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
CA
601
CoreCap Advisors
Michigan
$18.3K
DWP
602
Destiny Wealth Partners
Florida
$16.9K
CCM
603
Chilton Capital Management
Texas
$16.5K
CAL
604
Capital Advisors Ltd
Ohio
$16K
BGAI
605
Bruce G. Allen Investments
Colorado
$15.1K
MCM
606
Manchester Capital Management
Vermont
$15K
BW
607
Bravera Wealth
North Dakota
$13.7K
BLC
608
Brown, Lisle/Cummings
Rhode Island
$13.6K
PTC
609
Private Trust Company
Ohio
$13.3K
PFBT
610
Parkside Financial Bank & Trust
Missouri
$13.1K
APW
611
Aventura Private Wealth
Florida
$13.1K
BIA
612
Bell Investment Advisors
California
$12.8K
WWM
613
Western Wealth Management
Colorado
$12.6K
TFIPS
614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.6K
PWPS
615
Pinnacle Wealth Planning Services
Ohio
$12.6K
SVCP
616
Silicon Valley Capital Partners
California
$12.6K
TWC
617
TD Waterhouse Canada
Ontario, Canada
$12.3K
GSEP
618
Golden State Equity Partners
California
$12.3K
RCM
619
Raleigh Capital Management
North Carolina
$12.1K
FP
620
Financial Perspectives
Minnesota
$11.6K
WWM
621
Wolff Wiese Magana
California
$11.5K
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$11.3K
GCM
623
Glynn Capital Management
California
$11.2K
ZBNA
624
Zions Bancorporation, National Association
Utah
$11K
OCWP
625
Owl Creek Wealth Partners
Colorado
$10.8K