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Which hedge funds own OTEX? OPEN TEXT CORP, Q2 2026 13F holders

Technology · Open on the interactive board

24 of the hedge funds tracked by WhaleCreep disclosed a position in OTEX (OPEN TEXT CORP) in their Q2 2026 13F filings, worth $373.8m in total. The largest holder by portfolio weight is Permit Capital, LLC at 3.3% of its book. 8 managers opened a new position this quarter: Owlhouse Capital LP, Hillsdale Investment Management Inc., Twin Tree Management, LP, Millennium Management LLC. 5 exited: Aristides Capital LLC, Bridgewater Associates, LP, Twinbeech Capital LP.

24tracked managers holding
8opened this quarter
5exited this quarter

Who discovered OTEX first?

Earliest meaningful positions among the 14 tracked managers we observed opening OTEX since Q4 2004.

1 Alkeon Capital Management LLC First reported Q2 2009 2.5%initial weight · $23.7m Exitedby Q2 2010 · held 4q +30%stock since Q2 2009

Weight of Alkeon Capital Management LLC's 13F book in OTEX, by quarter

0%1.25%2.5%Q2 2009 · 2.5% of book · $23.7mQ3 2009 · 1.3% of book · $18.1mQ4 2009 · 1.6% of book · $24.1mQ1 2010 · 1.1% of book · $20.7m2010
  • 2.5% peak weight, Q2 2009
  • $24.1m peak reported value
  • 4 quarters held
  • 68q before the median tracked entry

The stock's split-adjusted price moved +30% between Q2 2009 and Q1 2010, the last quarter this manager reported the position.

20 managers already held OTEX when our coverage of them began

Permit Capital, LLC (Q1 2026), Mangrove Partners Im, LLC (Q1 2026), Spark Investment Management LLC (Q1 2026), Jupiter Asset Management LTD (Q1 2026), Arrowstreet Capital, Limited Partnership (Q1 2026), Campbell & CO Investment Adviser LLC (Q1 2026), Quantbot Technologies LP (Q1 2026), Engineers Gate Manager LP (Q1 2026), Turtle Creek Asset Management Inc. (Q1 2026), Qube Research & Technologies LTD (Q1 2026), Balyasny Asset Management L.P. (Q1 2026), Polar Capital Holdings PLC (Q1 2026), Citadel Advisors LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Squarepoint Ops LLC (Q1 2026), Cva Family Office, LLC (Q1 2026), Aristides Capital LLC (Q1 2026), Twinbeech Capital LP (Q1 2026), Verition Fund Management LLC (Q1 2026), Y-Intercept (Hong Kong) LTD (Q1 2026).

Their first filing on record already includes OTEX, so when they first bought it is unknown. They are not ranked above.

View discovery timeline
  1. Early holdersQ4 2004 – now14 new tracked holders · 2.0% of tracked managers holding now
Early holderstracked universe expands →Split-adjusted price$20% of tracked managers holding0%10%New holders per 100 tracked managers010Q4 2004 · 1 of 18 tracked managers hold (5.6%) · 1 newQ1 2005 · 0 of 18 tracked managers hold (0.0%) · 0 newQ2 2005 · 0 of 17 tracked managers hold (0.0%) · 0 newQ3 2005 · 0 of 16 tracked managers hold (0.0%) · 0 newQ4 2005 · 0 of 18 tracked managers hold (0.0%) · 0 newQ1 2006 · 0 of 19 tracked managers hold (0.0%) · 0 newQ2 2006 · 0 of 20 tracked managers hold (0.0%) · 0 newQ3 2006 · 0 of 19 tracked managers hold (0.0%) · 0 newQ4 2006 · 0 of 22 tracked managers hold (0.0%) · 0 newQ1 2007 · 0 of 21 tracked managers hold (0.0%) · 0 newQ2 2007 · 0 of 22 tracked managers hold (0.0%) · 0 newQ3 2007 · 0 of 21 tracked managers hold (0.0%) · 0 newQ4 2007 · 0 of 25 tracked managers hold (0.0%) · 0 newQ1 2008 · 0 of 24 tracked managers hold (0.0%) · 0 newQ2 2008 · 0 of 24 tracked managers hold (0.0%) · 0 newQ3 2008 · 0 of 26 tracked managers hold (0.0%) · 0 newQ4 2008 · 0 of 28 tracked managers hold (0.0%) · 0 newQ1 2009 · 0 of 26 tracked managers hold (0.0%) · 0 newQ2 2009 · 1 of 26 tracked managers hold (3.8%) · 1 newQ3 2009 · 2 of 26 tracked managers hold (7.7%) · 1 newQ4 2009 · 1 of 27 tracked managers hold (3.7%) · 0 newQ1 2010 · 1 of 28 tracked managers hold (3.6%) · 0 newQ2 2010 · 0 of 25 tracked managers hold (0.0%) · 0 newQ3 2010 · 0 of 26 tracked managers hold (0.0%) · 0 newQ4 2010 · 0 of 31 tracked managers hold (0.0%) · 0 newQ1 2011 · 0 of 32 tracked managers hold (0.0%) · 0 newQ2 2011 · 0 of 33 tracked managers hold (0.0%) · 0 newQ3 2011 · 0 of 33 tracked managers hold (0.0%) · 0 newQ4 2011 · 0 of 37 tracked managers hold (0.0%) · 0 newQ1 2012 · 0 of 37 tracked managers hold (0.0%) · 0 newQ2 2012 · 0 of 37 tracked managers hold (0.0%) · 0 newQ3 2012 · 0 of 37 tracked managers hold (0.0%) · 0 newQ4 2012 · 0 of 40 tracked managers hold (0.0%) · 0 newQ1 2013 · 0 of 39 tracked managers hold (0.0%) · 0 newQ2 2013 · 0 of 41 tracked managers hold (0.0%) · 0 newQ3 2013 · 0 of 43 tracked managers hold (0.0%) · 0 newQ4 2013 · 0 of 45 tracked managers hold (0.0%) · 0 newQ1 2014 · 0 of 45 tracked managers hold (0.0%) · 0 newQ2 2014 · 0 of 46 tracked managers hold (0.0%) · 0 newQ3 2014 · 0 of 46 tracked managers hold (0.0%) · 0 newQ4 2014 · 0 of 49 tracked managers hold (0.0%) · 0 newQ1 2015 · 0 of 49 tracked managers hold (0.0%) · 0 newQ2 2015 · 0 of 49 tracked managers hold (0.0%) · 0 newQ3 2015 · 0 of 49 tracked managers hold (0.0%) · 0 newQ4 2015 · 0 of 49 tracked managers hold (0.0%) · 0 newQ1 2016 · 0 of 49 tracked managers hold (0.0%) · 0 newQ2 2016 · 0 of 49 tracked managers hold (0.0%) · 0 newQ3 2016 · 0 of 49 tracked managers hold (0.0%) · 0 newQ4 2016 · 0 of 53 tracked managers hold (0.0%) · 0 newQ1 2017 · 0 of 53 tracked managers hold (0.0%) · 0 newQ2 2017 · 0 of 53 tracked managers hold (0.0%) · 0 newQ3 2017 · 0 of 53 tracked managers hold (0.0%) · 0 newQ4 2017 · 0 of 56 tracked managers hold (0.0%) · 0 newQ1 2018 · 0 of 56 tracked managers hold (0.0%) · 0 newQ2 2018 · 1 of 56 tracked managers hold (1.8%) · 1 newQ3 2018 · 1 of 56 tracked managers hold (1.8%) · 0 newQ4 2018 · 1 of 57 tracked managers hold (1.8%) · 0 newQ1 2019 · 1 of 57 tracked managers hold (1.8%) · 0 newQ2 2019 · 1 of 57 tracked managers hold (1.8%) · 0 newQ3 2019 · 1 of 57 tracked managers hold (1.8%) · 0 newQ4 2019 · 1 of 64 tracked managers hold (1.6%) · 0 newQ1 2020 · 1 of 65 tracked managers hold (1.5%) · 0 newQ2 2020 · 0 of 65 tracked managers hold (0.0%) · 0 newQ3 2020 · 0 of 65 tracked managers hold (0.0%) · 0 newQ4 2020 · 1 of 68 tracked managers hold (1.5%) · 0 newQ1 2021 · 1 of 67 tracked managers hold (1.5%) · 0 newQ2 2021 · 1 of 67 tracked managers hold (1.5%) · 0 newQ3 2021 · 1 of 68 tracked managers hold (1.5%) · 0 newQ4 2021 · 1 of 71 tracked managers hold (1.4%) · 0 newQ1 2022 · 1 of 71 tracked managers hold (1.4%) · 0 newQ2 2022 · 0 of 71 tracked managers hold (0.0%) · 0 newQ3 2022 · 1 of 71 tracked managers hold (1.4%) · 0 newQ4 2022 · 1 of 70 tracked managers hold (1.4%) · 0 newQ1 2023 · 2 of 70 tracked managers hold (2.9%) · 1 newQ2 2023 · 2 of 70 tracked managers hold (2.9%) · 0 newQ3 2023 · 2 of 70 tracked managers hold (2.9%) · 0 newQ4 2023 · 1 of 70 tracked managers hold (1.4%) · 1 newQ1 2024 · 0 of 70 tracked managers hold (0.0%) · 0 newQ2 2024 · 0 of 70 tracked managers hold (0.0%) · 0 newQ3 2024 · price $33 · 1 of 70 tracked managers hold (1.4%) · 0 newQ4 2024 · price $28 · 1 of 69 tracked managers hold (1.4%) · 0 newQ1 2025 · price $25 · 1 of 68 tracked managers hold (1.5%) · 0 newQ2 2025 · price $29 · 1 of 68 tracked managers hold (1.5%) · 0 newQ3 2025 · price $37 · 1 of 68 tracked managers hold (1.5%) · 0 newQ4 2025 · price $33 · 1 of 68 tracked managers hold (1.5%) · 0 newQ1 2026 · price $22 · 21 of 1200 tracked managers hold (1.8%) · 0 newQ2 2026 · price $22 · 24 of 1185 tracked managers hold (2.0%) · 8 new20082012201620202024

Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q3 2024 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.

How this is calculated

13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.

A manager is ranked only if we observed it filing, without OTEX, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.

Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding OTEX passed one third and two thirds of its peak.

Which hedge funds hold OTEX? Current holders by portfolio weight

ManagerAs ofWeight of bookValueSharesΔ sharesAction
Permit Capital, LLCQ2 2026 3.3%$11.7m526,996 46% added
Mangrove Partners Im, LLCQ2 2026 2.4%$36.3m1,637,946 65% added
Owlhouse Capital LPQ2 2026 2.2%$1.4m63,500 new
Spark Investment Management LLCQ2 2026 1.5%$773.9k35,000 -43% reduced
Jupiter Asset Management LTDQ2 2026 0.2%$35.4m1,599,910 22% added
Hillsdale Investment Management Inc.Q2 2026 0.1%$4.6m206,028 new
Arrowstreet Capital, Limited PartnershipQ2 2026 0.1%$184.9m8,350,918 446% added
Campbell & CO Investment Adviser LLCQ2 2026 0.1%$1.5m66,359 64% added
Quantbot Technologies LPQ2 2026 0.1%$1.9m87,291 143% added
Twin Tree Management, LPQ2 2026 0.0%$231.5k10,451 new
Millennium Management LLCQ2 2026 0.0%$39.0m1,763,473 new
Engineers Gate Manager LPQ2 2026 0.0%$1.9m88,032 808% added
Jain Global LLCQ2 2026 0.0%$2.1m92,600 new
Turtle Creek Asset Management Inc.Q2 2026 0.0%$578.3k26,110 -2% reduced
Qube Research & Technologies LTDQ2 2026 0.0%$16.1m727,480 492% added
Balyasny Asset Management L.P.Q2 2026 0.0%$9.3m419,233 1040% added
Polar Capital Holdings PLCQ2 2026 0.0%$3.9m175,141 -30% reduced
Aristeia Capital, L.L.C.Q2 2026 0.0%$529.8k23,918 new
Armistice Capital, LLCQ2 2026 0.0%$282.9k12,774 new
Citadel Advisors LLCQ2 2026 0.0%$9.0m406,124 47% added
Aqr Capital Management LLCQ2 2026 0.0%$12.0m545,832 27% added
Squarepoint Ops LLCQ2 2026 0.0%$487.1k21,989 -3% reduced
Quarry LPQ2 2026 0.0%$95243 new
Cva Family Office, LLCQ2 2026 0.0%$97544 0% held

Exited since the previous quarter

ManagerPrior weightPrior value
Aristides Capital LLC0.9%$219.4k
Bridgewater Associates, LP0.3%$1.7m
Twinbeech Capital LP0.1%$380.0k
Verition Fund Management LLC0.0%$242.8k
Y-Intercept (Hong Kong) LTD0.1%$1.5m

Held in a manager's last filing on record

These managers have not filed for the latest quarter; their last disclosure is dated.

ManagerLast filingWeight
point72Q2 20260.0%

How has hedge fund ownership of OTEX changed?

QuarterManagers holdingCombined value
Q2 202625$382.8m
Q1 202622$126.4m
Q4 20252$16.2m
Q3 20251$19.1m
Q2 20251$14.3m
Q1 20251$12.4m
Q4 20241$4.9m
Q3 20242$1.6m
Q1 20242$4.2m
Q4 20234$5.5m
Q3 20233$3.0m
Q2 20232$3.2m
Q1 20232$1.6m
Q4 20222$4.4m
Q3 20223$24.3m
Q2 20222$30.0m

Counts every tracked manager that disclosed OTEX in that quarter's filing, including managers that have since stopped filing.