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
AP
626
Aspect Partners
Virginia
$10.6K
WTA
627
Washington Trust Advisors
Massachusetts
$9.45K
1CP
628
1015 Capital Partners
Pennsylvania
$9.21K
TFGT
629
TS Financial Group (TSFG)
Illinois
$9K
EP
630
Essential Partners
California
$8.97K
MCA
631
McGuire Capital Advisors
Oklahoma
$8.34K
SC
632
Stance Capital
Massachusetts
$7.87K
ACM
633
Accent Capital Management
Ohio
$7.4K
KFAS
634
Keating Financial Advisory Services
Kansas
$7.24K
VNT
635
Vanguard National Trust
Pennsylvania
$7.24K
PWMG
636
Private Wealth Management Group
New Jersey
$7.08K
BTI
637
Blue Trust Inc
Georgia
$6.22K
FHC
638
First Horizon Corporation
Tennessee
$6.22K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$6.14K
BCM
640
Boreal Capital Management
Florida
$5.9K
AA
641
Addison Advisors
Vermont
$5.51K
FPF
642
First Pacific Financial
Washington
$5.51K
KAS
643
Kemnay Advisory Services
New York
$5.35K
FFO
644
Fortitude Family Office
Arizona
$5.04K
BCWM
645
Bartlett & Co Wealth Management
Ohio
$4.94K
AFC
646
Ares Financial Consulting
California
$4.83K
HC
647
Hurley Capital
New York
$4.8K
KFA
648
Kelleher Financial Advisors
New York
$4.72K
EC
649
Elequin Capital
New York
$4.49K
CT
650
Colonial Trust
South Carolina
$4.25K