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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

798 managers (825 13F filers) reported a position in OKTA shares at 2026-06-30, 158,587,777 shares in all. 182 filers opened a position and 92 filers sold out during the quarter.

Managers
798
13F filers
825
New
182
Added
263
Reduced
287
Sold out
92
Shares held by filers
158,587,777

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
KINGSWOOD WEALTH ADVISORS, LLC1,537$210K0.01%new13F-HRTimeline
Rothschild Wealth LLC1,533$209K0.02%new13F-HRTimeline
Kera Capital Partners, Inc.1,518$207K0.02%-4,87613F-HRTimeline
Engineers Gate Manager LP1,500$205K<0.01%-228,53413F-HRTimeline
Crewe Advisors LLC1,500$205K0.01%+50013F-HRTimeline
Kovack Advisors, Inc.1,464$203K0.01%new13F-HRTimeline
Fortis Capital Management LLC1,479$202K0.02%new13F-HRTimeline
Covestor Ltd1,434$196K0.11%+71613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,349$184K0.01%+1,04713F-HRTimeline
Northwest & Ethical Investments L.P.1,389$182K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC1,315$179K0.09%+71713F-HRTimeline
MONTAG A & ASSOCIATES INC1,297$177K0.01%-25813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,264$172K0.01%-6913F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,205$164K0.02%-1,54413F-HRTimeline
Intesa Sanpaolo S.p.A.in group Intesa Sanpaolo S.p.A.1,000$141K0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC1,063$140K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,007$137K<0.01%+39813F-HRTimeline
IFP Advisors, Inc988$135K<0.01%-21413F-HRTimeline
IMG Wealth Management, Inc.925$126K0.07%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP915$125K0.01%-1,78513F-HRTimelineGroup
Larson Financial Group LLC863$118K<0.01%-2,26813F-HRTimeline
Central Pacific Bank - Trust Division860$117K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC852$116K0.03%+26613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC738$101K<0.01%+1913F-HRTimelineGroup
Uniplan Investment Counsel, Inc.732$100K0.01%new13F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.659$89.9K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management637$86.9K<0.01%+13413F-HRTimelineGroup
Golden State Wealth Management, LLC629$85.8K0.01%+61913F-HRTimeline
HHM Wealth Advisors, LLC625$85.3K0.01%-62513F-HRTimeline
Pinnacle Bancorp, Inc.583$79.5K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.567$77.4K<0.01%+21213F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.555$75.8K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC555$75.7K0.02%013F-HRTimeline
EFG International AGin group EFG International AG550$75K<0.01%013F-HRTimelineGroup
Forum Finance Group S.A.680$75K0.03%013F-HRTimeline
Aventura Private Wealth, LLC526$71.8K0.02%+36013F-HRTimeline
Basecamp Wealth Advisors LLC513$70K0.01%013F-HRTimeline
SJS Investment Consulting Inc.504$68.8K0.01%-24713F-HRTimeline
Versant Capital Management, Inc503$68.6K0.01%-1,98713F-HRTimeline
Hartford Financial Management Inc.500$68.2K0.02%013F-HRTimeline
First Command Advisory Services, Inc.500$68.2K<0.01%013F-HRTimeline
Caitong International Asset Management …485$66.2K0.01%+47913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO436$59.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.415$56.6K0.01%013F-HRTimeline
Blue Trust, Inc.404$55.1K<0.01%+32513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV369$50.4K<0.01%+7413F-HRTimeline
Wilkerson Advisory Group LLC366$49.9K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC349$49K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…353$48.2K0.08%+113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…310$42.3K<0.01%013F-HRTimeline
SHP Wealth Management304$41.5K<0.01%-2713F-HRTimeline
MassMutual Private Wealth & Trust, FSB296$40.4K<0.01%+21813F-HRTimeline
CVA Family Office, LLC274$37.4K<0.01%+3913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…254$34.7K<0.01%+1313F-HRTimelineGroup
OSSIAM253$34.5K<0.01%new13F-HRTimeline
City State Bank249$34K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC244$33.3K<0.01%-3513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC210$28.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust210$28.7K<0.01%+4413F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…218$28.6K<0.01%-9,51013F-HRTimelineGroup
Global Trust Asset Management, LLC208$28.4K0.01%-13913F-HRTimeline
Bruce G. Allen Investments, LLC201$27.4K0.02%+913F-HRTimeline
MCF Advisors LLC198$27K<0.01%-2,83713F-HRTimeline
Capital Advisors, Ltd. LLC195$27K<0.01%-213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.197$26.9K<0.01%+3713F-HRTimeline
Washington Trust Advisors, Inc.197$26.9K<0.01%+7713F-HRTimeline
PRIVATE TRUST CO NA191$26.1K<0.01%+2213F-HRTimeline
LANARK FINANCIAL, INC.185$25.2K<0.01%-14413F-HRTimeline
Institute for Wealth Management, LLC.178$24.3K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC177$24.2K0.01%+4013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC176$24K0.01%+7013F-HRTimeline
Manchester Capital Management LLC173$23.6K<0.01%-1813F-HRTimeline
Keating Financial Advisory Services, In…170$23.2K<0.01%+7813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…163$22.2K<0.01%+2313F-HRTimeline
TD Waterhouse Canada Inc.156$21.9K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…160$21.8K0.01%013F-HRTimeline
Financial Perspectives, Inc147$20.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC146$19.9K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…144$19.6K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC141$19.2K<0.01%+10913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.125$17.1K<0.01%-4713F-HRTimeline
First Bancorp, Inc /ME/125$17.1K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.123$16.8K<0.01%-14513F-HRTimelineGroup
1015 Capital Partners, LLC121$16.5K0.01%+413F-HRTimeline
KELLEHER FINANCIAL ADVISORS120$16.4K<0.01%+6013F-HRTimeline
TSFG, LLC115$16K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS120$15.8K<0.01%new13F-HRTimeline
Planning Strategies Inc.115$15.7K0.01%13F-HRTimeline
True Wealth Design, LLC110$15K<0.01%-18813F-HRTimeline
IFG Advisory, LLC104$14.2K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…100$13.6K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC100$13.6K<0.01%+3613F-HRTimeline
Essential Partners LLC93$12.7K0.01%-2113F-HRTimeline
Quarry LP90$12.3K<0.01%-1,24913F-HRTimeline
Kemnay Advisory Services Inc.83$11.3K<0.01%+1513F-HRTimeline
Bell Investment Advisors, Inc82$11.2K<0.01%-8113F-HRTimeline
Addison Advisors LLC78$10.6K0.01%+813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC78$10.6K<0.01%new13F-HRTimeline
Boreal Capital Management LLC75$10.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…75$10.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.74$10.1K<0.01%-72113F-HRTimeline
FIRST HORIZON CORP74$10.1K<0.01%-513F-HRTimeline
Bogart Wealth, LLC73$9.96K<0.01%+6713F-HRTimeline
Activest Wealth Management72$9.82K<0.01%+7113F-HRTimeline
Caitlin John, LLC70$9.55K0.01%-50513F-HRTimeline
Downshift Financial, LLC70$9.55K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC67$9.14K<0.01%-2313F-HRTimeline
MCDONALD PARTNERS LLC62$8.46K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC61$8.32K0.01%013F-HRTimeline
TrinityBridge Ltd56$8K<0.01%013F-HRTimeline
Aspect Partners, LLC58$7.91K<0.01%-7713F-HRTimeline
CoreCap Advisors, LLC53$7.23K<0.01%-17913F-HRTimeline
Winthrop Capital Management, LLC49$7K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.51$6.96K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.50$6.82K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding49$6.69K-12Timeline
Cromwell Holdings LLC47$6.41K<0.01%+1513F-HRTimeline
JPL Wealth Management, LLC46$6.28K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.45$6.14K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC45$6.14K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44$6K<0.01%+2313F-HRTimeline
LifeSteps Financial, Inc.42$5.73K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC42$5.51K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.40$5.46K<0.01%+3013F-HRTimeline
HighMark Wealth Management LLC40$5.46K<0.01%-1013F-HRTimeline
FINANCIAL CONSULATE, INC39$5.32K<0.01%+213F-HRTimeline
Creative Capital Management Investments…39$5.32K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC39$5.32K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc37$5.05K<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.37$5.05K<0.01%+3113F-HR/ATimeline
BAYBAN37$5.05K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…35$4.89K<0.01%-513F-HRTimeline
Synergy Investment Management, LLC34$4.66K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC34$4.64K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC33$4.5K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC33$4.5K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC30$4.09K<0.01%013F-HRTimeline
Field & Main Bank30$4.09K<0.01%013F-HR/ATimeline
Mosley Wealth Management30$4.09K<0.01%+1013F-HRTimeline
IFS Advisors, LLC30$4.09K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC24$3.56K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.25$3.41K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.24$3.27K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC23$3.14K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC23$3.14K<0.01%+1013F-HRTimeline
MATHER GROUP, LLC.23$3.12K<0.01%013F-HRTimeline
Sankala Group LLC21$3.06K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC22$3K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC22$3K<0.01%+813F-HRTimeline
Rialto Wealth Management, LLC21$2.87K<0.01%+713F-HRTimeline
NVWM, LLC21$2.87K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC20$2.73K<0.01%new13F-HRTimeline
High Note Wealth, LLC20$2.73K<0.01%-713F-HRTimeline
DiNuzzo Private Wealth, Inc.20$2.73K<0.01%-113F-HRTimeline
HFM Investment Advisors, LLC19$2.59K<0.01%+1613F-HRTimeline
Anchor Investment Management, LLC18$2.46K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp16$2.18K<0.01%-313F-HRTimelineGroup
Financial Management Professionals, Inc.16$2.18K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.16$2.18K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC15$2.05K<0.01%-613F-HR/ATimeline
Dunhill Financial, LLC14$2.02K<0.01%013F-HRTimeline
Avion Wealth16$2K<0.01%+313F-HRTimeline
Cornerstone Planning Group LLC14$1.91K<0.01%013F-HRTimeline
Torren Management, LLC13$1.77K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.13$1.77K<0.01%new13F-HRTimeline
Continuum Advisory, LLC12$1.64K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.12$1.64K<0.01%new13F-HRTimeline
Rossby Financial, LCC11$1.5K<0.01%-49313F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$1.36K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC8$1.09K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.8$1.09K<0.01%013F-HRTimeline
LRI Investments, LLC8$1.09K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP9$1K<0.01%new13F-HRTimeline
Navigoe, LLC8$1K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC5$1K<0.01%new13F-HR/ATimeline
Trifecta Capital Advisors, LLC7$956<0.01%new13F-HRTimeline
PayPay Securities Corp7$9550.02%-513F-HRTimeline
Hughes Financial Services, LLC6$819<0.01%+513F-HRTimeline
Darwin Wealth Management, LLC6$818<0.01%013F-HRTimeline
Kilter Group LLC5$683<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC5$682<0.01%013F-HRTimeline
Tidemark, LLC5$682<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co5$682<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC4$562<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4$546<0.01%new13F-HRTimeline
WPG Advisers, LLC4$546<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC3$422<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC3$418<0.01%013F-HRTimeline
DT Investment Partners, LLC3$410<0.01%new13F-HRTimeline
Abound Wealth Management3$410<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC3$410<0.01%-613F-HRTimeline
Seneschal Advisors, LLC3$410<0.01%+113F-HRTimeline
MOTCO3$409<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2$273<0.01%-313F-HRTimelineGroup
Plante Moran Financial Advisors, LLC2$273<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2$273<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$137<0.01%13F-HRTimeline
Evolution Advisers, Inc.1$00%new13F-HRTimelineValue filed as zero, left out of ratios.

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