Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 131 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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
59
shares
|
$5,410
0.0% of portfolio
|
Q2 2025
Added 168.18%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
56
shares
|
$5,135
0.0% of portfolio
|
Q3 2023
Reduced 34.88%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
55
shares
|
$5,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
55
shares
|
$5,043
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$4,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52
shares
|
$4,768
0.0% of portfolio
|
Q1 2025
Reduced 45.83%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,585
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
50
shares
|
$4,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$4,493
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$4,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
49
shares
|
$4,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
45
shares
|
$4,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
41
shares
|
$3,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
40
shares
|
$3,668
0.0% of portfolio
|
Q1 2023
Reduced 85.61%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
40
shares
|
$3,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
39
shares
|
$3,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
38
shares
|
$3,484
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
36
shares
|
$3,301
0.0% of portfolio
|
Q1 2025
Reduced 73.72%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
34
shares
|
$3,117
0.0% of portfolio
|
Q2 2022
Reduced 91.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
34
shares
|
$3,117
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
33
shares
|
$3,026
0.0% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
31
shares
|
$2,842
0.0% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
30
shares
|
$2,751
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$2,751
0.0% of portfolio
|
Q2 2023
New holding
|