Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OTEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 27.2M | $605.8M | +15.4% | 11.225% | 0.80% |
| 2 | FIL Ltd | 17.2M | $382.9M | +41.4% | 7.081% | 0.30% |
| 3 | BRANDES INVESTMENT PARTNERS, LP | 12.1M | $269.9M | +33.3% | 5.001% | 1.91% |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10.2M | $227.1M | -4.9% | 4.208% | 0.20% |
| 5 | ROYAL BANK OF CANADA | 9.8M | $218.9M | +10.9% | 4.056% | 0.04% |
| 6 | LETKO, BROSSEAU & ASSOCIATES INC | 7.8M | $173.1M | +37.1% | 3.210% | 2.79% |
| 7 | FIRST TRUST ADVISORS LP | 7.4M | $164.1M | -35.9% | 3.037% | 0.12% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 7.1M | $157.5M | β | 2.912% | 0.00% |
| 9 | GUARDIAN CAPITAL LP | 4.6M | $101.5M | +23.0% | 1.884% | 2.69% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $92.1M | +24.0% | 1.707% | 0.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3.6M | $87.3M | +35.1% | 1.493% | 0.01% |
| 12 | MORGAN STANLEY | 3.7M | $82.7M | +28.9% | 1.532% | 0.00% |
| 13 | Invesco Ltd. | 3.1M | $70.1M | +41.0% | 1.298% | 0.01% |
| 14 | NATIONAL BANK OF CANADA /FI/ | 3.1M | $67.7M | +9.4% | 1.264% | 0.07% |
| 15 | MACKENZIE FINANCIAL CORP | 2.7M | $60.1M | +5.5% | 1.112% | 0.07% |
| 16 | BANK OF MONTREAL /CAN/ | 2.5M | $56.8M | -19.8% | 1.050% | 0.02% |
| 17 | Value Partners Investments Inc. | 2.4M | $53.7M | +30.0% | 0.995% | 4.09% |
| 18 | TD ASSET MANAGEMENT INC | 2.4M | $53.3M | -6.3% | 0.988% | 0.04% |
| 19 | Clearbridge Investments, LLC | 2.4M | $52.5M | -3.4% | 0.973% | 0.05% |
| 20 | CIBC World Markets Inc. | 2.3M | $51.7M | +2.1% | 0.957% | 0.08% |
| 21 | Legal & General Group Plc | 2.2M | $49.6M | -0.3% | 0.920% | 0.01% |
| 22 | TD Waterhouse Canada Inc. | 1.9M | $49.5M | +132.7% | 0.788% | 0.15% |
| 23 | NEW SOUTH CAPITAL MANAGEMENT INC | 2.2M | $48.8M | -5.6% | 0.905% | 2.34% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2.2M | $48.1M | β | 0.889% | 0.01% |
| 25 | CANADA PENSION PLAN INVESTMENT BOARD | 1.8M | $40.9M | +0.9% | 0.756% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OTEX β a direct measure of their conviction.
Filings activity in OTEX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new OTEX position in Q1 2026
Institutions that fully closed their OTEX position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 283 | 4.1% | 75.96% | 31.81 pp | $4.10B | 30% |
| Q4 2025 | 295 | +7.3% | 107.77% | 14.52 pp | $5.81B | 12% |
| Q3 2025 | 275 | +1.9% | 122.29% | 24.53 pp | $6.60B | 17% |
| Q2 2025 | 270 | +4.7% | 146.82% | +65.04 pp | $7.92B | +80% |
| Q1 2025 | 258 | 6.9% | 81.78% | 4.29 pp | $4.41B | 5.0% |
| Q4 2024 | 277 | +2.2% | 86.07% | 16.14 pp | $4.64B | 16% |
| Q3 2024 | 271 | +12% | 102.21% | 97.78 pp | $5.51B | 89% |
| Q2 2024 | 243 | β | 199.99% | β | $49.73B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OTEX stock.
Based on Q1 2026 13F filings, institutional ownership of Open Text Corporation stands at 76.0%, held across 283 reporting institutions.
1832 Asset Management L.P. is the largest reported institutional holder of OTEX, with approximately 27,238,523 shares worth $0.61B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of OTEX.
Our composite Smart Money Score for OTEX is 21 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in OTEX during Q1 2026, while 60 fully exited. 41 added to existing positions and 192 trimmed.
OTEX institutional ownership fell by 31.81 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 58.4% of all reported 13F value in OTEX, and the top 25 account for 79.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Open Text Corporation (OTEX) Institutional Ownership