Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 719 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $9.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,047
shares
|
$335,981
0.0% of portfolio
|
Q3 2024
Reduced 40.81%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
4,033
shares
|
$334,819
0.19% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,023
shares
|
$333,989
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,008
shares
|
$332,744
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,978
shares
|
$330,253
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
3,972
shares
|
$329,755
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,964
shares
|
$329,091
0.01% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
3,953
shares
|
$328,178
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,944
shares
|
$327,430
0.0% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,940
shares
|
$327,098
0.1% of portfolio
|
Q1 2023
Reduced 2.43%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,928
shares
|
$326,102
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$323,778
0.0% of portfolio
|
Q2 2024
Added 69.57%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,874
shares
|
$321,619
0.05% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,831
shares
|
$318,049
0.02% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,786
shares
|
$314,313
0.01% of portfolio
|
Q3 2024
Added 32.56%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
3,673
shares
|
$304,932
0.08% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,638
shares
|
$302,026
0.01% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,636
shares
|
$301,860
0.0% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
3,619
shares
|
$300,449
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,597
shares
|
$298,622
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,579
shares
|
$297,128
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
3,547
shares
|
$294,471
0.07% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,494
shares
|
$290,071
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
3,485
shares
|
$289,324
0.01% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,419
shares
|
$283,845
0.03% of portfolio
|
Q3 2024
Added 19.05%
|