Joel Greenblatt's OTEX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 132,038 shares of Open Text Corporation (OTEX) worth $2.94 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in OTEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 660,738 shares. Largest reduction occurred in Q3 2015, reducing 768,556 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Open Text Corporation (OTEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Open Text Corporation (OTEX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +69,799 | Add 112.15% | 132,038 | $22.24 |
| Q4 2025 | +15,260 | Add 32.48% | 62,239 | $32.58 |
| Q3 2025 | +241 | Add 0.52% | 46,979 | $37.38 |
| Q2 2025 | -8,596 | Reduce 15.53% | 46,738 | $29.20 |
| Q1 2025 | +7,275 | Add 15.14% | 55,334 | $25.26 |
| Q4 2024 | -2,677 | Reduce 5.28% | 48,059 | $28.32 |
| Q3 2024 | +757 | Add 1.51% | 50,736 | $33.28 |
| Q2 2024 | +23,099 | Add 85.93% | 49,979 | $30.04 |
| Q1 2024 | -80 | Reduce 0.30% | 26,880 | $38.83 |
| Q4 2023 | +1,130 | Add 4.37% | 26,960 | $42.02 |
| Q3 2023 | -1,820 | Reduce 6.58% | 25,830 | $35.10 |
| Q2 2023 | -4,543 | Reduce 14.11% | 27,650 | $41.55 |
| Q1 2023 | -3,136 | Reduce 8.88% | 32,193 | $38.55 |
| Q4 2022 | +6,722 | Add 23.50% | 35,329 | $29.64 |
| Q3 2022 | +16,195 | Add 130.48% | 28,607 | $26.43 |
| Q2 2022 | -5,960 | Reduce 32.44% | 12,412 | $37.87 |
| Q1 2022 | -25,783 | Reduce 58.39% | 18,372 | $42.40 |
| Q4 2021 | +24,675 | Add 126.67% | 44,155 | $47.47 |
| Q3 2021 | -11,887 | Reduce 37.90% | 19,480 | $48.72 |
| Q2 2021 | -155 | Reduce 0.49% | 31,367 | $50.79 |
| Q1 2021 | -6,614 | Reduce 17.34% | 31,522 | $47.71 |
| Q4 2020 | +28,494 | Add 295.52% | 38,136 | $45.47 |
| Q3 2020 | +2,182 | Add 29.25% | 9,642 | $42.21 |
| Q2 2020 | -30,770 | Reduce 80.49% | 7,460 | $42.49 |
| Q1 2020 | -37,878 | Reduce 49.77% | 38,230 | $34.92 |
| Q4 2019 | -68,824 | Reduce 47.49% | 76,108 | $44.07 |
| Q3 2019 | -79,613 | Reduce 35.46% | 144,932 | $40.81 |
| Q2 2019 | +41,838 | Add 22.90% | 224,545 | $41.20 |
| Q1 2019 | -35,463 | Reduce 16.25% | 182,707 | $38.43 |
| Q4 2018 | +1,774 | Add 0.82% | 218,170 | $32.60 |
| Q3 2018 | +43,996 | Add 25.52% | 216,396 | $38.04 |
| Q2 2018 | -59,528 | Reduce 25.67% | 172,400 | $35.19 |
| Q1 2018 | +107,210 | Add 85.96% | 231,928 | $34.80 |
| Q4 2017 | +51,532 | Add 70.41% | 124,718 | $35.67 |
| Q3 2017 | -20,213 | Reduce 21.64% | 73,186 | $32.29 |
| Q2 2017 | -110,672 | Reduce 54.23% | 93,399 | $31.54 |
| Q1 2017 | +16,941 | Add 9.05% | 204,071 | $34.01 |
| Q4 2016 | +115,122 | Add 159.87% | 187,130 | $30.90 |
| Q3 2016 | -77,928 | Reduce 51.97% | 72,008 | $32.43 |
| Q2 2016 | -123,186 | Reduce 45.10% | 149,936 | $29.58 |
| Q1 2016 | +273,122 | New Buy | 273,122 | $25.90 |
| Q3 2015 | -768,556 | Sold Out | 0 | $0.00 |
| Q2 2015 | +660,738 | Add 612.83% | 768,556 | $20.27 |
| Q1 2015 | +66,704 | Add 162.24% | 107,818 | $26.44 |
| Q4 2014 | +11,300 | Add 37.90% | 41,114 | $29.14 |
| Q3 2014 | +29,814 | New Buy | 29,814 | $27.71 |
Joel Greenblatt's Open Text Corporation Investment FAQs
Joel Greenblatt first purchased Open Text Corporation (OTEX) in Q3 2014, acquiring 29,814 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Open Text Corporation (OTEX) for 46 quarters since Q3 2014.
Joel Greenblatt's largest addition to Open Text Corporation (OTEX) was in Q2 2015, adding 768,556 shares worth $15.58 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 132,038 shares of Open Text Corporation (OTEX), valued at approximately $2.94 M.
As of the Q1 2026 filing, Open Text Corporation (OTEX) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Open Text Corporation (OTEX) was 768,556 shares, as reported at the end of Q2 2015.