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
EC
651
Elequin Capital
New York
$4.49K +$4.73K +57 New
CT
652
Colonial Trust
South Carolina
$4.25K
OC
653
Oakworth Capital
Alabama
$4.01K
CAM
654
Close Asset Management
United Kingdom
$4K
WCM
655
Winthrop Capital Management
Indiana
$4K
SAM
656
Sherman Asset Management
California
$3.94K
HWM
657
HighMark Wealth Management
Minnesota
$3.94K +$4.15K +50 New
DZ Bank
658
DZ Bank
Germany
$3.75K +$3.98K +48 New
JWM
659
JPL Wealth Management
Colorado
$3.62K +$3.82K +46 New
SI
660
Sapience Investments
California
$3.46K -$404K -4,867 -99%
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$3.21K -$49.8K -600 -94%
HWP
662
Highline Wealth Partners
California
$3.07K -$249 -3 -7%
FC
663
Financial Consulate
Maryland
$2.91K -$8.3K -100 -73%
B
664
Bayban
Minnesota
$2.91K
AF
665
Advisornet Financial
Minnesota
$2.75K +$2.9K +35 New
MAM
666
Marquette Asset Management
Minnesota
$2.52K -$13K -157 -83%
CH
667
Cromwell Holdings
Wyoming
$2.52K +$1.25K +15 +88%
SIS
668
Sound Income Strategies
Florida
$2.37K
FMB
669
Field & Main Bank
Kentucky
$2.36K
IA
670
IFS Advisors
Kansas
$2.36K
GCP
671
Gill Capital Partners
Colorado
$2.36K +$2.49K +30 New
HNW
672
High Note Wealth
Minnesota
$2.13K +$249 +3 +13%
CW
673
Curio Wealth
Maryland
$1.97K -$6.22K -75 -75%
NSIM
674
North Star Investment Management
Illinois
$1.89K -$747 -9 -27%
KFG
675
Kingdom Financial Group
Arizona
$1.89K