OKTA INC
CUSIP 679295AD7
Okta Inc has 42 institutional holders in Filings Flow’s 13F database, together reporting 858.12M shares worth $634M as of Q4 2022. The largest reported holders are D. E. Shaw & Co., Inc., Millennium Management LLC, and Franklin Resources Inc.
Institutional Holders
42
Q4 2022
Reported Value
$634M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Chicago Capital Management, LLC$121M AUM | 2.19% | $3M | 3.0K | Q2 2025 |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.84% | $18M | 17.72M | Q2 2025 |
| Fort Baker Capital Management LP$1.3B AUM | 0.71% | $4M | 4.60M | Q4 2024OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.54% | $43M | 43.14M | Q2 2025 |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.44% | $991,427 | 1.00M | Q2 2025 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.44% | $14M | 13.79M | Q2 2025 |
| Radcliffe Capital Management, L.P.$1.3B AUM | 0.38% | $5M | 5.02M | Q2 2025 |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.35% | $20M | 20.24M | Q2 2025 |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.22% | $8M | 7.85M | Q2 2025 |
| BERKLEY W R CORP$1.9B AUM | 0.21% | $4M | 3.98M | Q2 2025 |
| CSS LLC/IL$2.1B AUM | 0.16% | $3M | 3.38M | Q2 2025 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 0.15% | $130,680 | 132.0K | Q2 2025 |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.14% | $4M | 4.50M | Q4 2024OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.13% | $4M | 4.00M | Q4 2024OLDER |
| TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM | 0.09% | $7M | 7.02M | Q2 2025 |
| Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM | 0.09% | $3M | 3.46M | Q4 2024OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.09% | $979,027 | 1.00M | Q1 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.09% | $22M | 22.50M | Q2 2025 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.05% | $77M | 78.09M | Q2 2025 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.05% | $33,423 | 33.59M | Q2 2025 |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $10M | 10.11M | Q4 2024OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $53M | 53.21M | Q2 2025 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.02% | $4,954 | 5.00M | Q2 2025 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $53M | 53.00M | Q2 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $9M | 9.50M | Q2 2025 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 6.22M | Q2 2025 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.01% | $47,520 | 48.0K | Q2 2025 |
| Fox Hill Wealth Management$208M AUM | 0.01% | $12,789 | 13.0K | Q2 2025 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $5M | 5.00M | Q2 2025 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $1,965 | 2.00M | Q2 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $2M | 1.82M | Q2 2025 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $146,303 | 152.0K | Q4 2024OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.00% | $12,870 | 13.0K | Q2 2025 |
| Austin Asset Management Co Inc$608M AUM | 0.00% | $10,702 | 11.0K | Q1 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 4.55M | Q2 2025 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 1.15M | Q2 2025 |
| Argent Trust Co$2.9B AUM | 0.00% | $47,520 | 48.0K | Q2 2025 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.00% | $35,640 | 36.0K | Q2 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $168,300 | 170.0K | Q2 2025 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 12.73M | Q2 2025 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $302,940 | 306.0K | Q2 2025 |
| STATE STREET CORP$2.90T AUM | 0.00% | $9M | 9.21M | Q2 2025 |
| CITIGROUP INC$234.5B AUM | 0.00% | $463,320 | 468.0K | Q2 2025 |
| FMR LLC$1.90T AUM | 0.00% | $4M | 3.54M | Q2 2025 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $315,142 | 318.0K | Q2 2025 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 2.06M | Q2 2025 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $212 | 219.0K | Q4 2024OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $89,582 | 94.0K | Q3 2024OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $142,950 | 150.0K | Q3 2024OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $190,822 | 200.0K | Q3 2024OLDER |
| Amundi$367.1B AUM | 0.00% | $99,000 | 100.0K | Q2 2025 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $49,620 | 50.0K | Q2 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8,658 | 9.0K | Q4 2024OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $14,756 | 15.0K | Q2 2025 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13,860 | 14.0K | Q2 2025 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $34,254 | 34.6K | Q2 2025 |
| UBS Group AG$666.3B AUM | 0.00% | $5,940 | 6.0K | Q2 2025 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.