Welcome to our dedicated page for OPEN TEXT SEC filings (Ticker: OTEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Open Text Corporation filings document material events for a Canadian enterprise software issuer whose common shares trade on Nasdaq and the TSX. Recent Form 8-K reports cover quarterly financial results, preliminary revenue expectations, cash dividend declarations, and capital-return actions including a normal course issuer bid for common share repurchases.
The filing record also documents governance and executive-officer changes, employment agreement disclosure, and portfolio management actions, including the completed divestiture of Vertica from OpenText's non-core Analytics portfolio. Exhibits to these reports include press releases and, where applicable, agreement materials and Inline XBRL cover-page data.
OPEN TEXT CORP (OTEX) is the subject of an amended Schedule 13G filing in which a group of Canadian affiliates of Bank of Nova Scotia report passive beneficial ownership of common shares. 1832 Asset Management L.P., MD Financial Management Inc., and Scotia Capital Inc. collectively report beneficial ownership of 22,570,629 common shares, representing 9.32% of the class, as of August 31, 2026.
The group reports sole voting and sole dispositive power over 22,570,629 shares and no shared voting or dispositive power. Within the group, 1832 Asset Management L.P. reports 21,642,784 shares (8.9%), MD Financial Management Inc. 334,919 shares (0.1%), and Scotia Capital Inc. 592,926 shares (0.2%). The filers are identified as an investment adviser and broker dealer.
OPEN TEXT CORP (OTEX) is the issuer of common shares that Paul Michael Duggan has notified for potential sale under Rule 144. The notice covers 1,961 common shares, held in an account at Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $49,025.00 as of this filing. The shares are described as Restricted Stock, to be sold on the NASDAQ market, with Duggan identified as an officer of the issuer.
In addition, Duggan reports prior sales of OPEN TEXT CORP common shares during the past three months: 13,790 shares sold on June 3, 2026 for $341,854.00, and 13,870 shares sold on May 23, 2026 for $321,922.00. This filing is a notice of proposed disposition of restricted or control securities in compliance with Rule 144.
Open Text Corporation received an amended Schedule 13G from FIL Limited and affiliated entities reporting a significant ownership position in its common stock. FIL Limited reports beneficial ownership of 19,135,000 shares of Open Text common stock, representing 7.9% of the class as of June 30, 2026.
FIL Limited has sole voting power and sole dispositive power over 19,135,000 shares, with no shared voting or dispositive power. Pandanus Partners, L.P. and Pandanus Associates, Inc., both organized in Delaware, are also listed with sole dispositive power over the same 19,135,000-share position. One or more other persons have rights to receive dividends or sale proceeds from these shares, but no single such person has an interest in more than five percent of Open Text’s outstanding common stock.
Open Text Corporation presents itself as a global provider of data management for enterprise AI, supplying the secure data foundation and context layer that links structured and unstructured enterprise data to AI models across cloud and on‑premise deployments. Its portfolio spans seven product categories, including Content, Business Network, IT Operations Management, Cybersecurity for enterprises and SMBs, Application Delivery Management and Analytics, plus the Aviator suite of AI agents embedded across these platforms.
The company reports four revenue streams, with cloud services and subscriptions as the largest growth driver in Fiscal 2026, alongside customer support, licenses and professional services. It emphasizes disciplined capital allocation, divesting Vertica, eDOCS and its AMC business for cash proceeds, while earlier acquiring Micro Focus and Zix to expand its software base. OpenText spent $647.7 million on R&D in Fiscal 2026 and employed about 19,900 people worldwide. As of December 31, 2025, the aggregate market value of non‑affiliate common shares was about $8.1 billion, with 242,126,739 shares outstanding on July 31, 2026. Extensive risk disclosures highlight technology, AI, cybersecurity, regulatory, tax and macroeconomic uncertainties.
OpenText Corporation reported fourth‑quarter 2026 revenue of $1.349 billion, up 2.9% year over year, including cloud services revenue of $503 million, up 6.0%. GAAP net income was approximately $156 million with diluted EPS of $0.64, while non‑GAAP diluted EPS was $1.23. Adjusted EBITDA was about $507 million, a 37.6% margin, and operating cash flow was $186 million with free cash flow of $122 million.
For fiscal 2026, revenue was $5.246 billion, up 1.5%, including cloud revenue of $1.959 billion, up 5.5%. GAAP net income rose to $643 million (12.3% margin) and diluted EPS to $2.58; non‑GAAP diluted EPS was $4.42. Adjusted EBITDA reached $1.903 billion with a 36.3% margin, and free cash flow was $808 million, up 17.5% year over year.
Annual recurring revenue was $4.246 billion and enterprise cloud bookings were $947 million. The company returned $677 million to shareholders via $268 million in dividends and $409 million of share repurchases and reduced long‑term debt to $5.73 billion from $6.34 billion. The board declared a $0.28 per‑share cash dividend, payable September 18, 2026 to shareholders of record on September 4, 2026.
BlackRock, Inc. reports its beneficial ownership of 14,810,675 shares of Open Text Corporation common stock, representing 6.1% of the class, in this amended Schedule 13G filing. These shares reflect holdings of certain BlackRock reporting business units, excluding other disaggregated units.
BlackRock has sole voting power over 14,563,924 shares and sole dispositive power over the full 14,810,675 shares, with no shared voting or dispositive power reported. Various underlying clients and investors have rights to dividends or sale proceeds from these securities, but no single such person is reported to hold more than 5% of Open Text’s outstanding common shares.
Open Text Corporation announced that Jill Larsen has been appointed to its board of directors effective July 17, 2026. Larsen is Chief People Officer at Synopsys, Inc. and has held senior human resources and C-suite roles at several global technology companies. She holds degrees from Boston College and Emmanuel College, is a certified Professional in Human Resources, and a member of the National Association of Corporate Directors.
Larsen will participate in OpenText’s Director’s Deferred Share Unit Plan, under which non-management directors may elect to defer retainers and fees in common shares, and will receive standard non-employee director compensation. The board determined she is independent under Canadian, U.S., NASDAQ and TSX standards. In conjunction with her appointment, Kristen Ludgate resigned from the board for personal reasons, not due to any disagreement with the company, effective July 17, 2026. OpenText issued a press release detailing these governance changes.
OTEX (Form 144): proposed and recent dispositions of Common Stock by an insider. The excerpt lists multiple equity compensation items (stock option exercise and restricted stock units vesting) and shows three open-market sales by Paul M. Duggan of 4,623 shares each on 05/26/2026, 05/29/2026, and 06/01/2026, with gross proceeds of $107,961.55, $110,304.87, and $113,288.00 respectively. Shares outstanding are shown as 242,662,360 as of 06/03/2026.
Charles Schwab Corp submitted a Form 144 notice related to proposed sales of common stock. The filing lists a numeric quantity 321,922.00 on the securities line and identifies Nasdaq as the market. The notice also lists three Restricted Stock Units Vesting entries: 8,521 vesting on 11/07/2025, 4,277 vesting on 08/12/2025, and 1,072 vesting on 11/08/2021.
OpenText Corporation has completed the divestiture of Vertica, a part of its non-core Analytics portfolio, to Rocket Software Inc. for US$150 million in cash before taxes, fees and other adjustments. The transaction is described as consistent with OpenText’s non-core divestiture strategy and disciplined capital allocation.
OpenText intends to use the net cash proceeds from the Vertica sale to reduce outstanding debt, shifting its balance sheet toward lower leverage. Under the agreement, Vertica’s software, client contracts, and associated services and employees will transfer to Rocket Software, narrowing OpenText’s focus on its core data management and enterprise AI businesses.