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Open Text

289 hedge funds and large institutions have $4.26B invested in Open Text in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 83

4.42% more ownership

Funds ownership: 73.25%77.67% (+4.4%)

4% less funds holding

Funds holding: 300289 (-11)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

29% less call options, than puts

Call options by funds: $5.01M | Put options by funds: $7.04M

29% less capital invested

Capital invested by funds: $6.01B → $4.26B (-$1.76B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
289
Holders Change
-11
Holders Change %
-3.67%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
47
Increased
126
Reduced
83
Closed
55
Calls
$5.01M
Puts
$7.04M
Net Calls
-$2.03M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
76
Investment Management Corp of Ontario (IMCO)
Canada
$4.46M +$1.14M +44,085 +28%
Canada Life
77
Canada Life
Manitoba, Canada
$3.94M -$216K -8,332 -4%
N
78
Nuveen
North Carolina
$3.93M
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$3.9M +$4.38M +168,673 +2,504%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$3.85M +$1.56M +60,236 +53%
SIS
81
Sound Income Strategies
Florida
$3.81M +$4.39M +168,985 New
TIM
82
Thornburg Investment Management
New Mexico
$3.8M +$59.3K +2,284 +1%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$3.69M +$431K +16,600 +11%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$3.41M +$3.98M +153,394 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$3.27M -$13.6K -523 -0.4%
Creative Planning
86
Creative Planning
Kansas
$3.24M +$2.51M +96,786 +198%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$3.1M +$556K +21,414 +18%
WCM
88
Wedge Capital Management
North Carolina
$3.03M +$433K +16,670 +14%
QP
89
Quartz Partners
New York
$3.02M +$481K +18,515 +16%
Citigroup
90
Citigroup
New York
$3.02M -$778K -29,969 -18%
American Century Companies
91
American Century Companies
Missouri
$2.96M +$82.4K +3,172 +2%
GAM
92
Gotham Asset Management
New York
$2.94M +$1.81M +69,799 +112%
VIA
93
Vanguard Investments Australia
Australia
$2.91M +$3.39M +130,579 New
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$2.73M -$1.57M -60,539 -33%
Northern Trust
95
Northern Trust
Illinois
$2.54M -$1.69M -64,928 -36%
APG Asset Management
96
APG Asset Management
Netherlands
$2.54M -$231K -8,890 -6%
HJIM
97
Henry James International Management
New York
$2.45M +$104 +4 +0%
QCM
98
Quantinno Capital Management
New York
$2.44M +$1.49M +57,432 +110%
AF
99
Aviso Financial
Ontario, Canada
$2.42M +$343K +13,213 +14%
Stifel Financial
100
Stifel Financial
Missouri
$2.42M +$143K +5,492 +5%

OTEX Hedge Fund Activity: Q1 2026 in Review

289 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q1 2026, worth a combined $4.26B — down 29% from $6.01B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of OTEX and 47 opened new positions — a net loss of 8 holders — while 83 trimmed existing stakes and 126 added.

The largest buyer was Fidelity International, adding an estimated $131M. The largest seller was First Trust Advisors, cutting an estimated $107M.

  • 289 institutional investors held Open Text (OTEX) as of Q1 2026, down from 300 in Q4 2025.
  • Funds reported $4.26B of Open Text stock for Q1 2026, down 29% quarter-over-quarter.
  • 47 funds opened new Open Text positions in Q1 2026 and 55 closed out, a net change of -8 holders.
  • The largest Open Text buyer in Q1 2026 was Fidelity International, an estimated $131M added.
  • The largest Open Text seller in Q1 2026 was First Trust Advisors, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2026.