Who Owns OKTA INC (OKTA)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $56.3M of OKTA INC (OKTA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($25.5M), CONGRESS ASSET MANAGEMENT CO ($15.1M), Gradient Investments LLC ($3.2M), PensionDanmark Pensionsforsikringsaktieselskab ($2.8M), Polianta Ltd ($1.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Assenagon Asset Management S.A.$25.5M186,635Added
2CONGRESS ASSET MANAGEMENT CO$15.1M110,463Added
3Gradient Investments LLC$3.2M23,481Added
4PensionDanmark Pensionsforsikringsaktieselskab$2.8M20,492New
5Polianta Ltd$1.9M13,700New
6FNY Investment Advisers, LLC$1.3M9,501Trimmed
7Hennion & Walsh Asset Management, Inc.$1.3M9,241Added
8STABLEFORD CAPITAL II LLC$1.2M9,025New
9Evanson Financial, LLC$851,9946,244New
10Connective Portfolio Management, LLC$818,7006,000New
11GK Wealth Management LLC$639,4054,686New
12GAMMA Investing LLC$537,0673,936Added
13CX Institutional$359,0002,633Added
14INSPIRION WEALTH ADVISORS, LLC$247,2101,760New
15Valeo Financial Advisors, LLC$213,2711,563New
16Central Pacific Bank - Trust Division$117,347860Hold
17ELEVATION WEALTH PARTNERS, LLC$116,256852Added
18Versant Capital Management, Inc$68,634503Trimmed
19BEACON INVESTMENT ADVISORY SERVICES, INC.$42,300310Hold
20MassMutual Private Wealth & Trust, FSB$40,389296Added
21THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$13,645100New
22CoreCap Advisors, LLC$7,23253Trimmed
23Retirement Wealth Solutions LLC$4,50333New
24Cedar Mountain Advisors, LLC$6825Hold
25Beaird Harris Wealth Management, LLC$4183Hold

Source: SEC Form 13F filings · as of 2026-06-30