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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
592
shares
|
$48,360
0.01% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
554
shares
|
$45,256
0.0% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
550
shares
|
$44,929
0.0% of portfolio
|
Q2 2024
Added 21.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
522
shares
|
$42,642
0.0% of portfolio
|
Q3 2024
Added 154.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
514
shares
|
$41,988
0.01% of portfolio
|
Q2 2024
Reduced 15.46%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
500
shares
|
$40,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
500
shares
|
$40,845
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
496
shares
|
$40,518
0.01% of portfolio
|
Q3 2024
Reduced 60.85%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
489
shares
|
$39,946
0.01% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
460
shares
|
$37,577
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
460
shares
|
$37,577
0.0% of portfolio
|
Q3 2024
Reduced 52.87%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
445
shares
|
$36,352
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
424
shares
|
$34,636
0.0% of portfolio
|
Q3 2024
Reduced 79.76%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
410
shares
|
$33,492
0.01% of portfolio
|
Q1 2023
Added 69.42%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
408
shares
|
$33,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
408
shares
|
$33,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
372
shares
|
$30,388
0.0% of portfolio
|
Q3 2024
Added 105.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
367
shares
|
$29,980
0.0% of portfolio
|
Q3 2024
Added 447.76%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
362
shares
|
$29,571
0.02% of portfolio
|
Q3 2022
Added 2.84%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
350
shares
|
$28,591
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
336
shares
|
$27,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$24,507
0.0% of portfolio
|
Q2 2024
Reduced 40.71%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
295
shares
|
$24,098
0.0% of portfolio
|
Q3 2024
Added 1452.63%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
282
shares
|
$23,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
281
shares
|
$22,954
0.0% of portfolio
|
Q3 2024
Reduced 15.11%
|