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
CTA
701
Colonial Trust Advisors
South Carolina
$551
MCM
702
MV Capital Management
Maryland
$473
BFS
703
Bare Financial Services
Pennsylvania
$472
BWL
704
Bogart Wealth LLC
Virginia
$472
DWM
705
Darwin Wealth Management
Florida
$472
CIAM
706
Caitong International Asset Management
Hong Kong
$472
VWM
707
Vermillion Wealth Management
Minnesota
$472
AUB
708
Atlantic Union Bankshares
Virginia
$394
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$394
CMA
710
Cedar Mountain Advisors
Oregon
$394
T
711
Tidemark
California
$394
KG
712
Kilter Group
New York
$394
QWM
713
Quaker Wealth Management
New Jersey
$394
DF
714
DecisionPoint Financial
Arizona
$315
WA
715
WPG Advisers
Maryland
$315
BHWM
716
Beaird Harris Wealth Management
Texas
$241
VFM
717
Vision Financial Markets
Connecticut
$237
HIA
718
HFM Investment Advisors
New Jersey
$236
ACM
719
Anfield Capital Management
California
$236
SA
720
Seneschal Advisors
Washington
$158
CTC
721
Central Trust Company
Missouri
$158
TFA
722
Toth Financial Advisory
Virginia
$158
CFP
723
Comprehensive Financial Planning
Pennsylvania
$157
AWM
724
Activest Wealth Management
Florida
$79
DCM
725
Davis Capital Management
Florida
$79