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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
GT
426
Greenleaf Trust
Michigan
$230K -$34.5K -452 -15%
AP
427
AtonRa Partners
Switzerland
$228K -$33.7K -442 -15%
VCP
428
Verus Capital Partners
Arizona
$228K +$4.58K +60 +2%
ASGS
429
Alpha Square Group S
New York
$226K +$191K +2,500 New
BP
430
Ballentine Partners
Massachusetts
$225K -$18.8K -246 -9%
FFM
431
Forum Financial Management
Illinois
$224K +$189K +2,475 New
FTDI
432
First Trust Direct Indexing
Massachusetts
$223K -$24.7K -324 -12%
HPC
433
HM Payson & Co
Maine
$222K – – –
LCM
434
Landscape Capital Management
New Jersey
$220K +$185K +2,430 New
XT
435
XTX Topco
Cayman Islands
$220K +$185K +2,430 New
QC
436
Quent Capital
New York
$218K +$5.34K +70 +3%
EGM
437
Engineers Gate Manager
New York
$217K -$4.8M -62,948 -96%
CAN
438
Cetera Advisor Networks
California
$217K -$42.4K -556 -19%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$217K -$14K -184 -7%
GIA
440
Gladstone Institutional Advisory
Florida
$211K -$51.3K -672 -22%
SI
441
Stephens Inc
Arkansas
$211K -$12.6K -165 -7%
TCM
442
Teza Capital Management
Illinois
$209K +$176K +2,312 New
Two Sigma Advisers
443
Two Sigma Advisers
New York
$208K +$175K +2,300 New
Lazard Asset Management
444
Lazard Asset Management
New York
$207K -$1.22K -16 -0.7%
SW
445
Schulz Wealth
Texas
$207K +$174K +2,284 New
ISWM
446
Independent Solutions Wealth Management
New York
$205K +$172K +2,261 New
BTWM
447
Baker Tilly Wealth Management
Wisconsin
$203K +$171K +2,243 New
LOAMU
448
Lombard Odier Asset Management (USA)
New York
$203K -$93.1K -1,220 -35%
CFD
449
Creative Financial Designs
Indiana
$174K +$10.5K +138 +8%
GAM
450
Groupama Asset Management
France
$167K +$141K +1,847 New
16 17
18
19 20

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.