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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
OAM
451
Ostrum Asset Management
France
$166K -$51.9K -680 -27%
SOW
452
State of Wyoming
Wyoming
$166K +$140K +1,831 New
AS
453
AM Squared
Hong Kong
$163K +$137K +1,800 New
APW
454
Acima Private Wealth
Virginia
$143K – – –
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$139K +$63.8K +836 +117%
Pacer Advisors
456
Pacer Advisors
Pennsylvania
$138K -$7.55K -99 -6%
DGAM
457
Desjardins Global Asset Management
Quebec, Canada
$136K +$1.68K +22 +1%
NAMA
458
Nikko Asset Management Americas
New York
$135K -$11.4K -150 -9%
AIG
459
American International Group
New York
$122K -$763 -10 -0.7%
O
460
Ossiam
France
$121K – – –
AA
461
Ancora Advisors
Ohio
$120K -$7.25K -95 -7%
HWA
462
HHM Wealth Advisors
Tennessee
$113K – – –
TFIPS
463
Towarzystwo Funduszy Inwestycyjnych PZU SA
$112K +$94.6K +1,240 New
National Bank of Canada
464
National Bank of Canada
Quebec, Canada
$102K -$176K -2,313 -66%
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K +$41K +538 +92%
QCG
466
Quadrant Capital Group
Ohio
$101K +$3.89K +51 +5%
UM
467
UniSuper Management
Australia
$99.6K – – –
AFG
468
Albion Financial Group
Utah
$90.5K – – –
SVCP
469
Silicon Valley Capital Partners
California
$85.7K – – –
IA
470
IFP Advisors
Florida
$83.4K +$8.31K +109 +13%
PIM
471
Plato Investment Management
Australia
$78.8K +$66.4K +870 New
C
472
Covestor
United Kingdom
$78K +$53.1K +696 +414%
AAM
473
Advisors Asset Management
Colorado
$76.3K +$1.37K +18 +2%
KFS
474
Kelly Financial Services
Massachusetts
$74.6K +$3.97K +52 +7%
NIMI
475
Natixis Investment Managers International
France
$72.6K -$19.1K -250 -24%
17 18
19
20 21

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.