Also trades as: OTEX.TO (TSX) · $vol 34M
OTEX Institutional Ownership
Open Text Corporation
1W: +2.7%
1M: +22.5%
3M: +5.2%
YTD: -14.2%
1Y: -30.3%
3Y: -11.8%
5Y: -38.6%
$27.22
-0.41 (-1.48%)
Weekly Expected Move ±3.5%
$26
$27
$28
$29
$30
Credit Risk of going bust: higher than 58% of companies Debt: 47.5% of company value Bonds: $497.6M held by 293 funds, 223 bp over Treasuries → details ▾
If the stock fell to about $1.52 (down 94%), Open Text Corporation would be worth roughly what it owes.
Total debt $5.97B against a stock market value of $6.61B.
Distance to default 4.37 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.90B (short-term plus half of long-term), stock volatility 38.4%; Altman Z'' 1.15. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $5.97B against a stock market value of $6.61B.
Distance to default 4.37 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.90B (short-term plus half of long-term), stock volatility 38.4%; Altman Z'' 1.15. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — OTEX
337
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
47
New Positions
111
Increased
146
Reduced
61
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (378 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 25,041,994 | $682M | -2,196,529 | -8.1% | 36Q | SEC ↗ |
| 2 | FIL Ltd | 19,135,000 | $521M | +1,951,000 | +11.4% | 18Q | SEC ↗ |
| 3 | BRANDES INVESTMENT PARTNERS, LP | 13,061,929 | $356M | +925,931 | +7.6% | 20Q | SEC ↗ |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, | 12,041,601 | $328M | +1,831,000 | +17.9% | 46Q | SEC ↗ |
| 5 | LETKO, BROSSEAU & ASSOCIATES INC | 8,837,628 | $241M | +1,047,075 | +13.4% | 25Q | SEC ↗ |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 8,350,918 | $227M | +6,822,348 | +446.3% | 17Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 8,086,541 | $220M | -1,756,953 | -17.8% | 70Q | SEC ↗ |
| 8 | FIRST TRUST ADVISORS LP | 7,215,231 | $196M | -154,363 | -2.1% | 60Q | SEC ↗ |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 7,144,557 | $194M | +78,044 | +1.1% | 2Q | SEC ↗ |
| 10 | GUARDIAN CAPITAL LP | 5,097,794 | $139M | +527,122 | +11.5% | 53Q | SEC ↗ |
| 11 | MORGAN STANLEY | 4,380,947 | $119M | +662,368 | +17.8% | 60Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 4,197,707 | $114M | +55,097 | +1.3% | 68Q | SEC ↗ |
| 13 | NATIONAL BANK OF CANADA /FI | 3,703,717 | $101M | +637,118 | +20.8% | 19Q | SEC ↗ |
| 14 | MACKENZIE FINANCIAL CORP | 3,556,884 | $97M | +859,167 | +31.8% | 41Q | SEC ↗ |
| 15 | NORGES BANK NEW | 3,247,878 | $88M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CIBC WORLD MARKET INC. | 3,207,970 | $87M | +886,275 | +38.2% | 61Q | SEC ↗ |
| 17 | Value Partners Investments Inc. | 2,415,779 | $66M | +1,790 | +0.1% | 17Q | SEC ↗ |
| 18 | BANK OF MONTREAL /CAN | 2,293,648 | $62M | -241,760 | -9.5% | 53Q | SEC ↗ |
| 19 | Amundi | 2,260,072 | $62M | +1,373,295 | +154.9% | 21Q | SEC ↗ |
| 20 | VANGUARD FIDUCIARY TRUST CO | 2,177,667 | $59M | +20,667 | +1.0% | 2Q | SEC ↗ |
| 21 | BlackRock, Inc. | 2,083,245 | $57M | +389,814 | +23.0% | 8Q | SEC ↗ |
| 22 | NEW SOUTH CAPITAL MANAGEMENT INC | 2,028,024 | $55M | -167,340 | -7.6% | 55Q | SEC ↗ |
| 23 | TD Asset Management Inc | 2,025,871 | $55M | -372,752 | -15.5% | 67Q | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 1,977,244 | $54M | +63,757 | +3.3% | 19Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 1,934,965 | $53M | +970,344 | +100.6% | 15Q | SEC ↗ |
| 26 | Vanguard Global Advisers, LLC | 1,884,739 | $51M | +162,406 | +9.4% | 2Q | SEC ↗ |
| 27 | CANADA PENSION PLAN INVESTMENT BOARD | 1,834,379 | $50M | — | +0.0% | 19Q | SEC ↗ |
| 28 | HEALTHCARE OF ONTARIO PENSION PLAN TRU NEW | 1,800,000 | $49M | — | +0.0% | 1Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC NEW | 1,763,473 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 30 | GEODE CAPITAL MANAGEMENT, LLC | 1,676,815 | $46M | -1,945,128 | -53.7% | 68Q | SEC ↗ |
| 31 | Grantham, Mayo, Van Otterloo & Co. LLC | 1,666,909 | $45M | -33,733 | -2.0% | 13Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 1,661,470 | $45M | +1,622,661 | +4181.1% | 4Q | SEC ↗ |
| 33 | MANGROVE PARTNERS IM, LLC | 1,637,946 | $45M | +644,747 | +64.9% | 5Q | SEC ↗ |
| 34 | JUPITER ASSET MANAGEMENT LTD | 1,599,910 | $44M | +293,525 | +22.5% | 3Q | SEC ↗ |
| 35 | INTACT INVESTMENT MANAGEMENT INC. | 1,522,840 | $41M | +530,900 | +53.5% | 49Q | SEC ↗ |
| 36 | Legal & General Group Plc | 1,415,546 | $39M | -818,152 | -36.6% | 27Q | SEC ↗ |
| 37 | Invesco Ltd. | 1,284,809 | $35M | -1,865,002 | -59.2% | 87Q | SEC ↗ |
| 38 | BANK OF NOVA SCOTIA | 1,228,764 | $33M | +463,034 | +60.5% | 15Q | SEC ↗ |
| 39 | EASTERLY INVESTMENT PARTNERS LLC | 957,187 | $26M | +199,991 | +26.4% | 20Q | SEC ↗ |
| 40 | Sixth Street Partners Management Compa NEW | 921,434 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 921,434 | $25M | +78,909 | +9.4% | 9Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 840,639 | $23M | -508,906 | -37.7% | 15Q | SEC ↗ |
| 43 | TORONTO DOMINION BANK | 777,658 | $21M | +60,071 | +8.4% | 74Q | SEC ↗ |
| 44 | UBS Group AG | 747,682 | $20M | -38,863 | -4.9% | 47Q | SEC ↗ |
| 45 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 728,374 | $20M | +687,157 | +1667.2% | 8Q | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 727,480 | $20M | +604,669 | +492.4% | 7Q | SEC ↗ |
| 47 | NEUBERGER BERMAN GROUP LLC | 706,292 | $19M | +266,577 | +60.6% | 34Q | SEC ↗ |
| 48 | Federation des caisses Desjardins du Q | 663,806 | $18M | -428,527 | -39.2% | 38Q | SEC ↗ |
| 49 | BARCLAYS PLC | 653,988 | $18M | +652,646 | +48632.3% | 67Q | SEC ↗ |
| 50 | VANGUARD ASSET MANAGEMENT, Ltd | 629,210 | $17M | +115,273 | +22.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 3,247,878 | $88M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 1,800,000 | $49M |
| MILLENNIUM MANAGEMENT LLC | 1,763,473 | $48M |
| Sixth Street Partners Management Co | 921,434 | $25M |
| NEW YORK STATE COMMON RETIREMENT FU | 599,808 | $16M |
| Point72 Asset Management, L.P. | 407,163 | $11M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 289,500 | $8M |
| Quadrature Capital Ltd | 252,800 | $7M |
| Hillsdale Investment Management Inc | 206,028 | $6M |
| Mirae Asset Global Investments Co., | 104,407 | $3M |
| Mitsubishi UFJ Trust & Banking Corp | 100,800 | $3M |
| Man Group plc | 99,401 | $3M |
| Jain Global LLC | 92,600 | $3M |
| VIRTUS ADVISERS, LLC | 90,450 | $2M |
| Owlhouse Capital LP | 63,500 | $2M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 36,500 | $994K |
| MERCER GLOBAL ADVISORS INC /ADV | 25,167 | $685K |
| ARISTEIA CAPITAL, L.L.C. | 23,918 | $651K |
| Axxion S.A. | 19,849 | $540K |
| TODD ASSET MANAGEMENT LLC | 18,413 | $501K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Beutel, Goodman & Co Ltd. | 5,118,468 | $139M |
| Clearbridge Investments, LLC | 2,360,741 | $64M |
| CDAM (UK) Ltd | 2,017,255 | $55M |
| COOKE & BIELER LP | 1,202,951 | $33M |
| Arbejdsmarkedets Tillaegspension | 1,045,953 | $28M |
| AustralianSuper Pty Ltd | 939,036 | $26M |
| Korea Investment CORP | 468,938 | $13M |
| Scheer, Rowlett & Associates Invest | 256,800 | $7M |
| APG Asset Management N.V. | 131,536 | $4M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S. | 99,748 | $3M |
| Mn Services Vermogensbeheer B.V. | 99,268 | $3M |
| Bridgewater Associates, LP | 78,666 | $2M |
| Y-Intercept (Hong Kong) Ltd | 69,025 | $2M |
| Board of the Pension Protection Fun | 63,600 | $2M |
| Vontobel Holding Ltd. | 55,029 | $1M |
| USS Investment Management Ltd | 49,806 | $1M |
| PRUDENTIAL FINANCIAL INC | 40,530 | $1M |
| Skandinaviska Enskilda Banken AB (p | 36,557 | $995K |
| Andra AP-fonden | 36,200 | $985K |
| Mork Capital Management, LLC | 35,300 | $961K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | +6,822,348 | +446.3% | 8,350,918 |
| FIL Ltd | +1,951,000 | +11.4% | 19,135,000 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +1,831,000 | +17.9% | 12,041,601 |
| JANE STREET GROUP, LLC | +1,622,661 | +4181.1% | 1,661,470 |
| Amundi | +1,373,295 | +154.9% | 2,260,072 |
| LETKO, BROSSEAU & ASSOCIATES INC | +1,047,075 | +13.4% | 8,837,628 |
| GOLDMAN SACHS GROUP INC | +970,344 | +100.6% | 1,934,965 |
| BRANDES INVESTMENT PARTNERS, LP | +925,931 | +7.6% | 13,061,929 |
| CIBC WORLD MARKET INC. | +886,275 | +38.2% | 3,207,970 |
| MACKENZIE FINANCIAL CORP | +859,167 | +31.8% | 3,556,884 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +687,157 | +1667.2% | 728,374 |
| MORGAN STANLEY | +662,368 | +17.8% | 4,380,947 |
| BARCLAYS PLC | +652,646 | +48632.3% | 653,988 |
| MANGROVE PARTNERS IM, LLC | +644,747 | +64.9% | 1,637,946 |
| NATIONAL BANK OF CANADA /FI | +637,118 | +20.8% | 3,703,717 |
| Qube Research & Technologies Ltd | +604,669 | +492.4% | 727,480 |
| INTACT INVESTMENT MANAGEMENT INC. | +530,900 | +53.5% | 1,522,840 |
| GUARDIAN CAPITAL LP | +527,122 | +11.5% | 5,097,794 |
| BANK OF NOVA SCOTIA | +463,034 | +60.5% | 1,228,764 |
| BlackRock, Inc. | +389,814 | +23.0% | 2,083,245 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 1832 Asset Management L.P. | -2,196,529 | -8.1% | 25,041,994 |
| GEODE CAPITAL MANAGEMENT, LLC | -1,945,128 | -53.7% | 1,676,815 |
| Invesco Ltd. | -1,865,002 | -59.2% | 1,284,809 |
| ROYAL BANK OF CANADA | -1,756,953 | -17.8% | 8,086,541 |
| JPMORGAN CHASE & CO | -875,147 | -75.9% | 278,028 |
| DEUTSCHE BANK AG | -840,801 | -72.2% | 323,894 |
| Legal & General Group Plc | -818,152 | -36.6% | 1,415,546 |
| BANK OF AMERICA CORP /DE | -508,906 | -37.7% | 840,639 |
| Federation des caisses Desjardins d | -428,527 | -39.2% | 663,806 |
| Swiss National Bank | -373,900 | -44.1% | 474,300 |
| TD Asset Management Inc | -372,752 | -15.5% | 2,025,871 |
| Pictet Asset Management Holding SA | -255,443 | -83.5% | 50,476 |
| BANK OF MONTREAL /CAN | -241,760 | -9.5% | 2,293,648 |
| AVIVA PLC | -236,684 | -96.2% | 9,254 |
| Bank of New York Mellon Corp | -196,412 | -81.6% | 44,242 |
| NEW SOUTH CAPITAL MANAGEMENT INC | -167,340 | -7.6% | 2,028,024 |
| FIRST TRUST ADVISORS LP | -154,363 | -2.1% | 7,215,231 |
| Russell Investments Group, Ltd. | -129,394 | -41.1% | 185,306 |
| Access Investment Management LLC | -120,119 | -37.5% | 200,096 |
| FRANKLIN RESOURCES INC | -107,273 | -35.4% | 195,886 |