Okta Ownership 2024 | Who Owns Okta Now?
Institutional Ownership
81.43%
Insider Ownership
0.60%
Retail Ownership
17.97%
Institutional Holders
665.00
Okta Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 10.17% | 0.10% | 17,038,748 | 1,910,754 | 12.63% | 1,594,997,240 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.92% | 0.03% | 16,607,022 | 758,497 | 4.79% | 1,554,583,328 | Jun 30, 2024 |
| BLACKROCK INC. | 5.72% | 0.02% | 9,582,940 | 307,014 | 3.31% | 897,059,014 | Jun 30, 2024 |
| SANDS CAPITAL MANAGEMENT, LLC | 5.26% | 2.42% | 8,812,081 | -226,596 | -2.51% | 824,898,902 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 3.03% | 0.29% | 5,078,881 | 431,897 | 9.29% | 475,434,092 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 2.37% | 0.42% | 3,961,812 | -1,788,625 | -31.10% | 370,865,228 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 2.31% | 0.37% | 3,868,648 | 564,696 | 17.09% | 362,144,159 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.30% | 2.21% | 3,851,937 | -44,985 | -1.15% | 360,579,823 | Jun 30, 2024 |
| STATE STREET CORP | 1.97% | 0.01% | 3,303,236 | 58,971 | 1.82% | 309,215,922,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.54% | 0.02% | 2,574,668 | 102,085 | 4.13% | 240,583,299 | Jun 30, 2024 |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 1.43% | 3.19% | 2,401,573 | 125,830 | 5.53% | 224,811,249 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.36% | 0.28% | 2,273,700 | 1,227,890 | 117.41% | 212,841,061 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 1.19% | 3.00% | 1,989,375 | 305,381 | 18.13% | 186,225,394 | Jun 30, 2024 |
| NORGES BANK | 1.15% | 0.03% | 1,931,895 | 1,931,895 | 100.00% | 180,844,691 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.00% | 0.04% | 1,669,163 | 723,080 | 76.43% | 156,250,351 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 0.96% | 1.80% | 1,610,037 | 168,142 | 11.66% | 150,715,564 | Jun 30, 2024 |
| MORGAN STANLEY | 0.91% | 0.01% | 1,518,421 | -200,873 | -11.68% | 142,139,692 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.81% | 0.09% | 1,356,216 | 10,800 | 0.80% | 126,955,380 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.80% | 0.12% | 1,335,968 | -642,115 | -32.46% | 125,059,964 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.69% | 0.02% | 1,158,991 | -975 | -0.08% | 108,492,930 | Jun 30, 2024 |
Okta's largest institutional shareholder is FMR LLC, holding 10.17% of the company's total share outstanding, currently valued at $1.59B. The top 10 institutional shareholders own together 44.59% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 0.57% | 18.48% | 959,683 | -32,500 | -3.28% | 89,835,926 | Jun 30, 2024 |
| OPTIMUS PRIME FUND MANAGEMENT CO., LTD. | 0.51% | 9.37% | 850,000 | 50,000 | 6.25% | 79,568,500 | Jun 30, 2024 |
| TWENTY ACRE CAPITAL LP | 0.05% | 6.90% | 82,541 | 13,600 | 19.73% | 7,429,903 | Jun 30, 2024 |
| SQN INVESTORS LP | 0.06% | 6.73% | 97,876 | -6,324 | -6.07% | 9,162,172 | Jun 30, 2024 |
| GLYNN CAPITAL MANAGEMENT LLC | 0.20% | 6.34% | 335,668 | 45,785 | 15.79% | 31,421,881 | Jun 30, 2024 |
| MY PERSONAL CFO, LLC | 0.07% | 5.98% | 119,627 | -11 | -0.01% | 11,197,991 | Jun 30, 2024 |
| HARBER ASSET MANAGEMENT LLC | 0.13% | 5.58% | 223,250 | 14,754 | 7.08% | 20,898,433 | Jun 30, 2024 |
| A16Z PERENNIAL MANAGEMENT, L.P. | 0.36% | 5.10% | 597,873 | - | - | 55,966,892 | Jun 30, 2024 |
| WASHINGTON HARBOUR PARTNERS LP | 0.02% | 4.90% | 29,960 | -12,900 | -30.10% | 2,804,556 | Jun 30, 2024 |
| AVALA GLOBAL LP | 0.34% | 3.93% | 577,317 | 97,400 | 20.30% | 54,042,644 | Jun 30, 2024 |
| WHETSTONE CAPITAL ADVISORS, LLC | 0.05% | 3.92% | 90,115 | -265 | -0.29% | 8,436,000 | Jun 30, 2024 |
| BARTON INVESTMENT MANAGEMENT | 0.17% | 3.58% | 287,155 | -18,990 | -6.20% | 26,880,580 | Jun 30, 2024 |
| SVB FINANCIAL GROUP | 0.03% | 3.49% | 53,152 | - | - | 4,975,559 | Jun 30, 2024 |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 1.43% | 3.19% | 2,401,573 | 125,830 | 5.53% | 224,811,249 | Jun 30, 2024 |
| ALUA CAPITAL MANAGEMENT LP | 0.45% | 3.06% | 753,478 | 753,478 | 100.00% | 70,533,076 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 1.19% | 3.00% | 1,989,375 | 305,381 | 18.13% | 186,225,394 | Jun 30, 2024 |
| ALTA PARK CAPITAL, LP | 0.15% | 2.99% | 256,065 | 162,502 | 173.68% | 23,970,245 | Jun 30, 2024 |
| JACKSON SQUARE PARTNERS, LLC | 0.29% | 2.76% | 483,040 | -198,301 | -29.10% | 45,217,374 | Jun 30, 2024 |
| SANDS CAPITAL MANAGEMENT, LLC | 5.26% | 2.42% | 8,812,081 | -226,596 | -2.51% | 824,898,902 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.30% | 2.21% | 3,851,937 | -44,985 | -1.15% | 360,579,823 | Jun 30, 2024 |
The largest Okta shareholder by % of total assets is DEER MANAGEMENT CO. LLC. The company owns 959.68K shares of Okta (OKTA), representing 18.48% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.15% | 0.03% | 1,931,895 | 1,931,895 | 100.00% | 180,844,691 | Jun 30, 2024 |
| FMR LLC | 10.17% | 0.10% | 17,038,748 | 1,910,754 | 12.63% | 1,594,997,240 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.36% | 0.28% | 2,273,700 | 1,227,890 | 117.41% | 212,841,061 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.92% | 0.03% | 16,607,022 | 758,497 | 4.79% | 1,554,583,328 | Jun 30, 2024 |
| ALUA CAPITAL MANAGEMENT LP | 0.45% | 3.06% | 753,478 | 753,478 | 100.00% | 70,533,076 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.00% | 0.04% | 1,669,163 | 723,080 | 76.43% | 156,250,351 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | 0.36% | 1.01% | 600,000 | 600,000 | 100.00% | 56,166,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.35% | 0.13% | 578,896 | 578,896 | 100.00% | 54,187,688 | Jun 30, 2024 |
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | 0.34% | 0.41% | 575,000 | 575,000 | 100.00% | 53,825,750 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 2.31% | 0.37% | 3,868,648 | 564,696 | 17.09% | 362,144,159 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 3.03% | 0.29% | 5,078,881 | 431,897 | 9.29% | 475,434,092 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | 0.19% | 0.03% | 312,296 | 312,296 | 100.00% | 29,234,029 | Jun 30, 2024 |
| BLACKROCK INC. | 5.72% | 0.02% | 9,582,940 | 307,014 | 3.31% | 897,059,014 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 1.19% | 3.00% | 1,989,375 | 305,381 | 18.13% | 186,225,394 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.26% | 0.21% | 434,070 | 300,391 | 224.71% | 40,633,292 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.19% | 0.03% | 318,626 | 293,002 | 1143.47% | 29,826,580 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.26% | 0.07% | 428,947 | 284,107 | 196.15% | 40,153,729 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.59% | 0.11% | 986,662 | 247,183 | 33.43% | 92,331,050 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.15% | 0.15% | 252,400 | 226,759 | 884.36% | 23,627,164 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.25% | 0.10% | 426,100 | 221,500 | 108.26% | 39,887,221 | Jun 30, 2024 |
As of Jun 30 2024, Okta's largest institutional buyer is NORGES BANK. The company purchased 1.93M stocks of OKTA, valued at $180.84M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | 2.37% | 0.42% | 3,961,812 | -1,788,625 | -31.10% | 370,865,228 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.80% | 0.12% | 1,335,968 | -642,115 | -32.46% | 125,059,964 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 5,963 | -639,485 | -99.08% | 550,802 | Jun 30, 2024 |
| BAKER AVENUE ASSET MANAGEMENT, LP | - | - | - | -525,379 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -498,289 | -100.00% | - | Jun 30, 2024 |
| SACHEM HEAD CAPITAL MANAGEMENT LP | - | - | - | -475,900 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.24% | 0.06% | 404,800 | -461,500 | -53.27% | 37,893,328 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -426,326 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.23% | 0.01% | 378,375 | -415,292 | -52.33% | 35,419,726 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.20% | 0.01% | 341,473 | -400,487 | -53.98% | 31,965,288 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -360,363 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.00% | 8,400 | -332,432 | -97.54% | 786,324 | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -259,800 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -243,100 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -236,800 | -100.00% | - | Jun 30, 2024 |
| SANDS CAPITAL MANAGEMENT, LLC | 5.26% | 2.42% | 8,812,081 | -226,596 | -2.51% | 824,898,902 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.01% | 0.02% | 10,987 | -223,929 | -95.32% | 1,028,493 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.54% | 0.13% | 896,243 | -206,763 | -18.75% | 83,897,307 | Jun 30, 2024 |
| MORGAN STANLEY | 0.91% | 0.01% | 1,518,421 | -200,873 | -11.68% | 142,139,692 | Jun 30, 2024 |
| JACKSON SQUARE PARTNERS, LLC | 0.29% | 2.76% | 483,040 | -198,301 | -29.10% | 45,217,374 | Jun 30, 2024 |
As of Jun 30 2024, Okta's biggest institutional seller is VOYA INVESTMENT MANAGEMENT LLC. The company sold -1.79M shares of OKTA, valued at $370.87M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.15% | 0.03% | 1,931,895 | 1,931,895 | 100.00% | 180,844,691 | Jun 30, 2024 |
| ALUA CAPITAL MANAGEMENT LP | 0.45% | 3.06% | 753,478 | 753,478 | 100.00% | 70,533,076 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.35% | 0.13% | 578,896 | 578,896 | 100.00% | 54,187,688 | Jun 30, 2024 |
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | 0.34% | 0.41% | 575,000 | 575,000 | 100.00% | 53,825,750 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.08% | 0.00% | 134,783 | 134,783 | 100.00% | 12,617,036 | Jun 30, 2024 |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | 0.08% | 0.37% | 131,836 | 131,836 | 100.00% | 12,341,168 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.06% | 0.00% | 96,300 | 96,300 | 100.00% | 9,014,643 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.06% | 0.17% | 95,750 | 95,750 | 100.00% | 8,963,157 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.04% | 0.01% | 69,551 | 69,551 | 100.00% | 6,510,669 | Jun 30, 2024 |
| HONEYCOMB ASSET MANAGEMENT LP | 0.04% | 1.46% | 60,000 | 60,000 | 100.00% | 5,616,600 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.04% | 0.26% | 58,551 | 58,551 | 100.00% | 5,480,959 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.04% | 41,100 | 41,100 | 100.00% | 3,847,000 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.02% | 26,219 | 26,219 | 100.00% | 2,454,361 | Jun 30, 2024 |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 0.01% | 0.47% | 24,504 | 24,504 | 100.00% | 2,293,820 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.01% | 0.15% | 24,256 | 24,256 | 100.00% | 2,270,604 | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | 0.01% | 0.28% | 20,000 | 20,000 | 100.00% | 1,872,200 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.01% | 0.00% | 18,772 | 18,772 | 100.00% | 1,758,000 | Jun 30, 2024 |
| CITIZENS FINANCIAL GROUP INC/RI | 0.01% | 0.04% | 17,329 | 17,329 | 100.00% | 1,622,168 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.01% | 0.01% | 17,099 | 17,099 | 100.00% | 1,616,710 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.01% | 0.21% | 14,463 | 14,463 | 100.00% | 1,353,881 | Jun 30, 2024 |
| REZNY WEALTH MANAGEMENT, INC. | 0.01% | 0.32% | 12,757 | 12,757 | 100.00% | 1,194,183 | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.01% | 0.08% | 12,664 | 12,664 | 100.00% | 1,185,477 | Jun 30, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | 0.01% | 0.43% | 12,664 | 12,664 | 100.00% | 1,185,477 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 11,333 | 11,333 | 100.00% | 1,060,882 | Jun 30, 2024 |
| SHELTON WEALTH MANAGEMENT, LLC | 0.01% | 0.58% | 10,922 | 10,922 | 100.00% | 1,022,408 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.06% | 9,372 | 9,372 | 100.00% | 877,313 | Jun 30, 2024 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 0.01% | 0.21% | 8,887 | 8,887 | 100.00% | 832,000 | Jun 30, 2024 |
| PROSPERITY WEALTH MANAGEMENT, INC. | 0.00% | 0.35% | 7,505 | 7,505 | 100.00% | 702,543 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 6,700 | 6,700 | 100.00% | 627,187 | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | 0.00% | 0.01% | 6,536 | 6,536 | 100.00% | 612,000 | Jun 30, 2024 |
| GRANITESHARES ADVISORS LLC | 0.00% | 0.19% | 6,020 | 6,020 | 100.00% | 563,532 | Jun 30, 2024 |
| BURNEY CO/ | 0.00% | 0.02% | 5,999 | 5,999 | 100.00% | 561,566 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.00% | 0.01% | 5,769 | 5,769 | 100.00% | 540,036 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.00% | 0.05% | 4,708 | 4,708 | 100.00% | 441,000 | Jun 30, 2024 |
| ARETE WEALTH ADVISORS, LLC | 0.00% | 0.03% | 4,503 | 4,503 | 100.00% | 421,000 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.00% | 0.03% | 4,487 | 4,487 | 100.00% | 420,028 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.00% | 0.41% | 3,700 | 3,700 | 100.00% | 346,357 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.00% | 0.03% | 3,318 | 3,318 | 100.00% | 310,598 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 2,941 | 2,941 | 100.00% | 275,267 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 2,600 | 2,600 | 100.00% | 243,386 | Jun 30, 2024 |
| INVST, LLC | 0.00% | 0.03% | 2,394 | 2,394 | 100.00% | 226,353 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 2,200 | 2,200 | 100.00% | 205,942 | Jun 30, 2024 |
| L & S ADVISORS INC | 0.00% | 0.02% | 2,200 | 2,200 | 100.00% | 205,942 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 2,031 | 2,031 | 100.00% | 190,122 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.00% | 0.02% | 1,599 | 1,599 | 100.00% | 149,682 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.01% | 703 | 703 | 100.00% | 65,808 | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | 0.00% | 0.00% | 500 | 500 | 100.00% | 46,805 | Jun 30, 2024 |
| HARTFORD FINANCIAL MANAGEMENT INC. | 0.00% | 0.01% | 500 | 500 | 100.00% | 46,805 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.03% | 500 | 500 | 100.00% | 46,805 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.01% | 390 | 390 | 100.00% | 36,508 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.00% | 298 | 298 | 100.00% | 27,896 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 232 | 232 | 100.00% | 21,717 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 185 | 185 | 100.00% | 17,318 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 105 | 105 | 100.00% | 9,830 | Jun 30, 2024 |
| TRUST CO OF VERMONT | 0.00% | 0.00% | 100 | 100 | 100.00% | 9,361 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 10,462 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.00% | 0.00% | 97 | 97 | 100.00% | 9,080 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | 69 | 69 | 100.00% | 6,459 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 62 | 62 | 100.00% | 5,804 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | 50 | 50 | 100.00% | 4,681 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | - | - | 40 | 40 | 100.00% | 4,016 | Jun 30, 2024 |
| SALEM INVESTMENT COUNSELORS INC | - | 0.00% | 40 | 40 | 100.00% | 3,745 | Jun 30, 2024 |
| BROWN, LISLE/CUMMINGS, INC. | - | 0.00% | 30 | 30 | 100.00% | 2,808 | Jun 30, 2024 |
| - | 0.00% | 30 | 30 | 100.00% | 3,012 | Jun 30, 2024 | |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | - | 0.00% | 17 | 17 | 100.00% | 1,591 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 10 | 10 | 100.00% | 936 | Jun 30, 2024 |
| TIDEMARK, LLC | - | 0.00% | 5 | 5 | 100.00% | 468 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | 0.00% | 4 | 4 | 100.00% | 374 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | 3 | 3 | 100.00% | 281 | Jun 30, 2024 |
| BALDWIN BROTHERS LLC/MA | - | - | 2 | 2 | 100.00% | 187 | Jun 30, 2024 |
Okta's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.93M shares, valued at $180.84M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAKER AVENUE ASSET MANAGEMENT, LP | - | - | - | -525,379 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -498,289 | -100.00% | - | Jun 30, 2024 |
| SACHEM HEAD CAPITAL MANAGEMENT LP | - | - | - | -475,900 | -100.00% | - | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -426,326 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -360,363 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -259,800 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -243,100 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -236,800 | -100.00% | - | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | - | - | - | -158,479 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -140,071 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -125,303 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -105,203 | -100.00% | - | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | - | - | - | -74,326 | -100.00% | - | Jun 30, 2024 |
| LEUTHOLD GROUP, LLC | - | - | - | -70,262 | -100.00% | - | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | - | - | - | -67,322 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -48,023 | -100.00% | - | Jun 30, 2024 |
| RESOLUTE CAPITAL ASSET PARTNERS LLC | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -30,113 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -22,996 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -20,537 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -19,111 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -16,613 | -100.00% | - | Jun 30, 2024 |
| GAINPLAN LLC | - | - | - | -15,099 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -13,157 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -11,431 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -11,205 | -100.00% | - | Jun 30, 2024 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | - | - | - | -9,412 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -9,201 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -9,194 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -8,869 | -100.00% | - | Jun 30, 2024 |
| ESCHLER ASSET MANAGEMENT LLP | - | - | - | -8,371 | -100.00% | - | Jun 30, 2024 |
| WILLIAMSON LEGACY GROUP, LLC | - | - | - | -8,314 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -8,300 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -7,959 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -7,503 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -7,230 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -6,992 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -6,776 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -6,333 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -6,195 | -100.00% | - | Jun 30, 2024 |
| SENDER CO & PARTNERS, INC. | - | - | - | -6,036 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -5,940 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -5,737 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -4,560 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -4,437 | -100.00% | - | Jun 30, 2024 |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4,155 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -4,100 | -100.00% | - | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -4,068 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -3,999 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -3,858 | -100.00% | - | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -3,450 | -100.00% | - | Jun 30, 2024 |
| MEZZASALMA ADVISORS, LLC | - | - | - | -3,230 | -100.00% | - | Jun 30, 2024 |
| FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -3,200 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -3,077 | -100.00% | - | Jun 30, 2024 |
| WESBANCO BANK INC | - | - | - | -3,051 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -2,586 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -2,447 | -100.00% | - | Jun 30, 2024 |
| BRAMSHILL INVESTMENTS, LLC | - | - | - | -2,365 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -2,243 | -100.00% | - | Jun 30, 2024 |
| APOLLON WEALTH MANAGEMENT, LLC | - | - | - | -2,150 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY PARTNERS, LLC | - | - | - | -2,110 | -100.00% | - | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -2,048 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -2,041 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -2,019 | -100.00% | - | Jun 30, 2024 |
| ABBREA CAPITAL, LLC | - | - | - | -2,015 | -100.00% | - | Jun 30, 2024 |
| EPIQ CAPITAL GROUP, LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| LEGAL ADVANTAGE INVESTMENTS, INC. | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| YOUSIF CAPITAL MANAGEMENT, LLC | - | - | - | -1,985 | -100.00% | - | Jun 30, 2024 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | - | - | - | -1,975 | -100.00% | - | Jun 30, 2024 |
| FUKOKU MUTUAL LIFE INSURANCE CO | - | - | - | -1,930 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,342 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -540 | -100.00% | - | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | - | -368 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -217 | -100.00% | - | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -88 | -100.00% | - | Jun 30, 2024 |
| BARRETT & COMPANY, INC. | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| JCIC ASSET MANAGEMENT INC. | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| FIRST PREMIER BANK | - | - | - | -31 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
Okta's largest sold out institutional shareholder by shares sold is BAKER AVENUE ASSET MANAGEMENT, LP, sold -0.53M shares, valued at -, as of undefined.
Okta Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Fundrise Growth Tech Fund, LLC | 3.93% | 1,000,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 3.58% | 557,310 | - | - | Jan 31, 2024 |
| VOYAGEUR MUTUAL FUNDS III | 3.18% | 31,366 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 2.63% | 12,846,000 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 2.37% | 11,572,000 | - | - | Jan 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 2.34% | 9,250,000 | - | - | Jan 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 2.34% | 9,250,000 | - | - | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.89% | 1,500,000 | - | - | Dec 29, 2023 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.89% | 1,500,000 | - | - | Dec 29, 2023 |
| T. Rowe Price New Horizons Fund, Inc. | 1.72% | 8,629,085 | - | - | Mar 31, 2024 |
| T. Rowe Price Global Technology Fund, Inc. | 1.60% | 797,304 | - | - | Mar 31, 2024 |
| Leader Funds Trust | 1.56% | 1,000,000 | - | - | Aug 31, 2022 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 1.48% | 7,216,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 1.28% | 3,045,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 1.27% | 2,510,000 | - | - | Jan 31, 2024 |
| Alger ETF Trust | 1.26% | 8,934 | - | - | Dec 31, 2023 |
| Virtus Dividend, Interest & Premium Strategy Fund | 1.25% | 2,975,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 1.14% | 2,310,000 | - | - | Jan 31, 2024 |
| BANCROFT FUND LTD | 1.08% | 1,500,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.08% | 1,500,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.08% | 1,500,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.08% | 1,500,000 | - | - | Dec 29, 2023 |
| SPARROW FUNDS | 1.07% | 3,810 | - | - | Feb 29, 2024 |
| Franklin Investors Securities Trust | 1.06% | 73,000,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 1.01% | 2,055,000 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.99% | 20,855,000 | - | - | Mar 28, 2024 |
| Value Line Larger Companies Focused Fund, Inc. | 0.94% | 65,000 | - | - | Mar 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.90% | 1,785,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.89% | 4,390,000 | - | - | Jan 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 0.89% | 65,000 | - | - | Mar 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 0.89% | 65,000 | - | - | Mar 31, 2024 |
| Virtus Convertible & Income Fund II | 0.88% | 3,315,000 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.87% | 2,000,000 | - | - | Jan 31, 2024 |
| AGF Investments Trust | 0.87% | -16,362 | - | - | Mar 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.86% | 2,040,000 | - | - | Jan 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.85% | 6,500,000 | - | - | Jan 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.85% | 6,500,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.84% | 319,829 | - | - | Mar 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.84% | 1,670,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.79% | 1,615,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.77% | 500,000 | - | - | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 0.77% | 500,000 | - | - | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 0.77% | 500,000 | - | - | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 0.77% | 500,000 | - | - | Dec 29, 2023 |
| Franklin Investors Securities Trust | 0.77% | 53,000,000 | - | - | Jan 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.76% | 2,609,000 | - | - | Jan 31, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.71% | 1,000,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.71% | 1,000,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.71% | 1,000,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.71% | 1,000,000 | - | - | Dec 29, 2023 |
| Virtus Strategy Trust | 0.71% | 15,060,000 | - | - | Mar 28, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.71% | 1,435,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.67% | 3,300,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.66% | 2,490,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.65% | 7,500,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.65% | 7,500,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.65% | 67,523,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.64% | 8,000,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.64% | 8,000,000 | - | - | Jan 31, 2024 |
| Fiera Capital Series Trust | 0.58% | 11,628 | - | - | Jun 30, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.58% | 5,760,000 | - | - | Feb 29, 2024 |
| Virtus Strategy Trust | 0.57% | 12,070,000 | - | - | Mar 28, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.57% | 1,947,000 | - | - | Jan 31, 2024 |
| Tax-Managed Multi-Cap Growth Portfolio | 0.56% | 15,035 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.46% | 9,815,000 | - | - | Mar 28, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.46% | 48,250,000 | - | - | Jan 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.46% | 3,500,000 | - | - | Jan 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.46% | 3,500,000 | - | - | Jan 31, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.45% | 5,015,000 | - | - | Jan 31, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.45% | 5,015,000 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.43% | 1,000,000 | - | - | Jan 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.41% | 12,725,000 | - | - | Mar 31, 2024 |
| NICHOLAS II, INC | 0.39% | 185,257 | -20,480 | -9.95% | Dec 31, 2023 |
| FIDELITY FINANCIAL TRUST | 0.36% | 6,480,000 | - | - | Feb 29, 2024 |
| BANCROFT FUND LTD | 0.36% | 500,000 | - | - | Dec 29, 2023 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.36% | 855,000 | - | - | Jan 31, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.36% | 500,000 | - | - | Dec 29, 2023 |
| FIDELITY FINANCIAL TRUST | 0.36% | 6,382,000 | - | - | Feb 29, 2024 |
| Virtus Equity & Convertible Income Fund | 0.36% | 705,000 | - | - | Jan 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.36% | 1,218,000 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.35% | 12,190,000 | - | - | Mar 28, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.35% | 40,449 | - | - | Mar 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.35% | 4,000,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.35% | 4,000,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.34% | 4,250,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.34% | 4,250,000 | - | - | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 0.32% | 250,000 | - | - | Dec 29, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 18 | 0.31% | 78,386 | - | - | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.30% | 31,745,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.30% | 3,037,039 | -382,050 | -11.17% | Jan 31, 2024 |
| LAUDUS TRUST | 0.29% | 147,887 | -5,003 | -3.27% | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.28% | 8,582,000 | - | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.27% | 9,335,000 | - | - | Mar 28, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.27% | 28,250,000 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.26% | 1,917,961 | -522,023 | -21.39% | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.26% | 4,621,000 | - | - | Feb 29, 2024 |
| Federated Hermes Equity Funds | 0.26% | 5,000,000 | - | - | Jan 31, 2024 |
| IDX Funds | 0.24% | 9,291 | 9,291 | - | Dec 31, 2021 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.24% | 636,357 | -137,100 | -17.73% | Mar 31, 2024 |
| Mutual Fund & Variable Insurance Trust | 0.23% | 4,649,000 | - | - | Mar 31, 2024 |
Okta's largest mutual fund holder by % of total assets is "Fundrise Growth Tech Fund, LLC", owning 1.00M shares, compromising 3.93% of its total assets.
Okta Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 665 | -4.45% |
| 31 Mar, 24 | 696 | 5.30% |
| 31 Dec, 23 | 661 | 3.12% |
| 30 Sep, 23 | 641 | -3.03% |
| 30 Jun, 23 | 661 | -2.07% |
| 31 Mar, 23 | 675 | 6.97% |
| 31 Dec, 22 | 631 | 3.61% |
| 30 Sep, 22 | 609 | -6.02% |
| 30 Jun, 22 | 648 | -10.12% |
| 31 Mar, 22 | 721 | -10.66% |
| 31 Dec, 21 | 807 | 3.59% |
| 30 Sep, 21 | 779 | 3.73% |
| 30 Jun, 21 | 751 | 5.63% |
| 31 Mar, 21 | 711 | -8.02% |
| 31 Dec, 20 | 773 | 16.94% |
| 30 Sep, 20 | 661 | 1.38% |
| 30 Jun, 20 | 652 | 19.41% |
| 31 Mar, 20 | 546 | 6.85% |
| 31 Dec, 19 | 511 | 0.99% |
| 30 Sep, 19 | 506 | 3.27% |
| 30 Jun, 19 | 490 | 17.79% |
| 31 Mar, 19 | 416 | 16.85% |
| 31 Dec, 18 | 356 | 6.59% |
| 30 Sep, 18 | 334 | 15.57% |
| 30 Jun, 18 | 289 | 18.93% |
| 31 Mar, 18 | 243 | 53.80% |
| 31 Dec, 17 | 158 | 50.48% |
| 30 Sep, 17 | 105 | 9.38% |
| 30 Jun, 17 | 96 | - |
| 31 Mar, 16 | 1 | - |
| 30 Sep, 11 | 1 | - |
As of 30 Jun 24, 665 institutions are holding Okta's shares, representing a decrease of -4.45% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 136,368,143 | 3.30% |
| 31 Mar, 24 | 132,008,082 | -1.44% |
| 31 Dec, 23 | 133,931,347 | 7.38% |
| 30 Sep, 23 | 124,728,412 | -1.24% |
| 30 Jun, 23 | 126,296,148 | 0.75% |
| 31 Mar, 23 | 125,353,731 | 0.88% |
| 31 Dec, 22 | 124,258,241 | 4.85% |
| 30 Sep, 22 | 118,509,792 | -2.00% |
| 30 Jun, 22 | 120,924,973 | 0.31% |
| 31 Mar, 22 | 120,552,272 | 0.76% |
| 31 Dec, 21 | 119,640,060 | 3.76% |
| 30 Sep, 21 | 115,300,797 | 2.96% |
| 30 Jun, 21 | 111,987,465 | 10.35% |
| 31 Mar, 21 | 101,486,630 | 3.13% |
| 31 Dec, 20 | 98,411,037 | -0.79% |
| 30 Sep, 20 | 99,192,539 | 1.56% |
| 30 Jun, 20 | 97,666,403 | 4.19% |
| 31 Mar, 20 | 93,737,192 | 3.29% |
| 31 Dec, 19 | 90,750,742 | 5.29% |
| 30 Sep, 19 | 86,192,511 | 4.60% |
| 30 Jun, 19 | 82,404,059 | -8.52% |
| 31 Mar, 19 | 90,074,213 | 21.49% |
| 31 Dec, 18 | 74,140,409 | 7.83% |
| 30 Sep, 18 | 68,755,710 | 5.80% |
| 30 Jun, 18 | 64,987,043 | 12.35% |
| 31 Mar, 18 | 57,843,389 | 44.65% |
| 31 Dec, 17 | 39,987,571 | 192.66% |
| 30 Sep, 17 | 13,663,328 | 9.87% |
| 30 Jun, 17 | 12,436,175 | - |
| 31 Mar, 16 | 14 | - |
| 30 Sep, 11 | 8,317 | - |
Okta (OKTA) has 136.37M shares outstanding as of 30 Jun 24, up 3.30% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 81.43% | 1.29% |
| 31 Mar, 24 | 79.52% | 1.22% |
| 31 Dec, 23 | 80.68% | 1.40% |
| 30 Sep, 23 | 75.88% | 1.26% |
| 30 Jun, 23 | 77.60% | 1.29% |
| 31 Mar, 23 | 77.70% | 1.29% |
| 31 Dec, 22 | 77.64% | 1.39% |
| 30 Sep, 22 | 74.67% | 1.27% |
| 30 Jun, 22 | 76.83% | 1.28% |
| 31 Mar, 22 | 77.34% | 1.29% |
| 31 Dec, 21 | 77.33% | 1.38% |
| 30 Sep, 21 | 74.99% | 1.37% |
| 30 Jun, 21 | 73.99% | 1.25% |
| 31 Mar, 21 | 77.01% | 1.29% |
| 31 Dec, 20 | 77.36% | 1.30% |
| 30 Sep, 20 | 77.01% | 1.29% |
| 30 Jun, 20 | 77.32% | 1.34% |
| 31 Mar, 20 | 75.90% | 1.36% |
| 31 Dec, 19 | 74.65% | 1.42% |
| 30 Sep, 19 | 72.45% | 1.41% |
| 30 Jun, 19 | 71.64% | 1.12% |
| 31 Mar, 19 | 79.94% | 1.77% |
| 31 Dec, 18 | 67.26% | 1.68% |
| 30 Sep, 18 | 63.21% | 1.70% |
| 30 Jun, 18 | 60.91% | 1.98% |
| 31 Mar, 18 | 55.51% | 3.54% |
| 31 Dec, 17 | 39.60% | 19.34% |
| 30 Sep, 17 | 14.31% | 8.10% |
| 30 Jun, 17 | 13.29% | - |
| 31 Mar, 16 | - | - |
| 30 Sep, 11 | 0.01% | - |
As of 30 Jun 24, Okta is held by 81.43% institutional shareholders, representing a 1.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 336 | 1.20% |
| 31 Mar, 24 | 332 | 10.30% |
| 31 Dec, 23 | 301 | 10.66% |
| 30 Sep, 23 | 272 | -2.86% |
| 30 Jun, 23 | 280 | -15.92% |
| 31 Mar, 23 | 333 | 6.73% |
| 31 Dec, 22 | 312 | 0.32% |
| 30 Sep, 22 | 311 | 0.32% |
| 30 Jun, 22 | 310 | -6.06% |
| 31 Mar, 22 | 330 | -21.80% |
| 31 Dec, 21 | 422 | 10.47% |
| 30 Sep, 21 | 382 | -2.05% |
| 30 Jun, 21 | 390 | 18.18% |
| 31 Mar, 21 | 330 | -27.63% |
| 31 Dec, 20 | 456 | 43.40% |
| 30 Sep, 20 | 318 | -20.50% |
| 30 Jun, 20 | 400 | 49.25% |
| 31 Mar, 20 | 268 | 4.28% |
| 31 Dec, 19 | 257 | 4.47% |
| 30 Sep, 19 | 246 | -9.89% |
| 30 Jun, 19 | 273 | 21.88% |
| 31 Mar, 19 | 224 | 25.14% |
| 31 Dec, 18 | 179 | 4.68% |
| 30 Sep, 18 | 171 | -5.00% |
| 30 Jun, 18 | 180 | 0.56% |
| 31 Mar, 18 | 179 | 40.94% |
| 31 Dec, 17 | 127 | 95.38% |
| 30 Sep, 17 | 65 | -29.35% |
| 30 Jun, 17 | 92 | - |
| 31 Mar, 16 | 1 | - |
| 30 Sep, 11 | 1 | - |
336 institutional shareholders have increased their position in OKTA stock as of 30 Jun 24 compared to 332 in the previous quarter (a 1.20% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 195 | -10.96% |
| 31 Mar, 24 | 219 | -3.10% |
| 31 Dec, 23 | 226 | 3.20% |
| 30 Sep, 23 | 219 | 1.86% |
| 30 Jun, 23 | 215 | 8.04% |
| 31 Mar, 23 | 199 | 6.42% |
| 31 Dec, 22 | 187 | 21.43% |
| 30 Sep, 22 | 154 | -22.61% |
| 30 Jun, 22 | 199 | -15.32% |
| 31 Mar, 22 | 235 | 11.90% |
| 31 Dec, 21 | 210 | 8.25% |
| 30 Sep, 21 | 194 | 1.04% |
| 30 Jun, 21 | 192 | -16.88% |
| 31 Mar, 21 | 231 | 46.20% |
| 31 Dec, 20 | 158 | -24.04% |
| 30 Sep, 20 | 208 | 51.82% |
| 30 Jun, 20 | 137 | -18.45% |
| 31 Mar, 20 | 168 | 24.44% |
| 31 Dec, 19 | 135 | -7.53% |
| 30 Sep, 19 | 146 | 8.96% |
| 30 Jun, 19 | 134 | 42.55% |
| 31 Mar, 19 | 94 | - |
| 31 Dec, 18 | 94 | - |
| 30 Sep, 18 | 94 | 54.10% |
| 30 Jun, 18 | 61 | 60.53% |
| 31 Mar, 18 | 38 | 280.00% |
| 31 Dec, 17 | 10 | -37.50% |
| 30 Sep, 17 | 16 | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 16 | - | - |
| 30 Sep, 11 | - | - |
195 institutional shareholders have reduced their position in OKTA stock as of 30 Jun 24 compared to 219 in the previous quarter (a -10.96% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 665 | -4.45% | 136,368,143 | 3.30% | 81.43% | 1.29% | 336 | 1.20% | 195 | -10.96% |
| 31 Mar, 24 | 696 | 5.30% | 132,008,082 | -1.44% | 79.52% | 1.22% | 332 | 10.30% | 219 | -3.10% |
| 31 Dec, 23 | 661 | 3.12% | 133,931,347 | 7.38% | 80.68% | 1.40% | 301 | 10.66% | 226 | 3.20% |
| 30 Sep, 23 | 641 | -3.03% | 124,728,412 | -1.24% | 75.88% | 1.26% | 272 | -2.86% | 219 | 1.86% |
| 30 Jun, 23 | 661 | -2.07% | 126,296,148 | 0.75% | 77.60% | 1.29% | 280 | -15.92% | 215 | 8.04% |
| 31 Mar, 23 | 675 | 6.97% | 125,353,731 | 0.88% | 77.70% | 1.29% | 333 | 6.73% | 199 | 6.42% |
| 31 Dec, 22 | 631 | 3.61% | 124,258,241 | 4.85% | 77.64% | 1.39% | 312 | 0.32% | 187 | 21.43% |
| 30 Sep, 22 | 609 | -6.02% | 118,509,792 | -2.00% | 74.67% | 1.27% | 311 | 0.32% | 154 | -22.61% |
| 30 Jun, 22 | 648 | -10.12% | 120,924,973 | 0.31% | 76.83% | 1.28% | 310 | -6.06% | 199 | -15.32% |
| 31 Mar, 22 | 721 | -10.66% | 120,552,272 | 0.76% | 77.34% | 1.29% | 330 | -21.80% | 235 | 11.90% |
| 31 Dec, 21 | 807 | 3.59% | 119,640,060 | 3.76% | 77.33% | 1.38% | 422 | 10.47% | 210 | 8.25% |
| 30 Sep, 21 | 779 | 3.73% | 115,300,797 | 2.96% | 74.99% | 1.37% | 382 | -2.05% | 194 | 1.04% |
| 30 Jun, 21 | 751 | 5.63% | 111,987,465 | 10.35% | 73.99% | 1.25% | 390 | 18.18% | 192 | -16.88% |
| 31 Mar, 21 | 711 | -8.02% | 101,486,630 | 3.13% | 77.01% | 1.29% | 330 | -27.63% | 231 | 46.20% |
| 31 Dec, 20 | 773 | 16.94% | 98,411,037 | -0.79% | 77.36% | 1.30% | 456 | 43.40% | 158 | -24.04% |
| 30 Sep, 20 | 661 | 1.38% | 99,192,539 | 1.56% | 77.01% | 1.29% | 318 | -20.50% | 208 | 51.82% |
| 30 Jun, 20 | 652 | 19.41% | 97,666,403 | 4.19% | 77.32% | 1.34% | 400 | 49.25% | 137 | -18.45% |
| 31 Mar, 20 | 546 | 6.85% | 93,737,192 | 3.29% | 75.90% | 1.36% | 268 | 4.28% | 168 | 24.44% |
| 31 Dec, 19 | 511 | 0.99% | 90,750,742 | 5.29% | 74.65% | 1.42% | 257 | 4.47% | 135 | -7.53% |
| 30 Sep, 19 | 506 | 3.27% | 86,192,511 | 4.60% | 72.45% | 1.41% | 246 | -9.89% | 146 | 8.96% |
| 30 Jun, 19 | 490 | 17.79% | 82,404,059 | -8.52% | 71.64% | 1.12% | 273 | 21.88% | 134 | 42.55% |
| 31 Mar, 19 | 416 | 16.85% | 90,074,213 | 21.49% | 79.94% | 1.77% | 224 | 25.14% | 94 | - |
| 31 Dec, 18 | 356 | 6.59% | 74,140,409 | 7.83% | 67.26% | 1.68% | 179 | 4.68% | 94 | - |
| 30 Sep, 18 | 334 | 15.57% | 68,755,710 | 5.80% | 63.21% | 1.70% | 171 | -5.00% | 94 | 54.10% |
| 30 Jun, 18 | 289 | 18.93% | 64,987,043 | 12.35% | 60.91% | 1.98% | 180 | 0.56% | 61 | 60.53% |
| 31 Mar, 18 | 243 | 53.80% | 57,843,389 | 44.65% | 55.51% | 3.54% | 179 | 40.94% | 38 | 280.00% |
| 31 Dec, 17 | 158 | 50.48% | 39,987,571 | 192.66% | 39.60% | 19.34% | 127 | 95.38% | 10 | -37.50% |
| 30 Sep, 17 | 105 | 9.38% | 13,663,328 | 9.87% | 14.31% | 8.10% | 65 | -29.35% | 16 | - |
| 30 Jun, 17 | 96 | - | 12,436,175 | - | 13.29% | - | 92 | - | - | - |
| 31 Mar, 16 | 1 | - | 14 | - | - | - | 1 | - | - | - |
| 30 Sep, 11 | 1 | - | 8,317 | - | 0.01% | - | 1 | - | - | - |
Okta Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Okta's stock was made by Schwartz Larissa on Aug 15 2024, selling 2,795 shares at $92.02 per share (valued at $257.20K).
Okta Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 12 | 24 | 50.00% |
| Q2 2024 | 47 | 69 | 68.12% |
| Q1 2024 | 34 | 61 | 55.74% |
| Q4 2023 | 20 | 44 | 45.45% |
| Q3 2023 | 17 | 33 | 51.52% |
| Q2 2023 | 33 | 44 | 75.00% |
| Q1 2023 | 26 | 41 | 63.41% |
| Q4 2022 | 18 | 35 | 51.43% |
| Q3 2022 | 23 | 40 | 57.50% |
| Q2 2022 | 32 | 44 | 72.73% |
| Q1 2022 | 29 | 40 | 72.50% |
| Q4 2021 | 36 | 123 | 29.27% |
| Q3 2021 | 43 | 125 | 34.40% |
| Q2 2021 | 59 | 88 | 67.05% |
| Q1 2021 | 46 | 91 | 50.55% |
| Q4 2020 | 55 | 175 | 31.43% |
| Q3 2020 | 58 | 195 | 29.74% |
| Q2 2020 | 81 | 132 | 61.36% |
| Q1 2020 | 45 | 125 | 36.00% |
| Q4 2019 | 39 | 105 | 37.14% |
12 total buy trades, and 24 total sell trades (buy/sell ratio of 0.50%) were made by Okta's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 12 | - |
| Q2 2024 | - | 5 | - |
| Q1 2024 | - | 7 | - |
| Q4 2023 | - | 22 | - |
| Q3 2023 | - | 16 | - |
| Q2 2023 | - | 18 | - |
| Q1 2023 | - | 19 | - |
| Q4 2022 | - | 16 | - |
| Q3 2022 | - | 19 | - |
| Q2 2022 | - | 17 | - |
| Q1 2022 | - | 21 | - |
| Q4 2021 | - | 85 | - |
| Q3 2021 | - | 83 | - |
| Q2 2021 | - | 46 | - |
| Q1 2021 | - | 56 | - |
| Q4 2020 | - | 117 | - |
| Q3 2020 | - | 135 | - |
| Q2 2020 | - | 90 | - |
| Q1 2020 | - | 76 | - |
| Q4 2019 | - | 53 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 12 open market sell trades of Okta's stocks.
OKTA Ownership FAQ
Who Owns Okta?
Okta is owned by institutional shareholders (81.43%), insiders (0.60%), and public (17.97%). The largest institutional shareholder of Okta is FMR LLC (10.17% of total shares) and the top mutual fund owner is Fundrise Growth Tech Fund, LLC (3.93% of total shares).
Who are the major institutional shareholders of Okta?
Okta's major institutional shareholders are FMR LLC, VANGUARD GROUP INC, BLACKROCK INC., SANDS CAPITAL MANAGEMENT, LLC, and AMERICAN CENTURY COMPANIES INC. The top five shareholders own together 34.11% of the company's share outstanding.
How many Okta shareholders are there?
As of Jun 2024, there are 665 institutional shareholders of Okta.
What percentage of Okta is owned by FMR LLC?
FMR LLC owns 17.04M shares of Okta, representing 10.17% of the company's total shares outstanding, valued at $1.59B (as of Jun 2024).
What percentage of Okta is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 16.61M shares of Okta (OKTA), compromising 9.92% of the company, valued at $1.55B.
What percentage of Okta is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Okta. The company owns 9.58M of the company's shares outstanding (worth $897.06M).