We are live on ! Find out more

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

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83%93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

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
-6
Holders Change %
-0.82%
% of All Funds
8.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
776
J.W. Cole Advisors
Florida
-$550K -6,535 Closed
FFM
777
Forum Financial Management
Illinois
-$494K -5,716 Closed
Teacher Retirement System of Texas
778
Teacher Retirement System of Texas
Texas
-$479K -5,537 Closed
CG
779
Cynosure Group
Utah
-$475K -5,498 Closed
GWM
780
GK Wealth Management
Nevada
-$471K -5,447 Closed
Kovitz Investment Group Partners
781
Kovitz Investment Group Partners
Illinois
-$468K -5,410 Closed
ALAM
782
Asahi Life Asset Management
Japan
-$409K -4,728 Closed
GWM
783
GDS Wealth Management
Texas
-$404K -4,670 Closed
FRA
784
Frank Rimerman Advisors
California
-$398K -4,606 Closed
SLG
785
Stanley-Laman Group
Pennsylvania
-$343K -3,971 Closed
KIA
786
Knollwood Investment Advisory
Maryland
-$329K -3,809 Closed
CAM
787
CenterStar Asset Management
Illinois
-$320K -3,700 Closed
MF
788
Magnetar Financial
Illinois
-$273K -3,162 Closed
IWA
789
Inspirion Wealth Advisors
Illinois
-$260K -3,010 Closed
CPIG
790
Chicago Partners Investment Group
Illinois
-$259K -2,850 Closed
CI Investments Inc
791
CI Investments Inc
Ontario, Canada
-$245K -2,837 Closed
CC
792
Centiva Capital
New York
-$244K -2,819 Closed
MWM
793
Mindset Wealth Management
Indiana
-$244K -2,818 Closed
PAM
794
Panagora Asset Management
Massachusetts
-$239K -2,769 Closed
AFG
795
Atomi Financial Group
New York
-$235K -2,721 Closed
OWA
796
Octavia Wealth Advisors
Ohio
-$235K -2,712 Closed
KWM
797
Kassira Wealth Management
Tennessee
-$230K -2,655 Closed
TG
798
TCW Group
California
-$225K -2,607 Closed
MOS
799
MGO One Seven
Ohio
-$219K -2,534 Closed
CWA
800
Cura Wealth Advisors
Illinois
-$216K -2,500 Closed