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
WSFS
426
Wilmington Savings Fund Society
Delaware
$415K
ALAM
427
Asahi Life Asset Management
Japan
$409K
TLFA
428
True Link Financial Advisors
California
$408K
GWM
429
GDS Wealth Management
Texas
$404K
PA
430
Parallel Advisors
California
$403K
VanEck Associates
431
VanEck Associates
New York
$403K
FRA
432
Frank Rimerman Advisors
California
$398K
ECM
433
Evergreen Capital Management
Washington
$398K
MCM
434
MAI Capital Management
Ohio
$392K
RWC
435
Rare Wolf Capital
Washington
$390K
WI
436
Wahed Invest
New York
$381K
YC
437
Yarbrough Capital
Tennessee
$380K
NRG
438
Nemes Rush Group
Michigan
$378K
FTWA
439
Fifth Third Wealth Advisors
Ohio
$378K
OCBCO
440
Oversea-Chinese Banking Corp (OCBC)
Singapore
$376K
KPWS
441
Kestra Private Wealth Services
Texas
$375K
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$375K
FCM
443
Fieldview Capital Management
Michigan
$372K
MMA
444
Miracle Mile Advisors
California
$370K
MYAM
445
Meiji Yasuda Asset Management
Japan
$368K
EGM
446
Engineers Gate Manager
New York
$367K
RWM
447
Revisor Wealth Management
Ohio
$363K
ACA
448
Atlas Capital Advisors
Wyoming
$355K
YMRC
449
Yorktown Management & Research Company
Virginia
$355K
SLG
450
Stanley-Laman Group
Pennsylvania
$343K