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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

658 managers (670 13F filers) reported a position in OKTA shares at 2024-12-31, 139,472,996 shares in all. 100 filers opened a position and 92 filers sold out during the quarter.

Managers
658
13F filers
670
New
100
Added
237
Reduced
216
Sold out
92
Shares held by filers
139,472,996

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Ninan Shibuofficer (Chief Accounting Officer)2026-10-08-2,002 S$220Form 4
Ninan Shibuofficer (Chief Accounting Officer)2026-10-07-2,100 S$218.1982Form 4
Ninan Shibuofficer (Chief Accounting Officer)2026-10-07-7,875 S$217.624Form 4
Ninan Shibuofficer (Chief Accounting Officer)2026-10-07-2,700 S$216.3547Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PALO ALTO WEALTH ADVISORS, LLC5,480$432K0.15%-60013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,460$430K<0.01%+18413F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC5,301$418K<0.01%013F-HRTimelineGroup
Pingora Partners LLC5,290$417K0.27%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,283$416K0.01%+1,40113F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…5,188$409K0.01%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…5,133$404K<0.01%-46713F-HRTimelineGroup
GraniteShares Advisors LLC5,097$402K0.25%-1,23813F-HRTimeline
Alta Wealth Advisors LLC5,030$396K0.17%+2,02513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,000$394K<0.01%new13F-HR/ATimelineGroup
Aquatic Capital Management LLC4,967$391K0.01%-163,33313F-HRTimeline
Nebula Research & Development LLC4,961$391K0.05%-7,59113F-HRTimeline
Legal Advantage Investments, Inc.4,950$390K0.21%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,933$389K0.01%-2013F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP4,790$377K0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC4,771$376K0.04%-38613F-HRTimeline
Machina Capital S.A.S.4,739$373K0.16%+78613F-HRTimeline
Federation des caisses Desjardins du Qu…4,734$373K<0.01%+40913F-HRTimeline
Parallel Advisors, LLC4,670$368K0.01%+1,27513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,701$367K0.02%new13F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,640$366K0.01%+5913F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,560$359K0.22%-10013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,549$358K<0.01%-4,57413F-HRTimeline
Bridgewater Associates, LP4,533$357K<0.01%new13F-HRTimeline
Sapience Investments, LLC4,519$356K0.21%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,510$355K0.02%new13F-HRTimeline
Frank, Rimerman Advisors LLC4,465$352K0.03%+10513F-HRTimeline
Atria Investments, Inc4,464$352K<0.01%new13F-HRTimeline
Quarry LP4,464$352K0.07%+3,25413F-HRTimeline
Yarbrough Capital, LLC4,400$347K0.01%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,383$345K0.01%+37513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,344$342K0.01%-2,68713F-HRTimeline
Nemes Rush Group LLC4,252$335K0.04%+3,75613F-HRTimeline
Sender Co & Partners, Inc.4,250$335K0.42%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,231$333K0.01%new13F-HR/ATimelineGroup
WORLD EQUITY GROUP, INC.4,210$332K0.07%new13F-HRTimeline
Numerai GP LLC4,171$329K0.09%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,156$327K0.03%new13F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG4,126$325K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC4,096$323K0.01%+3213F-HRTimeline
GSA CAPITAL PARTNERS LLP4,055$320K0.02%new13F-HRTimeline
Waldron Private Wealth LLC4,047$319K0.01%+2413F-HRTimeline
Octavia Wealth Advisors, LLC4,035$318K0.04%new13F-HRTimeline
Caprock Group, LLC4,032$318K0.01%+24613F-HRTimeline
Resonant Capital Advisors, LLC4,026$317K0.02%+4813F-HRTimeline
Rather & Kittrell, Inc.3,979$314K0.07%-1,65313F-HRTimeline
Cynosure Group, LLC3,961$312K0.05%-1113F-HRTimeline
Wahed Invest LLC3,958$312K0.05%+8413F-HRTimeline
GenTrust, LLC3,945$311K0.01%new13F-HRTimeline
Bridgefront Capital, LLC3,903$308K0.1%-1,40613F-HRTimeline
Truvestments Capital LLC3,829$302K0.08%+28213F-HRTimeline
Avior Wealth Management, LLC3,807$300K0.01%+3,73013F-HRTimeline
PharVision Advisers, LLC3,794$299K0.25%13F-HRTimeline
Bleakley Financial Group, LLC3,774$297K0.01%-34013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,734$294K<0.01%-19413F-HRTimelineGroup
Graypoint LLC3,629$286K0.02%new13F-HRTimeline
Lombard Odier Asset Management (USA) Co…3,583$282K0.11%new13F-HRTimeline
SIGNATUREFD, LLC3,528$278K0.01%-11013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,504$276K0.01%-2,12113F-HRTimeline
Qtron Investments LLC3,494$275K0.04%013F-HRTimeline
Aaron Wealth Advisors LLC3,462$273K0.03%+4313F-HRTimeline
Red Wave Investments LLC3,391$267K0.09%013F-HRTimeline
Metis Global Partners, LLC3,386$267K0.01%+20513F-HRTimeline
GK Wealth Management LLC3,380$266K0.34%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,357$265K<0.01%-27913F-HRTimelineGroup
BRIGHTON JONES LLC3,307$261K0.01%new13F-HR/ATimeline
Evanson Asset Management, LLC3,282$259K0.02%new13F-HRTimeline
New World Advisors LLC3,260$257K0.06%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,015$255K0.04%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,196$252K<0.01%+1,83213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,172$250K0.01%+29913F-HRTimeline
CHICAGO TRUST Co NA3,120$246K0.04%+19113F-HRTimeline
NORDEN GROUP LLC3,106$245K0.03%new13F-HRTimeline
UniSuper Management Pty Ltd3,100$244K<0.01%-80013F-HRTimeline
Opes Wealth Management LLC3,060$241K0.05%-513F-HRTimeline
MCF Advisors LLC3,035$239K0.02%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,010$237K0.08%+1,09013F-HRTimeline
Kazazian Asset Management, LLC3,000$236K0.19%13F-HRTimeline
EPIQ Capital Group, LLC3,000$236K0.06%new13F-HRTimeline
West Tower Group, LLC3,000$236K0.52%new13F-HRTimeline
Atria Wealth Solutions, Inc.2,992$236K<0.01%-4,96413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,980$235K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC2,957$233K0.01%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,889$228K0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,841$224K<0.01%-2,51713F-HRTimeline
Veltria Advisors Corp.2,810$221K0.09%new13F-HRTimeline
CW Advisors, LLC2,798$216K<0.01%-24913F-HRTimeline
Compound Planning, Inc.2,738$216K0.01%-913F-HRTimeline
GTS SECURITIES LLC2,693$212K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,674$211K0.08%-25413F-HRTimeline
Creekside Partners2,666$210K0.11%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,653$209K0.03%new13F-HRTimeline
Kera Capital Partners, Inc.2,650$209K0.06%13F-HRTimeline
Ballentine Partners, LLC2,591$204K<0.01%new13F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …2,583$204K<0.01%-27,39513F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT2,494$197K0.02%+71213F-HRTimeline
HM PAYSON & CO2,450$193K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,390$188K0.01%+2,09013F-HRTimelineGroup
Quent Capital, LLC2,319$183K0.02%-3513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,111$166K0.01%+40713F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,956$154K<0.01%-7113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,847$146K<0.01%+98513F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,834$145K<0.01%+23213F-HRTimeline
Allworth Financial LP1,616$143K<0.01%+32613F-HRTimeline
Sunbelt Securities, Inc.1,692$135K0.01%-8613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,579$124K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,452$114K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,384$109K0.01%+87013F-HRTimeline
Covestor Ltd1,380$109K0.07%+54413F-HRTimeline
Caitong International Asset Management …1,310$103K0.1%13F-HR/ATimeline
Rakuten Securities, Inc.1,309$103K0.04%-50613F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,300$102K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,292$102K<0.01%+1,18613F-HRTimelineGroup
HHM Wealth Advisors, LLC1,251$98.6K0.01%+113F-HRTimeline
MAI Capital Management1,231$97K<0.01%new13F-HRTimeline
GeoWealth Management, LLC1,011$79.7K<0.01%+40913F-HRTimeline
Pilgrim Partners Asia Pte Ltd980$77.2K0.07%13F-HRTimeline
Advisors Asset Management, Inc.953$75.1K<0.01%-11713F-HR/ATimeline
Silicon Valley Capital Partners947$74.6K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.771$72.6K<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC894$70.4K<0.01%-22213F-HRTimeline
IFP Advisors, Inc820$64.6K<0.01%+3513F-HRTimeline
Natixis Investment Managers Internation…802$63.2K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC750$59K0.03%-75013F-HRTimeline
Coppell Advisory Solutions LLC739$58.9K0.01%-10813F-HRTimeline
Smartleaf Asset Management LLC732$58.3K0.01%+21013F-HRTimeline
Brooklyn Investment Group672$53K0.02%-4513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…657$51.8K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…643$50.7K<0.01%-11513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC630$49.6K<0.01%-14413F-HRTimeline
Farther Finance Advisors, LLC581$45.8K<0.01%-2113F-HRTimeline
NewEdge Advisors, LLC580$45.7K<0.01%-3,36413F-HRTimeline
True Wealth Design, LLC577$45.5K0.02%+40613F-HRTimeline
Oslo Pensjonsforsikring AS573$45.2K0.01%013F-HRTimeline
First Horizon Advisors, Inc.570$44.9K<0.01%+1613F-HRTimeline
Modus Advisors, LLC563$44.4K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.560$44.1K0.04%13F-HRTimeline
Legacy Investment Solutions, LLC451$43.7K0.03%+4313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…451$43.7K0.03%+4313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO548$43.2K<0.01%new13F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…505$39.8K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.500$39.4K0.01%013F-HRTimeline
First Command Advisory Services, Inc.500$39.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC489$38.5K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC469$37K<0.01%+45613F-HRTimeline
Pinnacle Holdings, LLC450$35.5K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…450$35.5K<0.01%+2613F-HRTimelineGroup
Global Retirement Partners, LLC450$35.5K<0.01%-1013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$34.2K<0.01%-50013F-HRTimelineGroup
Manchester Capital Management LLC426$33.6K<0.01%-1913F-HRTimeline
Versant Capital Management, Inc411$32.4K0.01%-63413F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…352$27.7K0.01%-1013F-HRTimeline
Future Financial Wealth Managment LLC350$27.6K0.02%013F-HRTimeline
GAMMA Investing LLC338$26.6K<0.01%+5713F-HRTimeline
Lindbrook Capital, LLC332$26.2K<0.01%-12813F-HRTimeline
2UniFi Bank315$24.8K0.02%13F-HRTimeline
Golden State Wealth Management, LLC301$23.7K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC290$22.9K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC277$21.8K<0.01%+2713F-HRTimeline
Hexagon Capital Partners LLC270$21.3K<0.01%+1013F-HRTimeline
Capital Advisors, Ltd. LLC265$21K<0.01%013F-HRTimeline
City State Bank260$20.5K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding228$18K+177Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…181$16K<0.01%+4313F-HRTimeline
Western Pacific Wealth Management, LP200$15.8K0.01%-74313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich181$15.8K<0.01%+1213F-HRTimeline
OSSIAM185$14.6K<0.01%-1,10613F-HRTimeline
Arax Advisory Partners165$13K<0.01%-20213F-HRTimeline
Financial Perspectives, Inc151$11.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC142$11.2K<0.01%-4913F-HRTimeline
Washington Trust Advisors, Inc.141$11.1K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT137$10.8K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC137$10.8K<0.01%-2713F-HRTimeline
Bruce G. Allen Investments, LLC136$10.7K0.01%+4113F-HRTimeline
UMB Bank, n.a.131$10.3K<0.01%-49413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CVA Family Office, LLC127$10K<0.01%-2313F-HRTimeline
PRIVATE TRUST CO NA125$9.85K<0.01%013F-HRTimeline
WHITTIER TRUST CO115$9.06K<0.01%+1013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…115$9K<0.01%-213F-HRTimelineGroup
TSFG, LLC115$9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.103$8.12K<0.01%-4413F-HRTimeline
ROTHSCHILD INVESTMENT LLC102$8.04K<0.01%+213F-HRTimeline
Addison Advisors LLC100$7.88K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC100$7.88K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.96$7.57K<0.01%-19913F-HRTimelineGroup
Sandy Spring Bank96$7.57K<0.01%-50013F-HRTimeline
Bell Investment Advisors, Inc93$7.33K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC92$7.25K<0.01%+913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$6.46K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.80$6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.72$5.67K<0.01%-30013F-HR/ATimeline
TD Waterhouse Canada Inc.68$5.36K<0.01%+2413F-HRTimeline
MATHER GROUP, LLC.66$5.19K<0.01%-1013F-HRTimeline
Private Wealth Management Group, LLC65$5.12K<0.01%+2913F-HRTimeline
Van Hulzen Asset Management, LLC64$5.04K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC64$5.04K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT60$4.73K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC58$4.57K<0.01%+813F-HRTimeline
Parkside Financial Bank & Trust52$4.1K<0.01%-2213F-HRTimeline
Hemington Wealth Management62$4K<0.01%+2613F-HRTimeline

Events

  • Ninan Shibu sold 14,677 OKTA shares between 2026-10-07 and 2026-10-08, Form 4 filed 2026-10-09. 0001940985-26-000007

    Accepted , ingested