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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$189M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$148M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$123M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$119M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$152M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$150M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$89.5M |
| 4 |
Squarepoint
New York
|
-$64.9M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$50M |
OKTA Hedge Fund Activity: Q1 2026 in Review
730 of the 8,127 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.