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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
34
shares
|
$2,853
0.0% of portfolio
|
Q2 2022
Reduced 91.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
34
shares
|
$2,853
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
34
shares
|
$2,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
30
shares
|
$2,518
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
30
shares
|
$2,518
0.0% of portfolio
|
Q2 2021
Reduced 28.57%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
30
shares
|
$2,518
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
29
shares
|
$2,434
0.0% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
28
shares
|
$2,350
0.0% of portfolio
|
Q3 2025
Added 180.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
25
shares
|
$2,098
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
23
shares
|
$1,930
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
23
shares
|
$1,930
0.0% of portfolio
|
Q3 2025
Added 130.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
22
shares
|
$1,846
0.0% of portfolio
|
Q4 2025
Reduced 4.35%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
22
shares
|
$1,846
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$1,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
16
shares
|
$1,343
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$1,343
0.0% of portfolio
|
Q2 2023
Reduced 36.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
16
shares
|
$1,343
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$1,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
15
shares
|
$1,259
0.0% of portfolio
|
Q2 2022
Reduced 97.96%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
13
shares
|
$1,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
12
shares
|
$1,007
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,007
0.0% of portfolio
|
Q2 2024
Reduced 75.51%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
11
shares
|
$923
0.04% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$923
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|