Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OKTA INC (OKTA)

742 + 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
↓ -15
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — OKTA

Based on 688 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OKTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
688 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 — +9% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

349 buying401 selling
Last quarter: 401 funds reduced or exited vs 349 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~105 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 172 → 140 → 107 → 105. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
418 out of 688 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

124 → 172 → 140 → 107 → 105 new funds/Q
New funds entering each quarter: 172 → 140 → 107 → 105. 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 — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Of 742 current holders: 484 (65%) 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
44 of 688 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

99 top-rated funds 7 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: OKTA
2026 Q1 Stats Unlock in 22 days 742 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 742 765 -3.01%
13F Shares 160M 160M -0.11%
Total Value $13.72B $14.59B -5.93%
New Positions 108 109 -1
Increased Positions 326 391 -65
Closed Positions 125 118 +7
Reduced Positions 352 308 +44
Total Calls 28 36 -22.22%
Total Puts 27 29 -6.9%
PUT/CALL Ratio 0.96 0.81 Neutral

Statistics: OKTA

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

742 + investors

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

Top 25 institutional holders of OKTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 My Personal CFO, LLC 3.85% 111,804 $8.8M
2 Barton Investment Management 2.24% 226,576 $17.8M
3 Paragon Capital Management Ltd 2.05% 124,200 $9.8M
4 BOURGEON CAPITAL MANAGEMENT LLC 2.03% 149,328 $11.8M
5 Board of the Pension Protection Fund 1.48% 20,500 $1.6M
6 SWS Partners 1.40% 72,189 $5.7M
7 JACOBSON & SCHMITT ADVISORS, LLC 1.12% 78,588 $6.2M
8 GFG Capital, LLC 0.76% 30,332 $2.4M
9 Ahara Advisors LLC 0.69% 8,734 $755K
10 LMG Wealth Partners, LLC 0.39% 27,385 $2.2M
11 DAVENPORT & Co LLC 0.38% 890,132 $70.1M
12 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.38% 137,420 $10.8M
13 FNY Investment Advisers, LLC 0.35% 10,250 —
14 Occidental Asset Management, LLC 0.31% 33,169 $2.6M
15 GraniteShares Advisors LLC 0.29% 5,171 $407K
16 Oak Thistle LLC 0.29% 37,677 $3.0M
17 Yorktown Management & Research Co Inc 0.27% 4,100 $323K
18 Redwood Wealth Management Group, LLC 0.25% 7,341 $578K
19 Altrafin AG 0.24% 9,000 $708K
20 Linden Thomas Advisory Services, LLC 0.24% 31,518 $2.5M
21 Pictet Asset Management Holding SA 0.21% 2,490,681 $195.8M
22 River Street Advisors LLC 0.15% 5,555 $437K
23 Finivi Inc. 0.14% 3,242 $255K
24 Union Bancaire Privee, UBP SA 0.12% 128,179 $8.5M
25 Leonteq Securities AG 0.11% 37,659 $3.0M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OKTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OKTA?

More sellers than buyers — 47% buying: Last quarter: 401 funds reduced or exited vs 349 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OKTA holders?

Elite ownership — 47% AUM from top-100 funds: 44 of 688 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?

61% of holders stayed for 2+ years: 418 out of 688 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.

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.