Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 854 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
5,500
shares
|
$538,395
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
5,498
shares
|
$538,199
0.08% of portfolio
|
Q1 2025
Added 38.8%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,470
shares
|
$535,458
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
5,425
shares
|
$531,053
0.04% of portfolio
|
Q2 2025
Added 167.9%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,424
shares
|
$530,955
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,398
shares
|
$528,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,348
shares
|
$523,515
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,301
shares
|
$518,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
5,300
shares
|
$518,817
0.04% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,288
shares
|
$517,642
0.02% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
5,232
shares
|
$512,160
0.08% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,220
shares
|
$510,985
0.01% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
5,188
shares
|
$507,853
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
5,183
shares
|
$507,363
0.12% of portfolio
|
Q1 2025
Added 35.36%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,133
shares
|
$502,469
0.01% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
5,096
shares
|
$498,847
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,027
shares
|
$492,093
0.01% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
5,000
shares
|
$489,450
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
4,990
shares
|
$488,471
0.3% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,984
shares
|
$487,883
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,976
shares
|
$487,100
0.45% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
4,975
shares
|
$487,002
0.24% of portfolio
|
Q1 2025
Reduced 57.37%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
4,924
shares
|
$482,010
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,891
shares
|
$478,779
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,883
shares
|
$477,996
0.02% of portfolio
|
Q1 2025
New holding
|