Okta, Inc. (OKTA) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Okta, Inc. (NASDAQ:OKTA) is held by 19 institutional firms.

• The collective stake of institutional investors in Okta moved to 0.3% in December 2025, a shift down from the 83.7% reported for September 2025.
• The company experienced a 43.03% quarterly change in institutional shares held, alongside an unavailable change in total owners annually.
• A review of institutional activity for Okta shows 9 of 19 filers increasing their positions, while 8 reduced their stake, and 2 remained unchanged.
• The aggregate institutional position in Okta now stands at 553.12K shares as of December 2025, after investors increased their holdings (up by 166.40K shares quarter on quarter which is down 137.86Mn shares year over year).
• With 157.40K shares, Union Bancaire Privee, UBP SA commands the largest institutional position in Okta as of December 31, 2025, equating to 0.09% of the company.
• Among the most significant buyers of Okta during December 2025 were Assenagon Asset Management S.A. (99.21K), Union Bancaire Privee, UBP SA (56.00K), CONGRESS ASSET MANAGEMENT CO (18.32K), Diversified Trust Co (2.84K), Board of the Pension Protection Fund (600).
• Leading sellers of Okta stock in December 2025 included SG Americas Securities, LLC (7.83K), NORDEA INVESTMENT MANAGEMENT AB (1.38K), True Wealth Design, LLC (835), Versant Capital Management, Inc (691), Central Pacific Bank - Trust Division (260).
• The top 10 institutional holders of Okta for the quarter ending December 2025 included Union Bancaire Privee, UBP SA (157.40K), Assenagon Asset Management S.A. (142.88K), CONGRESS ASSET MANAGEMENT CO (98.06K), SG Americas Securities, LLC (52.91K), NORDEA INVESTMENT MANAGEMENT AB (34.67K), Occidental Asset Management, LLC (33.11K), Diversified Trust Co (13.28K), Gilbert & Cook, Inc. (7.36K), GK Wealth Management LLC (5.45K), INSPIRION WEALTH ADVISORS, LLC (3.01K).