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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
CB
476
Commerce Bank
Missouri
$276K +$5.14K +62 +2%
TLFA
477
True Link Financial Advisors
California
$275K -$102K -1,224 -26%
RB
478
Rodgers Brothers
Pennsylvania
$275K +$290K +3,495 New
AAS
479
Ameritas Advisory Services
Nebraska
$269K – – –
WPW
480
Waldron Private Wealth
Pennsylvania
$268K +$1.74K +21 +0.6%
MAS
481
Meeder Advisory Services
Ohio
$268K +$282K +3,399 New
AWF
482
Alpha Wealth Funds
Utah
$267K -$124K -1,500 -30%
BL
483
BFSG LLC
California
$265K – – –
AI
484
Atria Investments
North Carolina
$265K +$2.16K +26 +0.8%
FFA
485
Farther Finance Advisors
California
$264K -$21.8K -263 -7%
BAMG
486
Brand Asset Management Group
Missouri
$262K +$276K +3,326 New
RWM
487
Revisor Wealth Management
Ohio
$258K -$64.2K -773 -19%
FI
488
Finivi Inc
Massachusetts
$255K +$269K +3,242 New
KPWS
489
Kestra Private Wealth Services
Texas
$254K -$92.5K -1,115 -26%
MFAM
490
Motley Fool Asset Management
Virginia
$254K +$24.8K +299 +10%
N
491
Numerai
California
$251K +$265K +3,194 New
SCP
492
Sivia Capital Partners
California
$247K +$10K +121 +4%
LFG
493
Larson Financial Group
Missouri
$246K +$213K +2,565 +453%
MFS
494
Mirabella Financial Services
United Kingdom
$246K +$260K +3,129 New
NG
495
Norden Group
Utah
$245K +$1.91K +23 +0.7%
AWM
496
Arista Wealth Management
Nevada
$244K +$1.41K +17 +0.6%
VCA
497
Verdence Capital Advisors
Maryland
$243K -$498 -6 -0.2%
OWM
498
Opes Wealth Management
California
$242K +$3.9K +47 +2%
BC
499
Burney Company
Virginia
$241K -$324K -3,909 -56%
MA
500
MCF Advisors
Kentucky
$239K – – –
18 19
20
21 22

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.