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OTEX · Open Text Corp
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OTEX Open Text (OTEX) Insider Trading, Ownership & Congress Trades

Software & IT · Services-computer integrated systems design · CIK 0001002638
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
158
13F, latest reported quarter

What the filings say about OTEX

Planned sales (Form 144), 90 days
$96.1K
2 notices

Open Text insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for OPEN TEXT CORP in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing

no insider purchases or sales on record

0 transactions on record
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
158 funds bought in last quarter
more than 64% of Software & IT
Revenue
+1.5% year over year
below 67% of Software & IT
Margin
12.3% net margin
more than 76% of Software & IT
Buybacks
$416.4M repurchased, FY to 2026-06-30
more than 80% of Software & IT
Short interest
4.0% of the float short (float per yahoo 2026-10-26) · 8.5 days to cover · settled 2026-09-30
more than 55% of Software & IT
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch OTEX

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

Who owns OTEX: institutional holders (13F)

13F holdings, latest reported quarter
$554.7M
19,135,000 sh
$423.5M

Congress trades in OTEX

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

OTEX planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
PAUL DUGGAN
Filed 2026-09-14
$47.0K
PAUL DUGGAN
Filed 2026-08-21
$49.0K

OTEX mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Easterly Snow Small Cap Value Fund
$1.5M position · as of 2026-05-31
3.1%
Invesco International Dividend AchieversTM ETF
$25.5M position · as of 2026-07-31
2.8%
Parvin Hedged Equity Solari World Fund
$333.8K position · as of 2026-05-31
2.5%
LYRICAL INTERNATIONAL VALUE EQUITY FUND
$925.7K position · as of 2026-05-31
2.4%
Brandes International Small Cap Equity Fund
$26.6M position · as of 2026-06-30
2.1%
Brandes Small Cap Value Fund
$8.4M position · as of 2026-06-30
1.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included. Not annual revenue (USASpending.gov).
Department Of Health And Human Services
PIMS NEXTGEN · 2024-02-12
$9.8M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows 158 funds added last quarter, $96.1K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

OTEX financials

Revenue growth
+1.5%
XBRL, annual
Net margin
12.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.2B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+12.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$807.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.44x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.17x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+16.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+4.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+9.3%
operating income after a 25.1% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
+10.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
no close on file at or before the as-of date
Enterprise value
n/a
no close on file at or before the as-of date
FCF yield
n/a
no close on file at or before the as-of date
PEG, trailing
n/a
no close on file at or before the as-of date
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-062025-062024-062023-06
Revenue$5.2B$5.2B$5.8B$4.5B
Gross profit$3.9B$3.7B$4.2B$3.2B
Operating income$1.1B$892.7M$887.1M$516.3M
Net income$643.0M$435.9M$465.1M$150.4M
EPS (diluted)2.581.651.710.56
Operating cash flow$1.0B$830.6M$967.7M$779.2M
Cash$956.0M$1.2B$1.3B$1.2B
Long-term debt$5.7B$6.3B$6.4B$8.6B
Buybacks$416.4M$413.3M$150.0M$0
Dividends paid$268.4M$271.5M$267.4M$259.5M
SEC XBRL, fiscal years, as known on 2026-10-28

OTEX Stock Sonar score 5/7 axes

Find similar shapesCompare

OTEX ranks highest on institutional and government (64th percentile) and profitability (63rd), and lowest on financial health (27th), among Software & IT peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
63
Inputs
  • Return on equity+16.2% · 75 pct, sector of 286
  • Return on assets+4.8% · 70 pct, sector of 381
  • Return on invested capital+9.3% · 35 pct, sector of 78
  • Return on capital employed+10.1% · 73 pct, sector of 294
Financial health
27
Inputs
  • Debt to equity1.44x · 13 pct, sector of 288
  • Cash flow to debt0.17x · 41 pct, sector of 241
Growth
35
Inputs
  • Revenue growth, YoY+1.5% · 33 pct, sector of 480
  • Backlog growth, YoY+4.0% · 38 pct, sector of 182
Institutional and government
64
Inputs
  • Funds adding, latest quarter158 · 64 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
47
Inputs
  • Short interest, % of float+4.0% · 57 pct, sector of 530
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+13.7% · 38 pct, sector of 316
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

OTEX filings, in plain words

Are there planned insider sales of OTEX?

Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $96.1K of stock; the latest, by PAUL DUGGAN, was filed 2026-09-14.

Read the full summary

Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $96.1K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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