742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
101
Nicholas Company
Wisconsin
$17.2M
IAM
102
Ion Asset Management
Israel
$16.7M
STA
103
Summit Trail Advisors
New York
$16.1M
IC
104
IEQ Capital
California
$16.1M
DnB Asset Management
105
DnB Asset Management
Norway
$16M
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$15.4M
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$15.3M
PI
108
PineBridge Investments
New York
$15.1M
HAM
109
Harber Asset Management
North Carolina
$15.1M
NW
110
NewEdge Wealth
Pennsylvania
$15M
CP
111
CenterBook Partners
Connecticut
$14.7M
Asset Management One
112
Asset Management One
Japan
$14.7M
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$14.6M
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$14.2M
SO
115
STRS Ohio
Ohio
$14.2M
TSM
116
Two Star Manager
Florida
$13.8M
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$13.5M
FCH
118
Freestone Capital Holdings
Washington
$13.5M
Allianz Asset Management
119
Allianz Asset Management
Germany
$13.2M
TAM
120
Thematics Asset Management
France
$13M
Citadel Advisors
121
Citadel Advisors
Florida
$12.7M
SGM
122
Sellaronda Global Management
New York
$12.5M
PCMC
123
Paragon Capital Management (Colorado)
Colorado
$12.4M
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$12.4M
Aviva
125
Aviva
United Kingdom
$12.3M