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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
ZBNA
626
Zions Bancorporation, National Association
Utah
$11K
OCWP
627
Owl Creek Wealth Partners
Colorado
$10.8K
AP
628
Aspect Partners
Virginia
$10.6K
WTA
629
Washington Trust Advisors
Massachusetts
$9.45K
1CP
630
1015 Capital Partners
Pennsylvania
$9.21K
TFGT
631
TS Financial Group (TSFG)
Illinois
$9K
EP
632
Essential Partners
California
$8.97K
MCA
633
McGuire Capital Advisors
Oklahoma
$8.34K
SC
634
Stance Capital
Massachusetts
$7.87K
ACM
635
Accent Capital Management
Ohio
$7.4K
KFAS
636
Keating Financial Advisory Services
Kansas
$7.24K
VNT
637
Vanguard National Trust
Pennsylvania
$7.24K
PWMG
638
Private Wealth Management Group
New Jersey
$7.08K
BTI
639
Blue Trust Inc
Georgia
$6.22K
FHC
640
First Horizon Corporation
Tennessee
$6.22K
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$6.14K
BCM
642
Boreal Capital Management
Florida
$5.9K
AA
643
Addison Advisors
Vermont
$5.51K
FPF
644
First Pacific Financial
Washington
$5.51K
KAS
645
Kemnay Advisory Services
New York
$5.35K
FFO
646
Fortitude Family Office
Arizona
$5.04K
BCWM
647
Bartlett & Co Wealth Management
Ohio
$4.94K
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