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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,234
shares
|
$271,461
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
3,225
shares
|
$270,706
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,216
shares
|
$269,951
0.0% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,209
shares
|
$269,363
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
3,203
shares
|
$268,859
0.01% of portfolio
|
Q3 2025
Added 51.37%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$268,608
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,192
shares
|
$267,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,173
shares
|
$266,341
0.0% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,168
shares
|
$265,921
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,164
shares
|
$265,586
0.02% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,124
shares
|
$262,228
0.01% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
3,094
shares
|
$259,710
0.03% of portfolio
|
Q4 2025
Reduced 2.92%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
3,091
shares
|
$259,458
0.0% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
3,079
shares
|
$258,451
0.05% of portfolio
|
Q3 2025
Reduced 80.54%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
3,065
shares
|
$257,276
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,035
shares
|
$254,757
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,010
shares
|
$252,659
0.03% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
3,010
shares
|
$252,659
0.05% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$251,820
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
3,000
shares
|
$251,820
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$251,820
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$251,820
0.01% of portfolio
|
Q3 2025
Reduced 67.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,985
shares
|
$250,560
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
2,942
shares
|
$246,951
0.07% of portfolio
|
Q3 2025
Reduced 51.83%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,899
shares
|
$243,342
0.0% of portfolio
|
Q3 2025
New holding
|
|