Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
16,316
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 521.56%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
16,088
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,996
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
15,821
shares
|
$1.5 Million
0.24% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,662
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
15,399
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
15,257
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2023
Reduced 53.58%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
15,022
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
14,968
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2024
Reduced 32.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,681
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
14,497
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Added 231.36%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,278
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.76%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
14,216
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,107
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
14,072
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
14,021
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
14,016
shares
|
$1.33 Million
0.6% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
13,957
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.67%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,942
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
13,790
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
13,498
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
13,406
shares
|
$1.27 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
13,216
shares
|
$1.25 Million
1.6% of portfolio
|
Q2 2025
Added 64.66%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,882
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 2762.67%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12,816
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.02%
|