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
OC
651
Oakworth Capital
Alabama
$4.01K
CAM
652
Close Asset Management
United Kingdom
$4K
WCM
653
Winthrop Capital Management
Indiana
$4K
SAM
654
Sherman Asset Management
California
$3.94K
HWM
655
HighMark Wealth Management
Minnesota
$3.94K
DZ Bank
656
DZ Bank
Germany
$3.75K
JWM
657
JPL Wealth Management
Colorado
$3.62K
SI
658
Sapience Investments
California
$3.46K
Kayne Anderson Rudnick Investment Management
659
Kayne Anderson Rudnick Investment Management
California
$3.21K
HWP
660
Highline Wealth Partners
California
$3.07K
FC
661
Financial Consulate
Maryland
$2.91K
B
662
Bayban
Minnesota
$2.91K
AF
663
Advisornet Financial
Minnesota
$2.75K
MAM
664
Marquette Asset Management
Minnesota
$2.52K
CH
665
Cromwell Holdings
Wyoming
$2.52K
SIS
666
Sound Income Strategies
Florida
$2.37K
IA
667
IFS Advisors
Kansas
$2.36K
FMB
668
Field & Main Bank
Kentucky
$2.36K
GCP
669
Gill Capital Partners
Colorado
$2.36K
HNW
670
High Note Wealth
Minnesota
$2.13K
CW
671
Curio Wealth
Maryland
$1.97K
NSIM
672
North Star Investment Management
Illinois
$1.89K
KFG
673
Kingdom Financial Group
Arizona
$1.89K
LAS
674
Lloyd Advisory Services
Georgia
$1.89K
MWM
675
Mosley Wealth Management
California
$1.83K