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Okta
OKTA

665 hedge funds and large institutions have $11B invested in Okta in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 237 increasing their positions, 215 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 91

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

22% more call options, than puts

Call options by funds: $638M | Put options by funds: $523M

10% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 215

8% more capital invested

Capital invested by funds: $10.2B → $11B (+$832M)

6% more funds holding

Funds holding: 627 → 665 (+38)

1.07% more ownership

Funds ownership: 84.18% → 85.25% (+1.1%)

Holders
665
Holders Change
+38
Holders Change %
+6.06%
% of All Funds
8.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.21%
New
137
Increased
237
Reduced
215
Closed
91
Calls
$638M
Puts
$523M
Net Calls
+$115M
Net Calls Change
-$143M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$142M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$132M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$122M
4
SHCM
Sachem Head Capital Management
New York
+$104M
5
Coatue Management
Coatue Management
New York
+$97.2M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$633M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$106M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$98.8M
4
JCAM
Jericho Capital Asset Management
New York
-$89M
5
Nomura Holdings
Nomura Holdings
Japan
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$95.9K +1,237 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.34B -$98.8M -1,274,540 -7%
BlackRock
3
BlackRock
New York
$810M +$21.8M +281,418 +3%
American Century Companies
4
American Century Companies
Missouri
$294M -$66.2M -853,385 -19%
First Trust Advisors
5
First Trust Advisors
Illinois
$292M -$4.13M -53,321 -1%
Marshall Wace
6
Marshall Wace
United Kingdom
$282M +$72.8M +938,509 +35%
State Street
7
State Street
Massachusetts
$279M +$14.1M +181,730 +5%
CIP
8
Champlain Investment Partners
Vermont
$256M -$40.7M -525,440 -14%
Norges Bank
9
Norges Bank
Norway
$235M +$90.6M +1,169,090 +64%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$212M +$10.5M +135,110 +5%
EC
11
Eminence Capital
New York
$202M -$2.98M -38,438 -1%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$176M +$122M +1,572,786 +237%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$152M +$50.6M +653,093 +51%
Ameriprise
14
Ameriprise
Minnesota
$151M +$142M +1,828,630 +2,136%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$140M +$132M +1,699,176 +2,309%
ACH
16
ArrowMark Colorado Holdings
Colorado
$130M +$6.29M +81,170 +5%
Morgan Stanley
17
Morgan Stanley
New York
$127M +$5.22M +67,289 +4%
UBS AM
18
UBS AM
Illinois
$123M +$10.9M +140,376 +10%
SHCM
19
Sachem Head Capital Management
New York
$106M +$104M +1,340,000 New
Primecap Management
20
Primecap Management
California
$103M -$2.52M -32,550 -2%
Coatue Management
21
Coatue Management
New York
$98.8M +$97.2M +1,254,080 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$97.8M +$34.1M +440,171 +55%
Millennium Management
23
Millennium Management
New York
$96.9M +$56.6M +729,916 +146%
Charles Schwab
24
Charles Schwab
California
$87.9M +$3.57M +46,064 +4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$85.8M -$459K -5,920 -0.5%
1
2 3 4 5

OKTA Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2024, worth a combined $11B — up 8.2% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new OKTA positions and 91 closed out — a net gain of 46 holders — while 237 added to existing stakes and 215 trimmed.

The largest buyer was Ameriprise, adding an estimated $142M. The largest seller was Sands Capital Management, cutting an estimated $633M.

  • 665 institutional investors held Okta (OKTA) as of Q4 2024, up from 627 in Q3 2024.
  • Funds reported $11B of Okta stock for Q4 2024, up 8.2% quarter-over-quarter.
  • 137 funds opened new Okta positions in Q4 2024 and 91 closed out, a net change of +46 holders.
  • The largest Okta buyer in Q4 2024 was Ameriprise, an estimated $142M added.
  • The largest Okta seller in Q4 2024 was Sands Capital Management, an estimated $633M sold.

Based on aggregated 13F filings for Q4 2024.