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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,210
shares
|
$98,844
0.02% of portfolio
|
Q3 2024
Added 206.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,116
shares
|
$91,166
0.0% of portfolio
|
Q3 2024
Added 71.69%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
1,070
shares
|
$87,408
0.0% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,045
shares
|
$85,366
0.02% of portfolio
|
Q3 2024
Added 33.97%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
947
shares
|
$77,360
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
943
shares
|
$77,033
0.05% of portfolio
|
Q3 2024
Reduced 40.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
934
shares
|
$76,298
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
862
shares
|
$70,416
0.0% of portfolio
|
Q3 2024
Added 55.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
847
shares
|
$69,191
0.01% of portfolio
|
Q3 2024
Added 20.48%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
836
shares
|
$68,292
0.04% of portfolio
|
Q2 2024
Reduced 23.16%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
802
shares
|
$65,515
0.0% of portfolio
|
Q4 2023
Reduced 23.76%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
800
shares
|
$65,352
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
786
shares
|
$64,208
0.0% of portfolio
|
Q3 2024
Reduced 40.23%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
778
shares
|
$63,554
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
774
shares
|
$63,228
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
758
shares
|
$61,921
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
749
shares
|
$61,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
723
shares
|
$59,061
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
717
shares
|
$58,571
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
657
shares
|
$53,670
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
657
shares
|
$53,670
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
625
shares
|
$51,056
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
602
shares
|
$49,177
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
602
shares
|
$49,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
596
shares
|
$48,687
0.0% of portfolio
|
Q2 2024
Reduced 4.94%
|