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
CA
451
Clearstead Advisors
Ohio
$342K
EAM
452
Eventide Asset Management
Massachusetts
$342K
BM
453
Brandywine Managers
Delaware
$338K
UCFA
454
United Capital Financial Advisors
Texas
$337K
SW
455
SkyOak Wealth
Michigan
$333K
AWA
456
Aaron Wealth Advisors
Illinois
$331K
KIA
457
Knollwood Investment Advisory
Maryland
$329K
LCM
458
Legato Capital Management
California
$326K
BIG
459
Brooklyn Investment Group
New York
$320K
CAM
460
CenterStar Asset Management
Illinois
$320K
FFA
461
Farther Finance Advisors
California
$312K
S
462
SignatureFD
Georgia
$310K
ECM
463
Everence Capital Management
Indiana
$307K
SPA
464
Sherbrooke Park Advisers
New York
$304K
PS
465
Principal Securities
Iowa
$302K
CB
466
Commerce Bank
Missouri
$298K
AAS
467
Ameritas Advisory Services
Nebraska
$296K
WPW
468
Waldron Private Wealth
Pennsylvania
$293K
BL
469
BFSG LLC
California
$291K
AI
470
Atria Investments
North Carolina
$289K
AAM
471
Advisors Asset Management
Colorado
$283K
IC
472
Inscription Capital
Texas
$282K
CBA
473
Coastal Bridge Advisors
Connecticut
$278K
DADC
474
D.A. Davidson & Co
Montana
$278K
MF
475
Magnetar Financial
Illinois
$273K