We are live on ! Find out more

816 hedge funds and large institutions have $21.6B invested in Okta in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 260 increasing their positions, 286 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 91

74% more capital invested

Capital invested by funds: $12.4B → $21.6B (+$9.15B)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

11% more funds holding

Funds holding: 732816 (+84)

2.08% more ownership

Funds ownership: 93.21%95.29% (+2.1%)

6% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.19B

9% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 286

Holders
816
Holders Change
+84
Holders Change %
+11.48%
% of All Funds
9.86%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
188
Increased
260
Reduced
286
Closed
91
Calls
$1.12B
Puts
$1.19B
Net Calls
-$72.2M
Net Calls Change
-$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$175M +$3.09M +32,849 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$170M -$5.31M -56,460 -4%
Vanguard Fiduciary Trust
28
Vanguard Fiduciary Trust
Pennsylvania
$145M +$64.9K +690 +0.1%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$141M +$13.8M +147,273 +17%
Bank of America
30
Bank of America
North Carolina
$138M -$45.7M -485,707 -32%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$130M +$11.2M +118,778 +14%
OPFM
32
Optimus Prime Fund Management
Cayman Islands
$124M
Legal & General Group
33
Legal & General Group
United Kingdom
$123M -$3.49M -37,081 -4%
Raymond James Financial
34
Raymond James Financial
Florida
$121M +$3.5M +37,223 +4%
PCM
35
Penserra Capital Management
California
$115M -$21.9M -233,101 -22%
SM
36
Senvest Management
New York
$113M -$461K -4,900 -0.6%
Pacer Advisors
37
Pacer Advisors
Pennsylvania
$110M +$53.1M +565,098 +233%
DC
38
Davenport & Co
Virginia
$110M -$7.77M -82,628 -9%
GC
39
Greenvale Capital
United Kingdom
$109M -$28.2M -300,000 -27%
Wells Fargo
40
Wells Fargo
California
$102M +$2.58M +27,404 +4%
Millennium Management
41
Millennium Management
New York
$98.2M -$65M -691,229 -49%
US Bancorp
42
US Bancorp
Minnesota
$96.2M -$2.91M -30,995 -4%
Federated Hermes
43
Federated Hermes
Pennsylvania
$95.6M +$12.7M +135,143 +24%
Norges Bank
44
Norges Bank
Norway
$93.6M +$64.5M +685,697 New
Goldman Sachs
45
Goldman Sachs
New York
$92.9M -$31.9M -338,829 -33%
SIMG
46
Stephens Investment Management Group
Texas
$88.1M +$19M +201,645 +45%
WP
47
Woodline Partners
California
$86.9M +$7.28M +77,425 +14%
Holocene Advisors
48
Holocene Advisors
New York
$86.7M +$57.9M +615,937 +3,157%
DCM
49
Dorsal Capital Management
California
$81.9M +$56.4M +600,000 New
SAM
50
Storebrand Asset Management
Norway
$77.5M -$4.24M -45,065 -7%

OKTA Hedge Fund Activity: Q2 2026 in Review

816 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2026, worth a combined $21.6B — up 74% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new OKTA positions and 91 closed out — a net gain of 97 holders — while 260 added to existing stakes and 286 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $464M. The largest seller was UBS Group, cutting an estimated $126M.

  • 816 institutional investors held Okta (OKTA) as of Q2 2026, up from 732 in Q1 2026.
  • Funds reported $21.6B of Okta stock for Q2 2026, up 74% quarter-over-quarter.
  • 188 funds opened new Okta positions in Q2 2026 and 91 closed out, a net change of +97 holders.
  • The largest Okta buyer in Q2 2026 was Fidelity Investments, an estimated $464M added.
  • The largest Okta seller in Q2 2026 was UBS Group, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2026.