740 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
740
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
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
476
Yorktown Management & Research Company
Virginia
$376K
AC
477
Armistice Capital
New York
$371K
QCG
478
Quadrant Capital Group
Ohio
$363K
PE
479
Point72 Europe
United Kingdom
$355K
HIP
480
HUB Investment Partners
Texas
$352K
KIA
481
Knollwood Investment Advisory
Maryland
$349K
GRP
482
Global Retirement Partners
California
$348K
GGS
483
Galvin Gaustad & Stein
Arizona
$348K
FFA
484
Farther Finance Advisors
California
$346K
GIM
485
Generali Investments Management
Slovenia
$343K
M&T Bank
486
M&T Bank
New York
$343K
CB
487
Commerce Bank
Missouri
$340K
BJL
488
Brighton Jones LLC
Washington
$335K
VI
489
Versor Investments
New York
$329K
S
490
SignatureFD
Georgia
$326K
AFG
491
Atomi Financial Group
New York
$317K
AI
492
Atria Investments
North Carolina
$316K
KCP
493
Kera Capital Partners
California
$314K
PS
494
Principal Securities
Iowa
$313K
WPW
495
Waldron Private Wealth
Pennsylvania
$310K
EAM
496
Eventide Asset Management
Massachusetts
$310K
BL
497
BFSG LLC
California
$309K
LOAMU
498
Lombard Odier Asset Management (USA)
New York
$303K
IGAM
499
iA Global Asset Management
Quebec, Canada
$301K
HWM
500
HB Wealth Management
Georgia
$297K