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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

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: 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
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
EWA
551
EverSource Wealth Advisors
Alabama
$105K
HWA
552
HHM Wealth Advisors
Tennessee
$98.4K
IA
553
IFP Advisors
Florida
$94.6K
ASC
554
Ares Systematic Credit
$81.7K
SAM
555
Smartleaf Asset Management
Massachusetts
$80.2K
CA
556
Crewe Advisors
Utah
$78.7K
IWM
557
IMG Wealth Management
Florida
$72.8K
SBFM
558
S-Bank Fund Management
Finland
$69.2K
CPBTD
559
Central Pacific Bank - Trust Division
Hawaii
$67.7K
CFFP
560
Center for Financial Planning
Michigan
$62.6K
Los Angeles Capital Management
561
Los Angeles Capital Management
California
$62.2K
SIC
562
SJS Investment Consulting
Ohio
$59.1K
AA
563
Ancora Advisors
Ohio
$57.5K
C
564
Covestor
United Kingdom
$57K
AssetMark Inc
565
AssetMark Inc
California
$56.6K
TPCW
566
TD Private Client Wealth
New York
$47.9K
FFA
567
Frazier Financial Advisors
Ohio
$47.1K
EWP
568
Elevation Wealth Partners
California
$46.1K
BC
569
Bayforest Capital
United Kingdom
$45.7K
CJ
570
Caitlin John
Michigan
$45.3K
CAM
571
Costello Asset Management
Pennsylvania
$43.7K
EI
572
EFG International
$43.3K
FFG
573
Forum Finance Group
$43K
BWA
574
Basecamp Wealth Advisors
Washington
$40.4K
RF
575
Rossby Financial
Florida
$39.9K