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Okta
OKTA

620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21% → 86.32% (+5.1%)

4% more funds holding

Funds holding: 599 → 620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$238M
2
Sands Capital Management
Sands Capital Management
Virginia
+$190M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$156M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Marshall Wace
Marshall Wace
United Kingdom
+$126M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
2
SCA
Southpoint Capital Advisors
New York
-$68.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$60M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
5
DMC
Deer Management Company
New York
-$57.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$288K +$243K +3,182 New
TFS
402
Thoroughbred Financial Services
Tennessee
$282K -$90.5K -1,186 -28%
AC
403
AWM Capital
Arizona
$273K -$153 -2 -0.1%
OWM
404
Opes Wealth Management
California
$273K +$381 +5 +0.2%
SC
405
Sonen Capital
California
$272K – – –
CL
406
Choreo LLC
Illinois
$271K -$28.1K -369 -11%
MGP
407
Metis Global Partners
California
$269K -$25.6K -335 -10%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$263K +$221K +2,902 New
FFWA
409
FRG Family Wealth Advisors
Washington
$263K – – –
IWA
410
Inspirion Wealth Advisors
Illinois
$262K -$28.6K -375 -11%
BJL
411
Brighton Jones LLC
Washington
$261K -$141K -1,852 -39%
GGS
412
Galvin Gaustad & Stein
Arizona
$258K -$22.9K -300 -10%
ECG
413
EPIQ Capital Group
California
$257K +$217K +2,840 New
BCV
414
Banque Cantonale Vaudoise
Switzerland
$255K +$50.6K +663 +31%
Impax Asset Management Group
415
Impax Asset Management Group
United Kingdom
$252K -$36.2K -474 -15%
GWM
416
Geneos Wealth Management
Colorado
$248K -$315K -4,132 -60%
CG
417
Caprock Group
Idaho
$245K -$3.36K -44 -2%
AC
418
Armistice Capital
New York
$243K +$205K +2,682 New
OA
419
Oracle Alpha
Ontario, Canada
$242K +$204K +2,676 New
PTC
420
Petrus Trust Company
Texas
$242K -$97K -1,271 -32%
MFAM
421
Motley Fool Asset Management
Virginia
$242K -$18.8K -246 -8%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$238K -$1.75K -23 -0.9%
WI
423
Wahed Invest
New York
$236K +$15.8K +207 +9%
TC
424
TownSquare Capital
Utah
$236K +$199K +2,603 New
NYLIM
425
New York Life Investment Management
New York
$232K -$2.59K -34 -1%
15 16
17
18 19

OKTA Hedge Fund Activity: Q4 2023 in Review

620 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2023, worth a combined $12B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OKTA positions and 90 closed out — a net gain of 25 holders — while 184 added to existing stakes and 236 trimmed.

The largest buyer was Cerity Partners, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $246M.

  • 620 institutional investors held Okta (OKTA) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $12B of Okta stock for Q4 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Okta positions in Q4 2023 and 90 closed out, a net change of +25 holders.
  • The largest Okta buyer in Q4 2023 was Cerity Partners, an estimated $238M added.
  • The largest Okta seller in Q4 2023 was Wellington Management Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2023.