720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
351
J. Safra Sarasin Holding
$776K
NDSIB
352
North Dakota State Investment Board
North Dakota
$776K
OIMU
353
Osmosis Investment Management UK
United Kingdom
$772K
DACG
354
Donor Advised Charitable Giving
California
$759K
Baird Financial Group
355
Baird Financial Group
Wisconsin
$755K
QIM
356
Quantitative Investment Management
Virginia
$754K
Neuberger Berman Group
357
Neuberger Berman Group
New York
$744K
TIM
358
Thompson Investment Management
Wisconsin
$742K
Allianz Asset Management
359
Allianz Asset Management
Germany
$742K
OL
360
Odyssean LLC
Connecticut
$727K
CFG
361
Citizens Financial Group
Rhode Island
$715K
GIBU
362
Gulf International Bank (UK)
United Kingdom
$712K
Rafferty Asset Management
363
Rafferty Asset Management
New York
$710K
HWAM
364
Hennion & Walsh Asset Management
New Jersey
$700K
MSRPS
365
Maryland State Retirement & Pension System
Maryland
$692K
IMRF
366
Illinois Municipal Retirement Fund
Illinois
$692K
TCM
367
Triumph Capital Management
Colorado
$685K
IAA
368
Independent Advisor Alliance
North Carolina
$684K
MGP
369
Metis Global Partners
California
$668K
RWMG
370
Redwood Wealth Management Group
New Jersey
$652K
DIM
371
DC Investments Management
Virginia
$640K
Macquarie Group
372
Macquarie Group
Australia
$637K
GC
373
Gilbert & Cook
Iowa
$637K
EAM
374
Evanson Asset Management
California
$634K
RIM
375
Rakuten Investment Management
Japan
$629K