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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
VSQM
576
V-Square Quantitative Management
Illinois
$39.7K
SWM
577
Spire Wealth Management
Virginia
$39.6K
FCAS
578
First Command Advisory Services
Texas
$39.4K
HFM
579
Hartford Financial Management
Connecticut
$39.4K
NA
580
NewEdge Advisors
Louisiana
$35.8K
BBHC
581
Brown Brothers Harriman & Co
New York
$34.3K
WIM
582
Westside Investment Management
California
$33.3K
RS
583
Rakuten Securities
Japan
$30.5K
PAMS
584
Pinpoint Asset Management (Singapore)
$28.6K
SL
585
Salomon & Ludwin
Virginia
$28K
HI
586
Harbour Investments
Wisconsin
$28K
GCS
587
Gordian Capital (Singapore)
Singapore
$27.7K
GTAM
588
Global Trust Asset Management
Florida
$27.3K
RFG
589
REAP Financial Group
Texas
$26.3K
SWM
590
SHP Wealth Management
Massachusetts
$26.1K
NS
591
NBC Securities
Alabama
$25.9K
BIAS
592
Beacon Investment Advisory Services
New Jersey
$24.4K
RIL
593
Rothschild Investment LLC
Illinois
$23.8K
TWD
594
True Wealth Design
Ohio
$23.5K
CFD
595
Creative Financial Designs
Indiana
$23.2K
JWA
596
JFS Wealth Advisors
Pennsylvania
$22K
VIS
597
Vega Investment Solutions
France
$21.1K
CFB
598
Cullen/Frost Bankers
Texas
$21.1K
SFG
599
Strive Financial Group
Indiana
$21K
RFP
600
Root Financial Partners
California
$20.4K