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
VCA
476
Verdence Capital Advisors
Maryland
$268K
NG
477
Norden Group
Utah
$268K
AWM
478
Arista Wealth Management
Nevada
$266K
PCP
479
Perbak Capital Partners
United Kingdom
$265K
MA
480
MCF Advisors
Kentucky
$262K
OWM
481
Opes Wealth Management
California
$262K
SCP
482
Sivia Capital Partners
California
$261K
IWA
483
Inspirion Wealth Advisors
Illinois
$260K
A
484
Allianz
Germany
$259K
KAM
485
Kazazian Asset Management
Florida
$259K
CPIG
486
Chicago Partners Investment Group
Illinois
$259K
SC
487
Scotia Capital
Ontario, Canada
$256K
HFS
488
Hantz Financial Services
Michigan
$256K
NA
489
NewEdge Advisors
Louisiana
$253K
MFAM
490
Motley Fool Asset Management
Virginia
$253K
CFO
491
Callan Family Office
Pennsylvania
$247K
PE
492
PCM Encore
Colorado
$245K
CI Investments Inc
493
CI Investments Inc
Ontario, Canada
$245K
CC
494
Centiva Capital
New York
$244K
MWM
495
Mindset Wealth Management
Indiana
$244K
UM
496
UniSuper Management
Australia
$242K
RK
497
Rather & Kittrell
Tennessee
$241K
PAM
498
Panagora Asset Management
Massachusetts
$239K
CW
499
CreativeOne Wealth
Kansas
$238K
SC
500
Syon Capital
California
$236K