# OKTA INC (OKTA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OKTA/

- Reporting holders: 27
- Reported value: $68.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $26.0M | 124,200 | 4.8% | 21 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $22.5M | 107,653 | 0.1% | 9 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.2M | 24,634 | 0.1% | 3 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $4.4M | 20,916 | 0.1% | 1 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $2.0M | 9,460 | 1.7% | 1 |
| [Eleva Capital SAS](https://holderbook.com/funds/2054496-eleva-capital-sas/) | $1.8M | 8,843 | 1.6% | 1 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.8M | 8,816 | 0.6% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $950.8K | 4,547 | 0.0% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $772.7K | 3,695 | 0.1% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $699.3K | 3,344 | 0.0% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $529.3K | 2,531 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $505.2K | 2,416 | 0.0% | 9 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $365.9K | 1,750 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $260.3K | 1,182 | 0.0% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $259.7K | 1,242 | 0.0% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $258.3K | 1,235 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $201.8K | 965 | 0.1% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $183.0K | 875 | 0.1% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $117.7K | 563 | 0.0% | 17 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $62.9K | 301 | 0.0% | 32 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $29.5K | 141 | 0.0% | 5 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $25.7K | 123 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $24.3K | 116 | 0.0% | 2 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $10.6K | 50,845 | 0.1% | 11 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $8.4K | 40 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $68.9M |
| Q2 2026 | 836 | $28.6B |
| Q1 2026 | 738 | $13.7B |
| Q4 2025 | 744 | $14.5B |
| Q3 2025 | 757 | $15.6B |
| Q2 2025 | 760 | $17.0B |
| Q1 2025 | 747 | $17.1B |
| Q4 2024 | 671 | $12.2B |
| Q3 2024 | 640 | $11.3B |
| Q2 2024 | 646 | $14.0B |
| Q1 2024 | 662 | $15.5B |
| Q4 2023 | 629 | $13.6B |