728 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 296 increasing their positions, 216 reducing their positions, and 99 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: 734728 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$768M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
728
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
RB
476
Rodgers Brothers
Pennsylvania
$275K
AAS
477
Ameritas Advisory Services
Nebraska
$269K
WPW
478
Waldron Private Wealth
Pennsylvania
$268K
MAS
479
Meeder Advisory Services
Ohio
$268K
AWF
480
Alpha Wealth Funds
Utah
$267K
BL
481
BFSG LLC
California
$265K
AI
482
Atria Investments
North Carolina
$265K
FFA
483
Farther Finance Advisors
California
$264K
BAMG
484
Brand Asset Management Group
Missouri
$262K
RWM
485
Revisor Wealth Management
Ohio
$258K
FI
486
Finivi Inc
Massachusetts
$255K
KPWS
487
Kestra Private Wealth Services
Texas
$254K
MFAM
488
Motley Fool Asset Management
Virginia
$254K
N
489
Numerai
California
$251K
SCP
490
Sivia Capital Partners
California
$247K
LFG
491
Larson Financial Group
Missouri
$246K
MFS
492
Mirabella Financial Services
United Kingdom
$246K
NG
493
Norden Group
Utah
$245K
AWM
494
Arista Wealth Management
Nevada
$244K
VCA
495
Verdence Capital Advisors
Maryland
$243K
OWM
496
Opes Wealth Management
California
$242K
BC
497
Burney Company
Virginia
$241K
MA
498
MCF Advisors
Kentucky
$239K
CBA
499
Coastal Bridge Advisors
Connecticut
$239K
AI
500
Atom Investors
Texas
$233K