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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
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$1.18M +$49.8K +600 +4%
Janus Henderson Group
302
Janus Henderson Group
United Kingdom
$1.17M – – –
P
303
PensionDanmark
Denmark
$1.15M -$45.6K -550 -4%
GWM
304
Geneos Wealth Management
Colorado
$1.15M -$153K -1,838 -11%
Lido Advisors
305
Lido Advisors
California
$1.15M -$9.21K -111 -0.8%
Jones Financial Companies
306
Jones Financial Companies
Missouri
$1.14M +$779K +9,391 +151%
YDMI
307
Y.D. More Investments
Israel
$1.14M -$118K -1,419 -9%
Nomura Holdings
308
Nomura Holdings
Japan
$1.13M -$296K -3,562 -20%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$1.11M – – –
Credit Agricole
310
Credit Agricole
France
$1.11M -$619K -7,461 -35%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$1.11M +$323K +3,891 +38%
LNWTC
312
Laird Norton Wetherby Trust Company
Washington
$1.11M +$84.6K +1,020 +8%
Wealth Enhancement Advisory Services
313
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$55.5K -669 -5%
DT
314
Diversified Trust
Tennessee
$1.08M +$33.1K +399 +3%
FWIA
315
Fort Washington Investment Advisors
Ohio
$1.06M – – –
VRM
316
Vectors Research Management
New York
$1.06M +$9.63K +116 +0.9%
Parallax Volatility Advisers
317
Parallax Volatility Advisers
California
$1.06M -$4.43M -53,348 -80%
ACM
318
Aquatic Capital Management
Illinois
$1.05M +$1.11M +13,357 New
GIBU
319
Gulf International Bank (UK)
United Kingdom
$1.04M +$415K +5,002 +61%
SC
320
SummitTX Capital
Texas
$1.04M +$1.1M +13,197 New
AA
321
Ahara Advisors
New Jersey
$1.02M +$347K +4,178 +48%
OC
322
Oppenheimer & Co
New York
$1.01M +$120K +1,441 +13%
CG
323
Caprock Group
Idaho
$1M +$636K +7,661 +151%
SAM
324
Securian Asset Management
Minnesota
$983K +$23.5K +283 +2%
BIG
325
Brooklyn Investment Group
New York
$975K +$727K +8,756 +241%
11 12
13
14 15

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.