We are live on ! Find out more
OKTA icon

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
SFG
401
Synergy Financial Group
California
$510K -$2.9K -35 -0.5%
PP
402
Pingora Partners
Wyoming
$505K +$483K +5,820 +970%
AAIS
403
ABN AMRO Investment Solutions
$505K -$396K -4,777 -43%
KCP
404
Kera Capital Partners
California
$503K +$82.4K +993 +18%
SCB
405
Saudi Central Bank
Saudi Arabia
$492K +$519K +6,255 New
GCA
406
Greenwood Capital Associates
South Carolina
$487K -$35.2K -424 -6%
CFG
407
Citizens Financial Group
Rhode Island
$480K -$180K -2,165 -26%
RWC
408
Rare Wolf Capital
Washington
$479K +$131K +1,574 +35%
Mariner
409
Mariner
Kansas
$477K -$271K -3,269 -35%
AAM
410
Advisors Asset Management
Colorado
$476K +$231K +2,784 +85%
JCIA
411
Jackson Creek Investment Advisors
Colorado
$474K +$500K +6,026 New
ICA
412
Infrastructure Capital Advisors
New York
$468K +$66.2K +798 +15%
AF
413
Alerus Financial
North Dakota
$465K -$63.6K -766 -11%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$461K – – –
AWA
415
Aaron Wealth Advisors
Illinois
$458K +$165K +1,983 +52%
HFS
416
Hantz Financial Services
Michigan
$457K +$236K +2,845 +96%
CL
417
Choreo LLC
Illinois
$448K +$35.5K +428 +8%
SFA
418
Sequoia Financial Advisors
Ohio
$448K +$49.8K +600 +12%
PCP
419
Perbak Capital Partners
United Kingdom
$444K +$214K +2,574 +84%
PA
420
Parallel Advisors
California
$442K +$78.4K +945 +20%
SCM
421
Shelton Capital Management
Colorado
$439K – – –
RSA
422
River Street Advisors
Illinois
$437K +$461K +5,555 New
RCA
423
Resonant Capital Advisors
Wisconsin
$435K +$34.9K +421 +8%
IC
424
Inscription Capital
Texas
$434K +$187K +2,258 +69%
HIP
425
HUB Investment Partners
Texas
$433K +$349K +4,211 +327%
15 16
17
18 19

OKTA Hedge Fund Activity: Q1 2026 in Review

730 of the 8,126 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.