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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-6.11K- 42.19% |
$557K - $778K
|
8.37K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
CALL |
-4.3K- 95.56% |
$392K - $547K
|
200
$16.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
50New |
$4.56K - $6.37K
|
50
$4.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 37.5% |
$274 - $382
|
11
$923
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
741+ 34.87% |
$67.6K - $94.3K
|
2.87K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
11.9KNew |
$1.09M - $1.52M
|
11.9K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-10.5K- 98.51% |
$954K - $1.33M
|
158
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.18KNew |
$838K - $1.17M
|
9.18K
$771K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-12- 0.14% |
$1.09K - $1.53K
|
8.86K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
3.5K+ 1.78% |
$319K - $446K
|
200K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 45.65% |
$1.92K - $2.67K
|
67
$5.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
13.4KNew |
$1.22M - $1.71M
|
13.4K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-518- 1.61% |
$47.3K - $65.9K
|
31.7K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
12.3KNew |
$1.12M - $1.57M
|
12.3K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-8.84K- 41.13% |
$806K - $1.12M
|
12.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.8KNew |
$529K - $739K
|
5.8K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-33- 0.65% |
$3.01K - $4.2K
|
5.06K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29+ 0.82% |
$2.65K - $3.69K
|
3.57K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
375+ 38.19% |
$34.2K - $47.7K
|
1.36K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-58.2K- 16.23% |
$5.31M - $7.41M
|
301K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
236+ 7.99% |
$21.5K - $30K
|
3.19K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 75.0% |
$274 - $382
|
7
$588
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.37K+ 94.38% |
$216K - $302K
|
4.88K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
12New |
$1.09K - $1.53K
|
12
$1.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-198- 8.74% |
$18.1K - $25.2K
|
2.07K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.09KNew |
$738K - $1.03M
|
8.09K
$679K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
21.9KNew |
$2M - $2.79M
|
21.9K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-177- 1.47% |
$16.1K - $22.5K
|
11.9K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
2.1K+ 1.64% |
$192K - $267K
|
130K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$8.85K - $12.3K
|
97
$8.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-250- 48.26% |
$22.8K - $31.8K
|
268
$22.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$730 - $1.02K
|
8
$672
|
|
|
Aug 13, 2025
Q2 2025
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-1.52M- 80.0% |
$139M - $193M
|
380K
$31.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
739KNew |
$67.4M - $94.1M
|
739K
$62M
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
57.9KNew |
$5.29M - $7.38M
|
57.9K
$4.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4New |
$365 - $509
|
4
$336
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
16.6K+ 17.71% |
$1.51M - $2.11M
|
110K
$9.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$1.46M - $2.04M
|
16K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39New |
$3.56K - $4.96K
|
39
$3.27K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$3.65K - $5.09K
|
40
$3.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-172- 63.7% |
$15.7K - $21.9K
|
98
$8.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
75New |
$6.84K - $9.55K
|
75
$6.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
137New |
$12.5K - $17.4K
|
137
$11.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
48.3KNew |
$4.41M - $6.15M
|
48.3K
$4.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-124- 3.7% |
$11.3K - $15.8K
|
3.23K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
499+ 7.99% |
$45.5K - $63.5K
|
6.74K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Parametrica Management LTD
|
BUY
|
- |
2.25KNew |
$205K - $286K
|
2.25K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-159- 3.53% |
$14.5K - $20.2K
|
4.34K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
55New |
$5.02K - $7K
|
55
$4.62K
|
|