Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adapt Investment Managers Sa
Geneva, V8 |
Oct 29, 2025 Q3 2025 |
6,806
shares
|
$571,295
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,728
shares
|
$564,748
0.0% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
6,721
shares
|
$564,160
0.44% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
6,682
shares
|
$560,887
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
6,662
shares
|
$559,208
0.02% of portfolio
|
Q3 2025
Added 26.46%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
6,555
shares
|
$550,226
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
6,500
shares
|
$545,610
0.01% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
6,469
shares
|
$543,007
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
6,300
shares
|
$528,822
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,271
shares
|
$526,387
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,243
shares
|
$524,037
0.01% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,075
shares
|
$509,935
0.01% of portfolio
|
Q3 2025
Reduced 77.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
6,072
shares
|
$509,683
0.01% of portfolio
|
Q3 2025
Reduced 29.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
5,944
shares
|
$498,939
0.05% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,861
shares
|
$491,972
0.03% of portfolio
|
Q3 2025
Added 89.98%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
5,856
shares
|
$491,552
0.01% of portfolio
|
Q4 2025
Added 42.1%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,803
shares
|
$487,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
5,760
shares
|
$483,494
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,732
shares
|
$481,144
0.02% of portfolio
|
Q3 2025
Added 51.04%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
5,730
shares
|
$480,976
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,717
shares
|
$479,884
0.01% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,703
shares
|
$478,709
0.01% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
5,677
shares
|
$476,527
0.03% of portfolio
|
Q3 2025
Added 179.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,650
shares
|
$474,261
0.02% of portfolio
|
Q2 2023
Added 1.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,628
shares
|
$472,414
0.01% of portfolio
|
Q3 2025
Reduced 14.12%
|
|