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 $9.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
265
shares
|
$21,634
0.0% of portfolio
|
Q4 2023
Reduced 6.69%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
260
shares
|
$21,226
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
260
shares
|
$21,226
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$20,410
0.0% of portfolio
|
Q3 2024
Added 220.51%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
233
shares
|
$19,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
205
shares
|
$16,736
0.0% of portfolio
|
Q3 2022
Added 201.47%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
196
shares
|
$16,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
191
shares
|
$15,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
171
shares
|
$13,960
0.0% of portfolio
|
Q3 2024
Added 2037.5%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
169
shares
|
$13,797
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
164
shares
|
$13,388
0.0% of portfolio
|
Q3 2024
Added 69.07%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
151
shares
|
$12,327
0.0% of portfolio
|
Q4 2022
Added 3675.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
150
shares
|
$12,246
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
149
shares
|
$12,164
0.01% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
147
shares
|
$12,001
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
138
shares
|
$11,266
0.0% of portfolio
|
Q3 2024
Added 115.63%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
137
shares
|
$11,184
0.0% of portfolio
|
Q3 2024
Added 37.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
125
shares
|
$10,205
0.0% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
117
shares
|
$9,551
0.0% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
115
shares
|
$9,388
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
106
shares
|
$8,653
0.0% of portfolio
|
Q3 2024
Added 53.62%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
105
shares
|
$8,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$8,164
0.0% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
100
shares
|
$8,164
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
100
shares
|
$8,164
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|