720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
701
Cedar Mountain Advisors
Oregon
$432
T
702
Tidemark
California
$432
DF
703
DecisionPoint Financial
Arizona
$346
WA
704
WPG Advisers
Maryland
$346
CPG
705
Cornerstone Planning Group
New Jersey
$272
BHWM
706
Beaird Harris Wealth Management
Texas
$265
VFM
707
Vision Financial Markets
Connecticut
$260
SA
708
Seneschal Advisors
Washington
$260
ACM
709
Anfield Capital Management
California
$259
DCM
710
Davis Capital Management
Florida
$259
QWM
711
Quaker Wealth Management
New Jersey
$173
TFA
712
Toth Financial Advisory
Virginia
$173
CTC
713
Central Trust Company
Missouri
$173
CFP
714
Comprehensive Financial Planning
Pennsylvania
$172
DF
715
Dunhill Financial
United Kingdom
$158
MCM
716
MV Capital Management
Maryland
$87
WW
717
Winnow Wealth
Texas
$87
TFM
718
TFC Financial Management
Massachusetts
$87
GIA
719
GHP Investment Advisors
Colorado
$87
MMCM
720
Murphy & Mullick Capital Management
New York
$86
SEP
721
Soma Equity Partners
California
SSA
722
Schonfeld Strategic Advisors
New York
Zurich Cantonal Bank
723
Zurich Cantonal Bank
Switzerland
TC
724
Tairen Capital
Hong Kong
Renaissance Technologies
725
Renaissance Technologies
New York