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
FCAS
576
First Command Advisory Services
Texas
$43.2K
AA
577
Ancora Advisors
Ohio
$39.9K
CFFP
578
Center for Financial Planning
Michigan
$38.9K
BBHC
579
Brown Brothers Harriman & Co
New York
$38.1K
WIM
580
Westside Investment Management
California
$34.7K
AssetMark Inc
581
AssetMark Inc
California
$34.3K
NS
582
NBC Securities
Alabama
$34.1K
CFB
583
Cullen/Frost Bankers
Texas
$33K
TM
584
Torren Management
California
$31.7K
GCS
585
Gordian Capital (Singapore)
Singapore
$30.4K
GTAM
586
Global Trust Asset Management
Florida
$30K
BOJHT
587
Bank of Jackson Hole Trust
Wyoming
$27.2K
JWA
588
JFS Wealth Advisors
Pennsylvania
$26.7K
RFG
589
REAP Financial Group
Texas
$26.7K
RF
590
Rossby Financial
Florida
$26.3K
EWP
591
Elevation Wealth Partners
California
$25.6K
RFP
592
Root Financial Partners
California
$25.6K
CFD
593
Creative Financial Designs
Indiana
$25.5K
WTA
594
Washington Trust Advisors
Massachusetts
$24K
PAMS
595
Pinpoint Asset Management (Singapore)
$24K
VIS
596
Vega Investment Solutions
France
$23.2K
RIL
597
Rothschild Investment LLC
Illinois
$22.6K
CSB
598
City State Bank
Iowa
$22.5K
SFG
599
Strive Financial Group
Indiana
$20.2K
CCM
600
Chilton Capital Management
Texas
$18.2K