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
P8IP
376
Pier 88 Investment Partners
California
$590K
MGP
377
Metis Global Partners
California
$589K
UCFA
378
United Capital Financial Advisors
Texas
$583K
DIM
379
DC Investments Management
Virginia
$582K
Macquarie Group
380
Macquarie Group
Australia
$580K
RWMG
381
Redwood Wealth Management Group
New Jersey
$578K
EAM
382
Evanson Asset Management
California
$577K
GC
383
Gilbert & Cook
Iowa
$574K
RSWM
384
Robertson Stephens Wealth Management
California
$572K
AWM
385
Accurate Wealth Management
Florida
$567K
Fidelity International
386
Fidelity International
Bermuda
$558K
SS
387
SBI Securities
Japan
$557K
Rafferty Asset Management
388
Rafferty Asset Management
New York
$557K
A
389
Allianz
Germany
$551K
TC
390
Truvestments Capital
Florida
$548K
IFG
391
Independent Financial Group
California
$543K
ProShare Advisors
392
ProShare Advisors
Maryland
$535K
ECM
393
Evergreen Capital Management
Washington
$525K
OAM
394
Ostrum Asset Management
France
$524K
BPC
395
Banque Pictet & Cie
Switzerland
$521K
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$515K
MFG
397
Merit Financial Group
Georgia
$511K
QI
398
Qtron Investments
Massachusetts
$511K
SFG
399
Synergy Financial Group
California
$510K
PP
400
Pingora Partners
Wyoming
$505K