We are live on ! Find out more

816 hedge funds and large institutions have $21.6B invested in Okta in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 260 increasing their positions, 286 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 91

74% more capital invested

Capital invested by funds: $12.4B → $21.6B (+$9.15B)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

11% more funds holding

Funds holding: 732816 (+84)

2.08% more ownership

Funds ownership: 93.21%95.29% (+2.1%)

6% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.19B

9% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 286

Holders
816
Holders Change
+84
Holders Change %
+11.48%
% of All Funds
9.86%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
188
Increased
260
Reduced
286
Closed
91
Calls
$1.12B
Puts
$1.19B
Net Calls
-$72.2M
Net Calls Change
-$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.55B -$32.2M -342,067 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.22B +$464M +4,929,243 +43%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$1.22B -$26.5M -282,054 -3%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$1.04B +$611K +6,495 +0.1%
State Street
5
State Street
Massachusetts
$856M +$15.5M +164,855 +3%
First Trust Advisors
6
First Trust Advisors
Illinois
$614M +$28.5M +303,331 +7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$510M +$7.59M +80,737 +2%
Morgan Stanley
8
Morgan Stanley
New York
$469M +$149M +1,589,170 +86%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$445M -$10.8M -114,906 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$421M -$63.6M -676,628 -18%
American Century Companies
11
American Century Companies
Missouri
$399M -$12.7M -135,279 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$357M +$40.8M +434,283 +19%
Swedbank
13
Swedbank
Sweden
$351M +$33.4M +354,688 +16%
UBS AM
14
UBS AM
Illinois
$330M -$5.39M -57,338 -2%
Ameriprise
15
Ameriprise
Minnesota
$320M +$19.5M +207,232 +10%
Pictet Asset Management
16
Pictet Asset Management
Switzerland
$298M -$28.6M -304,128 -12%
Victory Capital Management
17
Victory Capital Management
Texas
$297M +$74.5M +792,063 +57%
Citadel Advisors
18
Citadel Advisors
Florida
$287M -$122M -1,295,307 -38%
UBS Group
19
UBS Group
Switzerland
$281M -$126M -1,340,421 -39%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$253M -$86.4M -918,967 -33%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$247M +$68.9M +732,643 +68%
Northern Trust
22
Northern Trust
Illinois
$220M -$1.66M -17,601 -1%
Primecap Management
23
Primecap Management
California
$207M -$18.4M -195,337 -11%
Charles Schwab
24
Charles Schwab
California
$206M +$6.37M +67,685 +5%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$199M -$31.9M -338,903 -19%

OKTA Hedge Fund Activity: Q2 2026 in Review

816 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2026, worth a combined $21.6B — up 74% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new OKTA positions and 91 closed out — a net gain of 97 holders — while 260 added to existing stakes and 286 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $464M. The largest seller was UBS Group, cutting an estimated $126M.

  • 816 institutional investors held Okta (OKTA) as of Q2 2026, up from 732 in Q1 2026.
  • Funds reported $21.6B of Okta stock for Q2 2026, up 74% quarter-over-quarter.
  • 188 funds opened new Okta positions in Q2 2026 and 91 closed out, a net change of +97 holders.
  • The largest Okta buyer in Q2 2026 was Fidelity Investments, an estimated $464M added.
  • The largest Okta seller in Q2 2026 was UBS Group, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2026.