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
VWA
676
Valued Wealth Advisors
Utah
$1.81K
MG
677
Mather Group
Illinois
$1.8K
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$1.65K
S
679
Sachetta
Massachusetts
$1.65K
CFM
680
Cornerstone Financial Management
Massachusetts
$1.65K
SC
681
SouthState Corp
Florida
$1.5K
SWP
682
Strategic Wealth Partners
Ohio
$1.26K
FMP
683
Financial Management Professionals
Texas
$1.26K
TPWA
684
Twin Peaks Wealth Advisors
California
$1.18K
DF
685
Dunhill Financial
United Kingdom
$1.17K
RWM
686
Rialto Wealth Management
New York
$1.1K
CPG
687
Cornerstone Planning Group
New Jersey
$1.09K
TM
688
Torren Management
California
$1.02K
BHWM
689
Bay Harbor Wealth Management
Maryland
$1.02K
AW
690
Avion Wealth
Texas
$1K
PS
691
PayPay Securities
Japan
$864
ACA
692
American Capital Advisory
Idaho
$788
MAFA
693
MJT & Associates Financial Advisory
Minnesota
$788
GSWM
694
Golden State Wealth Management
California
$787
BCH
695
Berkshire Capital Holdings
California
$787
BC
696
Barrett & Company
Rhode Island
$787
ME
697
McIlrath & Eck
Washington
$787
GEA
698
Glen Eagle Advisors
New Jersey
$787
CCWM
699
Cassaday & Co Wealth Management
Virginia
$709
PWA
700
Physician Wealth Advisors
Utah
$630