742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
326
ORG Wealth Partners
Texas
$1.38M
VRM
327
Vectors Research Management
New York
$1.38M
VIM
328
Vinva Investment Management
Australia
$1.37M
FWIA
329
Fort Washington Investment Advisors
Ohio
$1.35M
VIA
330
Virtus Investment Advisers
Connecticut
$1.34M
PWM
331
Pinnacle Wealth Management
California
$1.32M
GRP
332
Global Retirement Partners
California
$1.29M
SAM
333
Securian Asset Management
Minnesota
$1.27M
OAC
334
OMERS Administration Corp
Ontario, Canada
$1.26M
LA
335
LBP AM
France
$1.25M
VF
336
Virtu Financial
New York
$1.24M
FRM
337
Fox Run Management
Connecticut
$1.2M
Janus Henderson Group
338
Janus Henderson Group
United Kingdom
$1.2M
SC
339
SummitTX Capital
Texas
$1.19M
SCM
340
SCS Capital Management
Massachusetts
$1.19M
PP
341
Prudential plc
United Kingdom
$1.13M
LNWWM
342
Laird Norton Wetherby Wealth Management
California
$1.11M
Osaic Holdings
343
Osaic Holdings
Arizona
$1.09M
Franklin Resources
344
Franklin Resources
California
$1.08M
FF
345
Fluent Financial
Texas
$1.08M
PIM
346
Plato Investment Management
Australia
$1.07M
Corient Private Wealth
347
Corient Private Wealth
Florida
$1.07M
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$1.06M
PA
349
Profund Advisors
Maryland
$1.04M
KAS
350
Kestra Advisory Services
Texas
$1.04M