OPEN TEXT CORP (OTEX) — Institutional Holders, Q2 2026 (page 3)
273 institutional investment managers reported a OTEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 273. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OTEX 13F holders ranked 201–273 of 273
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | ACADIAN ASSET MANAGEMENT#201 · 8,500 sh | 8,500 | $188.0K | <0.01% | -13.3% |
| 202 | Tower Research Capital (TRC)#202 · 8,454 sh | 8,454 | $187.3K | <0.01% | New |
| 203 | Nykredit A/S#203 · 8,100 sh | 8,100 | $179.2K | <0.01% | — |
| 204 | SIGNATUREFD#204 · 7,203 sh | 7,203 | $159.5K | — | +42.5% |
| 205 | LSV ASSET MANAGEMENT#205 · 5,500 sh | 5,500 | $122.0K | <0.01% | 0.0% |
| 206 | Parallel Advisors#206 · 5,207 sh | 5,207 | $115.3K | <0.01% | +23.6% |
| 207 | Byrne Asset Management#207 · 4,837 sh | 4,837 | $107.1K | — | +11.5% |
| 208 | Farther Finance Advisors#208 · 4,554 sh | 4,554 | $100.9K | — | -61.4% |
| 209 | New Vernon Capital II#209 · 4,424 sh | 4,424 | $97.9K | 0.05% | +23.5% |
| 210 | US BANCORP \DE\#210 · 3,809 sh | 3,809 | $84.4K | <0.01% | -23.8% |
| 211 | OSAIC#211 · 2,915 sh | 2,915 | $64.6K | <0.01% | +28.7% |
| 212 | Allworth Financial#212 · 2,377 sh | 2,377 | $52.7K | <0.01% | +4.3% |
| 213 | EverSource Wealth Advisors#213 · 1,684 sh | 1,684 | $37.3K | <0.01% | +7.1% |
| 214 | Global Retirement Partners#214 · 1,549 sh | 1,549 | $34.3K | <0.01% | — |
| 215 | WealthCollab#215 · 1,274 sh | 1,274 | $28.2K | 0.01% | New |
| 216 | SIMPLEX TRADING#216 · 1,219 sh | 1,219 | $27.0K | 0.00% | -76.7% |
| 217 | Kimelman & Baird#217 · 1,200 sh | 1,200 | $26.6K | <0.01% | 0.0% |
| 218 | SRS Capital Advisors#218 · 1,002 sh | 1,002 | $22.2K | <0.01% | +568.0% |
| 219 | Rockefeller Capital Management L.P.#219 · 910 sh | 910 | $20.2K | 0.00% | +39.6% |
| 220 | Integrated Wealth Concepts#220 · 823 sh | 823 | $18.2K | <0.01% | New |
| 221 | WPG Advisers#221 · 683 sh | 683 | $15.1K | <0.01% | -28.2% |
| 222 | MassMutual Private Wealth & , FSB#222 · 623 sh | 623 | $13.8K | — | -44.7% |
| 223 | Beaird Harris Wealth Management#223 · 618 sh | 618 | $13.7K | <0.01% | 0.0% |
| 224 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#224 · 599 sh | 599 | $13.3K | 0.00% | 0.0% |
| 225 | JONES FINANCIAL COMPANIES LLLP#225 · 574 sh | 574 | $12.7K | 0.00% | -8.6% |
| 226 | Strategic Wealth Partners, Ltd.#226 · 465 sh | 465 | $10.3K | <0.01% | 0.0% |
| 227 | Ronald Blue#227 · 414 sh | 414 | $9.2K | — | 0.0% |
| 228 | PNC FINANCIAL SERVICES GROUP#228 · 408 sh | 408 | $9.0K | 0.00% | -90.1% |
| 229 | MONTAG A & ASSOCIATES#229 · 405 sh | 405 | $9.0K | <0.01% | 0.0% |
| 230 | Pinnacle Bancorp#230 · 393 sh | 393 | $8.7K | — | 0.0% |
| 231 | SBI Securities , Ltd.#231 · 331 sh | 331 | $7.3K | — | -8.8% |
| 232 | MCF Advisors#232 · 318 sh | 318 | $7.0K | <0.01% | 0.0% |
| 233 | Bell Investment Advisors#233 · 256 sh | 256 | $5.7K | <0.01% | +10.3% |
| 234 | HUNTINGTON NATIONAL BANK#234 · 251 sh | 251 | $5.6K | 0.00% | New |
| 235 | UMB Bank, n.a.#235 · 228 sh | 228 | $5.0K | <0.01% | 0.0% |
| 236 | Kilter Group#236 · 219 sh | 219 | $4.9K | <0.01% | +51.0% |
| 237 | FIFTH THIRD BANCORP#237 · 197 sh | 197 | $4.4K | 0.00% | -65.7% |
| 238 | Versant Capital Management#238 · 188 sh | 188 | $4.2K | — | -80.8% |
| 239 | NewEdge Advisors#239 · 163 sh | 163 | $3.6K | 0.00% | New |
| 240 | Hughes Financial Services#240 · 150 sh | 150 | $3.3K | <0.01% | 0.0% |
| 241 | Dixon Mitchell Investment Counsel#241 · 145 sh | 145 | $3.2K | <0.01% | 0.0% |
| 242 | KELLEHER FINANCIAL ADVISORS#242 · 141 sh | 141 | $3.1K | <0.01% | New |
| 243 | Essential Partners#243 · 137 sh | 137 | $3.0K | — | New |
| 244 | Silver Grove Financial Group#244 · 117 sh | 117 | $2.6K | <0.01% | New |
| 245 | Larson Financial Group#245 · 113 sh | 113 | $2.5K | <0.01% | -82.9% |
| 246 | High Note Wealth#246 · 112 sh | 112 | $2.5K | <0.01% | 0.0% |
| 247 | TD PRIVATE CLIENT WEALTH#247 · 111 sh | 111 | $2.5K | 0.00% | +640.0% |
| 248 | Steward Partners Investment Advisory#248 · 111 sh | 111 | $2.5K | 0.00% | +94.7% |
| 249 | LOUISBOURG INVESTMENTS#249 · 110 sh | 110 | $2.4K | — | 0.0% |
| 250 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#250 · 106 sh | 106 | $2.3K | 0.00% | +202.9% |
| 251 | Cornerstone Planning Group#251 · 94 sh | 94 | $2.1K | — | New |
| 252 | Physician Wealth Advisors#252 · 89 sh | 89 | $2.0K | — | New |
| 253 | Smartleaf Asset Management#253 · 84 sh | 84 | $1.9K | <0.01% | 0.0% |
| 254 | Cornerstone Financial Management#254 · 80 sh | 80 | $1.8K | <0.01% | +247.8% |
| 255 | FINANCIAL CONSULATE#255 · 72 sh | 72 | $1.6K | — | +26.3% |
| 256 | Manchester Capital Management#256 · 71 sh | 71 | $1.6K | — | -87.7% |
| 257 | NISA INVESTMENT ADVISORS#257 · 65 sh | 65 | $1.4K | — | +282.4% |
| 258 | AMERIFLEX GROUP#258 · 57 sh | 57 | $1.3K | <0.01% | New |
| 259 | CVA Family Office#259 · 44 sh | 44 | $975.00 | <0.01% | 0.0% |
| 260 | Quarry#260 · 43 sh | 43 | $952.00 | <0.01% | New |
| 261 | True Wealth Design#261 · 39 sh | 39 | $864.00 | — | -29.1% |
| 262 | Geneos Wealth Management#262 · 32 sh | 32 | $709.00 | 0.00% | 0.0% |
| 263 | BOK Financial Private Wealth#263 · 28 sh | 28 | $621.00 | 0.00% | New |
| 264 | Synergy Investment Management#264 · 23 sh | 23 | $595.00 | <0.01% | New |
| 265 | ACTION POINT FINANCIAL PLANNING#265 · 22 sh | 22 | $487.00 | 0.00% | New |
| 266 | MV CAPITAL MANAGEMENT#266 · 21 sh | 21 | $466.00 | 0.00% | -59.6% |
| 267 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#267 · 18 sh | 18 | $399.00 | 0.00% | -61.7% |
| 268 | NATIXIS#268 · 8 sh | 8 | $177.00 | 0.00% | -99.9% |
| 269 | Ankerstar Wealth#269 · 4 sh | 4 | $89.00 | <0.01% | 0.0% |
| 270 | Transamerica Financial Advisors#270 · 3 sh | 3 | $66.00 | 0.00% | New |
| 271 | Godfrey Financial Associates#271 · 1 sh | 1 | $22.00 | 0.00% | 0.0% |
| 272 | ASSETMARK#272 · 1 sh | 1 | $17.00 | — | 0.0% |
| 273 | NOMURA ASSET MANAGEMENT LTD#273 · 0 sh | 0 | $0.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.