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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
16
shares
|
$1,307
0.0% of portfolio
|
Q4 2023
Added 14.29%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$1,307
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$1,307
0.0% of portfolio
|
Q2 2023
Reduced 36.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
15
shares
|
$1,225
0.0% of portfolio
|
Q2 2022
Reduced 97.96%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
15
shares
|
$1,225
0.0% of portfolio
|
Q3 2024
Reduced 51.61%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
14
shares
|
$1,143
0.0% of portfolio
|
Q1 2024
Reduced 93.1%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
13
shares
|
$1,061
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
13
shares
|
$1,061
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$980
0.0% of portfolio
|
Q1 2024
Reduced 47.83%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
12
shares
|
$980
0.0% of portfolio
|
Q3 2024
Reduced 92.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$980
0.0% of portfolio
|
Q2 2024
Reduced 75.51%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$816
0.0% of portfolio
|
Q1 2023
Reduced 99.98%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
10
shares
|
$816
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10
shares
|
$816
0.0% of portfolio
|
Q2 2024
Reduced 94.74%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
10
shares
|
$816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q3 2024
Reduced 74.19%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
6
shares
|
$490
0.0% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
5
shares
|
$408
0.03% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5
shares
|
$408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5
shares
|
$408
0.0% of portfolio
|
Q2 2024
New holding
|