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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
BPMC
351
Buckland Partners Management Co
New York
$821K
FIA
352
FNY Investment Advisers
New York
$821K
AA
353
ALPS Advisors
Colorado
$810K
Mariner
354
Mariner
Kansas
$806K
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$798K
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$798K
CC
357
Courier Capital
New York
$794K
JSSH
358
J. Safra Sarasin Holding
$776K
NDSIB
359
North Dakota State Investment Board
North Dakota
$776K
OIMU
360
Osmosis Investment Management UK
United Kingdom
$772K
DACG
361
Donor Advised Charitable Giving
California
$759K
Baird Financial Group
362
Baird Financial Group
Wisconsin
$755K
AA
363
Ahara Advisors
New Jersey
$755K
QIM
364
Quantitative Investment Management
Virginia
$754K
Neuberger Berman Group
365
Neuberger Berman Group
New York
$744K
TIM
366
Thompson Investment Management
Wisconsin
$742K
Allianz Asset Management
367
Allianz Asset Management
Germany
$742K
OL
368
Odyssean LLC
Connecticut
$727K
CFG
369
Citizens Financial Group
Rhode Island
$715K
GIBU
370
Gulf International Bank (UK)
United Kingdom
$712K
Rafferty Asset Management
371
Rafferty Asset Management
New York
$710K
HWAM
372
Hennion & Walsh Asset Management
New Jersey
$700K
MSRPS
373
Maryland State Retirement & Pension System
Maryland
$692K
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$692K
TCM
375
Triumph Capital Management
Colorado
$685K