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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$2,751
0.0% of portfolio
|
Q2 2021
Reduced 28.57%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
23
shares
|
$2,109
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$2,017
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
22
shares
|
$2,017
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
22
shares
|
$2,017
0.0% of portfolio
|
Q2 2025
Added 2100.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
22
shares
|
$2,017
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
22
shares
|
$2,017
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
20
shares
|
$1,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$1,467
0.0% of portfolio
|
Q2 2023
Reduced 36.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
15
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
15
shares
|
$1,375
0.0% of portfolio
|
Q2 2022
Reduced 97.96%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$1,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,100
0.0% of portfolio
|
Q2 2024
Reduced 75.51%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Reduced 72.09%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
12
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,008
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
11
shares
|
$1,008
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
10
shares
|
$917
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
10
shares
|
$917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$917
0.0% of portfolio
|
Q1 2023
Reduced 99.98%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
10
shares
|
$917
0.0% of portfolio
|
Q2 2025
New holding
|