$OKTA is held by 18 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.63%, with an average of 0.08% of portfolio. Largest holder: Oribel Capital Management, LP at 0.63%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
OKTA INC
13F holders
734
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 734 · Source: 13F-HR01
Strategic Planning Group, LLC
—
—
02
Brightline Capital Management, LLC
—
—
03
Augustine Asset Management Inc.
—
—
04
Axa S.a.
—
—
05
State Street
—
—
06
Banyan Capital Management, Inc.
—
—
07
Independent Investors Inc.
—
—
08
Federation des caisses Desjardins du Quebec
—
—
09
Massachusetts Institute of Technology
—
—
10
Northeast Financial Consultants Inc
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
18 holders · Q1 202601
Oribel Capital Management, LP
0.63% NEW
α +12.0pts
02
WINTON GROUP Ltd
0.22% NEW
α +27.0pts
03
New Age Alpha Advisors, LLC
0.13% held
α +10.8pts
04
Level Financial Advisors
0.12% NEW
α +30.9pts
05
CV Advisors LLC
0.04% held
α +29.1pts
06
Courier Capital LLC
0.04% held
α +14.9pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% held
α +27.5pts
08
Wellington Management Group LLP
0.03% held
α +10.5pts
09
Quarry LP
0.02% held
α +10.6pts
10
Costello Asset Management, INC
0.02% held
α +14.3pts
11
Erste Asset Management GmbH
0.01% held
α +33.4pts
12
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
13
Citigroup Inc.
0.01% held
α +26.3pts
14
Eventide Asset Management, LLC
0.01% held
α +22.5pts
15
Principal Securities, Inc.
0.00% held
α +21.3pts
16
Banque Pictet & Cie SA
0.00% held
α +10.3pts
17
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
18
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
45 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
5 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $OKTA lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $OKTA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:40 UTC.