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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

731 managers (752 13F filers) reported a position in OKTA shares at 2025-06-30, 155,886,656 shares in all. 141 filers opened a position and 126 filers sold out during the quarter.

Managers
731
13F filers
752
New
141
Added
304
Reduced
222
Sold out
126
Shares held by filers
155,886,656

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TD PRIVATE CLIENT WEALTH LLC468$46.8K<0.01%-9313F-HRTimeline
ORG Partners LLC474$46.7K0.01%-23713F-HRTimeline
Center for Financial Planning, Inc.450$45K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC432$43.2K<0.01%-113F-HRTimelineGroup
LANARK FINANCIAL, INC.439$43K<0.01%-46613F-HRTimeline
Smartleaf Asset Management LLC379$37.3K<0.01%-44513F-HRTimeline
First Horizon Advisors, Inc.372$37.2K<0.01%-30613F-HRTimeline
Arax Advisory Partners368$36.8K<0.01%-15613F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…352$35.2K0.05%013F-HRTimeline
Global Trust Asset Management, LLC348$34.8K0.02%-14113F-HRTimeline
Manchester Capital Management LLC341$34.1K<0.01%-8713F-HRTimeline
Kiker Wealth Management, LLC340$34K0.02%+31313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.339$33.9K<0.01%+15913F-HRTimelineGroup
2UniFi Bank315$31.5K0.02%013F-HRTimeline
Rossby Financial, LCC300$30K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC277$27.7K<0.01%-413F-HRTimeline
Promus Capital, LLC275$27.5K0.02%new13F-HR/ATimeline
VEGA INVESTMENT SOLUTIONS268$26.8K0.01%-25013F-HRTimeline
Pinnacle Bancorp, Inc.261$26.1K0.01%new13F-HRTimeline
City State Bank260$26K0.01%013F-HRTimeline
Parkside Financial Bank & Trust241$24.1K<0.01%+17813F-HRTimeline
ROTHSCHILD INVESTMENT LLC232$23.2K<0.01%+13013F-HRTimeline
Westside Investment Management, Inc.222$21.9K<0.01%+19313F-HRTimeline
REAP Financial Group, LLC218$21.8K0.01%+4213F-HRTimeline
MassMutual Private Wealth & Trust, FSB201$20.1K<0.01%+9513F-HRTimeline
CoreCap Advisors, LLC199$19.9K<0.01%-43513F-HRTimeline
Capital Advisors, Ltd. LLC195$19K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA182$18.2K<0.01%-71513F-HRTimeline
CVA Family Office, LLC175$17.5K<0.01%-2313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.169$16.9K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.169$16.9K0.01%-98513F-HRTimeline
Aventura Private Wealth, LLC166$16.6K0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …158$16K<0.01%-10,45313F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…160$16K<0.01%-2,96013F-HRTimeline
Washington Trust Advisors, Inc.155$15.5K<0.01%-1913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.152$15.2K<0.01%-31113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.149$14.9K<0.01%-11113F-HRTimeline
Financial Perspectives, Inc147$14.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC146$14.6K0.01%-10013F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC142$14.2K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC140$14K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.141$13.9K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC137$13.7K<0.01%new13F-HR/ATimeline
Bruce G. Allen Investments, LLC136$13.6K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…132$13.2K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management131$13K<0.01%+713F-HRTimeline
Accent Capital Management, LLC120$12K0.01%+9413F-HRTimeline
WHITTIER TRUST CO115$11.5K<0.01%013F-HRTimeline
TSFG, LLC115$11K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc103$10.3K<0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC100$10K<0.01%new13F-HRTimeline
Addison Advisors LLC100$10K<0.01%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC96$9.6K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC93$9.3K<0.01%+1013F-HRTimeline
Blue Trust, Inc.90$9K<0.01%+1113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC97$8.66K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC75$7.5K0.02%new13F-HRTimeline
Berbice Capital Management LLC75$7.5K0.01%new13F-HRTimeline
Boreal Capital Management LLC75$7.5K0.01%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding74$7.4K+21Timeline
Salomon & Ludwin, LLC75$7.36K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp66$6.6K<0.01%-10413F-HRTimelineGroup
Garde Capital, Inc.65$6.5K<0.01%013F-HRTimeline
TrinityBridge Ltd56$6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC59$5.9K<0.01%+3713F-HRTimeline
Greykasell Wealth Strategies, Inc.55$5.5K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp52$5.2K<0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC49$5K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC50$5K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC50$5K<0.01%-30013F-HRTimeline
Sherman Asset Management, Inc.50$5K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC49$4.9K<0.01%new13F-HRTimeline
High Note Wealth, LLC45$4.5K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…43$4.3K<0.01%+2013F-HRTimeline
Family Legacy Financial Solutions, LLC41$4.1K<0.01%13F-HRTimeline
Park Square Financial Group, LLC40$4K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.39$3.9K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT36$3.6K<0.01%013F-HRTimeline
Activest Wealth Management33$3.3K<0.01%-113F-HRTimeline
Sachetta, LLC31$3.1K<0.01%-1013F-HRTimeline
Capital A Wealth Management, LLC34$3.08K0.03%new13F-HRTimeline
Field & Main Bank30$3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC30$3K<0.01%013F-HRTimeline
IFS Advisors, LLC30$3K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC23$2.3K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.22$2.2K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.22$2.2K<0.01%+613F-HRTimeline
CBIZ Investment Advisory Services, LLC22$2.2K<0.01%+813F-HRTimeline
CURIO WEALTH, LLC22$2.2K<0.01%+2113F-HRTimeline
Avion Wealth20$2K<0.01%+1013F-HR/ATimeline
SJS Investment Consulting Inc.15$1.5K<0.01%-813F-HRTimeline
FSA Wealth Management LLC13$1.3K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$1.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.12$1.2K<0.01%+1013F-HRTimeline
SIERRA OCEAN, LLC12$1.2K<0.01%-3113F-HRTimeline
Kilter Group LLC12$1.2K<0.01%new13F-HRTimeline
Clearstead Trust, LLC11$1.1K<0.01%-113F-HRTimeline
Principia Wealth Advisory, LLC11$1.1K<0.01%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.10$1.03K<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$1K<0.01%013F-HRTimeline
NewSquare Capital LLC10$1K<0.01%new13F-HRTimeline
Rise Advisors, LLC10$1K<0.01%new13F-HRTimeline
Cromwell Holdings LLC10$1K<0.01%+213F-HRTimeline
United Community Bankin group United Community Bank10$1K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC10$1K<0.01%013F-HRTimeline
Bogart Wealth, LLC9$900<0.01%new13F-HRTimeline
Kimelman & Baird, LLC8$800<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC8$800<0.01%new13F-HR/ATimeline
HFM Investment Advisors, LLC8$800<0.01%+413F-HRTimeline
Parkworth Wealth Management, Inc.7$700<0.01%+313F-HRTimeline
Bay Harbor Wealth Management, LLC7$699<0.01%+313F-HRTimeline
Tortoise Investment Management, LLC6$600<0.01%+413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6$600<0.01%-2213F-HRTimeline
PayPay Securities Corp6$6000.03%013F-HRTimeline
Rialto Wealth Management, LLC6$600<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC6$599<0.01%013F-HRTimeline
Cornerstone Planning Group LLC6$576<0.01%-413F-HRTimeline
Key Financial Inc5$500<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC5$500<0.01%new13F-HRTimeline
Tidemark, LLC5$500<0.01%013F-HRTimeline
American Capital Advisory, LLC5$500<0.01%+313F-HRTimeline
WealthTrak Capital Management LLC5$500<0.01%+313F-HRTimeline
WPG Advisers, LLC4$400<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$395<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC3$300<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$200<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2$200<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$100<0.01%new13F-HRTimeline
Stephens Consulting, LLC1$100<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC5$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue 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