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 |
|---|---|---|---|---|---|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,226
shares
|
$212,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,219
shares
|
$212,247
0.21% of portfolio
|
Q1 2025
Added 7296.67%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,202
shares
|
$210,621
0.05% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,192
shares
|
$209,664
0.01% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,186
shares
|
$209,090
0.03% of portfolio
|
Q3 2022
Reduced 91.41%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
2,185
shares
|
$208,995
0.05% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,175
shares
|
$208,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,166
shares
|
$207,177
0.01% of portfolio
|
Q1 2025
Reduced 50.58%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,163
shares
|
$206,890
0.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,142
shares
|
$204,882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,127
shares
|
$203,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,125
shares
|
$203,256
0.0% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
2,125
shares
|
$203,256
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,111
shares
|
$201,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,100
shares
|
$200,865
0.04% of portfolio
|
Q4 2022
Reduced 89.23%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
2,099
shares
|
$200,769
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,098
shares
|
$200,673
0.01% of portfolio
|
Q1 2025
Added 134.68%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,091
shares
|
$200,004
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,072
shares
|
$198,186
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
2,072
shares
|
$198,186
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
2,027
shares
|
$193,882
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
2,010
shares
|
$192,256
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,998
shares
|
$191,108
0.01% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,991
shares
|
$190,439
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,975
shares
|
$188,908
0.01% of portfolio
|
Q1 2025
New holding
|