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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$2,104
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
22
shares
|
$2,104
0.0% of portfolio
|
Q1 2025
Reduced 98.32%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
22
shares
|
$2,104
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
22
shares
|
$2,104
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
21
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$1,530
0.0% of portfolio
|
Q2 2023
Reduced 36.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
15
shares
|
$1,434
0.0% of portfolio
|
Q2 2022
Reduced 97.96%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
15
shares
|
$1,434
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$1,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
14
shares
|
$1,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
13
shares
|
$1,243
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
13
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
12
shares
|
$1,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,147
0.0% of portfolio
|
Q2 2024
Reduced 75.51%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
12
shares
|
$1,147
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
11
shares
|
$1,052
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q1 2023
Reduced 99.98%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q2 2024
Reduced 94.74%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
10
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|