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
IA
551
IFP Advisors
Florida
$94.6K
ASC
552
Ares Systematic Credit
$81.7K
SAM
553
Smartleaf Asset Management
Massachusetts
$80.2K
CA
554
Crewe Advisors
Utah
$78.7K
IWM
555
IMG Wealth Management
Florida
$72.8K
SBFM
556
S-Bank Fund Management
Finland
$69.2K
CPBTD
557
Central Pacific Bank - Trust Division
Hawaii
$67.7K
CFFP
558
Center for Financial Planning
Michigan
$62.6K
Los Angeles Capital Management
559
Los Angeles Capital Management
California
$62.2K
SIC
560
SJS Investment Consulting
Ohio
$59.1K
AA
561
Ancora Advisors
Ohio
$57.5K
C
562
Covestor
United Kingdom
$57K
AssetMark Inc
563
AssetMark Inc
California
$56.6K
TPCW
564
TD Private Client Wealth
New York
$47.9K
FFA
565
Frazier Financial Advisors
Ohio
$47.1K
EWP
566
Elevation Wealth Partners
California
$46.1K
BC
567
Bayforest Capital
United Kingdom
$45.7K
CJ
568
Caitlin John
Michigan
$45.3K
CAM
569
Costello Asset Management
Pennsylvania
$43.7K
EI
570
EFG International
$43.3K
FFG
571
Forum Finance Group
$43K
RF
572
Rossby Financial
Florida
$39.9K
VSQM
573
V-Square Quantitative Management
Illinois
$39.7K
SWM
574
Spire Wealth Management
Virginia
$39.6K
FCAS
575
First Command Advisory Services
Texas
$39.4K