740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
124
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B +$93.5M +935,364 +5%
BlackRock
2
BlackRock
New York
$1.86B +$822M +8,220,309 +79%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.62B -$470M -4,699,939 -22%
State Street
4
State Street
Massachusetts
$590M +$233M +2,329,139 +65%
First Trust Advisors
5
First Trust Advisors
Illinois
$490M +$40.7M +407,087 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$445M +$75.5M +755,709 +20%
American Century Companies
7
American Century Companies
Missouri
$339M -$3.67M -36,679 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$314M +$31.4M +314,525 +11%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$305M +$133M +1,326,608 +77%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$274M +$93.9M +939,589 +52%
UBS AM
11
UBS AM
Illinois
$246M -$28.6M -286,078 -10%
Norges Bank
12
Norges Bank
Norway
$212M +$212M +2,119,863 New
Morgan Stanley
13
Morgan Stanley
New York
$210M +$49.9M +499,442 +31%
Ameriprise
14
Ameriprise
Minnesota
$204M +$2.3M +22,975 +1%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$193M +$51.6M +516,030 +36%
Bank of America
16
Bank of America
North Carolina
$181M -$15.8M -158,293 -8%
CIP
17
Champlain Investment Partners
Vermont
$162M -$33.4M -333,825 -17%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$162M -$10.6M -106,211 -6%
Primecap Management
19
Primecap Management
California
$159M +$28M +280,312 +21%
Northern Trust
20
Northern Trust
Illinois
$157M +$49M +490,166 +45%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$156M +$73.6M +736,620 +90%
UBS Group
22
UBS Group
Switzerland
$137M +$89.6M +895,818 +189%
Goldman Sachs
23
Goldman Sachs
New York
$129M +$77.9M +779,014 +153%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$127M +$115M +1,150,328 +965%
Charles Schwab
25
Charles Schwab
California
$124M +$3.63M +36,304 +3%