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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
326
Laird Norton Wetherby Trust Company
Washington
$1.13M
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M
Franklin Resources
328
Franklin Resources
California
$1.06M
SAM
329
Securian Asset Management
Minnesota
$1.06M
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$1.04M
PFS
331
Prospera Financial Services
Texas
$1.03M
SCM
332
SCS Capital Management
Massachusetts
$1.03M
Wellington Management Group
333
Wellington Management Group
Massachusetts
$1.02M
LA
334
LBP AM
France
$1.01M
OC
335
Oppenheimer & Co
New York
$982K
AAIS
336
ABN AMRO Investment Solutions
$968K
FG
337
Formula Growth
Quebec, Canada
$951K
SA
338
Sanctuary Advisors
Indiana
$940K
TRCT
339
Tower Research Capital (TRC)
New York
$936K
Two Sigma Advisers
340
Two Sigma Advisers
New York
$934K
PIM
341
Plato Investment Management
Australia
$931K
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$929K
P
343
&Partners
Tennessee
$912K
Wealthfront Advisers
344
Wealthfront Advisers
California
$906K
KRS
345
Kentucky Retirement Systems
Kentucky
$894K
ZCP
346
Z3 Capital Partners
Virginia
$890K
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$882K
CGH
348
Crossmark Global Holdings
Texas
$876K
PA
349
Profund Advisors
Maryland
$855K
KAS
350
Kestra Advisory Services
Texas
$837K