725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
CC
351
Courier Capital
New York
$794K
JSSH
352
J. Safra Sarasin Holding
$776K
NDSIB
353
North Dakota State Investment Board
North Dakota
$776K
OIMU
354
Osmosis Investment Management UK
United Kingdom
$772K
DACG
355
Donor Advised Charitable Giving
California
$759K
Baird Financial Group
356
Baird Financial Group
Wisconsin
$755K
AAL
357
Ahara Advisors LLC
New Jersey
$755K
QIM
358
Quantitative Investment Management
Virginia
$754K
Neuberger Berman Group
359
Neuberger Berman Group
New York
$744K
TIM
360
Thompson Investment Management
Wisconsin
$742K
Allianz Asset Management
361
Allianz Asset Management
Germany
$742K
OL
362
Odyssean LLC
Connecticut
$727K
CFG
363
Citizens Financial Group
Rhode Island
$715K
GIBU
364
Gulf International Bank (UK)
United Kingdom
$712K
Rafferty Asset Management
365
Rafferty Asset Management
New York
$710K
HWAM
366
Hennion & Walsh Asset Management
New Jersey
$700K
MSRPS
367
Maryland State Retirement & Pension System
Maryland
$692K
IMRF
368
Illinois Municipal Retirement Fund
Illinois
$692K
TCM
369
Triumph Capital Management
Colorado
$685K
IAA
370
Independent Advisor Alliance
North Carolina
$684K
MGP
371
Metis Global Partners
California
$668K
RWMG
372
Redwood Wealth Management Group
New Jersey
$652K
DIM
373
DC Investments Management
Virginia
$640K
Macquarie Group
374
Macquarie Group
Australia
$637K
GC
375
Gilbert & Cook
Iowa
$637K