720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$14M
NC
102
Nicholas Company
Wisconsin
$13.8M
Connor, Clark & Lunn Investment Management (CC&L)
103
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.7M
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$13.6M
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$12.6M
Vontobel Holding
106
Vontobel Holding
Switzerland
$12.5M
BCM
107
Bourgeon Capital Management
Connecticut
$12.5M
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$12.4M
UBP
109
Union Bancaire Privee
Switzerland
$12.2M
Aviva
110
Aviva
United Kingdom
$11.9M
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$11.9M
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$11.5M
FCH
113
Freestone Capital Holdings
Washington
$11.4M
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$11.4M
FISPB
115
Fideuram - Intesa Sanpaolo Private Banking
$11.2M
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M
PCMC
117
Paragon Capital Management (Colorado)
Colorado
$10.7M
RIA
118
RPG Investment Advisory
California
$10.6M
SO
119
STRS Ohio
Ohio
$10.5M
Aberdeen Group
120
Aberdeen Group
United Kingdom
$10.3M
Creative Planning
121
Creative Planning
Kansas
$9.77M
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$9.75M
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$9.64M
LPL Financial
124
LPL Financial
California
$9.31M
Walleye Trading
125
Walleye Trading
New York
$9.2M