732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
732
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
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
126
LPL Financial
California
$10.3M
NW
127
NewEdge Wealth
Pennsylvania
$10.3M
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.83M
AAP
129
Ardsley Advisory Partners
Connecticut
$9.72M
GIM
130
Granahan Investment Management
Massachusetts
$9.67M
RIM
131
Rakuten Investment Management
Japan
$9.52M
Citigroup
132
Citigroup
New York
$9.41M
KK
133
KLP Kapitalforvaltning
Norway
$9.36M
CCS
134
Concentric Capital Strategies
Connecticut
$9.15M
RIA
135
RPG Investment Advisory
California
$9M
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M
APG Asset Management
137
APG Asset Management
Netherlands
$8.59M
ZIM
138
Zacks Investment Management
Illinois
$8.49M
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$8.31M
IMC Chicago
140
IMC Chicago
Illinois
$8.29M
UBP
141
Union Bancaire Privee
Switzerland
$8.23M
New York State Common Retirement Fund
142
New York State Common Retirement Fund
New York
$8.21M
MIM
143
MetLife Investment Management
New Jersey
$8.16M
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$8.05M
BCM
145
Bourgeon Capital Management
Connecticut
$7.95M
JSA
146
Jacobson & Schmitt Advisors
Wisconsin
$7.9M
GAM
147
Gotham Asset Management
New York
$7.61M
BPA
148
Beacon Pointe Advisors
California
$7.57M
Universal-Beteiligungs- und Servicegesellschaft
149
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.52M
Creative Planning
150
Creative Planning
Kansas
$7.43M