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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
TrinityBridge Ltd56$4K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC49$4K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC34$2.68K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB32$2.52K<0.01%+2413F-HRTimeline
Cedar Wealth Management, LLC32$2.52K<0.01%-56013F-HRTimeline
Sachetta, LLC31$2.44K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC30$2.36K<0.01%013F-HRTimeline
IFS Advisors, LLC30$2.36K<0.01%013F-HRTimeline
Fairscale Capital, LLC30$2.36K<0.01%013F-HRTimeline
Field & Main Bank30$2.36K<0.01%013F-HRTimeline
Westside Investment Management, Inc.29$2.29K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC25$1.97K<0.01%-1513F-HRTimeline
Raleigh Capital Management Inc.25$1.97K<0.01%+1013F-HRTimeline
Parvin Asset Management, LLC25$1.97K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.23$1.81K<0.01%+713F-HRTimeline
Valued Wealth Advisors LLC23$1.81K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23$1.81K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD22$1.73K<0.01%013F-HRTimeline
Fortitude Family Office, LLC22$1.73K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.22$1.73K<0.01%+513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC21$1.66K<0.01%13F-HRTimeline
Larson Financial Group LLC18$1.42K<0.01%-1413F-HRTimeline
SIERRA OCEAN, LLC17$1.34K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.16$1.26K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.15$1.2K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC15$1.18K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$1.11K<0.01%+1313F-HRTimelineGroup
FSA Wealth Management LLC13$1.02K<0.01%013F-HRTimeline
Continuum Advisory, LLC13$1.02K<0.01%-913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC13$1.02K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$946<0.01%013F-HRTimeline
PayPay Securities Corp12$9460.04%+713F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$788<0.01%013F-HRTimeline
McIlrath & Eck, LLC10$788<0.01%013F-HRTimeline
Decker Retirement Planning Inc.10$788<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC10$788<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC10$788<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp10$788<0.01%13F-HRTimeline
Kimelman & Baird, LLC8$631<0.01%013F-HRTimeline
AdvisorNet Financial, Inc8$630<0.01%+413F-HRTimeline
Carolina Wealth Advisors, LLC8$630<0.01%new13F-HRTimeline
Wiser Advisor Group LLC8$630<0.01%-1413F-HRTimeline
Principia Wealth Advisory, LLC8$630<0.01%13F-HRTimeline
Global Financial Private Client, LLC6$473<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC6$472<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.5$394<0.01%new13F-HRTimeline
Key Financial Inc5$394<0.01%013F-HRTimeline
Elequin Capital, LP4$315<0.01%-413F-HRTimeline
WPG Advisers, LLC4$315<0.01%13F-HRTimeline
Cornerstone Planning Group LLC3$273<0.01%013F-HRTimeline
WINNACLE WEALTH LLC4$239<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC3$237<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.3$236<0.01%13F-HRTimeline
Tortoise Investment Management, LLC2$158<0.01%013F-HR/ATimeline
REAP Financial Group, LLC1$39<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC5$00%13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount 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