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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B +$181M +1,910,754 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.55B +$71.8M +758,497 +5%
BlackRock
3
BlackRock
New York
$897M +$29.1M +307,014 +3%
Sands Capital Management
4
Sands Capital Management
Virginia
$825M -$21.5M -226,596 -3%
American Century Companies
5
American Century Companies
Missouri
$475M +$40.9M +431,897 +9%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$370M -$169M -1,790,055 -31%
First Trust Advisors
7
First Trust Advisors
Illinois
$362M +$53.5M +564,696 +17%
CIP
8
Champlain Investment Partners
Vermont
$361M -$4.26M -44,985 -1%
State Street
9
State Street
Massachusetts
$309M +$5.58M +58,971 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$241M +$9.66M +102,085 +4%
WRCM
11
Whale Rock Capital Management
Massachusetts
$225M +$11.9M +125,830 +6%
Marshall Wace
12
Marshall Wace
United Kingdom
$213M +$116M +1,227,890 +117%
EC
13
Eminence Capital
New York
$186M +$28.9M +305,381 +18%
Norges Bank
14
Norges Bank
Norway
$181M +$22.8M +241,187 +14%
UBS AM
15
UBS AM
Illinois
$156M +$68.5M +723,080 +76%
ACH
16
ArrowMark Colorado Holdings
Colorado
$151M +$15.9M +168,142 +12%
Morgan Stanley
17
Morgan Stanley
New York
$142M -$19M -200,873 -12%
Citadel Advisors
18
Citadel Advisors
Florida
$130M +$82.1M +866,905 +168%
Primecap Management
19
Primecap Management
California
$127M +$1.02M +10,800 +0.8%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$125M -$60.8M -642,115 -32%
Charles Schwab
21
Charles Schwab
California
$98.4M +$4.17M +44,068 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$96.4M +$16.9M +178,011 +21%
Pictet Asset Management
23
Pictet Asset Management
Switzerland
$92.3M +$23.4M +247,183 +33%
Squarepoint
24
Squarepoint
New York
$92M -$917K -9,685 -1%
DMC
25
Deer Management Company
New York
$89.8M -$3.08M -32,500 -3%