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
LPL Financial
126
LPL Financial
California
$9.31M
Walleye Trading
127
Walleye Trading
New York
$9.2M
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.18M
PI
129
PineBridge Investments
New York
$9.06M
KK
130
KLP Kapitalforvaltning
Norway
$8.84M
IFM
131
ION Fund Management
$8.65M
MIF
132
Mediolanum International Funds
Ireland
$8.63M
CAM
133
Congress Asset Management
Massachusetts
$8.48M
BPA
134
Beacon Pointe Advisors
California
$8.4M
Universal-Beteiligungs- und Servicegesellschaft
135
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.32M
FCM
136
Frontier Capital Management
Massachusetts
$8.14M
MPCL
137
My Personal CFO LLC
Washington
$8.11M
APG Asset Management
138
APG Asset Management
Netherlands
$8.02M
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.02M
JSA
140
Jacobson & Schmitt Advisors
Wisconsin
$7.97M
New York State Common Retirement Fund
141
New York State Common Retirement Fund
New York
$7.96M
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$7.84M
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$7.81M
Alyeska Investment Group
144
Alyeska Investment Group
Illinois
$7.8M
MIM
145
MetLife Investment Management
New Jersey
$7.39M
IC
146
IEQ Capital
California
$7.26M
PC
147
PointState Capital
New York
$7.2M
Capital Fund Management (CFM)
148
Capital Fund Management (CFM)
France
$7.17M
ZIM
149
Zacks Investment Management
Illinois
$7.15M
GAM
150
Gotham Asset Management
New York
$7.11M