725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
AGA
101
Altrinsic Global Advisors
Connecticut
$14.1M
BNP Paribas Asset Management
102
BNP Paribas Asset Management
France
$14M
NC
103
Nicholas Company
Wisconsin
$13.8M
Connor, Clark & Lunn Investment Management (CC&L)
104
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.7M
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$13.6M
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$12.6M
Vontobel Holding
107
Vontobel Holding
Switzerland
$12.5M
BCM
108
Bourgeon Capital Management
Connecticut
$12.5M
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$12.4M
UBP
110
Union Bancaire Privee
Switzerland
$12.2M
Aviva
111
Aviva
United Kingdom
$11.9M
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$11.9M
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$11.5M
FCH
114
Freestone Capital Holdings
Washington
$11.4M
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$11.4M
FISPB
116
Fideuram - Intesa Sanpaolo Private Banking
$11.2M
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M
PCMC
118
Paragon Capital Management (Colorado)
Colorado
$10.7M
RIA
119
RPG Investment Advisory
California
$10.6M
SO
120
STRS Ohio
Ohio
$10.5M
Aberdeen Group
121
Aberdeen Group
United Kingdom
$10.3M
Creative Planning
122
Creative Planning
Kansas
$9.77M
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$9.75M
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$9.64M
LPL Financial
125
LPL Financial
California
$9.31M