728 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 296 increasing their positions, 216 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 734728 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$768M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
728
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
$506M
Puts
$568M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
326
Sanctuary Advisors
Indiana
$966K
XT
327
XTX Topco
Cayman Islands
$962K
PAG
328
Private Advisory Group
Washington
$961K
PFS
329
Prospera Financial Services
Texas
$960K
IMCOOI
330
Investment Management Corp of Ontario (IMCO)
Canada
$955K
TCM
331
Triumph Capital Management
Colorado
$944K
SCM
332
SCS Capital Management
Massachusetts
$933K
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$928K
ZCP
334
Z3 Capital Partners
Virginia
$909K
NB
335
Nicolet Bankshares
Wisconsin
$905K
CM
336
CastleKnight Management
New York
$882K
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$879K
PIM
338
Plato Investment Management
Australia
$843K
Baird Financial Group
339
Baird Financial Group
Wisconsin
$831K
Franklin Resources
340
Franklin Resources
California
$824K
CGH
341
Crossmark Global Holdings
Texas
$816K
Allianz Asset Management
342
Allianz Asset Management
Germany
$809K
FIA
343
FNY Investment Advisers
New York
$806K
P
344
&Partners
Tennessee
$799K
KAS
345
Kestra Advisory Services
Texas
$799K
MML Investors Services
346
MML Investors Services
Massachusetts
$782K
AA
347
ALPS Advisors
Colorado
$780K
PA
348
Profund Advisors
Maryland
$762K
BAAM
349
Baker Avenue Asset Management
California
$757K
BPMC
350
Buckland Partners Management Co
New York
$748K