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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
QCM
401
Qsemble Capital Management
New York
$540K
Jones Financial Companies
402
Jones Financial Companies
Missouri
$539K
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$506K
CWM
404
CIBC World Markets
New York
$505K
PSP
405
Principal Street Partners
Tennessee
$503K
GA
406
GraniteShares Advisors
New York
$499K
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$497K
FFM
408
Forum Financial Management
Illinois
$494K
SI
409
Stephens Inc
Arkansas
$483K
SCM
410
Shelton Capital Management
Colorado
$482K
Teacher Retirement System of Texas
411
Teacher Retirement System of Texas
Texas
$479K
CG
412
Cynosure Group
Utah
$475K
BEI
413
Benjamin Edwards Inc
Missouri
$472K
GWM
414
GK Wealth Management
Nevada
$471K
MFG
415
Merit Financial Group
Georgia
$471K
OIAM
416
OFI Invest Asset Management
France
$469K
Kovitz Investment Group Partners
417
Kovitz Investment Group Partners
Illinois
$468K
CL
418
Choreo LLC
Illinois
$460K
KCP
419
Kera Capital Partners
California
$456K
AWA
420
Arkadios Wealth Advisors
Georgia
$455K
SWP
421
Stratos Wealth Partners
Ohio
$452K
CS
422
Clear Street
New York
$452K
DILIC
423
Dai-ichi Life Insurance Company
Japan
$449K
ICA
424
Infrastructure Capital Advisors
New York
$445K
RCA
425
Resonant Capital Advisors
Wisconsin
$441K