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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
AAM
326
Aureus Asset Management
Massachusetts
$973K +$1.03M +12,360 New
AWA
327
Arkadios Wealth Advisors
Georgia
$968K +$583K +7,028 +133%
SA
328
Sanctuary Advisors
Indiana
$966K +$117K +1,407 +13%
XT
329
XTX Topco
Cayman Islands
$962K -$712K -8,576 -41%
PAG
330
Private Advisory Group
Washington
$961K +$1.01M +12,207 New
PFS
331
Prospera Financial Services
Texas
$960K +$19.6K +236 +2%
IMCOOI
332
Investment Management Corp of Ontario (IMCO)
Canada
$955K -$771K -9,288 -43%
TCM
333
Triumph Capital Management
Colorado
$944K +$338K +4,070 +51%
SCM
334
SCS Capital Management
Massachusetts
$933K -$83 -1 -0%
Pathstone Holdings
335
Pathstone Holdings
New Jersey
$928K -$245K -2,954 -20%
ZCP
336
Z3 Capital Partners
Virginia
$909K +$105K +1,265 +12%
NB
337
Nicolet Bankshares
Wisconsin
$905K +$954K +11,493 New
CM
338
CastleKnight Management
New York
$882K +$929K +11,200 New
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$879K -$144K -1,731 -13%
PIM
340
Plato Investment Management
Australia
$843K – – –
Baird Financial Group
341
Baird Financial Group
Wisconsin
$831K +$151K +1,819 +21%
Franklin Resources
342
Franklin Resources
California
$824K -$149K -1,791 -15%
CGH
343
Crossmark Global Holdings
Texas
$816K +$19.5K +235 +2%
Allianz Asset Management
344
Allianz Asset Management
Germany
$809K +$141K +1,701 +20%
FIA
345
FNY Investment Advisers
New York
$806K +$62.2K +750 +8%
P
346
&Partners
Tennessee
$799K -$31.2K -376 -4%
KAS
347
Kestra Advisory Services
Texas
$799K +$38.3K +461 +5%
MML Investors Services
348
MML Investors Services
Massachusetts
$782K -$408K -4,922 -33%
AA
349
ALPS Advisors
Colorado
$780K +$44.8K +540 +6%
PA
350
Profund Advisors
Maryland
$762K -$18K -217 -2%
12 13
14
15 16

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.