Okta Inc

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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D. E. Shaw & Co., Inc.

UNCHANGED

Shares78,093,000 from 78,093,000

Change0 (0%)

Value$77.5M (+$919.8K)

Filed 2025-08-14

Millennium Management LLC

INCREASED

Shares53,210,000 from 3,710,000

Change+49,500,000 (+1334%)

Value$52.8M (+$49.2M)

Filed 2025-08-14

Franklin Resources Inc

DECREASED

Shares53,000,000 from 67,500,000

Change-14,500,000 (-21%)

Value$52.7M (-$13.7M)

Filed 2025-08-12

Soros Fund Management LLC

DECREASED

Shares43,136,000 from 79,136,000

Change-36,000,000 (-45%)

Value$42.8M (-$34.8M)

Filed 2025-08-14

Lazard Asset Management LLC

INCREASED

Shares33,591,000 from 29,786,000

Change+3,805,000 (+13%)

Value$33.4K (+$4.1K)

Filed 2025-08-14

Calamos Advisors LLC

UNCHANGED

Shares22,500,000 from 22,500,000

Change0 (0%)

Value$22.3M (+$184.7K)

Filed 2025-08-08

Lord, Abbett & Co. LLC

DECREASED

Shares20,459,000 from 46,442,000

Change-25,983,000 (-56%)

Value$20.3K (-$25.3K)

Filed 2025-08-14

Oaktree Capital Management LP

INCREASED

Shares20,241,000 from 3,283,000

Change+16,958,000 (+517%)

Value$20.1M (+$16.9M)

Filed 2025-08-13

Osterweis Capital Management Inc

UNCHANGED

Shares17,721,000 from 17,721,000

Change0 (0%)

Value$17.6M (+$203.8K)

Filed 2025-08-14

Mackay Shields LLC

UNCHANGED

Shares13,787,000 from 13,787,000

Change0 (0%)

Value$13.7M (+$158.6K)

Filed 2025-07-24

JPMorgan Chase & Co

DECREASED

Shares12,731,000 from 24,077,000

Change-11,346,000 (-47%)

Value$12.6M (-$10.9M)

Filed 2025-08-12

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

UNCHANGED

Shares9,500,000 from 9,500,000

Change0 (0%)

Value$9.3M (+$102.5K)

Filed 2025-08-14

State Street Corp

DECREASED

Shares9,210,000 from 9,710,000

Change-500,000 (-5%)

Value$9.1M (-$389.0K)

Filed 2025-08-14

Palisade Capital Management, LP

UNCHANGED

Shares7,850,000 from 7,850,000

Change0 (0%)

Value$7.8M (+$84.8K)

Filed 2025-08-14

Tenor Capital Management Co., L.P.

UNCHANGED

Shares7,021,000 from 7,021,000

Change0 (0%)

Value$7.0M (+$68.0K)

Filed 2025-08-14

Truist Financial Corp

NEW

Shares6,221,000

Change+6,221,000

Value$6.2M

Filed 2025-07-18

Radcliffe Capital Management, L.P.

NEW

Shares5,019,000

Change+5,019,000

Value$5.0M

Filed 2025-08-14

Daiwa Securities Group Inc.

NEW

Shares5,000,000

Change+5,000,000

Value$5.0K

Filed 2025-08-14

Voya Investment Management LLC

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$5.0M (+$57.5K)

Filed 2025-08-14

Bank of Montreal

INCREASED

Shares4,553,000 from 577,000

Change+3,976,000 (+689%)

Value$4.5M (+$4.0M)

Filed 2025-08-05

Berkley W R Corp

NEW

Shares3,977,000

Change+3,977,000

Value$3.9M

Filed 2025-08-14

FMR LLC

UNCHANGED

Shares3,540,000 from 3,540,000

Change0 (0%)

Value$3.5M (+$40.7K)

Filed 2025-08-14

CSS LLC

NEW

Shares3,385,000

Change+3,385,000

Value$3.4M

Filed 2025-08-14

Morgan Stanley

DECREASED

Shares2,056,000 from 7,973,000

Change-5,917,000 (-74%)

Value$2.0M (-$5.8M)

Filed 2025-08-14

BNP Paribas Asset Management Holding S.A.

UNCHANGED

Shares2,000,000 from 2,000,000

Change0 (0%)

Value$2.0K (+$19)

Filed 2025-08-06

Capstone Investment Advisors, LLC

UNCHANGED

Shares1,822,000 from 1,822,000

Change0 (0%)

Value$1.8M (+$21.0K)

Filed 2025-08-14

Universal- Beteiligungs- und Servicegesellschaft mbH

DECREASED

Shares1,150,000 from 1,596,000

Change-446,000 (-28%)

Value$1.1M (-$428.6K)

Filed 2025-08-11

Ewing Morris & Co. Investment Partners Ltd.

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$991.4K (-$424.0K)

Filed 2025-08-15

Citigroup Inc

INCREASED

Shares468,000 from 356,000

Change+112,000 (+31%)

Value$463.3K (+$115.0K)

Filed 2025-08-11

BNP Paribas Financial Markets

DECREASED

Shares318,000 from 3,064,000

Change-2,746,000 (-90%)

Value$315.1K (-$2.7M)

Filed 2025-08-14

SEI Investments Co

UNCHANGED

Shares306,000 from 306,000

Change0 (0%)

Value$302.9K (+$3.5K)

Filed 2025-08-14

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

NEW

Shares170,000

Change+170,000

Value$168.3K

Filed 2025-08-08

Graham Capital Wealth Management, LLC

DECREASED

Shares132,000 from 137,000

Change-5,000 (-4%)

Value$130.7K (-$3.4K)

Filed 2025-08-12

Amundi

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$99.0K (+$1.3K)

Filed 2025-08-13

Wells Fargo & Company

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$49.6K (+$653)

Filed 2025-08-14

Argent Trust Co

UNCHANGED

Shares48,000 from 48,000

Change0 (0%)

Value$47.5K (+$552)

Filed 2025-08-12

180 Wealth Advisors, LLC

UNCHANGED

Shares48,000 from 48,000

Change0 (0%)

Value$47.5K (+$552)

Filed 2025-07-31

Stonegate Investment Group, LLC

DECREASED

Shares36,000 from 63,000

Change-27,000 (-43%)

Value$35.6K (-$26.0K)

Filed 2025-07-23

Bank of America Corp

DECREASED

Shares34,600 from 2,050,600

Change-2,016,000 (-98%)

Value$34.3K (-$2.0M)

Filed 2025-08-14

LPL Financial LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$14.8K (+$162)

Filed 2025-08-12

Raymond James Financial Inc

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$13.9K (+$160)

Filed 2025-08-14

Fox Hill Wealth Management

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$12.8K (+$141)

Filed 2025-07-07

PBMares Wealth Management LLC

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$12.9K (+$149)

Filed 2025-07-18

Oaktree Fund Advisors, LLC

NEW

Shares10,000

Change+10,000

Value$10.0K

Filed 2025-08-13

UBS Group AG

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$5.9K (+$69)

Filed 2025-08-14

Chicago Capital Management, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$3.0M (+$40.7K)

Filed 2025-08-07

BlackRock, Inc.

CLOSED

Shares0 from 5,820,000

Change-5,820,000 (-100%)

Value$0 (-$5.7M)

Filed 2025-08-12

LGT Fund Management Co Ltd.

CLOSED

Shares0 from 1,000,000

Change-1,000,000 (-100%)

Value$0 (-$979.0K)

Filed 2025-07-22

Austin Asset Management Co Inc

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$10.7K)

Filed 2025-07-23

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

	Status
D. E. Shaw & Co., Inc.	UNCHANGED	78,093,000	78,093,000	0	0%	$76.6M	$77.5M	+$919.8K	2025-08-14
Millennium Management LLC	INCREASED	53,210,000	3,710,000	+49,500,000	+1334%	$3.6M	$52.8M	+$49.2M	2025-08-14
Franklin Resources Inc	DECREASED	53,000,000	67,500,000	-14,500,000	-21%	$66.4M	$52.7M	-$13.7M	2025-08-12
Soros Fund Management LLC	DECREASED	43,136,000	79,136,000	-36,000,000	-45%	$77.6M	$42.8M	-$34.8M	2025-08-14
Lazard Asset Management LLC	INCREASED	33,591,000	29,786,000	+3,805,000	+13%	$29.3K	$33.4K	+$4.1K	2025-08-14
Calamos Advisors LLC	UNCHANGED	22,500,000	22,500,000	0	0%	$22.1M	$22.3M	+$184.7K	2025-08-08
Lord, Abbett & Co. LLC	DECREASED	20,459,000	46,442,000	-25,983,000	-56%	$45.6K	$20.3K	-$25.3K	2025-08-14
Oaktree Capital Management LP	INCREASED	20,241,000	3,283,000	+16,958,000	+517%	$3.2M	$20.1M	+$16.9M	2025-08-13
Osterweis Capital Management Inc	UNCHANGED	17,721,000	17,721,000	0	0%	$17.4M	$17.6M	+$203.8K	2025-08-14
Mackay Shields LLC	UNCHANGED	13,787,000	13,787,000	0	0%	$13.6M	$13.7M	+$158.6K	2025-07-24
JPMorgan Chase & Co	DECREASED	12,731,000	24,077,000	-11,346,000	-47%	$23.6M	$12.6M	-$10.9M	2025-08-12
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	UNCHANGED	9,500,000	9,500,000	0	0%	$9.2M	$9.3M	+$102.5K	2025-08-14
State Street Corp	DECREASED	9,210,000	9,710,000	-500,000	-5%	$9.5M	$9.1M	-$389.0K	2025-08-14
Palisade Capital Management, LP	UNCHANGED	7,850,000	7,850,000	0	0%	$7.7M	$7.8M	+$84.8K	2025-08-14
Tenor Capital Management Co., L.P.	UNCHANGED	7,021,000	7,021,000	0	0%	$6.9M	$7.0M	+$68.0K	2025-08-14
Truist Financial Corp	NEW	6,221,000	—	+6,221,000	—	—	$6.2M	—	2025-07-18
Radcliffe Capital Management, L.P.	NEW	5,019,000	—	+5,019,000	—	—	$5.0M	—	2025-08-14
Daiwa Securities Group Inc.	NEW	5,000,000	—	+5,000,000	—	—	$5.0K	—	2025-08-14
Voya Investment Management LLC	UNCHANGED	5,000,000	5,000,000	0	0%	$4.9M	$5.0M	+$57.5K	2025-08-14
Bank of Montreal	INCREASED	4,553,000	577,000	+3,976,000	+689%	$565.1K	$4.5M	+$4.0M	2025-08-05
Berkley W R Corp	NEW	3,977,000	—	+3,977,000	—	—	$3.9M	—	2025-08-14
FMR LLC	UNCHANGED	3,540,000	3,540,000	0	0%	$3.5M	$3.5M	+$40.7K	2025-08-14
CSS LLC	NEW	3,385,000	—	+3,385,000	—	—	$3.4M	—	2025-08-14
Morgan Stanley	DECREASED	2,056,000	7,973,000	-5,917,000	-74%	$7.8M	$2.0M	-$5.8M	2025-08-14
BNP Paribas Asset Management Holding S.A.	UNCHANGED	2,000,000	2,000,000	0	0%	$1.9K	$2.0K	+$19	2025-08-06
Capstone Investment Advisors, LLC	UNCHANGED	1,822,000	1,822,000	0	0%	$1.8M	$1.8M	+$21.0K	2025-08-14
Universal- Beteiligungs- und Servicegesellschaft mbH	DECREASED	1,150,000	1,596,000	-446,000	-28%	$1.6M	$1.1M	-$428.6K	2025-08-11
Ewing Morris & Co. Investment Partners Ltd.	UNCHANGED	1,000,000	1,000,000	0	0%	$1.4M	$991.4K	-$424.0K	2025-08-15
Citigroup Inc	INCREASED	468,000	356,000	+112,000	+31%	$348.3K	$463.3K	+$115.0K	2025-08-11
BNP Paribas Financial Markets	DECREASED	318,000	3,064,000	-2,746,000	-90%	$3.0M	$315.1K	-$2.7M	2025-08-14
SEI Investments Co	UNCHANGED	306,000	306,000	0	0%	$299.4K	$302.9K	+$3.5K	2025-08-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	NEW	170,000	—	+170,000	—	—	$168.3K	—	2025-08-08
Graham Capital Wealth Management, LLC	DECREASED	132,000	137,000	-5,000	-4%	$134.1K	$130.7K	-$3.4K	2025-08-12
Amundi	UNCHANGED	100,000	100,000	0	0%	$97.8K	$99.0K	+$1.3K	2025-08-13
Wells Fargo & Company	UNCHANGED	50,000	50,000	0	0%	$49.0K	$49.6K	+$653	2025-08-14
Argent Trust Co	UNCHANGED	48,000	48,000	0	0%	$47.0K	$47.5K	+$552	2025-08-12
180 Wealth Advisors, LLC	UNCHANGED	48,000	48,000	0	0%	$47.0K	$47.5K	+$552	2025-07-31
Stonegate Investment Group, LLC	DECREASED	36,000	63,000	-27,000	-43%	$61.6K	$35.6K	-$26.0K	2025-07-23
Bank of America Corp	DECREASED	34,600	2,050,600	-2,016,000	-98%	$2.0M	$34.3K	-$2.0M	2025-08-14
LPL Financial LLC	UNCHANGED	15,000	15,000	0	0%	$14.6K	$14.8K	+$162	2025-08-12
Raymond James Financial Inc	UNCHANGED	14,000	14,000	0	0%	$13.7K	$13.9K	+$160	2025-08-14
Fox Hill Wealth Management	UNCHANGED	13,000	13,000	0	0%	$12.6K	$12.8K	+$141	2025-07-07
PBMares Wealth Management LLC	UNCHANGED	13,000	13,000	0	0%	$12.7K	$12.9K	+$149	2025-07-18
Oaktree Fund Advisors, LLC	NEW	10,000	—	+10,000	—	—	$10.0K	—	2025-08-13
UBS Group AG	UNCHANGED	6,000	6,000	0	0%	$5.9K	$5.9K	+$69	2025-08-14
Chicago Capital Management, LLC	UNCHANGED	3,000	3,000	0	0%	$2.9M	$3.0M	+$40.7K	2025-08-07
BlackRock, Inc.	CLOSED	0	5,820,000	-5,820,000	-100%	$5.7M	$0	-$5.7M	2025-08-12
LGT Fund Management Co Ltd.	CLOSED	0	1,000,000	-1,000,000	-100%	$979.0K	$0	-$979.0K	2025-07-22
Austin Asset Management Co Inc	CLOSED	0	11,000	-11,000	-100%	$10.7K	$0	-$10.7K	2025-07-23
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-08-12

Showing 50 of 50 institutions