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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
MYAM
451
Meiji Yasuda Asset Management
Japan
$337K +$2.08K +25 +0.6%
MCM
452
MAI Capital Management
Ohio
$335K -$22.9K -276 -6%
WI
453
Wahed Invest
New York
$325K -$23.4K -282 -6%
YMRC
454
Yorktown Management & Research Company
Virginia
$323K – – –
BMSSC
455
B. Metzler seel. Sohn & Co
Germany
$321K -$194K -2,339 -36%
C
456
Certuity
Florida
$321K +$137K +1,649 +68%
SO
457
STRS Ohio
Ohio
$315K -$9.71M -117,006 -97%
KWM
458
Kingsview Wealth Management
Oregon
$312K +$125K +1,510 +62%
SCM
459
Sterling Capital Management
North Carolina
$305K -$217K -2,611 -40%
SC
460
Syon Capital
California
$305K +$95.3K +1,148 +42%
SC
461
Scotia Capital
Ontario, Canada
$304K +$74.6K +899 +30%
MG
462
Marex Group
$302K -$1.5M -18,048 -82%
PS
463
Principal Securities
Iowa
$302K +$28.5K +344 +10%
CA
464
Carson Advisory
Georgia
$299K +$315K +3,800 New
IQI
465
Integrated Quantitative Investments
Washington
$297K -$1.21M -14,540 -79%
LCM
466
Legato Capital Management
California
$297K – – –
YC
467
Yarbrough Capital
Tennessee
$289K -$60.8K -733 -17%
KAM
468
Kazazian Asset Management
Florida
$288K +$54.4K +656 +22%
National Bank of Canada
469
National Bank of Canada
Quebec, Canada
$284K +$80.7K +972 +37%
Nisa Investment Advisors
470
Nisa Investment Advisors
Missouri
$283K -$1.33M -15,994 -82%
S
471
SignatureFD
Georgia
$283K +$996 +12 +0.3%
OIMU
472
Osmosis Investment Management UK
United Kingdom
$279K -$446K -5,376 -60%
IAIM
473
International Assets Investment Management
Florida
$279K +$172K +2,076 +143%
FIBOI
474
First International Bank of Israel
$277K +$292K +3,515 New
CFM
475
Catalyst Funds Management
Australia
$277K -$115K -1,387 -28%
17 18
19
20 21

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.