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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
LAS
676
Lloyd Advisory Services
Georgia
$1.89K
MWM
677
Mosley Wealth Management
California
$1.83K
VWA
678
Valued Wealth Advisors
Utah
$1.81K
MG
679
Mather Group
Illinois
$1.8K
DPW
680
DiNuzzo Private Wealth
Pennsylvania
$1.65K
S
681
Sachetta
Massachusetts
$1.65K
CFM
682
Cornerstone Financial Management
Massachusetts
$1.65K
SC
683
SouthState Corp
Florida
$1.5K
FMP
684
Financial Management Professionals
Texas
$1.26K
SWP
685
Strategic Wealth Partners
Ohio
$1.26K
TPWA
686
Twin Peaks Wealth Advisors
California
$1.18K
DF
687
Dunhill Financial
United Kingdom
$1.17K
RWM
688
Rialto Wealth Management
New York
$1.1K
CPG
689
Cornerstone Planning Group
New Jersey
$1.09K
TM
690
Torren Management
California
$1.02K
BHWM
691
Bay Harbor Wealth Management
Maryland
$1.02K
AW
692
Avion Wealth
Texas
$1K
PS
693
PayPay Securities
Japan
$864
ACA
694
American Capital Advisory
Idaho
$788
MAFA
695
MJT & Associates Financial Advisory
Minnesota
$788
GSWM
696
Golden State Wealth Management
California
$787
BC
697
Barrett & Company
Rhode Island
$787
BCH
698
Berkshire Capital Holdings
California
$787
GEA
699
Glen Eagle Advisors
New Jersey
$787
ME
700
McIlrath & Eck
Washington
$787