undamentalytics Newsletter

Okta, Inc.: which funds bought and sold

Institutions that bought and sold Okta shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 440 institutions that filed 13F reports for both quarters added to or opened positions in Okta, and 376 cut or closed them. Together they added a net 119K shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 601K shares (+1.5%); index fund managers were net sellers of 549K shares (−1.1%). 178 opened a new position and 91 sold out entirely.

Bought, Q2 2026 440 institutions, 178 of them new holders Sold, Q2 2026 376 institutions, 91 of them sold out
Net change, all compared +119K shares (+0.1%)
Net change, active managers +601K shares (+1.5%), 31 bought, 33 sold

Buyers versus sellers

institutions compared, 897
Active managers and hedge funds 31 bought · 33 sold · +601K
Index fund managers 4 bought · 8 sold · −549K
Other institutions 405 bought · 335 sold · +67K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +4.9M +43.5% 16.3M $2.2B
Morgan Stanley +1.6M +85.8% 3.4M $469M
Victory Capital Management Inc Active manager +792K +57.3% 2.2M $297M
Voya Investment Management LLC +733K +68.2% 1.8M $247M
Holocene Advisors, LP Hedge fund +616K +3157.0% 635K $86.7M
Dorsal Capital Management, LP Hedge fund +600K New position 600K $81.9M
Pacer Advisors, Inc. +565K +232.9% 808K $110M
Vaughan Nelson Investment Management, L.P. Active manager +449K New position 449K $61.2M
Jpmorgan Chase & Co +434K +19.1% 2.7M $357M
Toronto Dominion Bank +416K +1457.2% 445K $60.7M
Swedbank AB +355K +16.0% 2.6M $351M
Junto Capital Management LP Hedge fund +333K New position 333K $45.5M
First Trust Advisors LP +303K +7.2% 4.5M $614M
Schonfeld Strategic Advisors LLC Hedge fund +241K New position 241K $32.8M
Assenagon Asset Management S.A. +232K +164.5% 373K $50.9M
Pfa Pension, Forsikringsaktieselskab +231K New position 231K $31.6M
Ameriprise Financial Inc +207K +9.7% 2.3M $320M
Stephens Investment Management Group LLC +202K +45.4% 645K $88.1M
Handelsbanken Fonder AB +168K +351.3% 216K $29.5M
State Street Corp Index funds +165K +2.7% 6.3M $856M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −1.3M −39.4% 2.1M $281M
Citadel Advisors LLC Hedge fund −1.3M −38.1% 2.1M $287M
Alyeska Investment Group, L.P. Hedge fund −1.1M Sold out 0 —
Champlain Investment Partners, LLC Active manager −928K −69.2% 413K $56.4M
Point72 Asset Management, L.P. Hedge fund −919K −33.2% 1.9M $253M
Millennium Management LLC Hedge fund −691K −49.0% 720K $98.2M
Massachusetts Financial Services Co Active manager −677K −18.1% 3.1M $421M
Canada Pension Plan Investment Board −561K Sold out 0 —
Capital World Investors Active manager −500K Sold out 0 —
Bank Of America Corp −486K −32.4% 1.0M $138M
Marshall Wace, LLP Hedge fund −357K −84.5% 66K $8.9M
Blackrock, Inc. Index funds −342K −1.8% 18.7M $2.6B
Wellington Management Group LLP Active manager −339K −18.9% 1.5M $199M
Goldman Sachs Group Inc −339K −33.2% 681K $92.9M
Shawspring Partners LLC −330K −58.5% 235K $32M
Quantinno Capital Management LP −304K −40.8% 442K $60.3M
Pictet Asset Management Holding SA −304K −12.2% 2.2M $298M
Schroder Investment Management Group Active manager −301K −93.8% 20K $2.7M
Greenvale Capital LLP −300K −27.3% 800K $109M
Vanguard Portfolio Management LLC Index funds −282K −3.1% 8.9M $1.2B

New positions

largest by value
InstitutionSharesValue June 30, 2026
Dorsal Capital Management, LPHedge fund 600K $81.9M
Vaughan Nelson Investment Management, L.P.Active manager 449K $61.2M
Junto Capital Management LPHedge fund 333K $45.5M
Schonfeld Strategic Advisors LLCHedge fund 241K $32.8M
Pfa Pension, Forsikringsaktieselskab 231K $31.6M
Acadian Asset Management LLCActive manager 163K $22.2M
LMR Partners LLPHedge fund 157K $21.4M
Mane Global Capital Management LP 148K $20.3M
Jain Global LLCHedge fund 135K $18.5M
Contrarius Group Holdings Ltd 131K $17.8M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
819
Ten largest holders
47.7%
of 13F-reported shares
Index fund managers
31.2%
of 13F-reported shares
Active managers and hedge funds
25.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 31 33 12 7 +601K +1.5%
Index fund managers 4 8 0 0 −549K −1.1%
Other institutions 405 335 166 84 +67K +0.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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