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Public ownership evidence

Open Text Corp (OTEX) Ownership Disclosures

Read OTEX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2980$1,772None
Cornerstone Financial Management LLC2026-03-312026-08-2923$512None
Cornerstone Financial Management LLC2025-12-312026-08-29111$3,616None
Advisors Asset Management, Inc.2021-12-312026-08-2823,655$1,123,139None
Advisors Asset Management, Inc.2022-12-312026-08-2814,688$435,352None
Advisors Asset Management, Inc.2020-06-302026-08-2863,431$2,694,549None
Advisors Asset Management, Inc.2022-06-302026-08-2817,830$675,000None
Advisors Asset Management, Inc.2021-09-302026-08-2826,060$1,270,000None
Advisors Asset Management, Inc.2024-03-312026-08-2713,926$540,747None
Advisors Asset Management, Inc.2025-03-312026-08-2710,719$270,762None
Advisors Asset Management, Inc.2022-09-302026-08-2711,364$300,000None
Advisors Asset Management, Inc.2020-12-312026-08-2744,685$2,031,000None
Advisors Asset Management, Inc.2022-03-312026-08-2723,364$990,634None
Advisors Asset Management, Inc.2023-06-302026-08-2719,424$807,067None
Advisors Asset Management, Inc.2023-09-302026-08-2720,220$709,722None
Advisors Asset Management, Inc.2023-03-312026-08-2719,184$739,543None
Advisors Asset Management, Inc.2021-03-312026-08-2737,649$1,796,234None
Advisors Asset Management, Inc.2021-06-302026-08-2733,774$1,716,000None
Advisors Asset Management, Inc.2020-09-302026-08-2751,452$2,173,332None
Advisors Asset Management, Inc.2025-09-302026-08-2713,298$497,079None
Advisors Asset Management, Inc.2023-12-312026-08-2719,593$823,298None
Advisors Asset Management, Inc.2019-12-312026-08-2676,390$3,366,507None
Advisors Asset Management, Inc.2025-06-302026-08-2513,514$394,609None
Advisors Asset Management, Inc.2024-09-302026-08-221,983$65,994None
Advisors Asset Management, Inc.2024-06-302026-08-229,505$285,530None
Advisors Asset Management, Inc.2024-12-312026-08-226,118$173,262None
Advisors Asset Management, Inc.2025-12-312026-08-2215,868$516,979None
Advisors Asset Management, Inc.2020-03-312026-08-2270,072$2,446,914None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2025,167$557,449None
Beacon Pointe Advisors, LLC2026-06-302026-08-1969,435$1,537,987None
Advisors Asset Management, Inc.2019-03-312026-08-1946,161$1,773,967None
Advisors Asset Management, Inc.2019-09-302026-08-1966,723$2,722,966None
Advisors Asset Management, Inc.2019-06-302026-08-1958,542$2,411,930None
Kimelman & Baird, LLC2026-06-302026-08-191,200$26,580None
Parvin Asset Management, LLC2026-06-302026-08-1833,250$736,488None
Transamerica Financial Advisors, LLC2026-06-302026-08-183$66None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18124,639$2,757,554None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18603,735$13,372,730None
AMERIFLEX GROUP, INC.2026-06-302026-08-1557$1,263None
Synergy Investment Management, LLC2026-06-302026-08-1523$595None
TORONTO DOMINION BANK2026-06-302026-08-1547,899$1,059,000None
TORONTO DOMINION BANK2026-06-302026-08-15710,875$15,717,973None
TORONTO DOMINION BANK2026-06-302026-08-153,900$86,232Put
TORONTO DOMINION BANK2026-06-302026-08-156,500$143,720Call
TORONTO DOMINION BANK2026-06-302026-08-1518,884$417,540None
SEI INVESTMENTS CO2026-06-302026-08-1590,774$2,010,644None
SEI INVESTMENTS CO2026-06-302026-08-1577,045$1,706,480None
Axxion S.A.2026-06-302026-08-1519,849$439,146None
Federation des caisses Desjardins du Quebec2026-06-302026-08-157,310$161,254None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1547,172$1,044,651None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.