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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
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$1.72M +$213K +2,562 +13%
Brown Advisory
277
Brown Advisory
Maryland
$1.68M +$9.38K +113 +0.5%
RWP
278
RWA Wealth Partners
Massachusetts
$1.67M +$3.82K +46 +0.2%
BOTPPF
279
Board of the Pension Protection Fund
United Kingdom
$1.61M +$1.65M +19,900 +3,317%
EP
280
Edgestream Partners
New Jersey
$1.6M -$2.28M -27,490 -57%
AC
281
Avory & Company
Florida
$1.59M +$1.68M +20,236 New
NAM
282
Nexpoint Asset Management
Texas
$1.59M – – –
OWP
283
ORG Wealth Partners
Texas
$1.58M +$365K +4,394 +28%
Holocene Advisors
284
Holocene Advisors
New York
$1.54M +$5.56K +67 +0.3%
EAM
285
Erste Asset Management
Austria
$1.52M +$456K +5,500 +38%
KeyBank National Association
286
KeyBank National Association
Ohio
$1.5M -$202K -2,437 -11%
CS
287
Candriam SCA
Luxembourg
$1.43M -$13.4K -162 -0.9%
OAM
288
OP Asset Management
$1.42M -$110K -1,320 -7%
AF
289
Avanza Fonder
Sweden
$1.37M – – –
AV
290
ASR Vermogensbeheer
Netherlands
$1.33M +$41K +494 +3%
OL
291
Odyssean LLC
Connecticut
$1.31M +$685K +8,251 +98%
SOADOR
292
State of Alaska Department of Revenue
Alaska
$1.31M – – –
EI
293
Ethic Inc
New York
$1.3M +$279K +3,367 +26%
Group One Trading
294
Group One Trading
Illinois
$1.3M +$89.1K +1,074 +7%
Public Employees Retirement Association of Colorado
295
Public Employees Retirement Association of Colorado
Colorado
$1.29M – – –
TI
296
Tidal Investments
Wisconsin
$1.28M +$130K +1,570 +11%
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$1.26M +$185K +2,234 +16%
BP
298
Ballentine Partners
Massachusetts
$1.24M -$25.1K -302 -2%
MIFH
299
Migdal Insurance & Financial Holdings
Israel
$1.23M -$332K -4,000 -20%
PP
300
Prudential plc
United Kingdom
$1.2M – – –
10 11
12
13 14

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.