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 |
|---|---|---|---|---|---|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
4,121
shares
|
$391,165
0.01% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
4,073
shares
|
$386,609
0.0% of portfolio
|
Q2 2025
Reduced 36.39%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,051
shares
|
$384,520
0.01% of portfolio
|
Q2 2025
Added 1206.77%
|
|
|
Sapience Investments, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
4,028
shares
|
$382,337
0.29% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,990
shares
|
$378,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,954
shares
|
$375,313
0.0% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,940
shares
|
$373,984
0.1% of portfolio
|
Q1 2023
Reduced 2.43%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,898
shares
|
$369,998
0.09% of portfolio
|
Q2 2025
Added 102.49%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
3,882
shares
|
$368,479
0.07% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
3,809
shares
|
$361,550
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,795
shares
|
$360,221
0.01% of portfolio
|
Q2 2025
Added 368.52%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,793
shares
|
$360,031
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,724
shares
|
$353,482
0.0% of portfolio
|
Q2 2025
Added 84.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,674
shares
|
$348,736
0.01% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
3,589
shares
|
$340,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,579
shares
|
$339,718
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,574
shares
|
$339,244
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,565
shares
|
$338,389
0.0% of portfolio
|
Q2 2025
Added 33.37%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
3,524
shares
|
$334,498
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,489
shares
|
$331,175
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,462
shares
|
$328,613
0.01% of portfolio
|
Q2 2025
Added 55.39%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
3,453
shares
|
$327,758
0.07% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
3,400
shares
|
$322,728
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,383
shares
|
$321,114
0.01% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
3,374
shares
|
$320,260
0.06% of portfolio
|
Q2 2025
Added 5.87%
|