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
TTIC
801
Tower Trust & Investment Company
Iowa
$682 +$470 +5 New
DF
802
DecisionPoint Financial
Arizona
$562
WA
803
WPG Advisers
Maryland
$546
SIC
804
Salem Investment Counselors
North Carolina
$546 +$376 +4 New
VFM
805
Vision Financial Markets
Connecticut
$422
BHWM
806
Beaird Harris Wealth Management
Texas
$418
CCWM
807
Cassaday & Co Wealth Management
Virginia
$410 -$564 -6 -67%
SA
808
Seneschal Advisors
Washington
$410 +$94 +1 +50%
AWM
809
Abound Wealth Management
Tennessee
$410 +$282 +3 New
DIP
810
DT Investment Partners
Pennsylvania
$410 +$282 +3 New
M
811
MOTCO
Texas
$409 +$282 +3 New
AUB
812
Atlantic Union Bankshares
Virginia
$273 -$282 -3 -60%
CFP
813
Comprehensive Financial Planning
Pennsylvania
$273
PMFA
814
Plante Moran Financial Advisors
Michigan
$273 +$188 +2 New
MCA
815
Maryland Capital Advisors
Maryland
$137 +$94 +1 New
Alyeska Investment Group
816
Alyeska Investment Group
Illinois
-$87.5M -1,111,889 Closed
Canada Pension Plan Investment Board
817
Canada Pension Plan Investment Board
Ontario, Canada
-$44.2M -561,100 Closed
Capital World Investors
818
Capital World Investors
California
-$39.4M -500,000 Closed
FGP
819
Freestone Grove Partners
California
-$19.2M -244,206 Closed
CCM
820
CloudAlpha Capital Management
Hong Kong
-$10.5M -133,000 Closed
OCM
821
Oribel Capital Management
New York
-$10.3M -130,800 Closed
JSA
822
Jacobson & Schmitt Advisors
Wisconsin
-$6.19M -78,588 Closed
Connor, Clark & Lunn Investment Management (CC&L)
823
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.97M -75,792 Closed
Tudor Investment Corp
824
Tudor Investment Corp
Connecticut
-$5.98M -63,574 Closed
AS
825
Aware Super
Australia
-$4.84M -61,534 Closed

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.