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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

722 managers (742 13F filers) reported a position in OKTA shares at 2025-12-31, 152,297,717 shares in all. 78 filers opened a position and 106 filers sold out during the quarter.

Managers
722
13F filers
742
New
78
Added
240
Reduced
291
Sold out
106
Shares held by filers
152,297,717

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SHELTON CAPITAL MANAGEMENT5,577$482K0.01%-22613F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS5,537$479K<0.01%-16,32913F-HRTimeline
Cynosure Group, LLC5,498$475K0.05%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,460$472K0.01%-1713F-HRTimelineGroup
GK Wealth Management LLC5,447$471K0.34%+21713F-HRTimeline
Merit Financial Group, LLC5,445$471K<0.01%-1,55513F-HRTimeline
OFI INVEST ASSET MANAGEMENT5,428$469K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC5,410$468K0.01%-2,89513F-HRTimeline
CHOREO, LLC5,264$460K0.01%-1,97513F-HRTimeline
Kera Capital Partners, Inc.5,401$456K0.06%+1,97513F-HRTimeline
Arkadios Wealth Advisors5,267$455K0.01%+5613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,228$452K0.01%-47513F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.5,222$452K<0.01%new13F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…5,188$449K0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
INFRASTRUCTURE CAPITAL ADVISORS, LLC5,150$445K0.05%new13F-HRTimeline
Resonant Capital Advisors, LLC5,100$441K0.02%+46513F-HRTimeline
Sequoia Financial Advisors, LLC5,086$440K<0.01%+2,24313F-HRTimeline
Caprock Group, LLC5,085$440K0.01%-6,20613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,032$435K<0.01%+1,28713F-HR/ATimelineGroup
INTECH INVESTMENT MANAGEMENT LLC5,029$435K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC5,026$435K0.01%-20713F-HRTimeline
Sapience Investments, LLC4,911$425K1.6%-1013F-HRTimeline
Catalyst Funds Management Pty Ltd4,900$424K0.1%new13F-HRTimeline
Alpha Wealth Funds, LLC5,000$423K0.28%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,794$415K0.01%+3,40013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,728$409K0.23%new13F-HRTimeline
True Link Financial Advisors, LLC4,724$408K0.02%-62613F-HRTimeline
GDS Wealth Management4,670$404K0.03%013F-HRTimeline
Parallel Advisors, LLC4,666$403K0.01%+53313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP4,664$403K<0.01%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC4,606$398K0.03%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,601$398K0.01%-33513F-HRTimeline
MAI Capital Management4,535$392K<0.01%+2,81213F-HRTimeline
Rare Wolf Capital LLC4,514$390K0.24%13F-HRTimeline
Wahed Invest LLC4,406$381K0.05%-4013F-HRTimeline
Yarbrough Capital, LLC4,400$380K0.01%013F-HRTimeline
Nemes Rush Group LLC4,374$378K0.04%-1,57013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,346$376K0.01%+27613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …4,265$376K0.01%+1,04013F-HR/ATimelineGroup
Fieldview Capital Management, LLC4,304$372K0.06%-71513F-HRTimeline
Composition Wealth, LLC4,274$370K0.01%+5313F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,256$368K0.02%013F-HRTimelineGroup
Engineers Gate Manager LP4,247$367K<0.01%-1,82813F-HRTimeline
Revisor Wealth Management LLC4,047$363K0.1%+1,54113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,106$355K0.04%13F-HRTimeline
Yorktown Management & Research Co Inc4,100$355K0.28%013F-HRTimeline
Stanley-Laman Group, Ltd.3,971$343K0.04%new13F-HRTimeline
Clearstead Advisors, LLC3,959$342K<0.01%-27413F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC3,913$342K0.01%+61413F-HRTimeline
BRANDYWINE MANAGERS, LLCin group BRANDYWINE MANAGERS, LLC3,909$338K0.17%-30013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,903$337K<0.01%+1,02813F-HRTimelineGroup
SkyOak Wealth, LLC3,850$333K0.06%new13F-HRTimeline
Aaron Wealth Advisors LLC3,831$331K0.02%-10,52413F-HRTimeline
Knollwood Investment Advisory, LLC3,809$329K0.03%013F-HRTimeline
Legato Capital Management LLC3,774$326K0.03%new13F-HRTimeline
Brooklyn Investment Group3,635$320K0.01%new13F-HRTimeline
CenterStar Asset Management, LLC3,700$320K0.5%new13F-HRTimeline
Farther Finance Advisors, LLC3,603$312K<0.01%-17513F-HRTimeline
SIGNATUREFD, LLC3,582$310K<0.01%+2513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,549$307K0.02%-5,30013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC3,520$304K0.79%-3,33513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,444$298K<0.01%-25913F-HRTimelineGroup
Waldron Private Wealth LLC3,383$293K0.01%013F-HRTimeline
BFSG, LLC3,365$291K0.03%013F-HRTimeline
Atria Investments, Inc3,337$289K<0.01%-11013F-HRTimeline
Advisors Asset Management, Inc.3,269$283K<0.01%+2,18413F-HR/ATimeline
Inscription Capital, LLC3,257$282K0.03%-11,13513F-HRTimeline
Coastal Bridge Advisors, LLC3,220$278K0.02%+5613F-HRTimeline
D.A. DAVIDSON & CO.3,215$278K<0.01%+2313F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC3,162$273K<0.01%+91713F-HRTimelineGroup
Verdence Capital Advisors LLC3,094$268K0.02%-3,46113F-HRTimeline
NORDEN GROUP LLC3,094$268K0.03%-9313F-HRTimeline
Arista Wealth Management, LLC3,079$266K0.03%new13F-HRTimeline
Perbak Capital Partners LLP3,068$265K0.08%-5,69913F-HRTimeline
MCF Advisors LLC3,035$262K0.01%013F-HRTimeline
Opes Wealth Management LLC3,025$262K0.04%+1513F-HRTimeline
Sivia Capital Partners, LLC3,013$261K0.05%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,010$260K0.03%-513F-HRTimeline
Kazazian Asset Management, LLC3,000$259K0.27%013F-HRTimeline
Chicago Partners Investment Group LLC2,850$259K0.01%-2,56513F-HRTimeline
SCOTIA CAPITAL INC.2,961$256K<0.01%-13013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,966$256K<0.01%+1,48313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC2,931$253K<0.01%-1,21613F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …2,923$253K0.01%+5313F-HRTimelineGroup
Callan Family Office, LLC2,854$247K0.01%-27013F-HRTimeline
PCM Encore, LLC2,839$245K0.05%13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,837$245K<0.01%+77413F-HRTimelineGroup
Centiva Capital, LP2,819$244K0.01%+62413F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,818$244K0.06%+41413F-HRTimeline
UniSuper Management Pty Ltd2,800$242K<0.01%013F-HRTimeline
Rather & Kittrell, Inc.2,791$241K0.04%+913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,769$239K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,755$238K0.01%-11313F-HRTimelineGroup
SYON CAPITAL LLC2,725$236K0.01%-2,95213F-HRTimeline
Compound Planning, Inc.2,721$235K0.01%-74013F-HRTimeline
Octavia Wealth Advisors, LLC2,712$235K0.02%-1,65513F-HRTimeline
Global Retirement Partners, LLC2,701$234K<0.01%-1,09913F-HRTimeline
Creekside Partners2,668$231K0.1%013F-HRTimeline
NORTHLAND SECURITIES, INC.2,667$231K0.22%13F-HRTimeline
Kassira Wealth Management LLC2,655$230K0.22%013F-HRTimeline
HB Wealth Management, LLC2,635$228K<0.01%-59913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,628$227K<0.01%+1,36913F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC2,607$225K<0.01%new13F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO2,602$225K0.02%013F-HRTimeline
Fairscale Capital, LLC2,548$220K0.15%+32913F-HRTimeline
American Trust2,540$220K0.02%-1,91713F-HRTimeline
MGO ONE SEVEN LLC2,534$219K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,532$219K<0.01%-1,61713F-HRTimelineGroup
Arax Advisory Partners2,524$218K0.01%-25,19513F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…2,500$216K0.03%013F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC2,500$216K0.08%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,500$216K<0.01%-20013F-HRTimeline
Kingsview Wealth Management, LLC2,453$212K<0.01%+26713F-HRTimeline
HM PAYSON & CO2,450$212K<0.01%013F-HRTimeline
CERTUITY, LLC2,424$210K0.01%-77913F-HRTimeline
BOKF, NAin group BOKF, NA2,392$207K<0.01%-50713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,370$205K<0.01%+9613F-HRTimelineGroup
Advisory Services Network, LLC2,356$204K<0.01%-3,88713F-HRTimeline
GS Investments, Inc.2,350$203K0.11%013F-HRTimeline
Allworth Financial LP2,350$203K<0.01%+9913F-HRTimeline
Cresset Asset Management, LLC2,329$201K<0.01%new13F-HRTimeline
Siemens Fonds Invest GmbH2,271$199K0.01%013F-HRTimeline
Ninety One SA (Pty) Ltd2,266$196K0.01%-46213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,178$188K0.09%-6913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,069$179K0.01%-75513F-HRTimeline
Fulcrum Asset Management LLP1,980$173K0.05%-3713F-HR/ATimeline
Quent Capital, LLC1,990$172K0.01%-56013F-HRTimeline
DARA CAPITAL US, INC.1,947$168K0.15%13F-HRTimeline
MONTAG A & ASSOCIATES INC1,833$158K0.01%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,820$157K0.01%-3113F-HRTimelineGroup
Sunbelt Securities, Inc.1,752$151K0.01%-5713F-HRTimeline
Generali Investments, Management Co LLC1,674$145K0.03%-2,06913F-HRTimeline
CENTAURUS FINANCIAL, INC.1,661$144K0.01%-4813F-HRTimeline
Bayforest Capital Ltd1,482$128K0.1%-1,30813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,452$126K0.01%new13F-HRTimeline
GAMMA Investing LLC1,410$122K0.01%-1413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,376$119K0.08%+2513F-HRTimeline
Modus Advisors, LLC1,371$119K0.03%new13F-HRTimeline
Oslo Pensjonsforsikring AS1,359$118K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,333$115K<0.01%-2,63113F-HRTimeline
Versant Capital Management, Inc1,306$113K0.01%-69113F-HRTimeline
UMB Bank, n.a.1,304$113K<0.01%-32813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc1,291$112K<0.01%+1613F-HRTimeline
HUB Investment Partners, LLC1,289$111K<0.01%-2,54513F-HRTimeline
HHM Wealth Advisors, LLC1,250$108K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,204$104K<0.01%-46813F-HRTimelineGroup
Covestor Ltd1,169$101K0.05%-1913F-HRTimeline
CX Institutional1,166$101K<0.01%+17013F-HRTimeline
Smartleaf Asset Management LLC1,147$100K<0.01%+38913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,088$94.1K<0.01%+55913F-HRTimeline
IMG Wealth Management, Inc.925$80K0.05%-1413F-HRTimeline
Pinnacle Holdings, LLC913$78.9K0.03%new13F-HRTimeline
S-Bank Fund Management Ltd912$78.9K0.01%-4113F-HRTimeline
Central Pacific Bank - Trust Division860$74.4K0.01%-26013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC813$71.5K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC803$69.4K0.04%013F-HRTimeline
EFG International AGin group EFG International AG707$61.3K<0.01%13F-HRTimelineGroup
V-Square Quantitative Management LLC646$55.9K0.01%new13F-HRTimeline
Alphadyne Asset Management LP642$55.5K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…640$55.4K<0.01%013F-HRTimeline
Pingora Partners LLC600$51.9K0.03%013F-HRTimeline
Board of the Pension Protection Fund600$51.9K0.05%new13F-HRTimeline
Larson Financial Group LLC566$48.9K<0.01%-59313F-HRTimeline
Costello Asset Management, INC555$48K0.02%-55013F-HRTimeline
GPS Wealth Strategies Group, LLC539$46.6K0.04%-78913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management505$43.6K<0.01%+11913F-HRTimelineGroup
Hartford Financial Management Inc.500$43.2K0.01%013F-HRTimeline
First Command Advisory Services, Inc.500$43.2K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC472$40.8K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC462$39.9K<0.01%+3013F-HRTimelineGroup
Center for Financial Planning, Inc.450$38.9K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO441$38.1K<0.01%-1,12213F-HRTimelineGroup
Westside Investment Management, Inc.415$34.7K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC397$34.3K<0.01%-13013F-HRTimelineGroup
LANARK FINANCIAL, INC.394$34.1K<0.01%-10013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.382$33K<0.01%+11213F-HRTimelineGroup
Torren Management, LLC367$31.7K0.02%13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…352$30.4K0.04%013F-HRTimeline
Global Trust Asset Management, LLC347$30K0.01%013F-HRTimeline
Essential Partners LLC345$29.8K0.01%-81313F-HRTimeline
2UniFi Bank315$27.2K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC309$26.7K<0.01%+3213F-HRTimeline
SHP Wealth Management309$26.7K<0.01%13F-HRTimeline
REAP Financial Group, LLC309$26.7K0.01%+4813F-HRTimeline
Rossby Financial, LCC304$26.3K0.01%+413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC296$25.6K0.01%+26413F-HRTimeline
Root Financial Partners, LLC296$25.6K<0.01%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV295$25.5K<0.01%-10013F-HRTimeline
Washington Trust Advisors, Inc.278$24K<0.01%+12313F-HRTimeline
Pinpoint Asset Management (Singapore) P…278$24K0.01%new13F-HRTimeline
VEGA INVESTMENT SOLUTIONS268$23.2K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC261$22.6K<0.01%-36913F-HRTimeline
City State Bank260$22.5K0.01%013F-HRTimeline
Strive Financial Group ,LLC234$20.2K0.01%13F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC210$18.2K<0.01%new13F-HRTimeline
True Wealth Design, LLC209$18.1K0.01%-83513F-HRTimeline
Bruce G. Allen Investments, LLC198$17.1K0.01%+6213F-HRTimeline
Capital Advisors, Ltd. LLC195$17K<0.01%013F-HRTimeline
Marquette Asset Management, LLC189$16.3K<0.01%+12513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …184$16K<0.01%+2613F-HRTimelineGroup

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