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Disclosery

OKTA OKTA INC

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STOK (common), issuer CIK 1660134

709 managers (733 13F filers) reported a position in OKTA shares at 2026-03-31, 157,709,264 shares in all. 88 filers opened a position and 102 filers sold out during the quarter.

Managers
709
13F filers
733
New
88
Added
303
Reduced
217
Sold out
102
Shares held by filers
157,709,264

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WOLFF WIESE MAGANA LLC146$11.5K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…144$11.3K<0.01%013F-HRTimelineGroup
GLYNN CAPITAL MANAGEMENT LLC142$11.2K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…140$11K<0.01%+3513F-HRTimeline
Owl Creek Wealth Partners LLC137$10.8K<0.01%13F-HRTimeline
Aspect Partners, LLC135$10.6K<0.01%+213F-HRTimeline
Washington Trust Advisors, Inc.120$9.45K<0.01%-15813F-HRTimeline
1015 Capital Partners, LLC117$9.21K0.01%-313F-HRTimeline
TSFG, LLC115$9K<0.01%013F-HRTimeline
Essential Partners LLC114$8.97K<0.01%-23113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC106$8.34K0.01%013F-HRTimeline
STANCE CAPITAL LLC100$7.87K<0.01%new13F-HRTimeline
Accent Capital Management, LLC94$7.4K<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…92$7.24K<0.01%+613F-HRTimeline
Private Wealth Management Group, LLC90$7.08K<0.01%+1913F-HRTimeline
FIRST HORIZON CORP79$6.22K<0.01%+1113F-HRTimeline
Blue Trust, Inc.79$6.22K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB78$6.14K<0.01%-3013F-HRTimeline
Boreal Capital Management LLC75$5.9K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…75$5.9K<0.01%+3413F-HRTimeline
First Pacific Financial70$5.51K<0.01%+2513F-HRTimeline
Addison Advisors LLC70$5.51K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.68$5.35K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC64$5.04K<0.01%+2613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC64$4.94K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC61$4.83K<0.01%013F-HRTimeline
Hurley Capital, LLC61$4.8K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding61$4.8K0Timeline
KELLEHER FINANCIAL ADVISORS60$4.72K<0.01%013F-HRTimeline
Elequin Capital, LP57$4.49K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.51$4.01K<0.01%013F-HRTimeline
TrinityBridge Ltd56$4K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC49$4K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.50$3.94K<0.01%013F-HRTimeline
HighMark Wealth Management LLC50$3.94K<0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…48$3.75K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC46$3.62K<0.01%new13F-HR/ATimeline
Sapience Investments, LLC44$3.46K0.45%-4,86713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…40$3.21K<0.01%-60013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC39$3.07K<0.01%-313F-HRTimeline
FINANCIAL CONSULATE, INC37$2.91K<0.01%-10013F-HRTimeline
BAYBAN37$2.91K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc35$2.75K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC32$2.52K<0.01%-15713F-HRTimeline
Cromwell Holdings LLC32$2.52K<0.01%+1513F-HRTimeline
Sound Income Strategies, LLC30$2.37K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC30$2.36K<0.01%new13F-HRTimeline
Field & Main Bank30$2.36K<0.01%013F-HRTimeline
IFS Advisors, LLC30$2.36K<0.01%013F-HRTimeline
High Note Wealth, LLC27$2.12K<0.01%+313F-HRTimeline
CURIO WEALTH, LLC25$1.97K<0.01%-7513F-HRTimeline
North Star Investment Management Corp.24$1.89K<0.01%-913F-HRTimeline
Lloyd Advisory Services, LLC.24$1.89K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.24$1.89K<0.01%013F-HRTimeline
Mosley Wealth Management20$1.83K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC23$1.81K<0.01%013F-HRTimeline
MATHER GROUP, LLC.23$1.8K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC21$1.65K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.21$1.65K<0.01%-113F-HRTimeline
Sachetta, LLC21$1.65K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC21$1.65K<0.01%+113F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp19$1.5K<0.01%-4413F-HRTimelineGroup
Financial Management Professionals, Inc.16$1.26K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.16$1.26K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC15$1.18K<0.01%new13F-HRTimeline
Dunhill Financial, LLC14$1.17K<0.01%+1213F-HRTimeline
Principia Wealth Advisory, LLC14$1.1K<0.01%+913F-HRTimeline
Rialto Wealth Management, LLC14$1.1K<0.01%+213F-HRTimeline
Cornerstone Planning Group LLC14$1.09K<0.01%+1113F-HRTimeline
Bay Harbor Wealth Management, LLC13$1.02K<0.01%-113F-HRTimeline
Torren Management, LLC13$1.02K<0.01%-35413F-HRTimeline
Avion Wealth13$1K<0.01%-313F-HRTimeline
PayPay Securities Corp12$8640.03%-113F-HRTimeline
American Capital Advisory, LLC10$788<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…10$788<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.10$787<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$787<0.01%013F-HRTimeline
McIlrath & Eck, LLC10$787<0.01%013F-HRTimeline
Golden State Wealth Management, LLC10$787<0.01%-2213F-HRTimeline
Glen Eagle Advisors, LLC10$787<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC9$709<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.8$630<0.01%-12513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6$473<0.01%+513F-HRTimeline
Darwin Wealth Management, LLC6$472<0.01%013F-HRTimeline
Bogart Wealth, LLC6$472<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.6$472<0.01%new13F-HRTimeline
Caitong International Asset Management …6$472<0.01%new13F-HRTimeline
Bare Financial Services, Inc6$472<0.01%-213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5$394<0.01%-1813F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5$394<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC5$394<0.01%+313F-HRTimeline
Cedar Mountain Advisors, LLC5$394<0.01%013F-HRTimeline
Tidemark, LLC5$394<0.01%013F-HRTimeline
Kilter Group LLC5$394<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$315<0.01%013F-HRTimeline
WPG Advisers, LLC4$315<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC3$241<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC3$237<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3$236<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC3$236<0.01%-513F-HRTimeline
CENTRAL TRUST Co2$158<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2$158<0.01%013F-HRTimeline
Seneschal Advisors, LLC2$158<0.01%-113F-HRTimeline
Comprehensive Financial Planning, Inc./…2$157<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$79<0.01%013F-HRTimeline
Davis Capital Management1$79<0.01%-213F-HRTimeline
Activest Wealth Management1$79<0.01%-1113F-HRTimeline
Hughes Financial Services, LLC1$79<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC1$79<0.01%13F-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