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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
RFG
876
REAP Financial Group
Texas
-$26.3K -334 Closed
SFG
877
Strive Financial Group
Indiana
-$21K -270 Closed
VIS
878
Vega Investment Solutions
France
-$21.1K -268 Closed
RFP
879
Root Financial Partners
California
-$20.4K -259 Closed
DWP
880
Destiny Wealth Partners
Florida
-$16.9K -215 Closed
BW
881
Bravera Wealth
North Dakota
-$13.7K -174 Closed
GSEP
882
Golden State Equity Partners
California
-$12.3K -156 Closed
RCM
883
Raleigh Capital Management
North Carolina
-$12.1K -154 Closed
GCM
884
Glynn Capital Management
California
-$11.2K -142 Closed
SC
885
Stance Capital
Massachusetts
-$7.87K -100 Closed
FPF
886
First Pacific Financial
Washington
-$5.51K -70 Closed
BCWM
887
Bartlett & Co Wealth Management
Ohio
-$4.94K -64 Closed
HC
888
Hurley Capital
New York
-$4.8K -61 Closed
EC
889
Elequin Capital
New York
-$4.49K -57 Closed
DZ Bank
890
DZ Bank
Germany
-$3.75K -48 Closed
SIS
891
Sound Income Strategies
Florida
-$2.37K -30 Closed
CW
892
Curio Wealth
Maryland
-$1.97K -25 Closed
LAS
893
Lloyd Advisory Services
Georgia
-$1.89K -24 Closed
NSIM
894
North Star Investment Management
Illinois
-$1.89K -24 Closed
S
895
Sachetta
Massachusetts
-$1.65K -21 Closed
TPWA
896
Twin Peaks Wealth Advisors
California
-$1.18K -15 Closed
GEA
897
Glen Eagle Advisors
New Jersey
-$787 -10 Closed
MAFA
898
MJT & Associates Financial Advisory
Minnesota
-$788 -10 Closed
BFS
899
Bare Financial Services
Pennsylvania
-$472 -6 Closed
VWM
900
Vermillion Wealth Management
Minnesota
-$472 -6 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.