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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,365
shares
|
$319,405
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,295
shares
|
$312,761
0.03% of portfolio
|
Q1 2025
Added 195.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,286
shares
|
$311,907
0.0% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,260
shares
|
$309,439
0.04% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,229
shares
|
$306,496
0.17% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,215
shares
|
$305,167
0.01% of portfolio
|
Q2 2025
Added 60.91%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,209
shares
|
$304,598
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$303,744
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,190
shares
|
$302,794
0.2% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,150
shares
|
$298,998
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
3,085
shares
|
$292,828
0.02% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,083
shares
|
$292,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,035
shares
|
$288,082
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
3,010
shares
|
$285,709
0.05% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,010
shares
|
$285,709
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$284,760
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
3,000
shares
|
$284,760
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$284,760
0.03% of portfolio
|
Q2 2025
Reduced 51.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,985
shares
|
$283,336
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,984
shares
|
$283,241
0.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,968
shares
|
$281,722
0.01% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
2,939
shares
|
$278,969
0.13% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,901
shares
|
$275,362
0.06% of portfolio
|
Q2 2025
Added 31.74%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,867
shares
|
$272,135
0.03% of portfolio
|
Q2 2025
Reduced 34.35%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
2,866
shares
|
$272,040
0.22% of portfolio
|
Q2 2025
Added 34.87%
|