Open Text Corp (OTEX) Hedge Fund Ownership (Q1 2026)

Open Text Corp (OTEX)

284 + Investors. Track Smart Money conviction in OTEX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OTEX

Based on 286 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their OTEX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

286 hedge funds hold OTEX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

175 buying144 selling

Last quarter: 175 funds bought or added vs 144 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 37 → 42 → 49 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new

168 out of 286 hedge funds have held OTEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +2%, value -32%

Value

-32%

+1%

Last quarter: funds added +2% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

29 → 37 → 42 → 49 → 48 new funds/Q

New funds entering each quarter: 37 → 42 → 49 → 48. A growing number of institutions are discovering OTEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 22% new

Entry-cohort mix of 293 holders: 192 (66%) are 2+ year veterans, 37 entered 1–2 years ago, and 64 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

53 of 283 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OTEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	284	297	-4.38%
13F Shares	188M	185M	1.5%
Total Value	$4.07B	$6.03B	-32.52%
New Positions	47	49	-2
Increased Positions	124	111	+13
Closed Positions	60	31	+29
Reduced Positions	82	95	-13
Total Calls	5	7	-28.57%
Total Puts	5	5	-
PUT/CALL Ratio	1.0	0.71	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

284

297

-4.38%

13F Shares

188M

185M

1.5%

Total Value

$4.07B

$6.03B

-32.52%

New Positions

-2

Increased Positions

124

111

+13

Closed Positions

+29

Reduced Positions

-13

Total Calls

-28.57%

Total Puts

PUT/CALL Ratio

1.0

0.71

Neutral

Institutional Holders (2026 Q2)

284 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OTEX. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OTEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Value Partners Investments Inc.	3.73%	2,415,779	$53.4M
2	Permit Capital, LLC	3.27%	526,996	$11.7M
3	Letko, Brosseau & Associates Inc	2.89%	8,837,628	$195.5M
4	Guardian Capital LP	2.74%	5,097,794	$112.8M
5	Mangrove Partners IM, LLC	2.38%	1,637,946	$36.3M
6	Brandes Investment Partners, LP	2.03%	13,061,929	$289.3M
7	New South Capital Management Inc	1.97%	2,028,024	$44.9M
8	Spark Investment Management LLC	1.51%	35,000	$774K
9	Quartz Partners, LLC	1.32%	182,637	$4.0M
10	Access Investment Management LLC	1.13%	200,096	$4.4M
11	Virtus Advisers, LLC	1.09%	90,450	$2.8M
12	Easterly Investment Partners LLC	1.08%	957,187	$21.2M
13	Lorne Steinberg Wealth Management Inc.	0.97%	214,033	$4.7M
14	Intact Investment Management INC.	0.96%	1,522,840	$33.7M
15	Henry James International Management Inc.	0.73%	110,288	$2.4M
16	Cardinal Point Capital Management ULC	0.56%	447,449	$9.9M
17	Ridgewood Investments LLC	0.55%	66,302	$1.5M
18	FIL Ltd	0.30%	19,135,000	$423.5M
19	1832 Asset Management L.P.	0.28%	25,041,994	$554.7M
20	Manufacturers Life Insurance Company, the	0.21%	12,041,601	$266.6M
21	Mufg Securities (canada), LTD.	0.20%	342,649	$7.6M
22	JMN Financial LLC	0.19%	10,761	$238K
23	Jupiter Asset Management Ltd	0.18%	1,599,910	$35.4M
24	Sound Income Strategies, LLC	0.17%	172,714	$3.8M
25	Aigen Investment Management, LP	0.16%	26,378	$584K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Open Text Corp (OTEX)

What does the Smart Money Trend signal show for OTEX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OTEX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OTEX?

Slight buying edge — 55% buying: Last quarter: 175 funds bought or added vs 144 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OTEX holders?

Elite ownership — 46% AUM from top-100 funds: 53 of 283 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OTEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OTEX?

59% of holders stayed for 2+ years: 168 out of 286 hedge funds have held OTEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Open Text Corp (OTEX)

Smart Money Signals — OTEX

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~48 new funds per quarter

59% of holders stayed for 2+ years

Buying through price weakness — shares +2%, value -32%

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 22% newcomers

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — OTEX

Hedge Fund Ownership: OTEX

Market Analysis: OTEX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OTEX

Hedge Fund Positioning: OTEX

Statistics: OTEX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Open Text Corp (OTEX)

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