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
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$616K
A
377
AlphaQuest
New York
$614K
RSWM
378
Robertson Stephens Wealth Management
California
$613K
RBI
379
Raiffeisen Bank International
Austria
$603K
BC
380
Burney Company
Virginia
$603K
VI
381
Versor Investments
New York
$601K
ProShare Advisors
382
ProShare Advisors
Maryland
$584K
AF
383
Alerus Financial
North Dakota
$577K
OAC
384
OMERS Administration Corp
Ontario, Canada
$575K
GCA
385
Greenwood Capital Associates
South Carolina
$572K
OAM
386
Ostrum Asset Management
France
$567K
SFG
387
Synergy Financial Group
California
$563K
QI
388
Qtron Investments
Massachusetts
$561K
SCM
389
Sterling Capital Management
North Carolina
$561K
BMSSC
390
B. Metzler seel. Sohn & Co
Germany
$554K
TC
391
Truvestments Capital
Florida
$554K
JWCA
392
J.W. Cole Advisors
Florida
$550K
QCM
393
Qsemble Capital Management
New York
$540K
Jones Financial Companies
394
Jones Financial Companies
Missouri
$539K
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$506K
CWM
396
CIBC World Markets
New York
$505K
PSP
397
Principal Street Partners
Tennessee
$503K
GA
398
GraniteShares Advisors
New York
$499K
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$497K
FFM
400
Forum Financial Management
Illinois
$494K