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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
QPBE
476
Quintet Private Bank (Europe)
Luxembourg
$70.9K -$76 -1 -0.1%
LC
477
Lindbrook Capital
California
$70.8K +$22.7K +298 +62%
UB
478
UMB Bank
Missouri
$67.8K +$34.3K +450 +151%
BAMF
479
BI Asset Management Fondsmaeglerselskab
Denmark
$65K – – –
CAS
480
Coppell Advisory Solutions
Texas
$62.6K +$52.7K +691 New
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$62.3K +$1.83K +24 +4%
GWSG
482
GPS Wealth Strategies Group
Colorado
$61.6K -$5.8K -76 -10%
PCM
483
Penserra Capital Management
California
$61K -$1.04M -13,666 -95%
Kayne Anderson Rudnick Investment Management
484
Kayne Anderson Rudnick Investment Management
California
$59.7K +$3.05K +40 +6%
WPWM
485
Western Pacific Wealth Management
Illinois
$57.5K – – –
SSB
486
Sandy Spring Bank
Maryland
$56.8K +$2.37K +31 +5%
CWM
487
Cedar Wealth Management
California
$53.2K +$7.93K +104 +21%
First Manhattan
488
First Manhattan
New York
$49.5K +$153 +2 +0.4%
CP
489
Castleview Partners
Texas
$48.9K +$41.2K +540 New
SWM
490
Spire Wealth Management
Virginia
$48.4K -$32.4K -425 -42%
FFA
491
Farther Finance Advisors
California
$47.9K +$26.3K +345 +188%
PS
492
Principal Securities
Iowa
$47.6K +$40.1K +526 New
GTAM
493
Global Trust Asset Management
Florida
$46.4K – – –
AIM
494
Arcadia Investment Management
Michigan
$45.3K – – –
FHA
495
First Horizon Advisors
Tennessee
$44.1K +$5.64K +74 +18%
SS
496
Sunbelt Securities
Texas
$42K -$305 -4 -0.9%
CA
497
Clearstead Advisors
Ohio
$41.6K -$58.7K -770 -63%
OIA
498
Optimum Investment Advisors
Illinois
$40.7K – – –
GA
499
GoalVest Advisory
New York
$37.1K – – –
NS
500
NBC Securities
Alabama
$36K +$4.96K +65 +19%
18 19
20
21 22

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.