Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Okta Inc (OKTA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — OKTA

Based on 730 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (97% of max)

97% of all-time peak
730 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OKTA is almost the same as a year ago (-2 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

416 buying336 selling
Last quarter: 416 funds bought or added vs 336 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.
➡️

Steady new buyers — ~110 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 153 → 111 → 114 → 110. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
428 out of 730 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.
📊

Peak discovery — momentum slowing

179 → 153 → 111 → 114 → 110 new funds/Q
New funds entering each quarter: 153 → 111 → 114 → 110. OKTA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Of 774 current holders: 496 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
64 of 730 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — OKTA

In 2026 Q1, 416 hedge funds were net buyers of OKTA (110 opened a new position, 306 added to an existing one), while 336 reduced or exited (228 trimmed, 108 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 47% of total institutional value in OKTA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 730.

Hedge Fund Ownership: OKTA

How many hedge funds hold OKTA — quarterly history vs. share price
Quarterly hedge fund ownership of OKTA vs. share price

Market Analysis: OKTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OKTA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much OKTA has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
OKTA
+47.7%
XLK
+37.9%

OKTA outperformed XLK by +9.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
OKTA
+40.5%
XLK
+3.9%

Since the filing became public, OKTA outperformed XLK by +36.6% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 8 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: OKTA
728 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 728 728 -
13F Shares 165M 163M 1.49%
Total Value $12.79B $13.99B -8.61%
New Positions 109 114 -5
Increased Positions 294 236 +58
Closed Positions 109 123 -14
Reduced Positions 213 280 -67
Total Calls 27 28 -3.57%
Total Puts 22 27 -18.52%
PUT/CALL Ratio 0.81 0.96 Neutral

Statistics: OKTA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

728 + 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:
Top 25 OKTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ShawSpring Partners LLC 16.62% 565,036 $44.5M
2 Torque Asset Management LLC 9.88% 318,839 $25.1M
3 Greenvale Capital LLP 9.49% 1,100,000 $86.6M
4 Sea Cliff Partners Management, LP 8.94% 220,078 $17.3M
5 Sellaronda Global Management LP 8.77% 170,000 $13.4M
6 Optimus Prime Fund Management Co., Ltd. 6.90% 910,000 $71.6M
7 My Personal CFO, LLC 3.85% 111,804 $8.8M
8 Harber Asset Management LLC 3.05% 60,640 $4.8M
9 1248 Management, LLC 2.58% 70,761 $5.6M
10 Barton Investment Management 2.24% 226,576 $17.8M
11 a16z Perennial Management, L.P. 2.19% 335,780 $26.4M
12 Senvest Management, LLC 2.17% 830,515 $65.4M
13 Avory & Company, LLC 2.06% 20,236 $1.6M
14 Paragon Capital Management Ltd 2.05% 124,200 $9.8M
15 Bourgeon Capital Management LLC 2.03% 149,328 $11.8M
16 Maplelane Capital, LLC 1.96% 277,814 $54.7M
17 ADAPT Investment Managers SA 1.77% 1,702,900 $134.0M
18 Alamar Capital Management, LLC 1.72% 35,695 $2.8M
19 Smith Group Asset Management, LLC 1.51% 377,105 $29.7M
20 Board of the Pension Protection Fund 1.48% 20,500 $1.6M
21 SWS Partners 1.40% 72,189 $5.7M
22 Encore Global Management, LP 1.40% 25,500 $2.0M
23 Champlain Investment Partners, LLC 1.34% 1,340,535 $105.5M
24 RPG Investment Advisory, LLC 1.26% 132,241 $10.4M
25 Jacobson & Schmitt Advisors, LLC 1.12% 78,588 $6.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 416 funds bought or added vs 336 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 — 47% AUM from top-100 funds: 64 of 730 holders are among the 100 largest funds by AUM, controlling 47% 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?

59% of holders stayed for 2+ years: 428 out of 730 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 Q1 hedge fund 13F filings?

As of today, OKTA has moved +40.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLK sector ETF — an outperformance of +36.6%. Since the quarter end (March 31, 2026), OKTA has gained +47.7% vs +37.9% for XLK. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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