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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
Wealthfront Advisers
376
Wealthfront Advisers
California
$608K -$228K -2,744 -26%
CIBC Asset Management
377
CIBC Asset Management
Ontario, Canada
$594K +$34.8K +419 +6%
P8IP
378
Pier 88 Investment Partners
California
$590K -$491K -5,920 -44%
MGP
379
Metis Global Partners
California
$589K -$20.7K -250 -3%
UCFA
380
United Capital Financial Advisors
Texas
$583K +$291K +3,508 +90%
DIM
381
DC Investments Management
Virginia
$582K – – –
Macquarie Group
382
Macquarie Group
Australia
$580K – – –
RWMG
383
Redwood Wealth Management Group
New Jersey
$578K -$16.6K -200 -3%
EAM
384
Evanson Asset Management
California
$577K – – –
GC
385
Gilbert & Cook
Iowa
$574K -$6.31K -76 -1%
RSWM
386
Robertson Stephens Wealth Management
California
$572K +$15.1K +182 +3%
AWM
387
Accurate Wealth Management
Florida
$567K +$748K +9,008 New
Fidelity International
388
Fidelity International
Bermuda
$558K +$588K +7,085 New
SS
389
SBI Securities
Japan
$557K -$1.76M -21,178 -75%
Rafferty Asset Management
390
Rafferty Asset Management
New York
$557K -$94K -1,133 -14%
A
391
Allianz
Germany
$551K +$332K +4,000 +133%
TC
392
Truvestments Capital
Florida
$548K +$46.1K +556 +9%
IFG
393
Independent Financial Group
California
$543K +$212K +2,551 +59%
ProShare Advisors
394
ProShare Advisors
Maryland
$535K +$3.32K +40 +0.6%
ECM
395
Evergreen Capital Management
Washington
$525K +$172K +2,069 +45%
OAM
396
Ostrum Asset Management
France
$524K +$8.05K +97 +1%
BPC
397
Banque Pictet & Cie
Switzerland
$521K -$1.76M -21,240 -76%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$515K -$223K -2,689 -29%
MFG
399
Merit Financial Group
Georgia
$511K +$87.1K +1,049 +19%
QI
400
Qtron Investments
Massachusetts
$511K – – –
14 15
16
17 18

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.