Okta, Inc. (OKTA) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 826
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#701 · 160 sh | 160 | $21.8K | <0.01% | 0.0% |
| 702 | Financial Perspectives#702 · 147 sh | 147 | $20.1K | <0.01% | 0.0% |
| 703 | WOLFF WIESE MAGANA#703 · 146 sh | 146 | $19.9K | — | 0.0% |
| 704 | FARMERS & MERCHANTS INVESTMENTS#704 · 144 sh | 144 | $19.6K | — | 0.0% |
| 705 | Marquette Asset Management#705 · 141 sh | 141 | $19.2K | — | +340.6% |
| 706 | BROWN, LISLE/CUMMINGS#706 · 125 sh | 125 | $17.1K | — | -27.3% |
| 707 | First Bancorp#707 · 125 sh | 125 | $17.1K | — | New |
| 708 | CULLEN/FROST BANKERS#708 · 123 sh | 123 | $16.8K | <0.01% | -54.1% |
| 709 | 1015 Capital Partners#709 · 121 sh | 121 | $16.5K | 0.01% | +3.4% |
| 710 | KELLEHER FINANCIAL ADVISORS#710 · 120 sh | 120 | $16.4K | <0.01% | +100.0% |
| 711 | TSFG#711 · 115 sh | 115 | $16.0K | — | 0.0% |
| 712 | ACTION POINT FINANCIAL PLANNING#712 · 120 sh | 120 | $15.8K | <0.01% | New |
| 713 | Planning Strategies#713 · 115 sh | 115 | $15.7K | — | — |
| 714 | True Wealth Design#714 · 110 sh | 110 | $15.0K | — | -63.1% |
| 715 | IFG Advisory#715 · 104 sh | 104 | $14.2K | <0.01% | New |
| 716 | Fortitude Family Office#716 · 100 sh | 100 | $13.6K | — | +56.2% |
| 717 | THURSTON, SPRINGER, MILLER, HERD & TITAK#717 · 100 sh | 100 | $13.6K | — | New |
| 718 | Essential Partners#718 · 93 sh | 93 | $12.7K | — | -18.4% |
| 719 | Vanguard National#719 · 92 sh | 92 | $12.6K | <0.01% | 0.0% |
| 720 | Quarry#720 · 90 sh | 90 | $12.3K | <0.01% | -93.3% |
| 721 | Kemnay Advisory Services#721 · 83 sh | 83 | $11.3K | <0.01% | +22.1% |
| 722 | Bell Investment Advisors#722 · 82 sh | 82 | $11.2K | <0.01% | -49.7% |
| 723 | Addison Advisors#723 · 78 sh | 78 | $10.6K | <0.01% | +11.4% |
| 724 | TOUNJIAN ADVISORY PARTNERS#724 · 78 sh | 78 | $10.6K | <0.01% | New |
| 725 | Boreal Capital Management#725 · 75 sh | 75 | $10.2K | <0.01% | 0.0% |
| 726 | PENSION & WEALTH MANAGEMENT ADVISORS#726 · 75 sh | 75 | $10.2K | — | 0.0% |
| 727 | Center for Financial Planning#727 · 74 sh | 74 | $10.1K | — | -90.7% |
| 728 | FIRST HORIZON NATIONAL#728 · 74 sh | 74 | $10.1K | — | -6.3% |
| 729 | Bogart Wealth#729 · 73 sh | 73 | $10.0K | <0.01% | +1116.7% |
| 730 | Activest Wealth Management#730 · 72 sh | 72 | $9.8K | — | +7100.0% |
| 731 | Caitlin John#731 · 70 sh | 70 | $9.6K | <0.01% | -87.8% |
| 732 | Downshift Financial#732 · 70 sh | 70 | $9.6K | — | New |
| 733 | Private Wealth Management Group#733 · 67 sh | 67 | $9.1K | — | -25.6% |
| 734 | MCDONALD PARTNERS#734 · 62 sh | 62 | $8.5K | <0.01% | New |
| 735 | Ares Financial Consulting#735 · 61 sh | 61 | $8.3K | — | 0.0% |
| 736 | GILL CAPITAL PARTNERS#736 · 60 sh | 60 | $8.2K | — | +100.0% |
| 737 | Close Asset Management Ltd#737 · 56 sh | 56 | $8.0K | <0.01% | 0.0% |
| 738 | Aspect Partners#738 · 58 sh | 58 | $7.9K | — | -57.0% |
| 739 | CoreCap Advisors#739 · 53 sh | 53 | $7.2K | — | -77.2% |
| 740 | Winthrop Capital Management#740 · 49 sh | 49 | $7.0K | <0.01% | 0.0% |
| 741 | Oakworth Capital#741 · 51 sh | 51 | $7.0K | — | 0.0% |
| 742 | Sherman Asset Management#742 · 50 sh | 50 | $6.8K | <0.01% | 0.0% |
| 743 | Cromwell#743 · 47 sh | 47 | $6.4K | <0.01% | +46.9% |
| 744 | JPL Wealth Management#744 · 46 sh | 46 | $6.3K | <0.01% | 0.0% |
| 745 | TrueNorth#745 · 45 sh | 45 | $6.1K | <0.01% | New |
| 746 | Commonwealth Retirement Investments#746 · 45 sh | 45 | $6.1K | — | New |
| 747 | RAFFA WEALTH MANAGEMENT#747 · 44 sh | 44 | $6.0K | <0.01% | +109.5% |
| 748 | LifeSteps Financial#748 · 42 sh | 42 | $5.7K | — | New |
| 749 | Colonial / SC#749 · 42 sh | 42 | $5.7K | <0.01% | -22.2% |
| 750 | MANNING & NAPIER ADVISORS#750 · 42 sh | 42 | $5.5K | <0.01% | New |
| 751 | HighMark Wealth Management#751 · 40 sh | 40 | $5.5K | <0.01% | -20.0% |
| 752 | BARRETT & COMPANY#752 · 40 sh | 40 | $5.5K | — | +300.0% |
| 753 | FINANCIAL CONSULATE#753 · 39 sh | 39 | $5.3K | — | +5.4% |
| 754 | Creative Capital Management Investments#754 · 39 sh | 39 | $5.3K | <0.01% | New |
| 755 | HIGHLINE WEALTH PARTNERS#755 · 39 sh | 39 | $5.3K | — | 0.0% |
| 756 | AdvisorNet Financial#756 · 37 sh | 37 | $5.0K | — | +5.7% |
| 757 | MV CAPITAL MANAGEMENT#757 · 37 sh | 37 | $5.0K | <0.01% | +516.7% |
| 758 | BAYBAN#758 · 37 sh | 37 | $5.0K | <0.01% | 0.0% |
| 759 | HRT FINANCIAL#759 · 37,000 sh | 37,000 | $5.0K | 0.00% | -58.5% |
| 760 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#760 · 35 sh | 35 | $4.9K | 0.00% | -12.5% |
| 761 | Synergy Investment Management#761 · 34 sh | 34 | $4.7K | <0.01% | New |
| 762 | Signature Equity Partners#762 · 34 sh | 34 | $4.6K | <0.01% | New |
| 763 | Minot DeBlois Advisors#763 · 33 sh | 33 | $4.5K | <0.01% | New |
| 764 | Retirement Wealth Solutions#764 · 33 sh | 33 | $4.5K | — | New |
| 765 | Field & Main Bank#765 · 30 sh | 30 | $4.1K | <0.01% | 0.0% |
| 766 | Mosley Wealth Management#766 · 30 sh | 30 | $4.1K | — | +50.0% |
| 767 | IFS Advisors#767 · 30 sh | 30 | $4.1K | — | 0.0% |
| 768 | WHITTIER OF NEVADA#768 · 24 sh | 24 | $3.6K | <0.01% | New |
| 769 | EVOLUTION WEALTH MANAGEMENT#769 · 25 sh | 25 | $3.4K | <0.01% | New |
| 770 | Kingdom Financial Group#770 · 24 sh | 24 | $3.3K | <0.01% | 0.0% |
| 771 | Valued Wealth Advisors#771 · 23 sh | 23 | $3.1K | <0.01% | 0.0% |
| 772 | Bay Harbor Wealth Management#772 · 23 sh | 23 | $3.1K | <0.01% | +76.9% |
| 773 | MATHER GROUP#773 · 23 sh | 23 | $3.1K | — | 0.0% |
| 774 | Sankala Group#774 · 21 sh | 21 | $3.1K | <0.01% | New |
| 775 | Prestige Wealth Management Group#775 · 22 sh | 22 | $3.0K | <0.01% | New |
| 776 | Principia Wealth Advisory#776 · 22 sh | 22 | $3.0K | <0.01% | +57.1% |
| 777 | Rialto Wealth Management#777 · 21 sh | 21 | $2.9K | <0.01% | +50.0% |
| 778 | NVWM#778 · 21 sh | 21 | $2.9K | — | New |
| 779 | Game Plan Financial Advisors#779 · 20 sh | 20 | $2.7K | <0.01% | New |
| 780 | High Note Wealth#780 · 20 sh | 20 | $2.7K | <0.01% | -25.9% |
| 781 | DiNuzzo Private Wealth#781 · 20 sh | 20 | $2.7K | — | -4.8% |
| 782 | HFM Investment Advisors#782 · 19 sh | 19 | $2.6K | <0.01% | +533.3% |
| 783 | Anchor Investment Management#783 · 18 sh | 18 | $2.5K | <0.01% | New |
| 784 | SouthState Bank#784 · 16 sh | 16 | $2.2K | <0.01% | -15.8% |
| 785 | Financial Management Professionals#785 · 16 sh | 16 | $2.2K | — | 0.0% |
| 786 | Strategic Wealth Partners, Ltd.#786 · 16 sh | 16 | $2.2K | <0.01% | 0.0% |
| 787 | Cornerstone Financial Management#787 · 15 sh | 15 | $2.0K | <0.01% | -28.6% |
| 788 | Dunhill Financial#788 · 14 sh | 14 | $2.0K | <0.01% | 0.0% |
| 789 | Avion Wealth#789 · 16 sh | 16 | $2.0K | <0.01% | +23.1% |
| 790 | Cornerstone Planning Group#790 · 14 sh | 14 | $1.9K | — | 0.0% |
| 791 | Torren Management#791 · 13 sh | 13 | $1.8K | <0.01% | 0.0% |
| 792 | Silver Grove Financial Group#792 · 13 sh | 13 | $1.8K | <0.01% | New |
| 793 | Continuum Advisory#793 · 12 sh | 12 | $1.6K | <0.01% | New |
| 794 | Cape Investment Advisory#794 · 12 sh | 12 | $1.6K | — | New |
| 795 | Rossby Financial, LCC#795 · 11 sh | 11 | $1.5K | <0.01% | -97.8% |
| 796 | BERKSHIRE CAPITAL#796 · 10 sh | 10 | $1.4K | <0.01% | 0.0% |
| 797 | Quaker Wealth Management#797 · 8 sh | 8 | $1.1K | — | +60.0% |
| 798 | Physician Wealth Advisors#798 · 8 sh | 8 | $1.1K | — | 0.0% |
| 799 | LRI Investments#799 · 8 sh | 8 | $1.1K | <0.01% | New |
| 800 | CKW FINANCIAL GROUP#800 · 9 sh | 9 | $1.0K | <0.01% | 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.