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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
BCV
751
Banque Cantonale Vaudoise
Switzerland
$4.71K +$162K +1,724 +5%
SIM
752
Synergy Investment Management
Florida
$4.66K +$3.2K +34 New
SEP
753
Signature Equity Partners
Ohio
$4.64K +$3.2K +34 New
MDA
754
Minot DeBlois Advisors
Massachusetts
$4.5K +$3.1K +33 New
RWS
755
Retirement Wealth Solutions
Wisconsin
$4.5K +$3.1K +33 New
FMB
756
Field & Main Bank
Kentucky
$4.09K
GCP
757
Gill Capital Partners
Colorado
$4.09K
MWM
758
Mosley Wealth Management
California
$4.09K +$940 +10 +50%
IA
759
IFS Advisors
Kansas
$4.09K
WTC
760
WhitTier Trust Company
Nevada
$3.56K +$2.26K +24 New
EWM
761
Evolution Wealth Management
Florida
$3.41K +$2.35K +25 New
KFG
762
Kingdom Financial Group
Arizona
$3.27K
VWA
763
Valued Wealth Advisors
Utah
$3.14K
BHWM
764
Bay Harbor Wealth Management
Maryland
$3.14K +$940 +10 +77%
MG
765
Mather Group
Illinois
$3.12K
SG
766
Sankala Group
Colorado
$3.06K +$1.98K +21 New
PWMG
767
Prestige Wealth Management Group
New Jersey
$3K +$2.07K +22 New
RWM
768
Rialto Wealth Management
New York
$2.87K +$658 +7 +50%
NL
769
NVWM LLC
Pennsylvania
$2.87K +$1.98K +21 New
HNW
770
High Note Wealth
Minnesota
$2.73K -$658 -7 -26%
DPW
771
DiNuzzo Private Wealth
Pennsylvania
$2.73K -$94 -1 -5%
GPFA
772
Game Plan Financial Advisors
Ohio
$2.73K +$1.88K +20 New
HIA
773
HFM Investment Advisors
New Jersey
$2.59K +$1.5K +16 +533%
SC
774
SouthState Corp
Florida
$2.18K -$282 -3 -16%
FMP
775
Financial Management Professionals
Texas
$2.18K

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.