Okta, Inc. (OKTA) — Institutional Holders, Q2 2026 (page 6)
826 institutional investment managers reported a OKTA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $21.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OKTA 13F holders ranked 501–600 of 826
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Farther Finance Advisors#501 · 3,169 sh | 3,169 | $431.3K | — | -5.1% |
| 502 | Carson Advisory#502 · 3,150 sh | 3,150 | $429.8K | 0.20% | -17.1% |
| 503 | True Link Financial Advisors#503 · 3,149 sh | 3,149 | $429.7K | 0.02% | -10.0% |
| 504 | PIER 88 INVESTMENT PARTNERS#504 · 3,100 sh | 3,100 | $423.0K | 0.10% | -100.0% |
| 505 | SRS Capital Advisors#505 · 3,041 sh | 3,041 | $414.9K | <0.01% | +42.0% |
| 506 | NORDEN GROUP#506 · 3,036 sh | 3,036 | $414.3K | — | -2.6% |
| 507 | Generali Investments, Management#507 · 3,005 sh | 3,005 | $410.0K | — | +13.1% |
| 508 | Allworth Financial#508 · 3,005 sh | 3,005 | $410.0K | <0.01% | +51.0% |
| 509 | Total Wealth Planning & Management#509 · 3,001 sh | 3,001 | $409.5K | — | New |
| 510 | SUMITOMO MITSUI FINANCIAL GROUP#510 · 3,000 sh | 3,000 | $409.4K | <0.01% | New |
| 511 | ALLIANZ SE#511 · 3,000 sh | 3,000 | $409.4K | <0.01% | -57.1% |
| 512 | LGT Fund Management Ltd.#512 · 3,000 sh | 3,000 | $409.4K | 0.02% | New |
| 513 | PEAPACK GLADSTONE FINANCIAL#513 · 3,000 sh | 3,000 | $409.0K | <0.01% | New |
| 514 | PARK AVENUE SECURITIES#514 · 3,000 sh | 3,000 | $409.0K | — | New |
| 515 | Finivi#515 · 2,963 sh | 2,963 | $404.3K | — | -8.6% |
| 516 | MONECO Advisors#516 · 2,913 sh | 2,913 | $397.5K | 0.02% | -0.3% |
| 517 | Perpetual Ltd#517 · 2,911 sh | 2,911 | $397.2K | — | New |
| 518 | D.A. DAVIDSON#518 · 2,910 sh | 2,910 | $397.1K | <0.01% | -0.9% |
| 519 | SYON CAPITAL#519 · 2,909 sh | 2,909 | $396.9K | 0.02% | -24.9% |
| 520 | Royal Fund Management#520 · 2,900 sh | 2,900 | $395.7K | — | -93.9% |
| 521 | Motley Fool Asset Management#521 · 2,887 sh | 2,887 | $393.9K | 0.02% | -10.4% |
| 522 | PCM Encore#522 · 2,883 sh | 2,883 | $393.4K | 0.07% | +0.9% |
| 523 | Callan Family Office#523 · 2,876 sh | 2,876 | $392.4K | <0.01% | +11.2% |
| 524 | Frec Markets#524 · 2,856 sh | 2,856 | $389.7K | 0.04% | New |
| 525 | Advisory Services Network#525 · 2,852 sh | 2,852 | $389.2K | <0.01% | +20.1% |
| 526 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#526 · 2,768 sh | 2,768 | $388.8K | 0.02% | -21.5% |
| 527 | Brand Asset Management Group#527 · 2,830 sh | 2,830 | $386.2K | 0.09% | -14.9% |
| 528 | NewEdge Advisors#528 · 2,828 sh | 2,828 | $385.9K | <0.01% | New |
| 529 | Osmosis Investment Management UK Ltd#529 · 2,811 sh | 2,811 | $383.6K | 0.02% | -20.8% |
| 530 | BRANDYWINE MANAGERS#530 · 2,809 sh | 2,809 | $383.3K | 0.19% | 0.0% |
| 531 | HB Wealth Management#531 · 2,806 sh | 2,806 | $382.9K | — | +1.8% |
| 532 | STEEL GROVE CAPITAL ADVISORS#532 · 2,738 sh | 2,738 | $373.6K | — | -1.1% |
| 533 | KESTRA PRIVATE WEALTH SERVICES#533 · 2,732 sh | 2,732 | $372.8K | <0.01% | -15.2% |
| 534 | BRIGHTON JONES#534 · 2,721 sh | 2,721 | $371.3K | <0.01% | -91.2% |
| 535 | First International Bank of Israel Ltd.#535 · 2,711 sh | 2,711 | $369.9K | 0.10% | -22.9% |
| 536 | American#536 · 2,706 sh | 2,706 | $369.2K | 0.03% | -5.5% |
| 537 | 111 Capital#537 · 2,704 sh | 2,704 | $369.0K | 0.06% | New |
| 538 | COLDSTREAM CAPITAL MANAGEMENT#538 · 2,701 sh | 2,701 | $368.6K | <0.01% | New |
| 539 | Ancora Advisors#539 · 2,682 sh | 2,682 | $366.0K | <0.01% | +266.9% |
| 540 | J.W. COLE ADVISORS#540 · 2,681 sh | 2,681 | $365.8K | <0.01% | New |
| 541 | FULTON BANK, N.A.#541 · 2,672 sh | 2,672 | $364.6K | — | New |
| 542 | Horizon Investments#542 · 2,669 sh | 2,669 | $364.2K | <0.01% | +18.5% |
| 543 | EXCHANGE TRADED CONCEPTS#543 · 2,668 sh | 2,668 | $364.0K | <0.01% | +18.6% |
| 544 | FLOW TRADERS U.S.#544 · 2,656 sh | 2,656 | $362.0K | 0.01% | New |
| 545 | Global Retirement Partners#545 · 2,637 sh | 2,637 | $359.8K | <0.01% | — |
| 546 | DARA CAPITAL US#546 · 2,635 sh | 2,635 | $359.5K | 0.25% | +28.4% |
| 547 | CX Institutional#547 · 2,633 sh | 2,633 | $359.0K | — | +5.1% |
| 548 | AMICA MUTUAL INSURANCE#548 · 2,602 sh | 2,602 | $355.0K | 0.03% | 0.0% |
| 549 | BENJAMIN EDWARDS#549 · 2,583 sh | 2,583 | $352.4K | <0.01% | -12.2% |
| 550 | Creekside Partners#550 · 2,582 sh | 2,582 | $352.3K | 0.13% | -3.2% |
| 551 | BOKF, NA#551 · 2,580 sh | 2,580 | $352.0K | <0.01% | -3.4% |
| 552 | Compound Planning#552 · 2,557 sh | 2,557 | $348.9K | <0.01% | New |
| 553 | COMPASS FINANCIAL MANAGEMENT#553 · 2,548 sh | 2,548 | $348.8K | 0.04% | — |
| 554 | Fairscale Capital#554 · 2,548 sh | 2,548 | $347.7K | 0.21% | 0.0% |
| 555 | Themes Management#555 · 2,516 sh | 2,516 | $343.3K | 0.23% | New |
| 556 | CURA WEALTH ADVISORS#556 · 2,500 sh | 2,500 | $341.1K | 0.15% | New |
| 557 | C M BIDWELL & ASSOCIATES LTD#557 · 2,491 sh | 2,491 | $339.9K | 0.14% | +14.6% |
| 558 | FourThought Financial Partners#558 · 2,491 sh | 2,491 | $339.9K | 0.03% | New |
| 559 | FLAGSHIP HARBOR ADVISORS#559 · 2,486 sh | 2,486 | $339.2K | — | -2.9% |
| 560 | Siemens Fonds Invest GmbH#560 · 2,480 sh | 2,480 | $338.4K | 0.02% | +1.9% |
| 561 | HM PAYSON#561 · 2,450 sh | 2,450 | $334.3K | <0.01% | 0.0% |
| 562 | Integrated Wealth Concepts#562 · 2,421 sh | 2,421 | $330.4K | <0.01% | -71.9% |
| 563 | Kingsview Wealth Management#563 · 2,392 sh | 2,392 | $326.4K | <0.01% | -39.6% |
| 564 | GDS Wealth Management#564 · 2,365 sh | 2,365 | $322.7K | 0.02% | New |
| 565 | Gs Investments#565 · 2,350 sh | 2,350 | $320.7K | 0.23% | 0.0% |
| 566 | Gerber Kawasaki Wealth & Investment Management#566 · 2,340 sh | 2,340 | $319.3K | <0.01% | New |
| 567 | PRINCIPAL SECURITIES#567 · 2,332 sh | 2,332 | $318.2K | <0.01% | -39.2% |
| 568 | GROUPAMA ASSET MANAGMENT#568 · 2,375 sh | 2,375 | $311.9K | <0.01% | New |
| 569 | Schulz Wealth, LTD.#569 · 2,284 sh | 2,284 | $311.7K | 0.16% | — |
| 570 | Douglass Winthrop Advisors#570 · 2,260 sh | 2,260 | $308.4K | <0.01% | New |
| 571 | 1620 INVESTMENT ADVISORS#571 · 2,224 sh | 2,224 | $303.5K | 0.19% | +43.6% |
| 572 | 71 West Capital Partners#572 · 2,196 sh | 2,196 | $299.6K | 0.01% | New |
| 573 | Savant Capital#573 · 3,060 sh | 3,060 | $299.6K | <0.01% | +16.3% |
| 574 | Mattson Financial Services#574 · 2,025 sh | 2,025 | $299.2K | 0.06% | New |
| 575 | Connecticut Wealth Management#575 · 2,185 sh | 2,185 | $298.1K | — | New |
| 576 | Catalyst Funds Management Pty Ltd#576 · 2,183 sh | 2,183 | $297.9K | 0.02% | -37.9% |
| 577 | GREENLEAF#577 · 2,129 sh | 2,129 | $290.5K | <0.01% | New |
| 578 | Caprock Group#578 · 2,117 sh | 2,117 | $288.9K | <0.01% | -83.4% |
| 579 | AWM CAPITAL#579 · 2,108 sh | 2,108 | $287.6K | — | New |
| 580 | CI INVESTMENTS#580 · 2,093 sh | 2,093 | $285.6K | <0.01% | New |
| 581 | TCG Advisory Services#581 · 2,080 sh | 2,080 | $283.8K | <0.01% | -62.2% |
| 582 | QUADRANT CAPITAL GROUP#582 · 2,079 sh | 2,079 | $283.7K | — | -22.3% |
| 583 | OPPENHEIMER ASSET MANAGEMENT#583 · 2,049 sh | 2,049 | $279.6K | <0.01% | New |
| 584 | Brown Financial Advisors#584 · 2,049 sh | 2,049 | $279.6K | 0.10% | New |
| 585 | Aspen Grove Capital#585 · 2,036 sh | 2,036 | $277.8K | 0.04% | New |
| 586 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#586 · 2,000 sh | 2,000 | $272.9K | 0.11% | New |
| 587 | Waverly Advisors#587 · 1,993 sh | 1,993 | $272.0K | <0.01% | New |
| 588 | LEAVELL INVESTMENT MANAGEMENT#588 · 1,975 sh | 1,975 | $269.5K | <0.01% | New |
| 589 | Snowden Capital Advisors#589 · 1,943 sh | 1,943 | $265.1K | <0.01% | New |
| 590 | UMB Bank, n.a.#590 · 1,938 sh | 1,938 | $264.4K | <0.01% | +20.6% |
| 591 | ZACKS INVESTMENT MANAGEMENT#591 · 1,928 sh | 1,928 | $263.1K | <0.01% | -97.7% |
| 592 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#592 · 1,909 sh | 1,909 | $260.5K | <0.01% | -59.3% |
| 593 | O'SHAUGHNESSY ASSET MANAGEMENT#593 · 1,888 sh | 1,888 | $257.6K | <0.01% | -59.3% |
| 594 | Walleye Capital#594 · 1,887 sh | 1,887 | $257.5K | <0.01% | +1.3% |
| 595 | Vise Technologies#595 · 1,876 sh | 1,876 | $256.0K | <0.01% | New |
| 596 | Chicago Partners Investment Group#596 · 1,878 sh | 1,878 | $255.6K | — | New |
| 597 | Rakuten Securities#597 · 1,835 sh | 1,835 | $250.4K | 0.06% | +374.2% |
| 598 | INSPIRION WEALTH ADVISORS#598 · 1,760 sh | 1,760 | $247.2K | — | New |
| 599 | SYMMETRY PEAK MANAGEMENT#599 · 1,800 sh | 1,800 | $245.6K | 0.07% | New |
| 600 | EARNED WEALTH ADVISORS#600 · 1,796 sh | 1,796 | $245.1K | 0.02% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.