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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
EC
651
Elequin Capital
New York
$4.49K
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
DZ Bank
658
DZ Bank
Germany
$3.75K
JWM
659
JPL Wealth Management
Colorado
$3.62K
SI
660
Sapience Investments
California
$3.46K
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$3.21K
HWP
662
Highline Wealth Partners
California
$3.07K
FC
663
Financial Consulate
Maryland
$2.91K
B
664
Bayban
Minnesota
$2.91K
AF
665
Advisornet Financial
Minnesota
$2.75K
MAM
666
Marquette Asset Management
Minnesota
$2.52K
CH
667
Cromwell Holdings
Wyoming
$2.52K
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
HNW
672
High Note Wealth
Minnesota
$2.13K
CW
673
Curio Wealth
Maryland
$1.97K
NSIM
674
North Star Investment Management
Illinois
$1.89K
KFG
675
Kingdom Financial Group
Arizona
$1.89K