Open Text Ownership | Who Owns Open Text?
Open Text Ownership Summary
Open Text is owned by 66.03% institutional investors, 2.10% insiders, and 31.88% retail investors. Jarislowsky, fraser is the largest institutional shareholder, holding 5.77% of OTEX shares. Harris International Equity is the top mutual fund, with 2.59% of its assets in Open Text shares.
OTEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Open Text | 66.03% | 2.10% | 31.88% |
| Sector | Technology Stocks | 54.50% | 11.36% | 34.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Jarislowsky, fraser | 15.70M | 5.77% | $471.41M |
| Harris associates l p | 12.89M | 4.73% | $387.10M |
| Vanguard group | 10.44M | 3.83% | $313.48M |
| Fmr | 9.12M | 3.35% | $273.96M |
| Beutel, goodman | 8.46M | 3.11% | $253.91M |
| First trust advisors lp | 7.03M | 2.58% | $211.08M |
| Mackenzie financial | 6.78M | 2.49% | $203.68M |
| Turtle creek asset management | 5.66M | 2.08% | $170.01M |
| Manufacturers life insurance company, the | 5.58M | 2.05% | $167.28M |
| Cooke & bieler lp | 5.54M | 2.03% | $166.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cdam (uk) | 2.32M | 10.41% | $69.70M |
| Value partners investments | 2.29M | 5.96% | $94.15M |
| Guardian capital lp | 4.09M | 4.63% | $122.92M |
| Turtle creek asset management | 5.66M | 4.38% | $170.01M |
| New south capital management | 2.58M | 3.47% | $77.64M |
| Jarislowsky, fraser | 15.70M | 2.86% | $471.41M |
| Letko, brosseau & associates | 3.93M | 2.24% | $117.96M |
| Cidel asset management | 893.82K | 1.70% | $25.28M |
| Cooke & bieler lp | 5.54M | 1.60% | $166.32M |
| Dorchester wealth management | 243.46K | 1.39% | $7.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.33M | 0.01% | 3.33M |
| Harris associates l p | 12.89M | 0.66% | 2.80M |
| Turtle creek asset management | 5.66M | 4.38% | 2.07M |
| Brandes investment partners, lp | 1.83M | 0.68% | 1.29M |
| Manufacturers life insurance company, the | 5.58M | 0.16% | 1.12M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fil | 1.85M | 0.05% | -6.12M |
| Arrowstreet capital, limited partnership | 1.03M | 0.03% | -1.82M |
| Connor, clark & lunn investment management | - | - | -1.69M |
| First trust advisors lp | 7.03M | 0.22% | -1.23M |
| Hsbc | 4.45K | 0.00% | -731.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.33M | 0.01% | 3.33M | $99.96M |
| Charles schwab investment management | 660.57K | 0.00% | 660.57K | $19.83M |
| Ubs asset management americas | 510.86K | 0.00% | 510.86K | $15.35M |
| Scheer, rowlett & associates investment management | 194.66K | 0.45% | 194.66K | $5.85M |
| Northwest & ethical investments | 139.08K | 0.12% | 139.08K | $4.18M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Johnson financial group | -5.00 |
| Central trust | -7.00 |
| Sittner & nelson | -8.00 |
| Gamma investing | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 291 | 9.40% | 176,558,270 | -0.40% | 66 | 1.55% | 157 | 11.35% | 80 | -3.61% |
| Jun 30, 2024 | 265 | -5.36% | 177,309,582 | 0.72% | 65 | 1.56% | 141 | 7.63% | 83 | -16.16% |
| Mar 31, 2024 | 280 | -0.36% | 176,043,679 | -0.68% | 64 | 1.52% | 131 | -7.09% | 99 | 6.45% |
| Dec 31, 2023 | 281 | 8.49% | 177,255,652 | 1.94% | 65 | 1.59% | 141 | 15.57% | 93 | 4.49% |
| Sep 30, 2023 | 259 | -8.80% | 173,875,401 | -2.94% | 64 | 1.46% | 122 | -10.95% | 89 | -11.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Harris International Equity | 6.88M | 2.59% | -2.96M |
| Oakmark International Investor | 6.88M | 2.59% | -2.96M |
| First Trust NASDAQ Cybersecurity ETF | 4.98M | 1.87% | - |
| JF Canadian Equity Fund | 4.12M | 1.55% | 431.83K |
| Vanguard Total Intl Stock Index Inv | 3.65M | 1.37% | -54.83K |
| Leith Wheeler Canadian Equity Series F | 2.89M | 1.09% | 17.00K |
| Beutel Goodman Canadian Equity Class D | 2.41M | 0.91% | -17.21K |
| Vanguard Selected Value Inv | 2.40M | 0.90% | 162.36K |
| Vanguard Developed Markets Index Admiral | 2.24M | 0.84% | -46.01K |
| BLK CDN MSCI Can IMI Ext ESG Fcs Idx A | 2.07M | 0.78% | 148.88K |
OTEX Ownership FAQ
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