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Open Text

271 hedge funds and large institutions have $4.54B invested in Open Text in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15M | Put options by funds: $9.07M

32% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 85

7% more capital invested

Capital invested by funds: $4.26B → $4.54B (+$282M)

5.98% more ownership

Funds ownership: 77.67%83.65% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 289271 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

Holders
271
Holders Change
-18
Holders Change %
-6.23%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
112
Reduced
85
Closed
58
Calls
$15M
Puts
$9.07M
Net Calls
+$5.97M
Net Calls Change
+$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
76
Susquehanna Advisors Group
Pennsylvania
$5.25M +$3.9M +172,061 +264%
IMCOOI
77
Investment Management Corp of Ontario (IMCO)
Canada
$4.81M +$369K +16,266 +8%
LSWM
78
Lorne Steinberg Wealth Management
Canada
$4.74M +$220K +9,690 +5%
HIM
79
Hillsdale Investment Management
Ontario, Canada
$4.56M +$4.67M +206,028 New
AIM
80
Access Investment Management
Georgia
$4.43M -$2.72M -120,119 -38%
WCM
81
Wedge Capital Management
North Carolina
$4.34M +$1.36M +59,922 +44%
Franklin Resources
82
Franklin Resources
California
$4.33M -$2.43M -107,273 -35%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$4.1M -$2.94M -129,394 -41%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$4.07M +$245K +10,781 +6%
QP
85
Quartz Partners
New York
$4.05M +$1.06M +46,870 +35%
PCH
86
Polar Capital Holdings
United Kingdom
$3.88M -$1.71M -75,401 -30%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$3.83M -$53.6K -2,363 -1%
SIS
88
Sound Income Strategies
Florida
$3.83M +$84.6K +3,729 +2%
TIM
89
Thornburg Investment Management
New Mexico
$3.78M
SEI Investments
90
SEI Investments
Pennsylvania
$3.72M -$1.99M -87,782 -34%
GAM
91
Gotham Asset Management
New York
$3.52M +$605K +26,665 +20%
Nuveen
92
Nuveen
North Carolina
$3.4M -$533K -23,487 -13%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$3.18M -$79K -3,482 -2%
AWA
94
Arkadios Wealth Advisors
Georgia
$2.98M +$755K +33,285 +33%
VEA
95
Virtus ETF Advisers
New York
$2.84M +$2.05M +90,450 New
American Century Companies
96
American Century Companies
Missouri
$2.7M -$244K -10,765 -8%
HF
97
HRT Financial
New York
$2.69M +$2.45M +108,173 +828%
Creative Planning
98
Creative Planning
Kansas
$2.63M -$608K -26,791 -18%
PMAM
99
Picton Mahoney Asset Management
Ontario, Canada
$2.52M +$2.25M +99,290 +668%
HJIM
100
Henry James International Management
New York
$2.44M

OTEX Hedge Fund Activity: Q2 2026 in Review

271 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2026, worth a combined $4.54B — up 6.6% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of OTEX and 45 opened new positions — a net loss of 13 holders — while 85 trimmed existing stakes and 112 added.

The largest buyer was Arrowstreet Capital, adding an estimated $155M. The largest seller was Beutel, Goodman & Co, exiting entirely with an estimated $114M sold.

  • 271 institutional investors held Open Text (OTEX) as of Q2 2026, down from 289 in Q1 2026.
  • Funds reported $4.54B of Open Text stock for Q2 2026, up 6.6% quarter-over-quarter.
  • 45 funds opened new Open Text positions in Q2 2026 and 58 closed out, a net change of -13 holders.
  • The largest Open Text buyer in Q2 2026 was Arrowstreet Capital, an estimated $155M added.
  • The largest Open Text seller in Q2 2026 was Beutel, Goodman & Co, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2026.