We are live on ! Find out more

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
ZBNA
626
Zions Bancorporation, National Association
Utah
$11K +$2.9K +35 +33%
OCWP
627
Owl Creek Wealth Partners
Colorado
$10.8K +$11.4K +137 New
AP
628
Aspect Partners
Virginia
$10.6K +$166 +2 +2%
WTA
629
Washington Trust Advisors
Massachusetts
$9.45K -$13.1K -158 -57%
1CP
630
1015 Capital Partners
Pennsylvania
$9.21K -$249 -3 -3%
TFGT
631
TS Financial Group (TSFG)
Illinois
$9K
EP
632
Essential Partners
California
$8.97K -$19.2K -231 -67%
MCA
633
McGuire Capital Advisors
Oklahoma
$8.34K
SC
634
Stance Capital
Massachusetts
$7.87K +$8.3K +100 New
ACM
635
Accent Capital Management
Ohio
$7.4K
KFAS
636
Keating Financial Advisory Services
Kansas
$7.24K +$498 +6 +7%
VNT
637
Vanguard National Trust
Pennsylvania
$7.24K +$7.63K +92 New
PWMG
638
Private Wealth Management Group
New Jersey
$7.08K +$1.58K +19 +27%
BTI
639
Blue Trust Inc
Georgia
$6.22K
FHC
640
First Horizon Corporation
Tennessee
$6.22K +$913 +11 +16%
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$6.14K -$2.49K -30 -28%
BCM
642
Boreal Capital Management
Florida
$5.9K
AA
643
Addison Advisors
Vermont
$5.51K
FPF
644
First Pacific Financial
Washington
$5.51K +$2.08K +25 +56%
KAS
645
Kemnay Advisory Services
New York
$5.35K +$5.64K +68 New
FFO
646
Fortitude Family Office
Arizona
$5.04K +$2.16K +26 +68%
BCWM
647
Bartlett & Co Wealth Management
Ohio
$4.94K +$5.31K +64 New
AFC
648
Ares Financial Consulting
California
$4.83K
HC
649
Hurley Capital
New York
$4.8K
KFA
650
Kelleher Financial Advisors
New York
$4.72K