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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,742
shares
|
$639,950
0.01% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,728
shares
|
$638,621
0.0% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
6,709
shares
|
$636,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
6,611
shares
|
$627,516
0.12% of portfolio
|
Q2 2025
Reduced 80.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,597
shares
|
$626,187
0.01% of portfolio
|
Q2 2025
Added 42.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,569
shares
|
$623,529
0.05% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
6,564
shares
|
$623,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,553
shares
|
$622,010
0.01% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
6,310
shares
|
$598,945
0.02% of portfolio
|
Q2 2025
Added 50.52%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,288
shares
|
$596,856
0.01% of portfolio
|
Q2 2025
Added 193.56%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,244
shares
|
$592,680
0.04% of portfolio
|
Q1 2025
Added 90.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,223
shares
|
$590,687
0.01% of portfolio
|
Q2 2025
Added 46.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,117
shares
|
$580,625
0.0% of portfolio
|
Q2 2025
Reduced 98.12%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
6,107
shares
|
$579,676
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,874
shares
|
$557,560
0.08% of portfolio
|
Q1 2025
Added 68.12%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,855
shares
|
$555,756
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,842
shares
|
$554,522
0.0% of portfolio
|
Q2 2025
Reduced 65.96%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
5,803
shares
|
$550,820
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,771
shares
|
$547,783
0.0% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,727
shares
|
$543,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,650
shares
|
$536,298
0.02% of portfolio
|
Q2 2023
Added 1.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,601
shares
|
$531,646
0.01% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,600
shares
|
$531,552
0.04% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
5,597
shares
|
$531,267
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
5,591
shares
|
$530,697
0.22% of portfolio
|
Q2 2025
New holding
|