Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 719 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $9.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,395
shares
|
$277,337
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
3,391
shares
|
$277,010
0.1% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,218
shares
|
$262,878
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,209
shares
|
$262,143
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
3,181
shares
|
$259,855
0.01% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
3,175
shares
|
$259,365
0.14% of portfolio
|
Q1 2024
Reduced 27.26%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
3,139
shares
|
$256,424
0.0% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
3,065
shares
|
$250,379
0.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,064
shares
|
$250,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,058
shares
|
$249,808
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,047
shares
|
$248,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,035
shares
|
$247,929
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
3,015
shares
|
$246,295
0.03% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
3,005
shares
|
$245,478
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
3,000
shares
|
$245,070
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,985
shares
|
$243,844
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
2,929
shares
|
$239,270
0.05% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,893
shares
|
$236,329
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,885
shares
|
$235,675
0.02% of portfolio
|
Q3 2024
Added 1379.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,873
shares
|
$234,695
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,774
shares
|
$226,608
0.0% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,747
shares
|
$224,402
0.01% of portfolio
|
Q3 2024
Added 24.86%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,520
shares
|
$205,858
0.45% of portfolio
|
Q4 2023
Reduced 14.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,450
shares
|
$200,140
0.0% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,430
shares
|
$198,506
0.02% of portfolio
|
Q3 2022
Added 1.67%
|