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635 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 50

33% more call options, than puts

Call options by funds: $583M | Put options by funds: $438M

27% more capital invested

Capital invested by funds: $8.51B → $10.8B (+$2.32B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 582635 (+53)

6% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 204

0.17% less ownership

Funds ownership: 81.96%81.79% (-0.17%)

Holders
635
Holders Change
+53
Holders Change %
+9.11%
% of All Funds
10.12%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
112
Increased
217
Reduced
204
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B +$53.8M +706,732 +5%
BlackRock
2
BlackRock
New York
$844M +$6.48M +85,058 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$761M +$50.7M +665,979 +8%
Sands Capital Management
4
Sands Capital Management
Virginia
$501M -$38.4M -504,110 -8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$432M +$31.1M +408,359 +9%
State Street
6
State Street
Massachusetts
$285M +$5.81M +76,281 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$273M -$52.3M -686,917 -18%
CIP
8
Champlain Investment Partners
Vermont
$253M +$31M +407,690 +16%
American Century Companies
9
American Century Companies
Missouri
$251M +$126M +1,658,317 +128%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$186M +$5.97M +78,366 +4%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$181M +$88.8M +1,166,397 +125%
DMC
12
Deer Management Company
New York
$176M -$40.5M -531,831 -21%
JP Morgan Chase
13
JP Morgan Chase
New York
$156M +$44M +578,281 +47%
EC
14
Eminence Capital
New York
$129M +$13.2M +172,749 +13%
Norges Bank
15
Norges Bank
Norway
$127M +$1.88M +24,634 +2%
Morgan Stanley
16
Morgan Stanley
New York
$121M -$62.4M -819,866 -37%
SEP
17
Soma Equity Partners
California
$121M -$17.1M -225,000 -14%
Holocene Advisors
18
Holocene Advisors
New York
$110M -$36.7M -482,647 -27%
Goldman Sachs
19
Goldman Sachs
New York
$108M -$11.9M -155,937 -11%
Bessemer Group
20
Bessemer Group
New Jersey
$99.1M -$2.03M -26,664 -2%
ACH
21
ArrowMark Colorado Holdings
Colorado
$94.4M -$4.34M -56,972 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$93.2M -$4.04M -53,122 -5%
JSP
23
Jackson Square Partners
California
$93M +$17.3M +227,764 +27%
FCM
24
Frontier Capital Management
Massachusetts
$86M +$39.8M +522,489 +110%
Northern Trust
25
Northern Trust
Illinois
$84.5M +$509K +6,691 +0.7%

OKTA Hedge Fund Activity: Q1 2023 in Review

635 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q1 2023, worth a combined $10.8B — up 27% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new OKTA positions and 50 closed out — a net gain of 62 holders — while 217 added to existing stakes and 204 trimmed.

The largest buyer was American Century Companies, adding an estimated $126M. The largest seller was Point72 Asset Management, cutting an estimated $85.4M.

  • 635 institutional investors held Okta (OKTA) as of Q1 2023, up from 582 in Q4 2022.
  • Funds reported $10.8B of Okta stock for Q1 2023, up 27% quarter-over-quarter.
  • 112 funds opened new Okta positions in Q1 2023 and 50 closed out, a net change of +62 holders.
  • The largest Okta buyer in Q1 2023 was American Century Companies, an estimated $126M added.
  • The largest Okta seller in Q1 2023 was Point72 Asset Management, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2023.