Open Text Ownership

OTEX Stock  CAD 30.95  -0.06  -0.19%   
The majority of Open Text's outstanding shares are owned by institutional investors. These positions are typically held by large asset managers, pension funds, and index funds that manage capital on behalf of millions of clients. Institutions of this scale are required to disclose their holdings through 13F filings with the SEC, providing visibility into ownership changes each quarter. Of Open Text's outstanding shares, about 91% are institutional, 2% insider-held, and 7% in the public float.
 
Shares in Circulation  
 First Issued
1995-12-31
 Previous Quarter
253.8 M
 Current Value
253.7 M
 Average Shares Outstanding
218.5 M
 Quarterly Volatility
48.6 M
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Significant institutional holdings in stocks like Open Text can affect liquidity and price dynamics. Large holder activity can alter short-term liquidity conditions. The information reflects available price and trading data. The information is presented without directional commentary.
  
Open Text has a market cap of 7.94 B, operating margin of 23.49%, ROE of 10.55%. Review Your Equity Center for a broader allocation view. Current allocation data is available for review. Allocation context is based on the most recent position data. This suggests a position in Open Text Corp. This appears in the portfolio view. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.

Stock Ownership Analysis

About 91.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.43. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Open Text Corp has Price/Earnings To Growth (PEG) ratio of 1.02. The company had its last dividend issued on the 6th of March 2026. The firm completed a 2:1 stock split on 25th of January 2017.

Outstanding Bonds

Open Text Corp may use bonds as part of its capital structure to fund operations, refinance liabilities, or support acquisitions and other long-duration investments. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.

Pair Trading with Open Text

Using Open Text in a pair-trading setup can improve risk control because gains and losses are judged against a second position instead of against the market alone. The advantage is that adverse movement in one leg may be partly offset by the other when correlation and thesis alignment hold.

Moving against Open Stock

  0.71OPW Opawica ExplorationsPairCorr
  0.7RMO Rainy Mountain RoyaltyPairCorr
  0.68NZP Chatham Rock PhosphatePairCorr
  0.35GBU Gabriel ResourcesPairCorr
Sophisticated investors use correlation analysis to build Open Text replacement strategies that go beyond simple sector matching. Assets with similar factor exposures to Open Text Corp provide the most accurate portfolio substitution during tax-loss harvesting periods.
Statistical correlation between Open Text and its peers is an essential input for mean-variance portfolio optimization. Lower correlation of Open Text Corp with other holdings allows for a more efficient frontier with superior risk-adjusted returns.
Use Correlation analysis and pair trading evaluation for Open Text to review hedging context. The context can be applied within sectors, industries, or broader universes. Pair selection is typically based on statistical relationships observed over multiple periods.
Pair CorrelationCorrelation Matching

More Resources for Open Stock Analysis

A baseline understanding of Open Text Corp is formed through its financial statements and trends. These ratios help explain how earnings, efficiency, and value creation are connected. The data reflects Open Text's reported financial activity across periods. Highlighted below are reports that provide context for Open Text Corp Stock:
Open Text has a market cap of 7.94 B, operating margin of 23.49%, ROE of 10.55%. Review Your Equity Center for a broader allocation view. Current allocation data is available for review. Allocation context is based on the most recent position data. This suggests a position in Open Text Corp. This appears in the portfolio view. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.
At P/E 97.96 and ROE 10.55%, Open Text analysis should be read alongside other portfolio and risk tools before adjusting capital allocation. Within the Technology space, these metrics give the peer comparison tools below a concrete starting point for relative analysis. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Note that Open Text's intrinsic value and market price are different measures derived from different inputs. For Open Text, key inputs include a P/E ratio of 97.96, a P/B ratio of 1.43, a profit margin of 8.42%, and ROE of 10.55%. The observed price for Open Text captures the most recent agreement between transacting parties. All values are presented as reference data.