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Okta
OKTA

730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83% → 93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

1% less funds holding

Funds holding: 736 → 730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$189M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$148M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$123M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$119M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$152M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$150M
3
Ameriprise
Ameriprise
Minnesota
-$89.5M
4
Squarepoint
Squarepoint
New York
-$64.9M
5
FGP
Freestone Grove Partners
California
-$50M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$2.8M -$6.42M -77,366 -68%
MC
227
Maplelane Capital
New York
$2.75M +$2.9M +35,000 New
NAAA
228
New Age Alpha Advisors
New York
$2.75M -$68.5K -825 -2%
SAM
229
SEB Asset Management
$2.74M +$2.89M +34,814 New
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$2.73M +$98.3K +1,184 +4%
CCS
231
Concentric Capital Strategies
Connecticut
$2.65M -$1.97M -23,699 -41%
TD Asset Management
232
TD Asset Management
Ontario, Canada
$2.65M +$174K +2,093 +7%
NMERB
233
New Mexico Educational Retirement Board
New Mexico
$2.65M – – –
VI
234
Vestcor Inc
New Brunswick, Canada
$2.63M +$415K +5,000 +18%
SPIA
235
Steward Partners Investment Advisory
New York
$2.62M +$49.3K +594 +2%
OAM
236
Occidental Asset Management
California
$2.61M +$4.9K +59 +0.2%
RSS
237
Rosenblum Silverman Sutton
California
$2.61M +$1.66K +20 +0.1%
BCV
238
Banque Cantonale Vaudoise
Switzerland
$2.58M +$346K +4,170 +15%
Bessemer Group
239
Bessemer Group
New Jersey
$2.58M +$56.6K +682 +2%
AC
240
Allstate Corporation
Illinois
$2.57M +$1.61M +19,346 +145%
II
241
IFM Investors
Australia
$2.53M +$117K +1,412 +5%
TGCMU
242
Titan Global Capital Management USA
New York
$2.52M +$65.3K +787 +3%
LTAS
243
Linden Thomas Advisory Services
North Carolina
$2.48M +$1.07M +12,880 +69%
Osaic Holdings
244
Osaic Holdings
Arizona
$2.47M +$53.9K +649 +2%
GC
245
GFG Capital
Florida
$2.39M +$1.22M +14,754 +95%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$2.38M +$16.7K +201 +0.7%
Truist Financial
247
Truist Financial
North Carolina
$2.34M +$103K +1,243 +4%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$2.33M +$14.6K +176 +0.6%
Nordea Investment Management
249
Nordea Investment Management
Sweden
$2.31M -$395K -4,762 -14%
SWM
250
Selective Wealth Management
Virginia
$2.28M -$281K -3,392 -10%
8 9
10
11 12

OKTA Hedge Fund Activity: Q1 2026 in Review

730 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q1 2026, worth a combined $12.4B — down 5.7% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new OKTA positions and 98 closed out — a net gain of 7 holders — while 298 added to existing stakes and 217 trimmed.

The largest buyer was UBS Group, adding an estimated $189M. The largest seller was First Trust Advisors, cutting an estimated $152M.

  • 730 institutional investors held Okta (OKTA) as of Q1 2026, down from 736 in Q4 2025.
  • Funds reported $12.4B of Okta stock for Q1 2026, down 5.7% quarter-over-quarter.
  • 105 funds opened new Okta positions in Q1 2026 and 98 closed out, a net change of +7 holders.
  • The largest Okta buyer in Q1 2026 was UBS Group, an estimated $189M added.
  • The largest Okta seller in Q1 2026 was First Trust Advisors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2026.