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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

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83%93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

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
-6
Holders Change %
-0.82%
% of All Funds
8.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
601
City State Bank
Iowa
$19.6K -$913 -11 -4%
TFA
602
Transamerica Financial Advisors
Florida
$19K +$7.55K +91 +61%
CFO
603
CVA Family Office
Colorado
$18.5K +$8.05K +97 +70%
CA
604
CoreCap Advisors
Michigan
$18.3K +$4.32K +52 +29%
DWP
605
Destiny Wealth Partners
Florida
$16.9K +$17.8K +215 New
CCM
606
Chilton Capital Management
Texas
$16.5K
CAL
607
Capital Advisors Ltd
Ohio
$16K +$166 +2 +1%
BGAI
608
Bruce G. Allen Investments
Colorado
$15.1K -$498 -6 -3%
MCM
609
Manchester Capital Management
Vermont
$15K +$5.73K +69 +57%
BW
610
Bravera Wealth
North Dakota
$13.7K +$14.4K +174 New
BLC
611
Brown, Lisle/Cummings
Rhode Island
$13.6K +$13.4K +162 +1,620%
PTC
612
Private Trust Company
Ohio
$13.3K -$249 -3 -2%
PFBT
613
Parkside Financial Bank & Trust
Missouri
$13.1K +$6.06K +73 +78%
APW
614
Aventura Private Wealth
Florida
$13.1K
BIA
615
Bell Investment Advisors
California
$12.8K +$6.72K +81 +99%
TFIPS
616
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.6K
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$12.6K +$1.58K +19 +13%
SVCP
618
Silicon Valley Capital Partners
California
$12.6K +$13.3K +160 New
TWC
619
TD Waterhouse Canada
Ontario, Canada
$12.3K +$8.8K +106 +212%
GSEP
620
Golden State Equity Partners
California
$12.3K +$12.9K +156 New
RCM
621
Raleigh Capital Management
North Carolina
$12.1K
FP
622
Financial Perspectives
Minnesota
$11.6K
WWM
623
Wolff Wiese Magana
California
$11.5K
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$11.3K
GCM
625
Glynn Capital Management
California
$11.2K