Latest Institutional Transactions on Okta, Inc. (OKTA)
This table provides information on the latest institutional transactions involving Okta, Inc. (OKTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-65- 2.78% |
$5.75K - $6.57K
|
2.27K
$191K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.91K- 4.65% |
$346K - $395K
|
80.1K
$6.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
2.5KNew |
$221K - $253K
|
2.5K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
314K+ 63.07% |
$27.8M - $31.7M
|
811K
$68.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
642+ 352.75% |
$56.8K - $64.9K
|
824
$69.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 6.4% |
$128K - $147K
|
24.1K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-110K- 11.63% |
$9.77M - $11.2M
|
839K
$70.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 27.27% |
$531 - $607
|
16
$1.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-945- 3.14% |
$83.6K - $95.5K
|
29.1K
$2.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.09K+ 17.5% |
$96.7K - $111K
|
7.34K
$616K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
433+ 13.47% |
$38.3K - $43.8K
|
3.65K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
28+ 0.5% |
$2.48K - $2.83K
|
5.62K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.58K+ 3230.61% |
$140K - $160K
|
1.63K
$137K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
316+ 9.13% |
$28K - $31.9K
|
3.78K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.81K- 6.72% |
$338K - $386K
|
52.9K
$4.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.51KNew |
$222K - $253K
|
2.51K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-852- 11.59% |
$75.4K - $86.1K
|
6.5K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
7.02K+ 64.84% |
$621K - $710K
|
17.8K
$1.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 28.57% |
$177 - $202
|
9
$755
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-305K- 18.79% |
$27M - $30.8M
|
1.32M
$111M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$387K - $443K
|
4.38K
$367K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-602- 85.39% |
$53.3K - $60.9K
|
103
$8.65K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$8.85K - $10.1K
|
100
$8.39K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
587+ 76.83% |
$52K - $59.3K
|
1.35K
$113K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
45.7KNew |
$4.04M - $4.62M
|
45.7K
$3.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-12.7K- 80.54% |
$1.13M - $1.29M
|
3.08K
$258K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10K+ 230.23% |
$886K - $1.01M
|
14.4K
$1.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.55K+ 66.96% |
$314K - $359K
|
8.85K
$743K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-4.77K- 37.49% |
$435K - $607K
|
7.96K
$668K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
3.7K+ 5.57% |
$338K - $471K
|
70.1K
$5.89M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.4K+ 41.68% |
$4.78M - $6.67M
|
178K
$14.9M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34New |
$3.1K - $4.33K
|
34
$2.85K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
41.6KNew |
$3.79M - $5.29M
|
41.6K
$3.49M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
50New |
$4.56K - $6.37K
|
50
$4.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
20.2KNew |
$1.84M - $2.57M
|
20.2K
$1.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
69.4KNew |
$6.33M - $8.84M
|
69.4K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
18KNew |
$1.64M - $2.29M
|
18K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
406+ 21.77% |
$37K - $51.7K
|
2.27K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
314KNew |
$28.7M - $40M
|
314K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.51KNew |
$685K - $956K
|
7.51K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Maytus Capital Management, LLC
New York, NY |
SELL
|
- |
-784- 1.82% |
$71.5K - $99.8K
|
42.2K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
- |
219K+ 28.6% |
$19.9M - $27.8M
|
983K
$82.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
91.2KNew |
$8.32M - $11.6M
|
91.2K
$7.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
75K+ 300.0% |
$6.84M - $9.55M
|
100K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.49KNew |
$318K - $444K
|
3.49K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.24KNew |
$204K - $285K
|
2.24K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
94.8KNew |
$8.65M - $12.1M
|
94.8K
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Twenty Acre Capital LP
Newtown, PA |
SELL
|
- |
-12.2K- 14.18% |
$1.11M - $1.55M
|
73.8K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$292K - $407K
|
3.2K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
275New |
$25.1K - $35K
|
275
$23.1K
|
|