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Okta
OKTA

620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21% → 86.32% (+5.1%)

4% more funds holding

Funds holding: 599 → 620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$238M
2
Sands Capital Management
Sands Capital Management
Virginia
+$190M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$156M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Marshall Wace
Marshall Wace
United Kingdom
+$126M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
2
SCA
Southpoint Capital Advisors
New York
-$68.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$60M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
5
DMC
Deer Management Company
New York
-$57.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
201
ALPS Advisors
Colorado
$2.62M +$315K +4,131 +17%
URS
202
Utah Retirement Systems
Utah
$2.59M +$15.3K +200 +0.7%
CCP
203
Clarity Capital Partners
California
$2.52M +$2.12M +27,795 New
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$2.5M -$52.3K -685 -2%
SC
205
Slow Capital
California
$2.45M -$38.4K -503 -2%
Wealthfront Advisers
206
Wealthfront Advisers
California
$2.42M +$1.41M +18,490 +225%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$2.39M – – –
SPIA
208
Steward Partners Investment Advisory
New York
$2.31M +$1.9M +24,874 +3,887%
TAF
209
Tredje AP-fonden
Sweden
$2.3M -$34.2K -448 -2%
Wellington Management Group
210
Wellington Management Group
Massachusetts
$2.27M -$246M -3,230,748 -99%
DnB Asset Management
211
DnB Asset Management
Norway
$2.24M -$30.2K -396 -2%
SP
212
SWS Partners
Ohio
$2.23M +$583K +7,639 +45%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$2.17M +$336K +4,404 +23%
CCS
214
Concentric Capital Strategies
Connecticut
$2.17M +$1.82M +23,916 New
Osaic Holdings
215
Osaic Holdings
Arizona
$2.09M -$70.3K -922 -4%
Mariner
216
Mariner
Kansas
$2M -$91.5K -1,200 -5%
MML Investors Services
217
MML Investors Services
Massachusetts
$1.99M +$52.8K +692 +3%
KeyBank National Association
218
KeyBank National Association
Ohio
$1.99M -$113K -1,482 -6%
HRCM
219
Hood River Capital Management
Florida
$1.99M +$1.67M +21,928 New
PAG
220
Private Advisor Group
New Jersey
$1.98M +$1.66M +21,818 New
RJA
221
Raymond James & Associates
Florida
$1.95M -$291K -3,819 -15%
AAP
222
Ardsley Advisory Partners
Connecticut
$1.95M +$496K +6,500 +43%
CSS
223
Cubist Systematic Strategies
Connecticut
$1.95M +$1.64M +21,499 New
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$1.94M -$699K -9,161 -30%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$1.94M -$4.15M -54,375 -72%
7 8
9
10 11

OKTA Hedge Fund Activity: Q4 2023 in Review

620 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2023, worth a combined $12B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OKTA positions and 90 closed out — a net gain of 25 holders — while 184 added to existing stakes and 236 trimmed.

The largest buyer was Cerity Partners, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $246M.

  • 620 institutional investors held Okta (OKTA) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $12B of Okta stock for Q4 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Okta positions in Q4 2023 and 90 closed out, a net change of +25 holders.
  • The largest Okta buyer in Q4 2023 was Cerity Partners, an estimated $238M added.
  • The largest Okta seller in Q4 2023 was Wellington Management Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2023.