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
RBI
351
Raiffeisen Bank International
Austria
$734K
Prudential Financial
352
Prudential Financial
New Jersey
$724K
CC
353
Courier Capital
New York
$724K
IAA
354
Independent Advisor Alliance
North Carolina
$718K
HWAM
355
Hennion & Walsh Asset Management
New Jersey
$714K
TF
356
Trek Financial
Arizona
$711K
AA
357
Altrafin AG
$708K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$704K
CS
359
Clear Street
New York
$691K
DACG
360
Donor Advised Charitable Giving
California
$691K
IWC
361
Integrated Wealth Concepts
Massachusetts
$678K
Neuberger Berman Group
362
Neuberger Berman Group
New York
$678K
TIM
363
Thompson Investment Management
Wisconsin
$675K
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$673K
OAC
365
OMERS Administration Corp
Ontario, Canada
$666K
HighTower Advisors
366
HighTower Advisors
Illinois
$653K
1832 Asset Management
367
1832 Asset Management
Ontario, Canada
$653K
AAM
368
Azzad Asset Management
Virginia
$650K
PSP
369
Principal Street Partners
Tennessee
$634K
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$630K
FG
371
Formula Growth
Quebec, Canada
$630K
LAM
372
LECAP Asset Management
United Kingdom
$628K
NDSIB
373
North Dakota State Investment Board
North Dakota
$619K
Wealthfront Advisers
374
Wealthfront Advisers
California
$608K
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$594K