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599 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $651M | Put options by funds: $358M

17% more capital invested

Capital invested by funds: $8.81B → $10.3B (+$1.54B)

0.9% less ownership

Funds ownership: 82.1%81.21% (-0.9%)

10% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 219

3% less funds holding

Funds holding: 616599 (-17)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

Holders
599
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
219
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$9.34M +123,216 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14B +$89.9M +1,185,270 +9%
BlackRock
3
BlackRock
New York
$712M -$16.5M -217,853 -2%
Sands Capital Management
4
Sands Capital Management
Virginia
$479M +$10.3M +136,267 +2%
American Century Companies
5
American Century Companies
Missouri
$353M +$78.2M +1,031,866 +31%
CIP
6
Champlain Investment Partners
Vermont
$342M +$2.8M +36,945 +0.9%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$304M +$176M +2,325,420 +165%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$265M -$142M -1,867,503 -36%
First Trust Advisors
9
First Trust Advisors
Illinois
$260M +$8.04M +106,054 +3%
State Street
10
State Street
Massachusetts
$256M -$9.71M -128,072 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$184M +$3.28M +43,238 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$173M +$31.4M +414,070 +24%
DMC
13
Deer Management Company
New York
$146M -$19M -250,000 -12%
Morgan Stanley
14
Morgan Stanley
New York
$133M +$12.6M +166,074 +11%
EC
15
Eminence Capital
New York
$130M +$8.64M +113,994 +8%
Norges Bank
16
Norges Bank
Norway
$128M +$1.47M +19,371 +1%
ACH
17
ArrowMark Colorado Holdings
Colorado
$111M +$4.5M +59,381 +5%
Federated Hermes
18
Federated Hermes
Pennsylvania
$97.2M +$52M +685,513 +135%
Legal & General Group
19
Legal & General Group
United Kingdom
$93.8M +$6.6M +87,102 +8%
Bessemer Group
20
Bessemer Group
New Jersey
$85.7M -$5.7M -75,162 -7%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$78.4M -$19.5M -256,564 -21%
Northern Trust
22
Northern Trust
Illinois
$77M +$2.09M +27,577 +3%
Charles Schwab
23
Charles Schwab
California
$76.5M +$31.5M +416,028 +80%
JSP
24
Jackson Square Partners
California
$74.6M -$5.61M -73,946 -7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$73.4M +$5.73M +75,538 +9%

OKTA Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2023, worth a combined $10.3B — up 17% from $8.81B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of OKTA and 77 opened new positions — a net loss of 11 holders — while 219 trimmed existing stakes and 198 added.

The largest buyer was VOYA Investment Management, adding an estimated $176M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 599 institutional investors held Okta (OKTA) as of Q3 2023, down from 616 in Q2 2023.
  • Funds reported $10.3B of Okta stock for Q3 2023, up 17% quarter-over-quarter.
  • 77 funds opened new Okta positions in Q3 2023 and 88 closed out, a net change of -11 holders.
  • The largest Okta buyer in Q3 2023 was VOYA Investment Management, an estimated $176M added.
  • The largest Okta seller in Q3 2023 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2023.