13FPulse
中
OT

OTEX OPEN TEXT CORP

2026Q2 · CUSIP 683715106 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
266
Institutions that reported holding it to the SEC
Net decrease in holders
20
Last quarter 286 → now 266
How unusual is that
Bottom 20%
Stronger than only 7% of US stocks
What the filings say, in one paragraph

266 funds held OTEX at the end of 2026Q2, down 20 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $5.2B(YoY +1.5%), the P/E is 9.1x, return on equity is 16.0%. OTEX has had 11 buying rushes in its history, and the price moved +1.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=169 2013Q4: holders=173 2014Q1: holders=203 2014Q2: holders=186 2014Q3: holders=199 2014Q4: holders=218 2015Q1: holders=226 2015Q2: holders=193 2015Q3: holders=185 2015Q4: holders=179 2016Q1: holders=198 2016Q2: holders=209 2016Q3: holders=210 2016Q4: holders=222 2017Q1: holders=236 2017Q2: holders=234 2017Q3: holders=236 2017Q4: holders=238 2018Q1: holders=259 2018Q2: holders=254 2018Q3: holders=263 2018Q4: holders=263 2019Q1: holders=282 2019Q2: holders=294 2019Q3: holders=270 2019Q4: holders=287 2020Q1: holders=274 2020Q2: holders=286 2020Q3: holders=278 2020Q4: holders=274 2021Q1: holders=278 2021Q2: holders=271 2021Q3: holders=286 2021Q4: holders=290 2022Q1: holders=283 2022Q2: holders=273 2022Q3: holders=266 2022Q4: holders=253 2023Q1: holders=247 2023Q2: holders=278 2023Q3: holders=258 2023Q4: holders=278 2024Q1: holders=274 2024Q2: holders=251 2024Q3: holders=279 2024Q4: holders=281 2025Q1: holders=262 2025Q2: holders=269 2025Q3: holders=281 2025Q4: holders=299 2026Q1: holders=286 2026Q2: holders=266 -33 -16.5 +0 +16.5 +33 152233314 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q3 Top 20% +3.1% -4.2%
2023Q2 Top 10% -5.2% +1.8%
2021Q3 Top 20% -9.9% -16.9%
2019Q2 Top 20% +3.5% +13.3%
2019Q1 Top 20% +4.2% -5.3%
2018Q1 Top 10% +5.2% +14.6%
2017Q1 Top 20% -1.6% +2.8%
2016Q1 Top 10% +6.3% +12.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
140
Change in large funds
+2
Total value they hold
$4.5B
Funds buying for the first time
46
Funds that sold out entirely
66
Price change that quarter
+0.2%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
10

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
9.1
EPS (TTM)
$2.58
EPS YoY
+56.4%
Revenue (TTM)
$5.2B
Revenue YoY
+1.5%
Net margin
12.3%
ROE
16.0%
Debt ratio
69.4%
FCF (TTM)
$808M
Dividend (TTM)
$1.10
Quarterly Revenue & EPS
2021-09-30: EPS 0.48 2021-12-31: EPS 0.32 2022-03-31: EPS 0.28 2022-06-30: EPS 0.38 2022-09-30: EPS -0.43 2022-12-31: EPS 0.96 2023-03-31: EPS 0.21 2023-06-30: EPS -0.18 2023-09-30: EPS 0.30 2023-12-31: EPS 0.14 2024-03-31: EPS 0.36 2024-06-30: EPS 0.91 2024-09-30: EPS 0.32 2024-12-31: EPS 0.87 2025-03-31: EPS 0.35 2025-06-30: EPS 0.11 2025-09-30: EPS 0.58 2025-12-31: EPS 0.66 2026-03-31: EPS 0.70 2026-06-30: EPS 0.64 0B 0.8B 1.5B $B -0.47 0.29 1.06 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 9 45 82 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-117M128M374M 20162017201820192020202120222023202420252026
Latest quarter $305M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.