259K |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 11,391 | $253K |
| United Community Bank | 0.08% | New | 11,340 | $252K |
| FMR LLC | 0.00% | Reduce -98.7% | 11,312 | $252K |
| Metis Global Partners, LLC | 0.01% | Add +11.7% | 11,258 | $250K |
| Merit Financial Group, LLC | 0.00% | Add +34.0% | 11,117 | $247K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -60.6% | 10,958 | $244K |
| Lanark Financial, Inc. | 0.02% | Reduce -5.1% | 10,924 | $243K |
| Verition Fund Management LLC | 0.00% | New | 10,918 | $243K |
| Royal London Asset Management Ltd. | 0.00% | No change | 10,806 | $240K |
| Purpose Unlimited Inc. | 0.01% | New | 10,034 | $222K |
| Aristides Capital LLC | 0.07% | Add +40.3% | 9,867 | $219K |
| Acadian Asset Management LLC | 0.00% | New | 9,800 | $217K |
| Two Sigma Securities, LLC | 0.03% | New | 9,726 | $216K |
| Engineers Gate Manager LP | 0.00% | Reduce -28.0% | 9,700 | $216K |
| State of Wyoming | 0.02% | Add +436.5% | 9,330 | $207K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 9,108 | $202K |
| Generali Asset Management SPA SGR | 0.00% | No change | 6,515 | $202K |
| Natixis | 0.00% | Reduce -10.1% | 6,900 | $153K |
| ASR Vermogensbeheer N.V. | 0.00% | No change | 6,142 | $136K |
| Plato Investment Management Ltd | 0.01% | Add +113.9% | 6,086 | $135K |
| LSV Asset Management | 0.00% | No change | 5,500 | $122K |
| Simplex Trading, LLC | 0.00% | New | 5,224 | $116K |
| Signaturefd, LLC | 0.00% | Add +84.5% | 5,053 | $112K |
| US Bancorp \de | 0.00% | Reduce -17.4% | 4,999 | $111K |
| Byrne Asset Management LLC | 0.06% | Add +19.4% | 4,337 | $96K |
| Parallel Advisors, LLC | 0.00% | Add +307.1% | 4,214 | $94K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.0% | 4,117 | $92K |
| New Vernon Capital Holdings II LLC | 0.06% | Add +100.0% | 3,582 | $80K |
| Dara Capital Us, Inc. | 0.06% | No change | 2,720 | $60K |
| Allworth Financial LP | 0.00% | Reduce -18.9% | 2,279 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.9% | 2,265 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.5% | 2,262 | $50K |
| MAI Capital Management | 0.00% | Reduce -4.0% | 1,604 | $36K |
| Rhumbline Advisers | 0.00% | No change | 1,358 | $30K |
| Barclays PLC | 0.00% | Reduce -27.6% | 1,342 | $30K |
| Covestor Ltd | 0.02% | No change | 1,324 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +683.2% | 1,261 | $28K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +45.3% | 1,126 | $25K |
| Versant Capital Management, Inc | 0.00% | Reduce -49.9% | 977 | $22K |
| WPG Advisers, LLC | 0.02% | Add +18.0% | 951 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 825 | $18K |
| Mondrian Investment Partners LTD | 0.00% | No change | 587 | $18K |
| Tacita Capital Inc | 0.01% | Add +2160.6% | 746 | $17K |
| Larson Financial Group LLC | 0.00% | Add +65.8% | 660 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Add +572.2% | 652 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $14K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.8% | 628 | $14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +143.5% | 599 | $13K |
| First Horizon Corp. | 0.00% | New | 595 | $13K |
| Manchester Capital Management LLC | 0.00% | Add +7.5% | 576 | $13K |
| Fifth Third Bancorp | 0.00% | New | 575 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -3.8% | 509 | $11K |
| Wellington-Altus USA Inc. | 0.01% | New | 350 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 465 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 414 | $9K |
| Ancora Advisors LLC | 0.00% | Add +3046.2% | 409 | $9K |
| Montag A & Associates Inc. | 0.00% | Add +45.2% | 405 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +28.9% | 393 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.2% | 363 | $8K |
| Cwm, LLC | 0.00% | Reduce -15.7% | 332 | $7K |
| MCF Advisors LLC | 0.00% | New | 318 | $7K |
| Bell Investment Advisors, Inc | 0.00% | New | 232 | $5K |
| UMB Bank, n.a. | 0.00% | Add +41.6% | 228 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.3% | 161 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +275.0% | 150 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -67.9% | 150 | $3K |
| Kilter Group LLC | 0.00% | Add +126.6% | 145 | $3K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -44.2% | 145 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 112 | $2K |
| Louisbourg Investments Inc. | 0.00% | No change | 110 | $2K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 92 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.1% | 84 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 81 | $2K |
| Key Capital Management, INC | 0.00% | New | 74 | $2K |
| North Star Investment Management Corp. | 0.00% | New | 74 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 57 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.9% | 57 | $1K |
| True Wealth Design, LLC | 0.00% | Add +14.6% | 55 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +940.0% | 52 | $1K |
| Zions Bancorporation, National Association | 0.00% | Reduce -34.7% | 47 | $1K |
| CVA Family Office, LLC | 0.00% | New | 44 | $979 |
| Bare Financial Services, Inc | 0.00% | No change | 36 | $801 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 35 | $778 |
| SHP Wealth Management | 0.00% | New | 34 | $756 |
| Parkside Financial Bank & Trust | 0.00% | New | 32 | $712 |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $712 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 32 | $712 |
| Stone House Investment Management, LLC | 0.00% | New | 31 | $689 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -79.3% | 23 | $512 |
| Ares Financial Consulting, LLC | 0.00% | No change | 18 | $406 |
| Optiver Holding B.V. | 0.00% | New | 18 | $400 |
| Nisa Investment Advisors, LLC | 0.00% | Add +41.7% | 17 | $378 |
| TD Private Client Wealth LLC | 0.00% | Reduce -44.4% | 15 | $334 |
| Salem Investment Counselors Inc. | 0.00% | New | 13 | $290 |
| Root Financial Partners, LLC | 0.00% | Reduce -35.7% | 9 | $200 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $89 |
| Huntington National Bank | 0.00% | No change | 1 | $22 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 1 | $22 |
| Assetmark, Inc. | 0.00% | No change | 1 | $17 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.