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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,954
shares
|
$186,900
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,952
shares
|
$186,708
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,930
shares
|
$184,604
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
1,925
shares
|
$184,126
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,919
shares
|
$183,552
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,909
shares
|
$182,595
0.0% of portfolio
|
Q2 2020
Added 110.24%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,893
shares
|
$181,065
0.01% of portfolio
|
Q1 2025
Added 145.53%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
1,865
shares
|
$178,387
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,759
shares
|
$168,248
0.0% of portfolio
|
Q1 2025
Reduced 44.96%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,708
shares
|
$163,370
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,687
shares
|
$161,361
0.01% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,686
shares
|
$161,265
0.0% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,684
shares
|
$161,074
0.0% of portfolio
|
Q2 2025
Added 130.68%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,579
shares
|
$151,031
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,501
shares
|
$143,570
0.01% of portfolio
|
Q4 2023
Added 1.49%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,500
shares
|
$143,475
0.06% of portfolio
|
Q1 2022
Reduced 0.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,484
shares
|
$141,944
0.02% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,482
shares
|
$141,753
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,396
shares
|
$133,527
0.0% of portfolio
|
Q2 2025
Added 46433.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,332
shares
|
$127,405
0.01% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,300
shares
|
$124,345
0.01% of portfolio
|
Q3 2024
Added 333.33%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,300
shares
|
$124,345
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
1,258
shares
|
$120,327
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,250
shares
|
$119,562
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,193
shares
|
$114,110
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|