Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 850 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 $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
3,352
shares
|
$320,618
0.23% of portfolio
|
Q1 2025
Added 142.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,278
shares
|
$313,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,260
shares
|
$311,819
0.04% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,209
shares
|
$306,940
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
3,118
shares
|
$298,236
0.01% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,115
shares
|
$297,949
0.07% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,083
shares
|
$294,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,035
shares
|
$290,297
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,016
shares
|
$288,480
0.0% of portfolio
|
Q1 2025
Reduced 39.68%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,010
shares
|
$287,906
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
May 09, 2025 Q1 2025 |
3,000
shares
|
$286,950
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$286,950
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
3,000
shares
|
$286,950
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,985
shares
|
$285,515
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
2,954
shares
|
$282,550
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,922
shares
|
$279,489
0.02% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
2,887
shares
|
$276,141
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,880
shares
|
$275,472
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,867
shares
|
$274,228
0.03% of portfolio
|
Q2 2025
Reduced 34.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,834
shares
|
$271,072
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
2,800
shares
|
$267,820
0.0% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
2,733
shares
|
$261,411
0.07% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,714
shares
|
$259,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,712
shares
|
$259,402
0.07% of portfolio
|
Q1 2025
Reduced 68.96%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,673
shares
|
$255,672
0.0% of portfolio
|
Q1 2025
Added 912.5%
|