OKTA
Okta Inc
2 super-investors hold OKTA worth a combined $312M. The largest position: Dennis Hong at 16.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 34 — ranked #232 of 724 scored stocks.
Why super-investors own OKTA
Dennis Hong holds the most consequential position here, with OKTA representing 16.6% of his portfolio — a notably concentrated $44M bet that makes him far and away the higher-conviction owner. Joel Greenblatt also holds the stock at $268M, though at just 0.2% of his portfolio it reads more as a diversified quant-screen inclusion than a high-conviction thesis. Hong trimmed his position this quarter, the only activity across the cohort in 2026Q1. Broader super-investor interest in OKTA remains thin and static: the cohort owner count has held at just one concentrated believer — Hong — for four consecutive quarters, with Greenblatt's position predating that window, suggesting little momentum in either direction among this group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 36q | $268M | 3,401,709 |
| 2 | Dennis Hong | 16.6% | 4q | $44M | 565,036 |
Owners of OKTA also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | TRIM | 16.6% | -36% | $44M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 679295105. Not investment advice.