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Get Institutions for : 
Okta, Inc. (OKTA)  
$98.56 0.69 (0.7%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 592    30
Total shares held : 
 133,917,325  
% of shares held : 
 87.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -59  
Amount of shares held : 
 8,227,037  
% of shares held change : 
   5.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.72  
Last Quarter's Ending Price : 
 $90.53  
Last Quarter's Average Price : 
 $76.29  
Change from last quarter's     
avg. price to the last closing  : 
22.27 (29.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
53
 3,203,762
 2.39%
 
Increased Positions :
197
 20,382,175
 15.22%
 
Unchanged Positions :
116
 2,881,207
 2.15%
 
Decreased Positions :
226
-10,179,170
-7.6%
 
Closed Positions :
83
-5,179,730
-3.87%
 
Guru Positions :
2
8,742
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPITAL WORLD INVESTORS 391 - 2023-12-31 500,000 $45,265,000 0
   Allspring Global Investments Holdings LLC 504 - 2024-03-31 243,768 $25,503,000 0
   National Pension Service 431 - 2023-12-31 275,810 $24,969,000 0
   HPC Germany GmbH 1 - 2023-12-31 266,496 $24,126,000 0
   Railway Pension Investments Ltd 137 - 2023-12-31 176,396 $15,969,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 90,398 $9,457,000 0
   Meritech Capital Associates V L.L.C. 5 - 2023-12-31 102,100 $9,243,000 0
   Ilmarinen Mutual Pension Insurance Co 106 - 2023-12-31 90,000 $8,148,000 0
   Founders Circle Capital LLC 4 - 2023-12-31 89,471 $8,100,000 0
   SVB FINANCIAL GROUP 3 - 2023-12-31 79,152 $7,166,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 51 - 2023-12-31 41,134 $3,724,000 0
   Occidental Asset Management LLC 40 - 2024-03-31 33,501 $3,505,000 0
   S&CO INC 78 - 2023-12-31 34,925 $3,161,000 0
   Adviser Investments LLC - 2024-03-31 19,472 $2,037,000 0
   Stonegate Investment Group LLC 126 - 2024-03-31 16,408 $1,717,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 249 - 2024-03-31 18,904 $1,711,000 0
   CULLINAN ASSOCIATES INC 129 - 2024-03-31 14,000 $1,465,000 0
   Gulf International Bank (UK) Ltd 420 - 2024-03-31 13,393 $1,401,000 0
   BRANDYWINE MANAGERS LLC 14 - 2023-12-31 10,248 $928,000 0
   SIVEST GROUP, INC. 20 - 2023-12-31 10,000 $905,000 0
   LLBH Private Wealth Management LLC 70 - 2023-12-31 9,609 $870,000 0
   Yarbrough Capital LLC 101 - 2024-03-31 8,116 $849,000 0
   Schwab Charitable Fund - 2023-12-31 8,775 $794,000 0
   PANAGORA ASSET MANAGEMENT INC 893 - 2023-12-31 8,487 $768,000 0
   PRUDENTIAL CORP PLC 708 - 2023-12-31 7,107 $643,000 0
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 5,773 $604,000 0
   Rather & Kittrell Inc. 49 - 2024-03-31 5,628 $589,000 0
   Frank Rimerman Advisors LLC 80 - 2023-12-31 3,647 $330,000 0
   AWM CAPITAL LLC 72 - 2024-03-31 3,018 $316,000 0
   Integrys Wealth Advisors LLC 116 - 2024-03-31 3,015 $315,000 0
   MetLife Investment Advisors LLC 1982 - 2023-12-31 3,378 $306,000 0
   Sonen Capital LLC 58 - 2023-12-31 3,000 $272,000 0
   FRG Family Wealth Advisors LLC 128 - 2023-12-31 2,900 $263,000 0
   Schulz Wealth LTD. 49 - 2024-03-31 2,284 $239,000 0
   HM PAYSON & CO 365 - 2023-12-31 2,450 $222,000 0
   ACIMA PRIVATE WEALTH LLC 133 - 2023-12-31 1,579 $143,000 0
   OSSIAM 616 - 2023-12-31 1,341 $121,000 0
   HHM Wealth Advisors LLC 195 - 2023-12-31 1,250 $113,000 0
   Cribstone Capital Management LLC 127 - 2022-12-31 1,500 $102,000 0
   UniSuper Management Pty Ltd 649 - 2023-12-31 1,100 $100,000 0
   Silicon Valley Capital Partners - 2024-03-31 947 $99,000 0
   Western Pacific Wealth Management LP 134 - 2023-12-31 635 $57,000 0
   Global Trust Asset Management LLC 259 - 2024-03-31 512 $54,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 200 - 2024-03-31 500 $52,000 0
   GoalVest Advisory LLC 203 - 2024-03-31 410 $43,000 0
   BROWN BROTHERS HARRIMAN & CO 773 - 2023-12-31 368 $33,000 0
   Gordian Capital Singapore Pte Ltd 52 - 2023-12-31 362 $33,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 456 - 2024-03-31 300 $31,000 0
   Capital Advisors Ltd. LLC 523 - 2024-03-31 265 $28,000 0
   Truvestments Capital LLC 455 - 2023-12-31 200 $18,000 0
   Hexagon Capital Partners LLC 714 - 2024-03-31 170 $18,000 0
   Financial Perspectives Inc 404 - 2024-03-31 151 $16,000 0
   TSFG LLC 454 - 2024-03-31 115 $12,000 0
   CVA Family Office LLC 725 - 2024-03-31 105 $11,000 0
   Bruce G. Allen Investments LLC 463 - 2024-03-31 99 $10,000 0
   ZBN.A. 656 - 2023-12-31 105 $10,000 0
   Trivant Custom Portfolio Group LLC 157 - 2024-03-31 100 $10,000 0
   ALPHAMARK ADVISORS LLC 536 - 2024-03-31 90 $9,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 357 - 2024-03-31 82 $9,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 78 $8,000 0
   Rise Advisors LLC 1063 - 2024-03-31 74 $8,000 0
   Bell Investment Advisors Inc 652 - 2023-12-31 89 $8,000 0
   FinTrust Capital Advisors LLC 895 - 2024-03-31 66 $7,000 0
   Northwest Capital Management Inc 414 - 2024-03-31 70 $7,000 0
   Nemes Rush Group LLC 459 - 2023-12-31 72 $7,000 0
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 56 $6,000 0
   Private Wealth Management Group LLC - 2024-03-31 60 $6,000 0
   BARRETT & COMPANY INC. 470 - 2024-03-31 60 $6,000 0
   COLONIAL ASSET MANAGEMENT, INC. 602 - 2023-12-31 51 $5,000 0
   Close Asset Management Ltd 223 - 2023-12-31 56 $5,000 0
   JONES COLLOMBIN INVESTMENT COUNSEL INC 107 - 2023-12-31 40 $4,000 0
   Tradewinds Capital Management LLC 367 - 2024-03-31 40 $4,000 0
   PROEQUITIES INC. - 2024-03-31 40 $4,000 0
   Ohio Valley Financial Group - 2024-03-31 30 $3,000 0
   Sound Income Strategies LLC 966 - 2024-03-31 30 $3,000 0
   Sutton Wealth Advisors Inc. 639 - 2023-09-30 40 $3,000 0
   Insight Financial Services 106 - 2024-03-31 30 $3,000 0
   Westside Investment Management Inc. 748 - 2024-03-31 29 $3,000 0
   Valued Wealth Advisors LLC - 2024-03-31 19 $2,000 0
   Sachetta LLC 699 - 2024-03-31 24 $2,000 0
   BIDWELL C M & ASSOCIATES LTD/ 418 - 2023-12-31 22 $2,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 748 - 2024-03-31 16 $2,000 0
   CITY HOLDING CO 459 - 2024-03-31 18 $2,000 0
   SJS Investment Consulting Inc. 864 - 2024-03-31 16 $2,000 0
   Fortitude Family Office LLC 852 - 2024-03-31 22 $2,000 0
   BERKSHIRE CAPITAL HOLDINGS INC 55 - 2023-12-31 10 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 462 - 2023-12-31 1 $1,000 0
   Focused Wealth Management Inc 863 - 2023-12-31 9 $1,000 0
   MOTCO 562 - 2023-12-31 14 $1,000 0
   MONTAG A & ASSOCIATES INC 896 - 2023-12-31 3 $0 0
   Cornerstone Planning Group LLC 911 - 2023-12-31 3 $0 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 725 - 2023-12-31 3 $0 0
   True Wealth Design LLC 612 - 2023-12-31 1 $0 0
   Tortoise Investment Management LLC 808 - 2023-12-31 2 $0 0
   Larson Financial Group LLC - 2024-03-31 1 $0 0
  95 Records found
  1    
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