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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 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: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
730
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
Wealthfront Advisers
376
Wealthfront Advisers
California
$608K
CIBC Asset Management
377
CIBC Asset Management
Ontario, Canada
$594K
P8IP
378
Pier 88 Investment Partners
California
$590K
MGP
379
Metis Global Partners
California
$589K
UCFA
380
United Capital Financial Advisors
Texas
$583K
DIM
381
DC Investments Management
Virginia
$582K
Macquarie Group
382
Macquarie Group
Australia
$580K
RWMG
383
Redwood Wealth Management Group
New Jersey
$578K
EAM
384
Evanson Asset Management
California
$577K
GC
385
Gilbert & Cook
Iowa
$574K
RSWM
386
Robertson Stephens Wealth Management
California
$572K
AWM
387
Accurate Wealth Management
Florida
$567K
Fidelity International
388
Fidelity International
Bermuda
$558K
SS
389
SBI Securities
Japan
$557K
Rafferty Asset Management
390
Rafferty Asset Management
New York
$557K
A
391
Allianz
Germany
$551K
TC
392
Truvestments Capital
Florida
$548K
IFG
393
Independent Financial Group
California
$543K
ProShare Advisors
394
ProShare Advisors
Maryland
$535K
ECM
395
Evergreen Capital Management
Washington
$525K
OAM
396
Ostrum Asset Management
France
$524K
BPC
397
Banque Pictet & Cie
Switzerland
$521K
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$515K
MFG
399
Merit Financial Group
Georgia
$511K
QI
400
Qtron Investments
Massachusetts
$511K