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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
CIBC World Market
426
CIBC World Market
Ontario, Canada
$432K +$455K +5,484 New
CWM
427
Cornerstone Wealth Management
Missouri
$411K +$433K +5,220 New
DILIC
428
Dai-ichi Life Insurance Company
Japan
$408K – – –
CIA
429
Concurrent Investment Advisors
Florida
$408K +$220K +2,651 +105%
GA
430
GraniteShares Advisors
New York
$407K -$49.5K -597 -10%
SW
431
SteelPeak Wealth
California
$407K +$11.6K +140 +3%
SW
432
SkyOak Wealth
Michigan
$405K +$108K +1,300 +34%
ECM
433
Everence Capital Management
Indiana
$402K +$129K +1,553 +44%
M&T Bank
434
M&T Bank
New York
$401K +$5.23K +63 +1%
SWP
435
Stratos Wealth Partners
Ohio
$399K -$13.4K -161 -3%
TRCT
436
Tower Research Capital (TRC)
New York
$391K -$486K -5,855 -54%
Caisse de Depot et Placement du Quebec (CDPQ)
437
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$390K +$411K +4,950 New
VanEck Associates
438
VanEck Associates
New York
$379K +$12.9K +156 +3%
IG
439
IFS Group
Pennsylvania
$375K +$395K +4,765 New
FTWA
440
Fifth Third Wealth Advisors
Ohio
$371K +$28.7K +346 +8%
WSFS
441
Wilmington Savings Fund Society
Delaware
$369K -$8.3K -100 -2%
EWM
442
Empirical Wealth Management
Washington
$369K +$389K +4,691 New
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$365K -$92K -1,109 -19%
NRG
444
Nemes Rush Group
Michigan
$351K +$7.39K +89 +2%
SSWM
445
Sheets Smith Wealth Management
North Carolina
$342K +$360K +4,342 New
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$341K – – –
ACA
447
Atlas Capital Advisors
Wyoming
$341K +$18.8K +227 +6%
IIM
448
INTECH Investment Management
Florida
$341K -$58.3K -703 -14%
EAM
449
Eventide Asset Management
Massachusetts
$340K +$49.1K +592 +15%
MMA
450
Miracle Mile Advisors
California
$339K +$2.9K +35 +0.8%
16 17
18
19 20

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.