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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
SFA
426
Sequoia Financial Advisors
Ohio
$440K
CG
427
Caprock Group
Idaho
$440K
M&T Bank
428
M&T Bank
New York
$435K
IIM
429
INTECH Investment Management
Florida
$435K
SW
430
SteelPeak Wealth
California
$435K
SI
431
Sapience Investments
California
$425K
CFM
432
Catalyst Funds Management
Australia
$424K
AWF
433
Alpha Wealth Funds
Utah
$423K
WSFS
434
Wilmington Savings Fund Society
Delaware
$415K
ALAM
435
Asahi Life Asset Management
Japan
$409K
TLFA
436
True Link Financial Advisors
California
$408K
GWM
437
GDS Wealth Management
Texas
$404K
PA
438
Parallel Advisors
California
$403K
VanEck Associates
439
VanEck Associates
New York
$403K
FRA
440
Frank Rimerman Advisors
California
$398K
ECM
441
Evergreen Capital Management
Washington
$398K
MCM
442
MAI Capital Management
Ohio
$392K
RWC
443
Rare Wolf Capital
Washington
$390K
WI
444
Wahed Invest
New York
$381K
YC
445
Yarbrough Capital
Tennessee
$380K
NRG
446
Nemes Rush Group
Michigan
$378K
FTWA
447
Fifth Third Wealth Advisors
Ohio
$378K
IFG
448
Independent Financial Group
California
$376K
OCBCO
449
Oversea-Chinese Banking Corp (OCBC)
Singapore
$376K
KPWS
450
Kestra Private Wealth Services
Texas
$375K