Okta Just Jumped 29%. AI Agents May Be Creating a New Bottleneck
Okta, Inc. (NASDAQ:OKTA) jumped 28.6% on August 27 and closed at $172.91 after reporting better-than-expected results. The easy explanation is an earnings beat.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Citadel Investment Group Ken Griffin | 2,106,402 | $287,418,553 | -39% | 0.03% |
| 2. | Point72 Asset Management Steve Cohen | 1,851,774 | $252,674,562 | -34% | 0.28% |
| 3. | 1,133,700 | $154,693,365 | +171% | 0.02% | |
| 4. | Balyasny Asset Management Dmitry Balyasny | 950,408 | $129,683,172 | +15% | 0.16% |
| 5. | Rima Senvest Management Richard Mashaal | 825,615 | $112,655,167 | -1% | 3.3% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.46 | 1,100 | $79,711.28 | 3,712 | 2026-04-16 | Filing | |
| $71.86 | 2,612 | $187,696.75 | 2,612 | 2026-04-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $148.16 | 1,705 | $252,613.48 | 38,484 | 2026-07-08 | Filing | |
| $147.30 | 25,034 | $3,687,565.78 | 40,189 | 2026-07-08 | Filing | |
| $146.39 | 29,502 | $4,318,732.88 | 65,223 | 2026-07-08 | Filing | |
| $145.63 | 12,695 | $1,848,760.16 | 94,725 | 2026-07-08 | Filing | |
| $120.00 | 2,463 | $295,560.00 | 25,241 | 2026-06-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,695,465 | $2,550,996,203 | 0.04% | |
| 2. | 16,272,067 | $2,220,323,643 | 0.1% | |
| 3. | 8,949,045 | $1,221,097,190 | 0.06% | |
| 4. | 7,594,193 | $1,036,227,635 | 0.02% | |
| 5. | 6,274,631 | $856,173,400 | 0.03% |