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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83%93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

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

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
501
Coastal Bridge Advisors
Connecticut
$239K -$15.4K -186 -6%
AI
502
Atom Investors
Texas
$233K +$245K +2,958 New
BEI
503
Benjamin Edwards Inc
Missouri
$232K -$209K -2,518 -46%
DADC
504
D.A. Davidson & Co
Montana
$231K -$23.2K -279 -9%
OL
505
Optas LLC
Texas
$231K +$244K +2,935 New
MA
506
MONECO Advisors
Connecticut
$230K +$242K +2,922 New
SC
507
Shay Capital
New York
$228K +$241K +2,900 New
AT
508
American Trust
Kentucky
$226K +$27K +325 +13%
PE
509
PCM Encore
Colorado
$225K +$1.41K +17 +0.6%
BM
510
Brandywine Managers
Delaware
$221K -$91.3K -1,100 -28%
OCBCO
511
Oversea-Chinese Banking Corp (OCBC)
Singapore
$221K -$103K -1,247 -29%
UM
512
UniSuper Management
Australia
$220K
RK
513
Rather & Kittrell
Tennessee
$219K -$498 -6 -0.2%
GI
514
GAMMA Investing
California
$218K +$113K +1,364 +97%
SGCA
515
Steel Grove Capital Advisors
Tennessee
$218K +$230K +2,769 New
HWM
516
HB Wealth Management
Georgia
$217K +$10.1K +122 +5%
CW
517
CreativeOne Wealth
Kansas
$216K -$498 -6 -0.2%
OP
518
Oslo Pensjonsforsikring
$216K +$228K +2,749 New
WBC
519
Westpac Banking Corp
Australia
$213K +$73K +880 +48%
BF
520
BOK Financial
Oklahoma
$210K +$23.2K +279 +12%
CP
521
Creekside Partners
California
$210K
GIM
522
Generali Investments Management
Slovenia
$209K +$81.5K +982 +59%
SC
523
Savant Capital
Illinois
$207K +$218K +2,630 New
NS
524
Northland Securities
Minnesota
$206K -$4.15K -50 -2%
AMI
525
Amica Mutual Insurance
Rhode Island
$205K