720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
251
LMG Wealth Partners
Louisiana
$2.25M
PAG
252
Private Advisor Group
New Jersey
$2.22M
CP
253
CenterBook Partners
Connecticut
$2.2M
PFSRSONJ
254
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.19M
Jacobs Levy Equity Management
255
Jacobs Levy Equity Management
New Jersey
$2.14M
BZWA
256
Blue Zone Wealth Advisors
California
$2.11M
BC
257
Bridgefront Capital
Texas
$2.1M
VPIM
258
Vanguard Personalized Indexing Management
California
$2.05M
MG
259
Marex Group
$1.89M
NAM
260
Nissay Asset Management
Japan
$1.88M
Credit Agricole
261
Credit Agricole
France
$1.87M
KeyBank National Association
262
KeyBank National Association
Ohio
$1.86M
1832 Asset Management
263
1832 Asset Management
Ontario, Canada
$1.86M
IMCOOI
264
Investment Management Corp of Ontario (IMCO)
Canada
$1.85M
VIA
265
Virtus Investment Advisers
Connecticut
$1.85M
Brown Advisory
266
Brown Advisory
Maryland
$1.84M
RWP
267
RWA Wealth Partners
Massachusetts
$1.83M
BAMF
268
BI Asset Management Fondsmaeglerselskab
Denmark
$1.83M
XT
269
XTX Topco
Cayman Islands
$1.8M
VIM
270
Vinva Investment Management
Australia
$1.76M
NAM
271
Nexpoint Asset Management
Texas
$1.74M
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$1.7M
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$1.69M
LP
274
LMR Partners
United Kingdom
$1.69M
Holocene Advisors
275
Holocene Advisors
New York
$1.68M