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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

728 managers (752 13F filers) reported a position in OKTA shares at 2025-09-30, 149,799,084 shares in all. 104 filers opened a position and 103 filers sold out during the quarter.

Managers
728
13F filers
752
New
104
Added
288
Reduced
252
Sold out
103
Shares held by filers
149,799,084

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LANARK FINANCIAL, INC.494$45.3K<0.01%+5513F-HRTimeline
Center for Financial Planning, Inc.450$41.3K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC437$40.1K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC432$39.6K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.415$38.1K0.01%+19313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV395$36.2K<0.01%-30013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management386$35.4K<0.01%-3,66513F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd370$33.9K0.02%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…352$32.3K0.04%013F-HRTimeline
Global Trust Asset Management, LLC347$31.8K0.01%-113F-HRTimeline
Wealthspire Advisors, LLC333$30.5K<0.01%new13F-HRTimeline
Quarry LP328$30.1K0.01%-2,57313F-HRTimeline
2UniFi Bank315$28.9K0.01%013F-HRTimeline
Rossby Financial, LCC300$27.5K0.01%013F-HRTimeline
Root Financial Partners, LLC286$26.2K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC277$25.4K<0.01%013F-HRTimeline
Promus Capital, LLC275$25.2K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.270$24.8K<0.01%-6913F-HRTimelineGroup
Pinnacle Bancorp, Inc.261$23.9K0.01%013F-HRTimeline
REAP Financial Group, LLC261$23.9K0.01%+4313F-HRTimeline
City State Bank260$23.8K0.01%013F-HRTimeline
Amica Retiree Medical Trust256$23K0.03%new13F-HRTimeline
Capital Advisors, Ltd. LLC195$18K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB193$17.7K<0.01%-813F-HRTimeline
Gen-Wealth Partners Inc182$16.7K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC166$15.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust164$15K<0.01%-7713F-HRTimeline
Raleigh Capital Management Inc.162$14.9K0.01%-713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…160$14.7K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.155$14.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC153$14K<0.01%-18813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …158$14K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc147$13.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC146$13.4K0.01%013F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC142$13K<0.01%013F-HRTimeline
Hemington Wealth Management152$13K<0.01%+2113F-HRTimeline
ORG Partners LLC141$12.9K<0.01%-33313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…140$12.8K<0.01%+813F-HRTimelineGroup
Bruce G. Allen Investments, LLC136$12.5K0.01%013F-HRTimeline
CVA Family Office, LLC131$12K<0.01%-4413F-HRTimeline
TSFG, LLC115$11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.116$10.6K<0.01%-3313F-HRTimeline
FIRST HORIZON CORP113$10.4K<0.01%13F-HRTimeline
Groupe la Francaisein group Groupe la Francaise125$9.99K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.104$9.55K<0.01%-3713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC103$9.45K0.01%-85713F-HRTimeline
AdvisorNet Financial, Inc103$9.45K<0.01%-60213F-HRTimeline
Berbice Capital Management LLC100$9.17K0.01%+2513F-HRTimeline
Aspect Partners, LLC98$8.99K<0.01%new13F-HRTimeline
Accent Capital Management, LLC94$8.62K<0.01%-2613F-HRTimeline
Bell Investment Advisors, Inc93$8.53K<0.01%-1013F-HRTimeline
Private Wealth Management Group, LLC93$8.53K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…81$7.43K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.79$7.24K<0.01%-1113F-HRTimeline
Boreal Capital Management LLC75$6.88K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding74$6.79K0Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp73$6.7K<0.01%+2113F-HRTimelineGroup
WHITTIER TRUST CO70$6.53K<0.01%-4513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC71$6.51K<0.01%-6913F-HRTimeline
Addison Advisors LLC70$6.42K<0.01%-3013F-HRTimeline
Strategic Advocates LLC68$6.24K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC64$5.97K<0.01%-1113F-HRTimeline
Marquette Asset Management, LLC64$5.87K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp62$5.69K<0.01%-413F-HRTimelineGroup
MATHER GROUP, LLC.62$5.67K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS60$5.5K<0.01%new13F-HRTimeline
Sachetta, LLC55$5.04K<0.01%+2413F-HRTimeline
Greykasell Wealth Strategies, Inc.55$5.04K<0.01%013F-HRTimeline
TrinityBridge Ltd56$5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC53$4.86K<0.01%-613F-HRTimeline
OAKWORTH CAPITAL, INC.51$4.68K<0.01%new13F-HRTimeline
Sherman Asset Management, Inc.50$4.58K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC50$4.58K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC50$4.58K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.49$4.49K<0.01%+3713F-HRTimeline
JPL Wealth Management, LLC46$4.22K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC49$4K<0.01%013F-HRTimeline
Bare Financial Services, Inc43$3.94K<0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC41$3.76K<0.01%013F-HRTimeline
TRUST CO OF VERMONT36$3.3K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC34$3.12K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC32$2.94K<0.01%new13F-HR/ATimeline
Sound Income Strategies, LLC30$2.81K<0.01%013F-HRTimeline
Field & Main Bank30$2.75K<0.01%013F-HRTimeline
IFS Advisors, LLC30$2.75K<0.01%013F-HRTimeline
Activest Wealth Management29$2.66K<0.01%-413F-HRTimeline
Cromwell Holdings LLC28$2.57K<0.01%+1813F-HRTimeline
Cornerstone Planning Group LLC16$2.2K<0.01%+1013F-HRTimeline
DiNuzzo Private Wealth, Inc.23$2.13K<0.01%+113F-HRTimeline
Valued Wealth Advisors LLC23$2.11K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC23$2.11K<0.01%+1313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…23$2.11K<0.01%-2013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC22$2.02K<0.01%+1013F-HRTimeline
Avion Wealth25$2K<0.01%+513F-HRTimeline
Financial Management Professionals, Inc.16$1.47K<0.01%-613F-HRTimeline
FSA Wealth Management LLC13$1.19K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.12$1.1K<0.01%+613F-HRTimeline
Principia Wealth Advisory, LLC11$1.01K<0.01%013F-HRTimeline
Cloud Capital Management, LLC21$1K<0.01%new13F-HRTimeline
PayPay Securities Corp11$9780.04%+513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.10$943<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.10$917<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$917<0.01%013F-HRTimeline
McIlrath & Eck, LLC10$917<0.01%new13F-HRTimeline
Bogart Wealth, LLC9$825<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC9$825<0.01%+213F-HRTimeline
Kimelman & Baird, LLC8$734<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC8$734<0.01%-1413F-HRTimeline
HFM Investment Advisors, LLC7$642<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC6$551<0.01%013F-HRTimeline
Tortoise Investment Management, LLC6$550<0.01%013F-HRTimeline
Darwin Wealth Management, LLC6$550<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC5$459<0.01%new13F-HRTimeline
Kilter Group LLC5$459<0.01%-713F-HRTimeline
WINNACLE WEALTH LLC4$368<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC4$367<0.01%013F-HRTimeline
WPG Advisers, LLC4$367<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC3$281<0.01%-213F-HRTimeline
VISION FINANCIAL MARKETS LLC3$276<0.01%013F-HRTimeline
Seneschal Advisors, LLC3$276<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3$275<0.01%new13F-HRTimelineGroup
Quaker Wealth Management, LLC2$184<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…2$183<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$92<0.01%new13F-HRTimeline
Palisade Asset Management, LLC1$92<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$92<0.01%013F-HRTimeline
American Capital Advisory, LLC1$92<0.01%-413F-HRTimeline
Turning Point Benefit Group, Inc.1$91<0.01%new13F-HRTimeline

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