Signals

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☆OKTA

971 in-universe funds with a nonzero position in OKTA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1018
Score / z0.093 / 0.06
Consensus266.44 over 473 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2027Q2
Accrual ratio-0.013
F-score8
M-score—
Net issuance-234.2%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Kelleher Eric Robert M —
2026-09-15 Kelleher Eric Robert F —
2026-09-15 Kelleher Eric Robert M —
2026-09-15 Kelleher Eric Robert F —
2026-09-15 Kelleher Eric Robert M —
2026-09-15 Kelleher Eric Robert F —
2026-09-15 Addison Jonathan James M —
2026-09-15 Addison Jonathan James F —
2026-09-15 Addison Jonathan James M —
2026-09-15 Addison Jonathan James F —
Showing the 10 most recent.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,498.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 892.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 480.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 330.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 295.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 281.2 0.5% 4 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 267.7 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 267.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 265.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 240.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 218.1 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 195.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 194.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 174.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 168.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 145.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 141.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 134.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 128.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 117.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 113.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 111.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 108.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Champlain Investment Partners, LLC CIK 0001315478 0.213 129 105.5 1.3% 4 +0.0 pp +0.2 pp +0.2 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 102.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 98.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 87.5 0.2% 4 +0.2 pp -0.1 pp +0.1 pp +0.2 pp
☆Greenvale Capital LLP CIK 0001768041 0.803 10 86.6 9.5% 3 +1.8 pp +4.1 pp +9.5 pp +9.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 84.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 83.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 80.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 73.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optimus Prime Fund Management Co., Ltd. CIK 0001732539 0.816 26 71.6 6.9% 4 +0.6 pp -0.5 pp -1.2 pp +6.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 70.1 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 69.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 65.5 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Senvest Management, LLC CIK 0001328785 0.676 55 65.4 2.2% 4 +0.7 pp +0.8 pp +2.0 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 58.7 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 57.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 56.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 52.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 51.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 48.2 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 48.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 44.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ShawSpring Partners LLC CIK 0001766908 0.560 11 44.5 16.6% 4 +2.2 pp +3.1 pp +4.6 pp +16.6 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 44.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 44.1 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 42.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 42.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 41.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 39.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 39.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 38.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 34.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 34.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 33.3 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 31.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 30.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 29.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smith Group Asset Management, LLC CIK 0001893134 0.543 166 29.7 1.5% 4 -0.1 pp -0.3 pp -0.1 pp +1.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 28.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 28.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 28.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 26.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 26.4 2.2% 2 -0.4 pp +2.2 pp -2.7 pp +2.2 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 26.1 0.1% 4 -0.2 pp +0.1 pp -0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 25.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TORQUE ASSET MANAGEMENT LLC CIK 0002011256 0.826 11 25.1 9.9% 4 +1.2 pp +3.1 pp +3.8 pp +9.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 24.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 23.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 21.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.467 365 20.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 20.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 19.2 0.1% 3 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 18.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 18.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barton Investment Management CIK 0001387818 0.844 60 17.8 2.2% 4 -0.1 pp -0.1 pp -0.4 pp +2.2 pp
☆Sea Cliff Partners Management, LP CIK 0002011655 0.453 14 17.3 8.9% 4 +1.8 pp +1.4 pp +1.8 pp +8.9 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 17.3 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 15.8 0.5% 1 +0.5 pp +0.5 pp +0.2 pp +0.5 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 14.8 0.5% 4 +0.0 pp +0.4 pp +0.4 pp +0.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sellaronda Global Management LP CIK 0001975764 0.385 10 13.4 8.8% 4 -5.1 pp -7.4 pp -2.2 pp +8.8 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 13.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 13.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 13.0 0.5% 4 +0.3 pp -0.2 pp -0.0 pp +0.5 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 12.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 11.8 2.0% 3 +0.0 pp +0.6 pp +2.0 pp +2.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 11.7 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 11.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 11.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 0.281 446 10.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 10.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 10.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RPG Investment Advisory, LLC CIK 0001666664 0.411 93 10.4 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 10.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 9.8 2.1% 4 -0.1 pp -0.1 pp -0.2 pp +2.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 8.8 3.9% 1 +3.9 pp +3.9 pp -1.2 pp +3.9 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 8.7 0.0% 4 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 8.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 8.2 0.2% 4 +0.0 pp -0.2 pp +0.1 pp +0.2 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 8.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 7.4 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.5 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 6.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 6.2 1.1% 4 -0.2 pp -0.2 pp -0.2 pp +1.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Firsthand Capital Management, Inc. CIK 0001476179 0.086 54 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OKTA). Qtrs Held counts distinct quarters this fund has actually held OKTA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OKTA position size. Δ columns are the percentage-point change in OKTA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status