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
HFM
576
Hartford Financial Management
Connecticut
$39.4K
NA
577
NewEdge Advisors
Louisiana
$35.8K
BBHC
578
Brown Brothers Harriman & Co
New York
$34.3K
WIM
579
Westside Investment Management
California
$33.3K
RS
580
Rakuten Securities
Japan
$30.5K
PAMS
581
Pinpoint Asset Management (Singapore)
$28.6K
SL
582
Salomon & Ludwin
Virginia
$28K
HI
583
Harbour Investments
Wisconsin
$28K
GCS
584
Gordian Capital (Singapore)
Singapore
$27.7K
GTAM
585
Global Trust Asset Management
Florida
$27.3K
RFG
586
REAP Financial Group
Texas
$26.3K
SWM
587
SHP Wealth Management
Massachusetts
$26.1K
NS
588
NBC Securities
Alabama
$25.9K
BIAS
589
Beacon Investment Advisory Services
New Jersey
$24.4K
RIL
590
Rothschild Investment LLC
Illinois
$23.8K
TWD
591
True Wealth Design
Ohio
$23.5K
CFD
592
Creative Financial Designs
Indiana
$23.2K
JWA
593
JFS Wealth Advisors
Pennsylvania
$22K
VIS
594
Vega Investment Solutions
France
$21.1K
CFB
595
Cullen/Frost Bankers
Texas
$21.1K
SFG
596
Strive Financial Group
Indiana
$21K
RFP
597
Root Financial Partners
California
$20.4K
CSB
598
City State Bank
Iowa
$19.6K
TFA
599
Transamerica Financial Advisors
Florida
$19K
CFO
600
CVA Family Office
Colorado
$18.5K