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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83%93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
8.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.5B +$36.8M +443,999 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$893M +$111M +1,334,029 +13%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$727M +$766M +9,231,099 New
VCM
4
Vanguard Capital Management
Pennsylvania
$597M +$630M +7,587,698 New
State Street
5
State Street
Massachusetts
$481M +$9.82M +118,369 +2%
First Trust Advisors
6
First Trust Advisors
Illinois
$330M -$152M -1,835,482 -30%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$296M -$42.5M -512,530 -12%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$281M +$123M +1,485,963 +72%
Citadel Advisors
9
Citadel Advisors
Florida
$268M +$77.3M +930,942 +38%
UBS Group
10
UBS Group
Switzerland
$268M +$189M +2,278,105 +203%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$266M +$10.4M +125,582 +4%
American Century Companies
12
American Century Companies
Missouri
$241M +$3.97M +47,833 +2%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$218M +$119M +1,437,756 +108%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$196M +$45.7M +550,328 +28%
UBS AM
15
UBS AM
Illinois
$195M -$1.84M -22,160 -0.9%
Swedbank
16
Swedbank
Sweden
$174M +$33M +397,507 +22%
JP Morgan Chase
17
JP Morgan Chase
New York
$172M +$7.97M +96,078 +4%
Ameriprise
18
Ameriprise
Minnesota
$169M -$89.5M -1,078,595 -33%
Morgan Stanley
19
Morgan Stanley
New York
$146M +$10.6M +128,249 +7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$141M +$148M +1,784,296 +15,173%
Primecap Management
21
Primecap Management
California
$135M +$5.84M +70,400 +4%
Northern Trust
22
Northern Trust
Illinois
$129M -$245K -2,952 -0.2%
Bank of America
23
Bank of America
North Carolina
$118M +$542K +6,533 +0.4%
Charles Schwab
24
Charles Schwab
California
$113M +$9.48M +114,228 +9%
Millennium Management
25
Millennium Management
New York
$111M +$90.3M +1,088,396 +337%