Filing Research | OKTA - OKTA INC Institutional Holdings

Snapshot holdings

50 / 184 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	2.6MSH	$350.9M
2	DAVENPORT & Co LLC	Shares	807.5KSH	$110.2M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	448.7KSH	$61.2M
4	Barton Investment Management	Shares	214.3KSH	$29.2M
5	Assenagon Asset Management S.A.	Shares	186.6KSH	$25.5M
6	Robeco Institutional Asset Management B.V.	Shares	166.4KSH	$22.7M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	160.4KSH	$21.9M
8	BOURGEON CAPITAL MANAGEMENT LLC	Shares	150.6KSH	$20.5M
9	E. Ohman J:or Asset Management AB	Shares	146.2KSH	$19.9M
10	OFI INVEST ASSET MANAGEMENT	Shares	163.7KSH	$19.7M
11	CONGRESS ASSET MANAGEMENT CO	Shares	110.5KSH	$15.1M
12	a16z Perennial Management, L.P.	Shares	103.1KSH	$14.1M
13	Union Bancaire Privee, UBP SA	Shares	111.6KSH	$12.8M
14	ARDSLEY ADVISORY PARTNERS LP	Shares	76.5KSH	$10.4M
15	MEITAV INVESTMENT HOUSE LTD	Shares	67.8KSH	$9.2M
16	My Personal CFO, LLC	Shares	67.7KSH	$9.2M
17	Louisiana State Employees Retirement System	Shares	49.1KSH	$6.7M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	46.8KSH	$6.4M
19	GATEWAY INVESTMENT ADVISERS LLC	Shares	46.0KSH	$6.3M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	40.1KSH	$5.5M
21	IFM Investors Pty Ltd	Shares	37.8KSH	$5.2M
22	GFG Capital, LLC	Shares	34.0KSH	$4.6M
23	Linden Thomas Advisory Services, LLC	Shares	32.4KSH	$4.4M
24	Selective Wealth Management, Inc.	Shares	29.6KSH	$4.4M
25	Police & Firemen's Retirement System of New Jersey	Shares	24.9KSH	$3.4M
26	Gradient Investments LLC	Shares	23.5KSH	$3.2M
27	Altrafin AG	Shares	22.0KSH	$3.0M
28	PensionDanmark Pensionsforsikringsaktieselskab	Shares	20.5KSH	$2.8M
29	Mirae Asset Global Investments Co., Ltd.	Shares	18.3KSH	$2.5M
30	Avory & Company, LLC	Shares	16.8KSH	$2.3M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.3KSH	$2.3M
32	Ballentine Partners, LLC	Shares	16.0KSH	$2.2M
33	Rare Wolf Capital LLC	Shares	15.7KSH	$2.1M
34	Mediolanum International Funds Ltd	Shares	16.2KSH	$2.1M
35	Citrine Capital LLC	Shares	15.4KSH	$2.1M
36	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	14.2KSH	$1.9M
37	SECURIAN ASSET MANAGEMENT, INC	Shares	12.4KSH	$1.8M
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	13.5KSH	$1.8M
39	Prospera Financial Services Inc	Shares	13.4KSH	$1.8M
40	Diversified Trust Co	Shares	12.8KSH	$1.8M
41	Crossmark Global Holdings, Inc.	Shares	10.5KSH	$1.4M
42	COURIER CAPITAL LLC	Shares	9.3KSH	$1.3M
43	Hennion & Walsh Asset Management, Inc.	Shares	9.2KSH	$1.3M
44	WINCAP FINANCIAL LLC	Shares	9.2KSH	$1.3M
45	STABLEFORD CAPITAL II LLC	Shares	9.0KSH	$1.2M
46	ABN AMRO INVESTMENT SOLUTIONS	Shares	9.0KSH	$1.2M
47	Donor Advised Charitable Giving, Inc.	Shares	8.8KSH	$1.2M
48	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	7.8KSH	$1.1M
49	QRG CAPITAL MANAGEMENT, INC.	Shares	7.5KSH	$1.0M
50	Merit Financial Group, LLC	Shares	7.2KSH	$985.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 206 loaded

#		Instrument
1	Swedbank AB added	Shares	+354.7K	+$176.4M	$350.9M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+448.7K	+$61.2M	$61.2M
3	DAVENPORT & Co LLC trimmed	Shares	-82.6K	+$40.1M	$110.2M
4	E. Ohman J:or Asset Management AB added	Shares	+140.3K	+$19.5M	$19.9M
5	Robeco Institutional Asset Management B.V. added	Shares	+70.6K	+$15.2M	$22.7M
6	Assenagon Asset Management S.A. added	Shares	+45.5K	+$14.4M	$25.5M
7	Barton Investment Management trimmed	Shares	-12.3K	+$11.4M	$29.2M
8	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+22.9K	+$11.1M	$21.9M
9	MEITAV INVESTMENT HOUSE LTD new	Shares	+67.8K	+$9.2M	$9.2M
10	BOURGEON CAPITAL MANAGEMENT LLC added	Shares	+1.3K	+$8.8M	$20.5M
11	CONGRESS ASSET MANAGEMENT CO added	Shares	+9.2K	+$7.1M	$15.1M
12	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+46.0K	+$6.3M	$6.3M
13	ARDSLEY ADVISORY PARTNERS LP added	Shares	+8.9K	+$5.1M	$10.4M
14	Union Bancaire Privee, UBP SA trimmed	Shares	-16.6K	+$4.3M	$12.8M
15	Louisiana State Employees Retirement System unchanged	Shares	0	+$2.8M	$6.7M
16	IFM Investors Pty Ltd added	Shares	+5.7K	+$2.6M	$5.2M
17	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.5K	+$2.4M	$6.4M
18	Altrafin AG added	Shares	+13.0K	+$2.3M	$3.0M
19	GFG Capital, LLC added	Shares	+3.6K	+$2.2M	$4.6M
20	Selective Wealth Management, Inc. trimmed	Shares	-393	+$2.1M	$4.4M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.3K	+$2.1M	$5.5M
22	Citrine Capital LLC new	Shares	+15.4K	+$2.1M	$2.1M
23	Linden Thomas Advisory Services, LLC added	Shares	+911	+$1.9M	$4.4M
24	Rare Wolf Capital LLC added	Shares	+9.6K	+$1.7M	$2.1M
25	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.9K	+$1.6M	$2.8M
26	Gradient Investments LLC added	Shares	+598	+$1.4M	$3.2M
27	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-426	+$1.4M	$3.4M
28	WINCAP FINANCIAL LLC new	Shares	+9.2K	+$1.3M	$1.3M
29	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.3K	+$1.2M	$2.5M
30	STABLEFORD CAPITAL II LLC new	Shares	+9.0K	+$1.2M	$1.2M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.5K	+$1.2M	$2.3M
32	QRG CAPITAL MANAGEMENT, INC. new	Shares	+7.5K	+$1.0M	$1.0M
33	Ballentine Partners, LLC added	Shares	+223	+$941.1K	$2.2M
34	Prospera Financial Services Inc added	Shares	+1.2K	+$866.4K	$1.8M
35	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-126	+$863.5K	$1.8M
36	Connective Portfolio Management, LLC new	Shares	+6.0K	+$818.7K	$818.7K
37	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$817.9K	$1.9M
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$779.4K	$1.8M
39	Apollon Wealth Management, LLC new	Shares	+5.6K	+$767.7K	$767.7K
40	Fideuram Asset Management (Ireland) dac new	Shares	+6.2K	+$729.9K	$729.9K
41	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+2.5K	+$717.0K	$1.2M
42	Avory & Company, LLC trimmed	Shares	-3.4K	+$700.4K	$2.3M
43	Diversified Trust Co trimmed	Shares	-841	+$675.3K	$1.8M
44	GK Wealth Management LLC new	Shares	+4.7K	+$639.4K	$639.4K
45	Crossmark Global Holdings, Inc. added	Shares	+88	+$610.6K	$1.4M
46	Sivia Capital Partners, LLC added	Shares	+2.9K	+$574.5K	$821.2K
47	COURIER CAPITAL LLC added	Shares	+128	+$548.6K	$1.3M
48	Hennion & Walsh Asset Management, Inc. added	Shares	+167	+$546.7K	$1.3M
49	China Universal Asset Management Co., Ltd. new	Shares	+4.0K	+$545.8K	$545.8K
50	Donor Advised Charitable Giving, Inc. unchanged	Shares	0	+$506.7K	$1.2M

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