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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Open Text Corp: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
80
Value (USD)
$1,772
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read OTEX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read OTEX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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