OTEX at a glance
Open Text Corp (OTEX, SEC CIK 1002638) filed its latest 10-K annual report on August 6, 2026, a 10-Q quarterly report on May 7, 2026 and an 8-K current report on October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Open Text Corp (OTEX) reported revenue of $5.2 billion (up 1.5% from FY2025) and net income of $643.0 million. Diluted EPS was $2.58.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Open Text Corp (OTEX) shares worth $601.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $5.2B
- +1.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $601.6M · +1 vs prior quarter
- Latest 10-Q
- May 7, 2026
- Quarterly report
SignalX for OTEX
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Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.2B | $5.2B |
| Gross Profit | $4.2B | $3.7B | $3.9B |
| Operating Income | - | $892.7M | $1.1B |
| Net Income | $465.1M | $435.9M | $643.0M |
| Gross Margin | - | 72.3% | 73.7% |
| Op. Margin | - | 17.3% | 20.6% |
| Net Margin | - | 8.4% | 12.3% |
| Balance Sheet | |||
| Total Assets | $14.2B | $13.8B | $13.1B |
| Equity | - | $3.9B | $4.0B |
| ROE | - | 11.1% | 16.0% |
| Per Share | |||
| EPS | $1.71 | $1.65 | $2.58 |
| Cash Flow | |||
| Operating CF | - | $830.6M | $1.0B |
Source: XBRL data in Open Text Corp (OTEX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OTEX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $601.6M |
| Q1 2026 | 22 | $580.1M |
| Q4 2025 | 23 | $928.5M |
| Q3 2025 | 24 | $1.13B |
| Q2 2025 | 22 | $824.6M |
| Q1 2025 | 19 | $622.1M |
| Q4 2024 | 18 | $624.6M |
| Q3 2024 | 16 | $212.6M |
- Goldman Sachs Group+970.3K (+101%)
- Morgan Stanley+662.4K (+18%)
- Mangrove Partners+644.7K (+65%)
- BlackRock+389.8K (+23%)
- Citadel Advisors LLC+129.2K (+47%)
- Invesco Ltd−1.87M (-59%)
- JPMorgan Chase & Co−875.1K (-76%)
- Bank of America Corp−508.9K (-38%)
- BNY Mellon−196.4K (-82%)
- Franklin Resources−107.3K (-35%)
- Millennium Management+1.76M
- WESTWOOD HOLDINGS GROUP INC+18.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 167 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OTEX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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OTEX SEC filings: frequently asked questions
Which institutions hold OTEX stock?
As of June 30, 2026, the largest Open Text Corp (OTEX) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($158.1 million), Morgan Stanley ($97.0 million), Dimensional Fund Advisors ($93.0 million), BlackRock ($46.1 million), Goldman Sachs Group ($42.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OTEX's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Open Text Corp (OTEX) reported revenue of $5.2 billion (up 1.5% from FY2025) and net income of $643.0 million. Diluted EPS was $2.58. The figures come from the XBRL data in the 10-K.
What are the latest OTEX SEC filings?
Open Text Corp (OTEX) filed its latest 10-K annual report on August 6, 2026, a 10-Q quarterly report on May 7, 2026 and an 8-K current report on October 1, 2026.
What is OTEX's SEC CIK number?
Open Text Corp (OTEX)'s SEC Central Index Key (CIK) is 1002638. EDGAR lists every OTEX filing under that number.
Ask anything about OTEX
The research agent reads OTEX's filings, financials, insider trades and 13F holders, then answers with sources.