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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

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
MTIM
801
Marathon Trading Investment Management
Pennsylvania
-$216K -2,500 Closed
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
-$216K -2,500 Closed
AWM
803
Apollon Wealth Management
South Carolina
-$205K -2,370 Closed
CAM
804
Cresset Asset Management
Illinois
-$201K -2,329 Closed
NO
805
Ninety One
South Africa
-$196K -2,266 Closed
CF
806
Centaurus Financial
California
-$144K -1,661 Closed
MA
807
Modus Advisors
Minnesota
-$119K -1,371 Closed
PH
808
Pinnacle Holdings
Oklahoma
-$78.9K -913 Closed
AAM
809
Alphadyne Asset Management
New York
-$55.5K -642 Closed
BOJHT
810
Bank of Jackson Hole Trust
Wyoming
-$27.2K -315 Closed
HFM
811
Harvest Fund Management
China
-$16K -184 Closed
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
-$13.8K -160 Closed
EW
813
Elyxium Wealth
California
-$6.63K -77 Closed
WT
814
Whittier Trust
California
-$6.33K -70 Closed
SA
815
Strategic Advocates
Utah
-$5.77K -66 Closed
GWS
816
Greykasell Wealth Strategies
California
-$4.76K -55 Closed
GWM
817
Greenline Wealth Management
Florida
-$2.68K -31 Closed
AEPWM
818
Atlantic Edge Private Wealth Management
Florida
-$2.6K -30 Closed
IBOK
819
Independence Bank of Kentucky
Kentucky
-$2.33K -27 Closed
PWMG
820
Prestige Wealth Management Group
New Jersey
-$2.16K -25 Closed
ACM
821
Aster Capital Management
United Arab Emirates
-$1.73K -20 Closed
WWA
822
Wealth Watch Advisors
Colorado
-$1.64K -19 Closed
SGK
823
Steigerwald Gordon & Koch
Virginia
-$1.21K -14 Closed
TPBG
824
Turning Point Benefit Group
Maryland
-$1.12K -13 Closed
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania
-$691 -8 Closed