OTEX — Open Text Corp Institutional Holders · Q3 2026
Who owns Open Text Corp (OTEX)? 7 institutions reported holding $6.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($4.0M), Ridgewood Investments LLC ($1.5M), Legacy Wealth Asset Management, LLC ($485,954).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $4.0M | 171,819 | Trimmed |
| 2 | Ridgewood Investments LLC | $1.5M | 67,238 | Added |
| 3 | Legacy Wealth Asset Management, LLC | $485,954 | 21,675 | Added |
| 4 | Farther Finance Advisors, LLC | $100,578 | 4,486 | Trimmed |
| 5 | MassMutual Private Wealth & Trust, FSB | $6,547 | 292 | Trimmed |
| 6 | Versant Capital Management, Inc | $3,520 | 157 | Trimmed |
| 7 | Byrne Asset Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30