Which funds own OKTA
Okta Inc in the Q2 2026 filings. At least 8 of the 91 current managers on file reported a position, worth $3.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 8
- at least, of 91 current
- Combined value
- $3.3bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 8
- 6 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $2.2bn | 0.1% | 16,272,067 | +$1.3bn+4,929,243 | Added |
| MFS Investment Management Long-only · $315bn book | $421m | 0.1% | 3,060,676 | +$125m-676,628 | Trimmed |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $253m | 0.3% | 1,851,774 | +$35m-918,967 | Trimmed |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $130m | 0.2% | 950,408 | +$64m+118,778 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $87m | 0.3% | 637,156 | +$43m+77,425 | Added |
| Holocene Advisors LP Long/short equity · $44.4bn book | $87m | 0.2% | 635,447 | +$85m+615,937 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $33m | 0.1% | 240,642 | opened240,642 | New |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $31m | 0.2% | 229,003 | +$22m+107,305 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- D. E. Shaw & Co. · Quantitative$68m held before
- Oaktree Capital Management LP · Activist$47m held before
- Capital World Investors · Long-only$39m held before
- Freestone Grove Partners LP · Multi-strategy$19m held before
- Soros Fund Management LLC · Macro$10m held before
- Bridgewater Associates LP · Macro$3.4m held before
Ownership through time
At least 12 of the 95 managers whose filings are on file listed OKTA in Q2 2026, against 7 in Q2 2017. 1 manager fewer than in Q1 2026: 2 started positions; 1 listed it again; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2017: 7
- Q3 2017: 5
- Q4 2017: 7
- Q1 2018: 14
- Q2 2018: 12
- Q3 2018: 17
- Q4 2018: 17
- Q1 2019: 24
- Q2 2019: 19
- Q3 2019: 24
- Q4 2019: 15
- Q1 2020: 20
- Q2 2020: 23
- Q3 2020: 20
- Q4 2020: 21
- Q1 2021: 11
- Q2 2021: 14
- Q3 2021: 19
- Q4 2021: 16
- Q1 2022: 28
- Q2 2022: 23
- Q3 2022: 21
- Q4 2022: 19
- Q1 2023: 21
- Q2 2023: 21
- Q3 2023: 16
- Q4 2023: 15
- Q1 2024: 21
- Q2 2024: 18
- Q3 2024: 15
- Q4 2024: 22
- Q1 2025: 22
- Q2 2025: 14
- Q3 2025: 14
- Q4 2025: 14
- Q1 2026: 13
- Q2 2026: 12
- Q2 2017: $30m
- Q3 2017: $33m
- Q4 2017: $65m
- Q1 2018: $540m
- Q2 2018: $707m
- Q3 2018: $1.1bn
- Q4 2018: $1.3bn
- Q1 2019: $1.8bn
- Q2 2019: $2.5bn
- Q3 2019: $2.3bn
- Q4 2019: $2.5bn
- Q1 2020: $2.4bn
- Q2 2020: $4.0bn
- Q3 2020: $4.3bn
- Q4 2020: $4.5bn
- Q1 2021: $4.4bn
- Q2 2021: $5.3bn
- Q3 2021: $5.5bn
- Q4 2021: $4.9bn
- Q1 2022: $4.3bn
- Q2 2022: $2.9bn
- Q3 2022: $1.5bn
- Q4 2022: $1.7bn
- Q1 2023: $2.0bn
- Q2 2023: $1.9bn
- Q3 2023: $1.8bn
- Q4 2023: $2.4bn
- Q1 2024: $2.8bn
- Q2 2024: $2.6bn
- Q3 2024: $2.1bn
- Q4 2024: $2.8bn
- Q1 2025: $3.7bn
- Q2 2025: $2.5bn
- Q3 2025: $2.1bn
- Q4 2025: $2.0bn
- Q1 2026: $2.1bn
- Q2 2026: $3.8bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Fidelity (FMR LLC)11,342,824 to 16,272,067 shares+$673m
- Schonfeld Strategic Advisors LLCnew: 240,642 shares+$33m
- Acadian Asset Management LLCnew: 163,045 shares+$22m
- Balyasny Asset Management LLC831,630 to 950,408 shares+$16m
- ExodusPoint Capital Management LP121,698 to 229,003 shares+$15m
Largest decreases, by shares
- Citadel Advisors LLC3,401,709 to 2,106,402 shares-$177m
- Point72 Asset Management LP2,770,741 to 1,851,774 shares-$125m
- MFS Investment Management3,737,304 to 3,060,676 shares-$93m
- Wellington Management Group LLP1,796,056 to 1,457,153 shares-$46m
- Verition Fund Management LLC169,194 to 60,813 shares-$15m
Left it
No manager on file is shown leaving it.
What OKTA is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around OKTA →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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