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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$3.46M
MC
202
Mathes Company
New York
$3.44M
AM
203
AGF Management
Ontario, Canada
$3.32M
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$3.31M
RFM
205
Royal Fund Management
Florida
$3.3M
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$3.26M
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$3.26M
IMPI
208
Ilmarinen Mutual Pension Insurance
Finland
$3.25M
JRP
209
Jasper Ridge Partners
California
$3.24M
ECSS
210
Eurizon Capital SGR SpA
$3.12M
BBVA
211
Banco Bilbao Vizcaya Argentaria
Spain
$3.11M
NAAA
212
New Age Alpha Advisors
New York
$3.09M
CGL
213
Clarius Group LLC
Washington
$3.09M
SWM
214
Selective Wealth Management
Virginia
$3.07M
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.06M
Nordea Investment Management
216
Nordea Investment Management
Sweden
$3.02M
ET
217
Entropy Technologies
New York
$2.95M
LSA
218
Leonteq Securities AG
Switzerland
$2.95M
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2.93M
NMERB
220
New Mexico Educational Retirement Board
New Mexico
$2.9M
OPERF
221
Oregon Public Employees Retirement Fund
Oregon
$2.9M
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$2.87M
OAM
223
Occidental Asset Management
California
$2.86M
RSS
224
Rosenblum Silverman Sutton
California
$2.86M
SPIA
225
Steward Partners Investment Advisory
New York
$2.83M