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 |
|---|---|---|---|---|---|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
5,575
shares
|
$529,179
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
5,498
shares
|
$521,870
0.06% of portfolio
|
Q1 2025
Added 38.8%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,487
shares
|
$520,826
0.01% of portfolio
|
Q2 2025
Reduced 74.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,477
shares
|
$519,876
0.06% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,470
shares
|
$519,212
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
5,425
shares
|
$514,941
0.04% of portfolio
|
Q2 2025
Added 167.9%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
5,388
shares
|
$511,428
0.0% of portfolio
|
Q2 2025
Reduced 89.83%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,348
shares
|
$507,632
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
5,335
shares
|
$506,398
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,301
shares
|
$503,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
5,294
shares
|
$502,506
0.11% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,287
shares
|
$501,842
0.01% of portfolio
|
Q2 2025
Added 54.73%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
5,268
shares
|
$500,038
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
5,232
shares
|
$496,621
0.08% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
5,188
shares
|
$492,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
5,164
shares
|
$490,166
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,133
shares
|
$487,224
0.01% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,110
shares
|
$485,041
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,105
shares
|
$484,566
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
5,063
shares
|
$480,579
0.14% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,043
shares
|
$478,681
0.0% of portfolio
|
Q2 2025
Reduced 72.0%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,014
shares
|
$475,928
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,976
shares
|
$472,321
0.45% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,969
shares
|
$471,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
4,891
shares
|
$464,253
0.05% of portfolio
|
Q2 2025
New holding
|