# OPEN TEXT CORP (OTEX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OTEX/

- Reporting holders: 6
- Reported value: $6.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $4.0M | 171,819 | 0.2% | 3 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.5M | 67,238 | 0.6% | 9 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $486.0K | 21,675 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $100.6K | 4,486 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.5K | 292 | 0.0% | 22 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $3.5K | 157 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $6.1M |
| Q2 2026 | 278 | $4.9B |
| Q1 2026 | 293 | $4.3B |
| Q4 2025 | 305 | $6.0B |
| Q3 2025 | 289 | $6.9B |
| Q2 2025 | 278 | $5.6B |
| Q1 2025 | 271 | $4.7B |
| Q4 2024 | 286 | $5.3B |
| Q3 2024 | 284 | $6.2B |
| Q2 2024 | 257 | $5.4B |
| Q1 2024 | 278 | $7.1B |
| Q4 2023 | 279 | $7.7B |