Okta Inc (OKTA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Okta Inc (OKTA) following the 2026 Q2 hedge fund 13F filings?

As of today, OKTA has moved +16.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +17.3%. Since the quarter end (June 30, 2026), OKTA gained +25.4% vs -1.5% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Okta Inc (OKTA)

811 + Investors. Track Smart Money conviction in OKTA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OKTA

Based on 830 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added OKTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

830 hedge funds hold OKTA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+80 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

476 buying408 selling

Last quarter: 476 funds bought or added vs 408 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+92 vs last Q)

new funds entering per quarter

Funds opening a new OKTA position: 111 → 114 → 111 → 203. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 20% medium ■ 26% new

453 out of 830 hedge funds have held OKTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +77% but shares only +26% — price-driven

Value

+77%

+25%

Last quarter: the total dollar value of institutional holdings rose +77%, but actual share count only changed +26%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

154 → 111 → 114 → 111 → 203 new funds/Q

New funds entering each quarter: 111 → 114 → 111 → 203. A growing number of institutions are discovering OKTA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 27% new

Entry-cohort mix of 883 holders: 536 (61%) are 2+ year veterans, 111 entered 1–2 years ago, and 236 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

65 of 818 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in OKTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	811	733	10.64%
13F Shares	175M	168M	4.17%
Total Value	$22.89B	$13.06B	75.29%
New Positions	199	111	+88
Increased Positions	258	297	-39
Closed Positions	109	107	+2
Reduced Positions	285	213	+72
Total Calls	39	27	44.44%
Total Puts	26	22	18.18%
PUT/CALL Ratio	0.67	0.81	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

811

733

10.64%

13F Shares

175M

168M

4.17%

Total Value

$22.89B

$13.06B

75.29%

New Positions

199

111

+88

Increased Positions

258

297

-39

Closed Positions

109

107

Reduced Positions

285

213

+72

Total Calls

44.44%

Total Puts

18.18%

PUT/CALL Ratio

0.67

0.81

Bullish

Institutional Holders (2026 Q2)

811 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OKTA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OKTA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ShawSpring Partners LLC	13.80%	234,744	$32.0M
2	Greenvale Capital LLP	11.92%	800,000	$109.2M
3	Sea Cliff Partners Management, LP	9.68%	160,000	$21.8M
4	Optimus Prime Fund Management Co., Ltd.	9.19%	910,000	$124.2M
5	Sellaronda Global Management LP	6.82%	80,000	$10.9M
6	Barton Investment Management	3.96%	214,259	$29.2M
7	1248 Management, LLC	3.77%	70,761	$9.7M
8	My Personal CFO, LLC	3.60%	67,657	$9.2M
9	Encore Global Management, LP	3.38%	25,200	$3.4M
10	Senvest Management, LLC	3.30%	825,615	$112.7M
11	Paragon Capital Management Ltd	3.21%	124,200	$16.9M
12	Bourgeon Capital Management LLC	3.03%	150,598	$20.5M
13	Harber Asset Management LLC	2.93%	35,793	$4.9M
14	Dorsal Capital Management, LP	2.90%	600,000	$81.9M
15	Avory & Company, LLC	2.87%	16,806	$2.3M
16	Torque Asset Management LLC	2.43%	44,028	$6.0M
17	ADAPT Investment Managers SA	2.28%	2,102,900	$286.9M
18	Smith Group Asset Management, LLC	2.26%	406,370	$55.4M
19	RPG Investment Advisory, LLC	1.89%	134,520	$18.4M
20	SWS Partners	1.77%	60,161	$8.2M
21	Mane Global Capital Management LP	1.67%	148,495	$20.3M
22	Alamar Capital Management, LLC	1.51%	21,867	$3.0M
23	Aubrey Capital Management Ltd	1.50%	17,500	$2.4M
24	Champlain Investment Partners, LLC	1.45%	412,985	$56.4M
25	Rare Wolf Capital LLC	1.37%	15,656	$2.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Okta Inc (OKTA)

What does the Smart Money Trend signal show for OKTA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OKTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OKTA?

Slight buying edge — 54% buying: Last quarter: 476 funds bought or added vs 408 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OKTA holders?

Elite ownership — 63% AUM from top-100 funds: 65 of 818 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in OKTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OKTA?

55% of holders stayed for 2+ years: 453 out of 830 hedge funds have held OKTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Okta Inc (OKTA) following the 2026 Q2 hedge fund 13F filings?

As of today, OKTA has moved +16.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +17.3%. Since the quarter end (June 30, 2026), OKTA has gained +25.4% vs -1.5% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Okta Inc (OKTA)

Smart Money Signals — OKTA

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+92 vs last Q)

55% of holders stayed for 2+ years

Value +77% but shares only +26% — price-driven

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 27% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — OKTA

Hedge Fund Ownership: OKTA

Market Analysis: OKTA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OKTA

Is It Too Late to Buy Okta Inc (OKTA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OKTA

Statistics: OKTA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Okta Inc (OKTA)

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