OTEX — OPEN TEXT CORPToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
1
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
10-12
2016-10-12
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
0
every row filed inside 45 days
13F holders
287
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-23
Congress 1Institutional 287

Congress · disclosure timeline

By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

No dated OTEX rows fall inside the trailing 24 months by trade date.

Members active in OTEX

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-23).

No member disclosed OTEX in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 1 row ↗
Latest congressional filings mentioning OTEX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2016-10-12K. Michael Conaway R–TX-11SELL SP (spouse-owned)Traded 09-12 +30d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of OTEX for quarter 2026-03-31, 1–25 of 287 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
11832 Asset Management L.P.$606M1
derived ·§ EDGAR ↗
2FIL Ltd$383M1
derived ·§ EDGAR ↗
3BRANDES INVESTMENT PARTNERS, LP$270M1
derived ·§ EDGAR ↗
4MANUFACTURERS LIFE INSURANCE COMPANY, THE$227M1
derived ·§ EDGAR ↗
5ROYAL BANK OF CANADA$219M1
derived ·§ EDGAR ↗
6LETKO, BROSSEAU & ASSOCIATES INC$173M1
derived ·§ EDGAR ↗
7FIRST TRUST ADVISORS LP$164M1
derived ·§ EDGAR ↗
8VANGUARD CAPITAL MANAGEMENT LLC$157M1
derived ·§ EDGAR ↗
9GUARDIAN CAPITAL LP$102M1
derived ·§ EDGAR ↗
10DIMENSIONAL FUND ADVISORS LP$92.1M1
derived ·§ EDGAR ↗
11GEODE CAPITAL MANAGEMENT, LLC$87.3M1
derived ·§ EDGAR ↗
12MORGAN STANLEY$82.7M1
derived ·§ EDGAR ↗
13Invesco Ltd.$70.1M1
derived ·§ EDGAR ↗
14NATIONAL BANK OF CANADA /FI/$67.7M1
derived ·§ EDGAR ↗
15MACKENZIE FINANCIAL CORP$60.1M1
derived ·§ EDGAR ↗
16BANK OF MONTREAL /CAN/$56.5M1
derived ·§ EDGAR ↗
17Value Partners Investments Inc.$53.7M1
derived ·§ EDGAR ↗
18TD ASSET MANAGEMENT INC$53.3M1
derived ·§ EDGAR ↗
19Clearbridge Investments, LLC$52.5M1
derived ·§ EDGAR ↗
20CIBC WORLD MARKET INC.$51.7M1
derived ·§ EDGAR ↗
21Legal & General Group Plc$49.6M1
derived ·§ EDGAR ↗
22TD Waterhouse Canada Inc.$49.5M1
derived ·§ EDGAR ↗
23NEW SOUTH CAPITAL MANAGEMENT INC$48.8M1
derived ·§ EDGAR ↗
24VANGUARD FIDUCIARY TRUST CO$48.1M1
derived ·§ EDGAR ↗
25CANADA PENSION PLAN INVESTMENT BOARD$40.9M1
derived ·§ EDGAR ↗
Show all 287 holders
Truncated by Public Filings. All 240 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · OTEX

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-25 → 2026-10-23 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.9M held
Trimming
1 Bridgewater Associates $1.7M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · OPEN TEXT CORP

Merged timeline of congressional filings and notable-manager moves on OTEX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+69,799 sh
2026-05-15Bridgewater Associates 13FTRIM−418,379 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.