We are live on ! Find out more

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
SWP
776
Strategic Wealth Partners
Ohio
$2.18K
CFM
777
Cornerstone Financial Management
Massachusetts
$2.05K -$564 -6 -29%
DF
778
Dunhill Financial
United Kingdom
$2.02K
AW
779
Avion Wealth
Texas
$2K +$282 +3 +23%
CPG
780
Cornerstone Planning Group
New Jersey
$1.91K
TM
781
Torren Management
California
$1.77K
SGFG
782
Silver Grove Financial Group
New York
$1.77K +$1.22K +13 New
CIA
783
Cape Investment Advisory
Georgia
$1.64K +$1.13K +12 New
CA
784
Continuum Advisory
Idaho
$1.64K +$1.13K +12 New
RF
785
Rossby Financial
Florida
$1.5K -$46.4K -493 -98%
BCH
786
Berkshire Capital Holdings
California
$1.36K
PWA
787
Physician Wealth Advisors
Utah
$1.09K
QWM
788
Quaker Wealth Management
New Jersey
$1.09K +$282 +3 +60%
LI
789
LRI Investments
Florida
$1.09K +$752 +8 New
POIA
790
Pin Oak Investment Advisors
Texas
$1K +$470 +5 New
NWM
791
Navigoe Wealth Management
California
$1K +$752 +8 New
CFG
792
CKW Financial Group
Hawaii
$1K +$846 +9 New
TCA
793
Trifecta Capital Advisors
Illinois
$956 +$658 +7 New
PS
794
PayPay Securities
Japan
$955 -$470 -5 -42%
CTA
795
Colonial Trust Advisors
South Carolina
$955
HFS
796
Hughes Financial Services
Virginia
$819 +$470 +5 +500%
DWM
797
Darwin Wealth Management
Florida
$818
KG
798
Kilter Group
New York
$683
CMA
799
Cedar Mountain Advisors
Oregon
$682
T
800
Tidemark
California
$682

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.