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620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21%86.32% (+5.1%)

4% more funds holding

Funds holding: 599620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$33.5M +438,496 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4B +$114M +1,497,187 +11%
BlackRock
3
BlackRock
New York
$826M +$29.5M +386,321 +4%
Sands Capital Management
4
Sands Capital Management
Virginia
$757M +$190M +2,486,456 +42%
American Century Companies
5
American Century Companies
Missouri
$436M +$37.2M +487,124 +11%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$425M +$73.2M +959,693 +26%
First Trust Advisors
7
First Trust Advisors
Illinois
$370M +$68.4M +897,216 +28%
CIP
8
Champlain Investment Partners
Vermont
$362M -$15M -196,355 -5%
Morgan Stanley
9
Morgan Stanley
New York
$330M +$153M +2,005,443 +123%
State Street
10
State Street
Massachusetts
$293M +$7.45M +97,646 +3%
WRCM
11
Whale Rock Capital Management
Massachusetts
$218M +$156M +2,048,701 +575%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$215M +$8.88M +116,420 +5%
Marshall Wace
13
Marshall Wace
United Kingdom
$195M +$126M +1,654,961 +328%
JP Morgan Chase
14
JP Morgan Chase
New York
$182M -$8.36M -109,640 -5%
EC
15
Eminence Capital
New York
$173M +$23.7M +310,918 +19%
ACH
16
ArrowMark Colorado Holdings
Colorado
$156M +$28.1M +368,366 +27%
Norges Bank
17
Norges Bank
Norway
$151M +$6.91M +90,629 +6%
Squarepoint
18
Squarepoint
New York
$102M +$43M +563,941 +100%
DMC
19
Deer Management Company
New York
$94.1M -$57.2M -750,000 -42%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$94.1M +$10.6M +139,529 +16%
Bessemer Group
21
Bessemer Group
New Jersey
$88.1M -$5.96M -78,177 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$87.9M -$13.7M -179,847 -16%
Charles Schwab
23
Charles Schwab
California
$87.6M +$2.26M +29,591 +3%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$87.4M +$8.56M +112,196 +13%
Northern Trust
25
Northern Trust
Illinois
$82.5M -$2.55M -33,394 -4%