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Okta
OKTA

599 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $651M | Put options by funds: $358M

17% more capital invested

Capital invested by funds: $8.81B → $10.3B (+$1.54B)

0.9% less ownership

Funds ownership: 82.1% → 81.21% (-0.9%)

10% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 219

3% less funds holding

Funds holding: 616 → 599 (-17)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

Holders
599
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
219
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.9M
3
American Century Companies
American Century Companies
Missouri
+$78.2M
4
SCA
Southpoint Capital Advisors
New York
+$63.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$52M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$81.3M
3
SHCM
Sachem Head Capital Management
New York
-$60.7M
4
Millennium Management
Millennium Management
New York
-$58.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
601
Altimeter Capital Management
Massachusetts
– -$17.3M -250,000 Closed
KC
602
KCL Capital
New York
– -$13.9M -200,000 Closed
TC
603
Tairen Capital
Hong Kong
– -$11.7M -168,052 Closed
APC
604
Alta Park Capital
California
– -$9.56M -137,853 Closed
FHCM
605
Force Hill Capital Management
New York
– -$7.77M -112,000 Closed
BGC
606
Blue Grotto Capital
Georgia
– -$7.63M -110,000 Closed
Tudor Investment Corp
607
Tudor Investment Corp
Connecticut
– -$5.96M -78,598 Closed
SFM
608
Soros Fund Management
New York
– -$5.39M -71,049 Closed
WCM
609
Westerly Capital Management
California
– -$4.85M -70,000 Closed
QC
610
Quadrature Capital
United Kingdom
– -$4.59M -66,125 Closed
AAF
611
Andra AP-fonden
Sweden
– -$4.53M -65,300 Closed
TMC
612
TVL Management Corporation
California
– -$2.98M -43,000 Closed
DA
613
Duality Advisers
Florida
– -$1.97M -28,397 Closed
WMSA
614
Weiss Multi-Strategy Advisers
New York
– -$1.95M -28,181 Closed
HLA
615
Hamilton Lane Advisors
Pennsylvania
– -$1.91M -27,508 Closed
PWP
616
Pursue Wealth Partners
California
– -$1.78M -25,692 Closed
DM
617
Diker Management
New York
– -$1.75M -25,230 Closed
Two Sigma Advisers
618
Two Sigma Advisers
New York
– -$1.47M -21,200 Closed
FCH
619
Freestone Capital Holdings
Washington
– -$1.43M -20,646 Closed
CANY
620
Caxton Associates (New York)
New York
– -$1.39M -20,000 Closed
DTL
621
Dynamic Technology Lab
Singapore
– -$1.38M -19,820 Closed
AG
622
AIA Group
Hong Kong
– -$1.3M -18,800 Closed
MCM
623
Maytus Capital Management
New York
– -$1.25M -18,000 Closed
PL
624
Polianta Ltd
Jersey
– -$1.02M -14,700 Closed
LSA
625
L & S Advisors
California
– -$842K -12,142 Closed
23 24
25
26 27

OKTA Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2023, worth a combined $10.3B — up 17% from $8.81B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of OKTA and 77 opened new positions — a net loss of 11 holders — while 219 trimmed existing stakes and 198 added.

The largest buyer was VOYA Investment Management, adding an estimated $176M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 599 institutional investors held Okta (OKTA) as of Q3 2023, down from 616 in Q2 2023.
  • Funds reported $10.3B of Okta stock for Q3 2023, up 17% quarter-over-quarter.
  • 77 funds opened new Okta positions in Q3 2023 and 88 closed out, a net change of -11 holders.
  • The largest Okta buyer in Q3 2023 was VOYA Investment Management, an estimated $176M added.
  • The largest Okta seller in Q3 2023 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2023.