13F

Stock

Okta, Inc.

OKTA · held by 28 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$395.5M

Holders

28

+1 new · −1 exited

Holders’ est. mark

−$42.8M

Price effect on 12 books still in the name

Largest holder

$164M

MORGAN STANLEY

Holder count by quarter

Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY6.73M$164M—Held
BANK OF AMERICA CORP /DE/1.67M$153M—Held
BARCLAYS PLC2.19M$58.2M−$41.9MAdded$1.1M
PEAK6 LLC55.2K$5.06M−$77KAdded$4.13M
Norris Financial Group, LLC34.9K$3.2M−$150.1KAdded$1.38M
Leonteq Securities AG29.6K$2.72M−$136.6KAdded$1.07M
Swiss Life Asset Management Ltd18.1K$1.66M−$129.7KAdded$94.3K
OP Asset Management Ltd17.9K$1.64M−$148.3KCut−$148.3K
CANTOR FITZGERALD, L. P.17.4K$1.6M—Held
Cambria Investment Management, L.P.15.6K$1.43M—Held
Triumph Capital Management12.7K$1.17M−$65.8KAdded$371.6K
Sanctuary Advisors, LLC10.9K$997.8K−$90KCut−$100.6K
INDEPENDENT FINANCIAL GROUP, LLC4.07K$373.2K−$33.7KCut−$649.7K
Allworth Financial LP2.25K$206.4K—Held
IFP Advisors, Inc1.27K$116.9K—Held
Essential Partners LLC1.16K$106.2K−$9.58KCut−$402.8K
VIRTUS ADVISERS, LLC47K$45.6K$774Added$774
Aventura Private Wealth, LLC166$15.2K−$1.37KCut−$1.37K
Boreal Capital Management LLC75$6.88K—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD33.6K$3.08K—Held
KBC Group NV31.4K$2.88K—Held
ADVISORS MANAGEMENT GROUP INC /ADV26.1K$2.4K—Held
MV CAPITAL MANAGEMENT, INC.12$1.1K—Held
Principia Wealth Advisory, LLC11$1.01K—Held
FNY Investment Advisers, LLC9.18K$841—Held
Kilter Group LLC5$459—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.