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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
BAAM
351
Baker Avenue Asset Management
California
$757K +$798K +9,618 New
BPMC
352
Buckland Partners Management Co
New York
$748K – – –
RBI
353
Raiffeisen Bank International
Austria
$734K +$235K +2,826 +41%
Prudential Financial
354
Prudential Financial
New Jersey
$724K -$694K -8,360 -48%
CC
355
Courier Capital
New York
$724K +$1.58K +19 +0.2%
IAA
356
Independent Advisor Alliance
North Carolina
$718K +$101K +1,214 +15%
HWAM
357
Hennion & Walsh Asset Management
New Jersey
$714K +$80.7K +973 +12%
TF
358
Trek Financial
Arizona
$711K +$749K +9,030 New
AA
359
Altrafin AG
$708K +$747K +9,000 New
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$704K -$149K -1,800 -17%
CS
361
Clear Street
New York
$691K +$295K +3,557 +68%
DACG
362
Donor Advised Charitable Giving
California
$691K – – –
IWC
363
Integrated Wealth Concepts
Massachusetts
$678K +$715K +8,617 New
Neuberger Berman Group
364
Neuberger Berman Group
New York
$678K +$166 +2 +0%
TIM
365
Thompson Investment Management
Wisconsin
$675K – – –
CAPTRUST Financial Advisors
366
CAPTRUST Financial Advisors
North Carolina
$673K -$56.3K -678 -7%
OAC
367
OMERS Administration Corp
Ontario, Canada
$666K +$150K +1,811 +27%
HighTower Advisors
368
HighTower Advisors
Illinois
$653K -$4.15M -49,955 -86%
1832 Asset Management
369
1832 Asset Management
Ontario, Canada
$653K -$1.09M -13,170 -61%
AAM
370
Azzad Asset Management
Virginia
$650K +$685K +8,253 New
PSP
371
Principal Street Partners
Tennessee
$634K +$186K +2,242 +39%
MSRPS
372
Maryland State Retirement & Pension System
Maryland
$630K – – –
FG
373
Formula Growth
Quebec, Canada
$630K -$249K -3,000 -27%
LAM
374
LECAP Asset Management
United Kingdom
$628K +$662K +7,975 New
NDSIB
375
North Dakota State Investment Board
North Dakota
$619K -$92.1K -1,110 -12%
13 14
15
16 17

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.