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Okta
OKTA

627 hedge funds and large institutions have $10.2B invested in Okta in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 226 increasing their positions, 208 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $643M | Put options by funds: $385M

9% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 208

5% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 97

1.09% less ownership

Funds ownership: 85.27% → 84.18% (-1.1%)

1% less funds holding

Funds holding: 636 → 627 (-9)

21% less capital invested

Capital invested by funds: $12.8B → $10.2B (-$2.68B)

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
9%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
92
Increased
226
Reduced
208
Closed
97
Calls
$643M
Puts
$385M
Net Calls
+$258M
Net Calls Change
-$67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
2
JCAM
Jericho Capital Asset Management
New York
+$93.1M
3
Nomura Holdings
Nomura Holdings
Japan
+$72.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58M
5
EC
Eminence Capital
New York
+$53.6M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$264M
2
Citadel Advisors
Citadel Advisors
Florida
-$95.5M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$53.8M
4
American Century Companies
American Century Companies
Missouri
-$42.9M
5
Truist Financial
Truist Financial
North Carolina
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.35B +$104M +1,188,045 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$52.6M +601,671 +4%
BlackRock
3
BlackRock
New York
$743M +$35.9M +411,405 +4%
Sands Capital Management
4
Sands Capital Management
Virginia
$641M -$16.6M -190,025 -2%
American Century Companies
5
American Century Companies
Missouri
$341M -$42.9M -490,558 -10%
CIP
6
Champlain Investment Partners
Vermont
$281M -$6.4M -73,230 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$279M -$9.63M -110,239 -3%
State Street
8
State Street
Massachusetts
$249M +$4.33M +49,553 +2%
Marshall Wace
9
Marshall Wace
United Kingdom
$197M +$32.5M +371,728 +16%
EC
10
Eminence Capital
New York
$194M +$53.6M +613,978 +31%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$190M -$836K -9,562 -0.4%
WRCM
12
Whale Rock Capital Management
Massachusetts
$162M -$19.1M -219,154 -9%
Norges Bank
13
Norges Bank
Norway
$135M -$10.4M -118,847 -6%
ACH
14
ArrowMark Colorado Holdings
Colorado
$117M -$3.61M -41,301 -3%
Morgan Stanley
15
Morgan Stanley
New York
$115M +$2.75M +31,454 +2%
UBS AM
16
UBS AM
Illinois
$106M -$21.8M -249,914 -15%
Primecap Management
17
Primecap Management
California
$99.7M -$1.3M -14,900 -1%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$95M -$5.04M -57,646 -4%
JCAM
19
Jericho Capital Asset Management
New York
$89M +$93.1M +1,065,626 +808%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$81.4M +$5.66M +64,760 +6%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$81.1M +$9.07M +103,850 +11%
Charles Schwab
22
Charles Schwab
California
$79.5M +$1.57M +17,950 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$77.4M +$8.08M +92,507 +10%
Nomura Holdings
24
Nomura Holdings
Japan
$73.6M +$72.7M +832,578 +527%
DMC
25
Deer Management Company
New York
$70.2M -$1.38M -15,820 -2%
1
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OKTA Hedge Fund Activity: Q3 2024 in Review

627 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2024, worth a combined $10.2B — down 21% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of OKTA and 92 opened new positions — a net loss of 5 holders — while 208 trimmed existing stakes and 226 added.

The largest buyer was Fidelity Investments, adding an estimated $104M. The largest seller was VOYA Investment Management, cutting an estimated $264M.

  • 627 institutional investors held Okta (OKTA) as of Q3 2024, down from 636 in Q2 2024.
  • Funds reported $10.2B of Okta stock for Q3 2024, down 21% quarter-over-quarter.
  • 92 funds opened new Okta positions in Q3 2024 and 97 closed out, a net change of -5 holders.
  • The largest Okta buyer in Q3 2024 was Fidelity Investments, an estimated $104M added.
  • The largest Okta seller in Q3 2024 was VOYA Investment Management, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2024.