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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 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: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

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

Holders
730
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
AAM
326
Aureus Asset Management
Massachusetts
$973K
AWA
327
Arkadios Wealth Advisors
Georgia
$968K
SA
328
Sanctuary Advisors
Indiana
$966K
XT
329
XTX Topco
Cayman Islands
$962K
PAG
330
Private Advisory Group
Washington
$961K
PFS
331
Prospera Financial Services
Texas
$960K
IMCOOI
332
Investment Management Corp of Ontario (IMCO)
Canada
$955K
TCM
333
Triumph Capital Management
Colorado
$944K
SCM
334
SCS Capital Management
Massachusetts
$933K
Pathstone Holdings
335
Pathstone Holdings
New Jersey
$928K
ZCP
336
Z3 Capital Partners
Virginia
$909K
NB
337
Nicolet Bankshares
Wisconsin
$905K
CM
338
CastleKnight Management
New York
$882K
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$879K
PIM
340
Plato Investment Management
Australia
$843K
Baird Financial Group
341
Baird Financial Group
Wisconsin
$831K
Franklin Resources
342
Franklin Resources
California
$824K
CGH
343
Crossmark Global Holdings
Texas
$816K
Allianz Asset Management
344
Allianz Asset Management
Germany
$809K
FIA
345
FNY Investment Advisers
New York
$806K
P
346
&Partners
Tennessee
$799K
KAS
347
Kestra Advisory Services
Texas
$799K
MML Investors Services
348
MML Investors Services
Massachusetts
$782K
AA
349
ALPS Advisors
Colorado
$780K
PA
350
Profund Advisors
Maryland
$762K