734 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

2% less funds holding

Funds holding: 748734 (-14)

17% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 289

Holders
734
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
HAM
101
Harber Asset Management
North Carolina
$14.4M
AGA
102
Altrinsic Global Advisors
Connecticut
$14.1M
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$14M
NC
104
Nicholas Company
Wisconsin
$13.8M
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.7M
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$13.6M
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$12.6M
Vontobel Holding
108
Vontobel Holding
Switzerland
$12.5M
BCM
109
Bourgeon Capital Management
Connecticut
$12.5M
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$12.4M
UBP
111
Union Bancaire Privee
Switzerland
$12.2M
Aviva
112
Aviva
United Kingdom
$11.9M
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$11.9M
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$11.5M
FCH
115
Freestone Capital Holdings
Washington
$11.4M
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$11.4M
FISPB
117
Fideuram - Intesa Sanpaolo Private Banking
$11.2M
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M
PCMC
119
Paragon Capital Management (Colorado)
Colorado
$10.7M
RIA
120
RPG Investment Advisory
California
$10.6M
SO
121
STRS Ohio
Ohio
$10.5M
Aberdeen Group
122
Aberdeen Group
United Kingdom
$10.3M
Creative Planning
123
Creative Planning
Kansas
$9.77M
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$9.75M
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$9.64M