725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
YMRC
451
Yorktown Management & Research Company
Virginia
$355K
SLG
452
Stanley-Laman Group
Pennsylvania
$343K
CA
453
Clearstead Advisors
Ohio
$342K
EAM
454
Eventide Asset Management
Massachusetts
$342K
BM
455
Brandywine Managers
Delaware
$338K
UCFA
456
United Capital Financial Advisors
Texas
$337K
SW
457
SkyOak Wealth
Michigan
$333K
AWA
458
Aaron Wealth Advisors
Illinois
$331K
KIA
459
Knollwood Investment Advisory
Maryland
$329K
LCM
460
Legato Capital Management
California
$326K
BIG
461
Brooklyn Investment Group
New York
$320K
CAM
462
CenterStar Asset Management
Illinois
$320K
FFA
463
Farther Finance Advisors
California
$312K
S
464
SignatureFD
Georgia
$310K
ECM
465
Everence Capital Management
Indiana
$307K
SPA
466
Sherbrooke Park Advisers
New York
$304K
PS
467
Principal Securities
Iowa
$302K
CB
468
Commerce Bank
Missouri
$298K
AAS
469
Ameritas Advisory Services
Nebraska
$296K
WPW
470
Waldron Private Wealth
Pennsylvania
$293K
BL
471
BFSG LLC
California
$291K
AI
472
Atria Investments
North Carolina
$289K
AAM
473
Advisors Asset Management
Colorado
$283K
IC
474
Inscription Capital
Texas
$282K
CBA
475
Coastal Bridge Advisors
Connecticut
$278K