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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
776
Fox Run Management
Connecticut
GWMR
777
GC Wealth Management RIA
Massachusetts
PL
778
Perpetual Ltd
Australia
KCM
779
Kornitzer Capital Management
Kansas
TF
780
Trek Financial
Arizona
HVCM
781
Hel Ved Capital Management
Hong Kong
IPW
782
Impact Partnership Wealth
Georgia
FPAS
783
Focus Partners Advisor Solutions
Missouri
SCI
784
Stableford Capital II
Arizona
AIM
785
Avity Investment Management
Connecticut
FC
786
Fore Capital
New York
KLCM
787
KG&L Capital Management
Louisiana
PCA
788
Pallas Capital Advisors
Massachusetts
PCM
789
Prelude Capital Management
New York
USCWA
790
U.S. Capital Wealth Advisors
Texas
SCP
791
Sender Company & Partners
New York
LAM
792
LECAP Asset Management
United Kingdom
BAAM
793
Baker Avenue Asset Management
California
AC
794
Armistice Capital
New York
GGS
795
Galvin Gaustad & Stein
Arizona
BJL
796
Brighton Jones LLC
Washington
LOAMU
797
Lombard Odier Asset Management (USA)
New York
IGAM
798
iA Global Asset Management
Quebec, Canada
PCIA
799
Prime Capital Investment Advisors
Kansas
RCM
800
Requisite Capital Management
Texas