The 45-day reporting lag means these Q3 positions may have been adjusted. Watch for Q4 13F filings to see if the buying persisted or reversed, and monitor any insider trading patterns for corroboration.
Executive Summary
Three institutional asset managers increased their Okta positions by a net $82.6M in Q3 2026, led by Robeco doubling its stake to $101.9M. One seller trimmed $32.1M, resulting in a net institutional inflow of $50.5M. The cluster signals conviction in Okta's identity security franchise, though 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $50.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | DOUBLED | +192.9% | $101.9M | $79.2M |
| Concurrent Investment Advisors | DOUBLED | +236.6% | $3.6M | $2.9M |
| Nisa Investment Advisors | ADD | +27.6% | $1.0M | $506.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Davenport & Co | TRIM | -53.4% | $110.2M | -$32.1M |
Key Facts
- 3 buyers added $82.6M in new holdings; 1 seller reduced by $32.1M
- Robeco Institutional Asset Management doubled its stake to $101.9M (+$79.2M)
- Concurrent Investment Advisors nearly tripled its position to $3.6M
- Davenport & Co trimmed 53.4% of its Okta holdings, exiting $32.1M
- Net institutional inflow of approximately $50.5M in Q3 2026
Financial Impact
Three institutions accumulated $82.6M in new Okta positions while one seller reduced holdings by $32.1M, for a net inflow of $50.5M.
Risk Factors
- 13F data is stale by 45+ days; positions may have been unwound since quarter-end
- Only one seller (Davenport) trimmed a large stake, suggesting mixed conviction among large holders
- No activist or insider buying to corroborate the institutional thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OKTA-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $208.64 | awaiting T+20 | — | — |
Oct 19, 2026 9d ago | PTAB Trial | $194.02 | awaiting T+20 | — | — |
Oct 7, 2026 20d ago | 144 | $220.21 | awaiting T+20 | — | — |
Sep 24, 2026 4w ago | Insider Cluster | $195.19 $213.05 | ▲ +9.15% | ▲ +10.63% | — |
Sep 18, 2026 5w ago | 8-K | $191.33 $189.93 | ▼ −0.73% | ▲ +0.18% | — |
Jun 23, 2026 18w ago | 8-K | $118.58 $136.69 | ▲ +15.27% | ▲ +13.34% | — |
May 28, 2026 21w ago | 8-K | $123.27 $131.31 | ▲ +6.52% | ▲ +8.32% | — |
May 7, 2026 24w ago | DEFA14A | $83.85 $118.72 | ▲ +41.58% | ▲ +41.56% | — |
Mar 23, 2026 31w ago | 8-K | $80.69 $77.28 | ▼ −4.23% | ▼ −11.65% | — |
Mar 19, 2026 31w ago | Insider Cluster | $80.71 $72.05 | ▼ −10.73% | ▼ −18.35% | — |
US Market Status
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