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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
CIBC World Market
426
CIBC World Market
Ontario, Canada
$432K
CWM
427
Cornerstone Wealth Management
Missouri
$411K
DILIC
428
Dai-ichi Life Insurance Company
Japan
$408K
CIA
429
Concurrent Investment Advisors
Florida
$408K
GA
430
GraniteShares Advisors
New York
$407K
SW
431
SteelPeak Wealth
California
$407K
SW
432
SkyOak Wealth
Michigan
$405K
ECM
433
Everence Capital Management
Indiana
$402K
M&T Bank
434
M&T Bank
New York
$401K
SWP
435
Stratos Wealth Partners
Ohio
$399K
TRCT
436
Tower Research Capital (TRC)
New York
$391K
Caisse de Depot et Placement du Quebec (CDPQ)
437
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$390K
VanEck Associates
438
VanEck Associates
New York
$379K
IG
439
IFS Group
Pennsylvania
$375K
FTWA
440
Fifth Third Wealth Advisors
Ohio
$371K
WSFS
441
Wilmington Savings Fund Society
Delaware
$369K
EWM
442
Empirical Wealth Management
Washington
$369K
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$365K
NRG
444
Nemes Rush Group
Michigan
$351K
SSWM
445
Sheets Smith Wealth Management
North Carolina
$342K
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$341K
ACA
447
Atlas Capital Advisors
Wyoming
$341K
IIM
448
INTECH Investment Management
Florida
$341K
EAM
449
Eventide Asset Management
Massachusetts
$340K
MMA
450
Miracle Mile Advisors
California
$339K