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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

718 managers (737 13F filers) reported a position in OKTA shares at 2025-03-31, 145,812,573 shares in all. 155 filers opened a position and 90 filers sold out during the quarter.

Managers
718
13F filers
737
New
155
Added
283
Reduced
211
Sold out
90
Shares held by filers
145,812,573

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…352$37K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC350$36.8K0.03%013F-HRTimeline
Hexagon Capital Partners LLC328$34.5K0.01%+5813F-HRTimeline
Golden State Wealth Management, LLC323$34K0.01%+2213F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management310$32.6K<0.01%-2,08013F-HRTimelineGroup
Rossby Financial, LCC300$31K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC281$29.6K<0.01%+413F-HRTimeline
Clearstead Advisors, LLC279$29.4K<0.01%+22113F-HRTimeline
2UniFi Bank315$28.5K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.260$27.4K<0.01%+15713F-HRTimeline
City State Bank260$27.4K0.01%013F-HRTimeline
Wayfinding Financial, LLC260$27K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC246$25.9K0.02%+15413F-HRTimeline
V-Square Quantitative Management LLC223$23.5K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP200$21K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC195$21K<0.01%-7013F-HRTimeline
CVA Family Office, LLC198$20.8K<0.01%+7113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.180$18.9K<0.01%+8413F-HRTimelineGroup
REAP Financial Group, LLC176$18.5K<0.01%+17513F-HRTimeline
Washington Trust Advisors, Inc.174$18.3K<0.01%+3313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp170$17.9K<0.01%+14713F-HRTimelineGroup
Aventura Private Wealth, LLC166$17.5K0.01%-12413F-HRTimeline
Financial Perspectives, Inc147$15.5K0.01%-413F-HRTimeline
TD Waterhouse Canada Inc.141$14.7K<0.01%+7313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC140$14.7K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC136$14.3K0.01%013F-HRTimeline
Hemington Wealth Management124$13K<0.01%+6213F-HRTimeline
CAAS CAPITAL MANAGEMENT LP116$12.2K0.01%new13F-HRTimeline
WHITTIER TRUST CO115$12.1K<0.01%013F-HRTimeline
TSFG, LLC115$12K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB106$11.2K<0.01%+7413F-HRTimeline
Bell Investment Advisors, Inc102$10.7K<0.01%+913F-HRTimeline
ROTHSCHILD INVESTMENT LLC102$10.7K<0.01%013F-HRTimeline
Addison Advisors LLC100$10.5K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC100$10.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc90$9.47K<0.01%+8213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…90$9K<0.01%-2513F-HRTimelineGroup
Private Wealth Management Group, LLC83$8.73K<0.01%+1813F-HRTimeline
Blue Trust, Inc.79$8.31K<0.01%+713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.80$8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FULLER & THALER ASSET MANAGEMENT, INC.75$7.89K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…75$7.89K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC71$7.47K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.66$6.95K<0.01%013F-HRTimeline
Garde Capital, Inc.65$6.84K<0.01%new13F-HRTimeline
Saudi Central Bank65$6.84K0.04%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC64$6.73K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust63$6.63K<0.01%+1113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT60$6.31K<0.01%013F-HRTimeline
TrinityBridge Ltd56$6K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding53$5.58K-175Timeline
Sandy Spring Bank52$5.47K<0.01%-4413F-HRTimeline
Winthrop Capital Management, LLC49$5K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC43$4.52K<0.01%+2613F-HRTimeline
Sachetta, LLC41$4.32K<0.01%+1013F-HRTimeline
TRUST CO OF VERMONT36$3.79K<0.01%-10113F-HRTimeline
Activest Wealth Management34$3.58K<0.01%+3413F-HRTimeline
Sound Income Strategies, LLC30$3.16K<0.01%013F-HRTimeline
Field & Main Bank30$3.16K<0.01%013F-HRTimeline
IFS Advisors, LLC30$3.16K<0.01%013F-HRTimeline
Westside Investment Management, Inc.29$3.04K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28$2.95K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC27$2.84K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC27$2.84K<0.01%new13F-HRTimeline
Accent Capital Management, LLC26$2.74K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.23$2.42K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC23$2.42K<0.01%013F-HRTimeline
Global Financial Private Client, LLC23$2.42K<0.01%+1713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…23$2.42K<0.01%-2,65113F-HRTimeline
Fortitude Family Office, LLC22$2.31K<0.01%013F-HRTimeline
Caitong International Asset Management …22$2.31K<0.01%-1,28813F-HRTimeline
DiNuzzo Private Wealth, Inc.22$2.31K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC21$2.21K<0.01%new13F-HRTimeline
Parvin Asset Management, LLC21$2.21K<0.01%-413F-HRTimeline
CURIO WEALTH, LLC1$1.73K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.16$1.68K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC14$1.47K<0.01%new13F-HR/ATimeline
FSA Wealth Management LLC13$1.37K<0.01%013F-HRTimeline
Continuum Advisory, LLC13$1.37K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$1.26K<0.01%013F-HRTimeline
Clearstead Trust, LLC12$1.26K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC11$1.16K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$1.05K<0.01%-413F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.10$1.05K<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$1.05K<0.01%013F-HRTimeline
McIlrath & Eck, LLC10$1.05K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC10$1.05K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp10$1.05K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC10$983<0.01%+713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8$842<0.01%13F-HRTimeline
Kimelman & Baird, LLC8$842<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC8$842<0.01%013F-HRTimeline
Cromwell Holdings LLC8$842<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC8$814<0.01%013F-HRTimeline
PayPay Securities Corp6$6870.04%-613F-HRTimeline
Wood Tarver Financial Group, LLC5$527<0.01%013F-HRTimeline
Key Financial Inc5$526<0.01%013F-HRTimeline
Tidemark, LLC5$526<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC6$472<0.01%013F-HRTimeline
WINNACLE WEALTH LLC5$471<0.01%+113F-HRTimeline
Wiser Advisor Group LLC4$421<0.01%-413F-HRTimeline
Parkworth Wealth Management, Inc.4$421<0.01%+113F-HRTimeline
WPG Advisers, LLC4$421<0.01%013F-HRTimeline
HFM Investment Advisors, LLC4$421<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC4$420<0.01%new13F-HRTimeline
Hughes Financial Services, LLC4$419<0.01%new13F-HRTimeline
UMB Bank, n.a.3$316<0.01%-12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VISION FINANCIAL MARKETS LLC3$316<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$316<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2$211<0.01%-313F-HRTimeline
American Capital Advisory, LLC2$211<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC2$211<0.01%new13F-HRTimeline
Clean Yield Group2$210<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC2$210<0.01%013F-HR/ATimeline
Painted Porch Advisors LLC2$210<0.01%new13F-HRTimeline
Avion Wealth10$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18113F-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