740 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
740
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
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
351
B. Metzler seel. Sohn & Co
Germany
$950K
KRS
352
Kentucky Retirement Systems
Kentucky
$948K
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$945K
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$941K
AF
355
Avanza Fonder
Sweden
$939K
CC
356
Courier Capital
New York
$932K
Janus Henderson Group
357
Janus Henderson Group
United Kingdom
$931K
VF
358
Virtu Financial
New York
$925K
P8IP
359
Pier 88 Investment Partners
California
$917K
Allianz Asset Management
360
Allianz Asset Management
Germany
$914K
CAM
361
Cresset Asset Management
Illinois
$911K
Lazard Asset Management
362
Lazard Asset Management
New York
$911K
AAMU
363
APG Asset Management US
New York
$890K
BFS
364
Bradley Foster & Sargent
Connecticut
$876K
KAS
365
Kestra Advisory Services
Texas
$873K
AA
366
ALPS Advisors
Colorado
$865K
Boston Partners
367
Boston Partners
Massachusetts
$865K
Wealthfront Advisers
368
Wealthfront Advisers
California
$863K
Bank of Nova Scotia
369
Bank of Nova Scotia
Ontario, Canada
$860K
FIA
370
FNY Investment Advisers
New York
$841K
N
371
Natixis
France
$826K
Neuberger Berman Group
372
Neuberger Berman Group
New York
$821K
AF
373
Alerus Financial
North Dakota
$813K
ECM
374
Everence Capital Management
Indiana
$811K
DACG
375
Donor Advised Charitable Giving
California
$805K