Okta, Inc. (OKTA) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 826
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Cypress Wealth Services#601 · 1,771 sh | 1,771 | $241.7K | — | New |
| 602 | Retirement Planning Group#602 · 1,769 sh | 1,769 | $241.4K | — | New |
| 603 | Inscription Capital#603 · 1,749 sh | 1,749 | $238.7K | 0.02% | -68.3% |
| 604 | Strid Group#604 · 1,733 sh | 1,733 | $236.5K | 0.03% | New |
| 605 | MONEY CONCEPTS CAPITAL#605 · 1,733 sh | 1,733 | $236.5K | 0.01% | New |
| 606 | Abel Hall#606 · 1,724 sh | 1,724 | $235.2K | — | New |
| 607 | Requisite Capital Management#607 · 1,713 sh | 1,713 | $233.7K | 0.04% | New |
| 608 | NOVEM GROUP#608 · 1,702 sh | 1,702 | $232.2K | — | New |
| 609 | THOROUGHBRED FINANCIAL SERVICES#609 · 1,701 sh | 1,701 | $232.0K | 0.01% | New |
| 610 | Tortuga Wealth Management#610 · 1,700 sh | 1,700 | $232.0K | — | New |
| 611 | ASHTON THOMAS SECURITIES#611 · 1,677 sh | 1,677 | $228.8K | — | New |
| 612 | ASPIRIANT#612 · 1,647 sh | 1,647 | $224.7K | — | New |
| 613 | Hudson Bay Capital Management#613 · 1,630 sh | 1,630 | $222.4K | <0.01% | New |
| 614 | Cornerstone Capital#614 · 1,625 sh | 1,625 | $221.7K | 0.02% | New |
| 615 | Octavia Wealth Advisors#615 · 1,603 sh | 1,603 | $218.7K | 0.02% | New |
| 616 | KCM INVESTMENT ADVISORS#616 · 1,587 sh | 1,587 | $216.5K | — | New |
| 617 | West Family Investments#617 · 1,586 sh | 1,586 | $216.4K | 0.06% | New |
| 618 | CIGNA INVESTMENTS#618 · 1,587 sh | 1,587 | $216.0K | — | New |
| 619 | Quent Capital#619 · 1,569 sh | 1,569 | $214.1K | 0.01% | +3.6% |
| 620 | American Capital Advisory#620 · 1,567 sh | 1,567 | $213.8K | 0.08% | New |
| 621 | Valeo Financial Advisors#621 · 1,563 sh | 1,563 | $213.3K | — | New |
| 622 | MGO ONE SEVEN#622 · 1,554 sh | 1,554 | $212.0K | <0.01% | New |
| 623 | HARMONY ASSET MANAGEMENT#623 · 1,545 sh | 1,545 | $210.8K | — | New |
| 624 | Crestwood Advisors Group#624 · 1,545 sh | 1,545 | $210.8K | <0.01% | New |
| 625 | KINGSWOOD WEALTH ADVISORS#625 · 1,537 sh | 1,537 | $209.7K | — | New |
| 626 | Sentinus#626 · 1,533 sh | 1,533 | $209.2K | 0.02% | New |
| 627 | Kera Capital Partners#627 · 1,518 sh | 1,518 | $207.1K | 0.02% | -76.3% |
| 628 | Engineers Gate Manager#628 · 1,500 sh | 1,500 | $204.7K | <0.01% | -99.3% |
| 629 | Crewe Advisors#629 · 1,500 sh | 1,500 | $204.7K | 0.01% | +50.0% |
| 630 | Kovack Advisors#630 · 1,464 sh | 1,464 | $202.9K | <0.01% | New |
| 631 | Fortis Capital Management#631 · 1,479 sh | 1,479 | $201.8K | 0.02% | New |
| 632 | Covestor Ltd#632 · 1,434 sh | 1,434 | $196.0K | 0.11% | +99.7% |
| 633 | ROTHSCHILD INVESTMENT#633 · 1,349 sh | 1,349 | $184.1K | <0.01% | +346.7% |
| 634 | Northwest & Ethical Investments L.P.#634 · 1,389 sh | 1,389 | $182.4K | <0.01% | New |
| 635 | Frazier Financial Advisors#635 · 1,315 sh | 1,315 | $179.4K | 0.09% | +119.9% |
| 636 | MONTAG A & ASSOCIATES#636 · 1,297 sh | 1,297 | $177.0K | <0.01% | -16.6% |
| 637 | EverSource Wealth Advisors#637 · 1,264 sh | 1,264 | $172.5K | <0.01% | -41.0% |
| 638 | Oslo Pensjonsforsikring AS#638 · 1,205 sh | 1,205 | $164.4K | — | -56.2% |
| 639 | Intesa Sanpaolo S.p.A.#639 · 1,000 sh | 1,000 | $141.5K | <0.01% | New |
| 640 | Smartleaf Asset Management#640 · 1,063 sh | 1,063 | $139.6K | <0.01% | 0.0% |
| 641 | TD PRIVATE CLIENT WEALTH#641 · 1,007 sh | 1,007 | $137.4K | <0.01% | +65.4% |
| 642 | IFP Advisors#642 · 988 sh | 988 | $134.8K | — | -17.8% |
| 643 | IMG Wealth Management#643 · 925 sh | 925 | $126.2K | — | 0.0% |
| 644 | WESTPAC BANKING#644 · 915 sh | 915 | $124.9K | <0.01% | -66.1% |
| 645 | Larson Financial Group#645 · 863 sh | 863 | $117.8K | <0.01% | -72.4% |
| 646 | Central Pacific Bank - Division#646 · 860 sh | 860 | $117.3K | — | 0.0% |
| 647 | ZRC WEALTH MANAGEMENT#647 · 852 sh | 852 | $116.3K | — | +45.4% |
| 648 | ASSETMARK#648 · 738 sh | 738 | $100.7K | — | +2.6% |
| 649 | Uniplan Investment Counsel#649 · 732 sh | 732 | $100.0K | <0.01% | New |
| 650 | LEUCADIA NATIONAL#650 · 659 sh | 659 | $89.9K | <0.01% | New |
| 651 | Spire Wealth Management#651 · 637 sh | 637 | $86.9K | <0.01% | +26.6% |
| 652 | Golden State Wealth Management#652 · 629 sh | 629 | $85.8K | <0.01% | +6190.0% |
| 653 | HHM Wealth Advisors#653 · 625 sh | 625 | $85.3K | <0.01% | -50.0% |
| 654 | Pinnacle Bancorp#654 · 583 sh | 583 | $79.5K | — | New |
| 655 | HARBOUR INVESTMENTS#655 · 567 sh | 567 | $77.4K | <0.01% | +59.7% |
| 656 | Purpose Unlimited#656 · 555 sh | 555 | $75.8K | <0.01% | New |
| 657 | Costello Asset Management#657 · 555 sh | 555 | $75.7K | 0.02% | 0.0% |
| 658 | EFG International AG#658 · 550 sh | 550 | $75.0K | <0.01% | 0.0% |
| 659 | Forum Finance Group S.A.#659 · 680 sh | 680 | $75.0K | 0.03% | 0.0% |
| 660 | Aventura Private Wealth#660 · 526 sh | 526 | $71.8K | 0.02% | +216.9% |
| 661 | Basecamp Wealth Advisors#661 · 513 sh | 513 | $70.0K | 0.01% | 0.0% |
| 662 | SJS Investment Consulting#662 · 504 sh | 504 | $68.8K | — | -32.9% |
| 663 | Versant Capital Management#663 · 503 sh | 503 | $68.6K | — | -79.8% |
| 664 | Hartford Financial Management#664 · 500 sh | 500 | $68.2K | — | 0.0% |
| 665 | First Command Advisory Services#665 · 500 sh | 500 | $68.2K | <0.01% | 0.0% |
| 666 | Caitong International Asset Management , Ltd#666 · 485 sh | 485 | $66.2K | <0.01% | +7983.3% |
| 667 | BROWN BROTHERS HARRIMAN#667 · 436 sh | 436 | $59.5K | <0.01% | 0.0% |
| 668 | Parkside Financial Bank#668 · 420 sh | 420 | $57.3K | — | +153.0% |
| 669 | Westside Investment Management#669 · 415 sh | 415 | $56.6K | <0.01% | 0.0% |
| 670 | Ronald Blue#670 · 404 sh | 404 | $55.1K | — | +411.4% |
| 671 | CREATIVE FINANCIAL DESIGNS#671 · 369 sh | 369 | $50.4K | <0.01% | +25.1% |
| 672 | Wilkerson Advisory Group#672 · 366 sh | 366 | $49.9K | — | New |
| 673 | Salomon & Ludwin#673 · 349 sh | 349 | $49.0K | <0.01% | 0.0% |
| 674 | Gordian Capital Singapore Pte Ltd#674 · 353 sh | 353 | $48.2K | 0.08% | +0.3% |
| 675 | BEACON INVESTMENT ADVISORY SERVICES#675 · 310 sh | 310 | $42.3K | — | 0.0% |
| 676 | SHP Wealth Management#676 · 304 sh | 304 | $41.5K | <0.01% | -8.2% |
| 677 | MassMutual Private Wealth & , FSB#677 · 296 sh | 296 | $40.4K | — | +279.5% |
| 678 | CVA Family Office#678 · 274 sh | 274 | $37.4K | <0.01% | +16.6% |
| 679 | Transamerica Financial Advisors#679 · 254 sh | 254 | $34.7K | <0.01% | +5.4% |
| 680 | OSSIAM#680 · 253 sh | 253 | $34.5K | <0.01% | New |
| 681 | City State Bank#681 · 249 sh | 249 | $34.0K | — | 0.0% |
| 682 | JFS WEALTH ADVISORS#682 · 244 sh | 244 | $33.3K | <0.01% | -12.5% |
| 683 | James T. Borello RIA#683 · 230 sh | 230 | $31.4K | — | +9.0% |
| 684 | CHILTON CAPITAL MANAGEMENT#684 · 210 sh | 210 | $28.7K | <0.01% | 0.0% |
| 685 | Raiffeisen Bank International AG#685 · 218 sh | 218 | $28.6K | <0.01% | -97.8% |
| 686 | Global Asset Management#686 · 208 sh | 208 | $28.4K | — | -40.1% |
| 687 | Bruce G. Allen Investments#687 · 201 sh | 201 | $27.4K | 0.02% | +4.7% |
| 688 | MCF Advisors#688 · 198 sh | 198 | $27.0K | <0.01% | -93.5% |
| 689 | Capital Advisors, Ltd.#689 · 195 sh | 195 | $27.0K | <0.01% | -1.0% |
| 690 | Pinnacle Wealth Planning Services#690 · 197 sh | 197 | $26.9K | <0.01% | +23.1% |
| 691 | Washington Advisors#691 · 197 sh | 197 | $26.9K | — | +64.2% |
| 692 | PRIVATE NA#692 · 191 sh | 191 | $26.1K | — | +13.0% |
| 693 | NBC SECURITIES#693 · 185 sh | 185 | $25.2K | — | -43.8% |
| 694 | Institute for Wealth Management#694 · 178 sh | 178 | $24.3K | <0.01% | New |
| 695 | Owl Creek Wealth Partners#695 · 177 sh | 177 | $24.2K | — | +29.2% |
| 696 | MCGUIRE CAPITAL ADVISORS#696 · 176 sh | 176 | $24.0K | 0.01% | +66.0% |
| 697 | Manchester Capital Management#697 · 173 sh | 173 | $23.6K | — | -9.4% |
| 698 | Keating Financial Advisory Services#698 · 170 sh | 170 | $23.2K | <0.01% | +84.8% |
| 699 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#699 · 163 sh | 163 | $22.2K | <0.01% | +16.4% |
| 700 | TD Waterhouse Canada#700 · 156 sh | 156 | $21.9K | — | 0.0% |
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.