Public record / Tickers / OKTA

OKTA — Okta, Inc.

Both disclosure regimes on one name: who in Congress filed about OKTA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
10
all PTR rows naming OKTA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Ashley Moody · $50.0K–$100K

Sale · traded 2025-01-21 → filed 2025-02-21. Ranked over every OKTA row by the provable lower bound, never a point estimate.

No member disclosed OKTA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

9 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OKTA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OKTA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 09-12 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-06-23Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-29 +25d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 05-09 +31d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in OKTA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed OKTA in the trailing 12 months.

Congress ↔ notable managers · OKTA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $9.8M held
Trimming
1 Bridgewater Associates $3.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OKTA INC

Merged timeline of congressional filings and notable-manager moves on OKTA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+42,898 sh
2026-05-15Bridgewater Associates 13Ftrim−173,379 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of OKTA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2FMR LLC$893M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$727M1
4VANGUARD CAPITAL MANAGEMENT LLC$597M1
5STATE STREET CORP$481M1
6FIRST TRUST ADVISORS LP$330M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$296M1
8Allspring Global Investments Holdings, LLC$281M1
9CITADEL ADVISORS LLC$268M1
10UBS Group AG$268M1
11GEODE CAPITAL MANAGEMENT, LLC$266M1
12AMERICAN CENTURY COMPANIES INC$241M1
13Point72 Asset Management, L.P.$218M1
14Pictet Asset Management Holding SA$196M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$195M1
16Swedbank AB$174M1
17MORGAN STANLEY$146M1
18WELLINGTON MANAGEMENT GROUP LLP$141M1
19PRIMECAP MANAGEMENT CO/CA/$135M1
20NORTHERN TRUST CORP$129M1
21BANK OF AMERICA CORP /DE/$118M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$113M1
23MILLENNIUM MANAGEMENT LLC$111M1
24Champlain Investment Partners, LLC$106M1
25Bank of New York Mellon Corp$103M1
26DIMENSIONAL FUND ADVISORS LP$98.3M1
27Alyeska Investment Group, L.P.$87.5M1
28Greenvale Capital LLP$86.6M1
29VOYA INVESTMENT MANAGEMENT LLC$84.5M1
30VANGUARD FIDUCIARY TRUST CO$83.5M1
31Legal & General Group Plc$73.8M1
32Optimus Prime Fund Management Co., Ltd.$71.6M1
33DAVENPORT & Co LLC$70.1M1
34MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$69.6M1
35BALYASNY ASSET MANAGEMENT L.P.$65.5M1
36Senvest Management, LLC$65.4M1
37RAYMOND JAMES FINANCIAL INC$65.3M1
38Quantinno Capital Management LP$58.7M1
39US BANCORP \DE\$57.9M1
40WELLS FARGO & COMPANY/MN$56.4M1
41Ensign Peak Advisors, Inc$51.7M1
42STOREBRAND ASSET MANAGEMENT AS$48.2M1
43Amundi$48.0M1
44FEDERATED HERMES, INC.$44.5M1
45ShawSpring Partners LLC$44.5M1
46CANADA PENSION PLAN INVESTMENT BOARD$44.2M1
47Woodline Partners LP$44.1M1
48Invesco Ltd.$42.5M1
49ALLIANCEBERNSTEIN L.P.$41.6M1
50Capital World Investors$39.4M1
51Swiss National Bank$39.1M1
52Stephens Investment Management Group LLC$34.9M1
53DEUTSCHE BANK AG\$31.4M1
54SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.4M1
55PRINCIPAL FINANCIAL GROUP INC$29.9M1
56Smith Group Asset Management, LLC$29.7M1
57Nuveen, LLC$28.9M1
58SEI INVESTMENTS CO$28.8M1
59Vident Advisory, LLC$26.5M1
60a16z Perennial Management, L.P.$26.4M1
61JUPITER ASSET MANAGEMENT LTD$26.1M1
62SCHRODER INVESTMENT MANAGEMENT GROUP$25.3M1
63HSBC HOLDINGS PLC$24.1M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.0M1
65VANGUARD ASSET MANAGEMENT, Ltd$22.5M1
66JANE STREET GROUP, LLC$22.5M1
67ROYAL BANK OF CANADA$22.3M1
68Retirement Systems of Alabama$21.3M1
69OFI INVEST ASSET MANAGEMENT$20.9M1
70Freestone Grove Partners LP$19.2M1
71Engineers Gate Manager LP$18.1M1
72NOMURA ASSET MANAGEMENT CO LTD$18.0M1
73Barton Investment Management$17.8M1
74Sea Cliff Partners Management, LP$17.3M1
75Summit Trail Advisors, LLC$17.3M1
76CITIGROUP INC$17.0M1
77Focus Partners Wealth$16.5M1
78ENVESTNET ASSET MANAGEMENT INC$16.4M1
79Asset Management One Co., Ltd.$15.9M1
80Graham Capital Management, L.P.$15.8M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$15.2M1
82ALTRINSIC GLOBAL ADVISORS LLC$14.8M1
83Mitsubishi UFJ Asset Management Co., Ltd.$13.9M1
84Sellaronda Global Management LP$13.4M1
85Verition Fund Management LLC$13.3M1
86Empowered Funds, LLC$13.2M1
87SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$13.0M1
88CIBC Bancorp USA Inc.$12.8M1
89Corient Private Wealth LLC$12.0M1
90Korea Investment CORP$11.9M1
91BOURGEON CAPITAL MANAGEMENT LLC$11.8M1
92Man Group plc$11.7M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$11.6M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.5M1
95AVIVA PLC$11.2M1
96Assenagon Asset Management S.A.$11.1M1
97Rockefeller Capital Management L.P.$10.8M1
98Vontobel Holding Ltd.$10.7M1
99CloudAlpha Capital Management Limited/Hong Kong$10.5M1
100FRONTIER CAPITAL MANAGEMENT CO LLC$10.4M1
101RPG Investment Advisory, LLC$10.4M1
102Freestone Capital Holdings, LLC$10.4M1
103Oribel Capital Management, LP$10.3M1
104Gotham Asset Management, LLC$9.8M1
105Paragon Capital Management Ltd$9.8M1
106LPL Financial LLC$9.7M1
107Aberdeen Group plc$9.6M1
108ExodusPoint Capital Management, LP$9.6M1
109BNP Paribas Asset Management Holding S.A.$9.6M1
110APG Asset Management N.V.$8.9M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.9M1
112My Personal CFO, LLC$8.8M1
113Tredje AP-fonden$8.7M1
114Union Bancaire Privee, UBP SA$8.5M1
115Beacon Pointe Advisors, LLC$8.4M1
116KLP KAPITALFORVALTNING AS$8.2M1
117Walleye Trading LLC$8.2M1
118Robeco Institutional Asset Management B.V.$7.5M1
119Vinva Investment Management Ltd$7.4M1
120NEW YORK STATE COMMON RETIREMENT FUND$7.0M1
121STATE OF WISCONSIN INVESTMENT BOARD$7.0M1
122Vanguard Investments Australia, Ltd.$6.7M1
123ZACKS INVESTMENT MANAGEMENT$6.6M1
124Vanguard Global Advisers, LLC$6.6M1
125IEQ CAPITAL, LLC$6.5M1
126DANSKE BANK A/S$6.4M1
127FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.3M1
128JACOBSON & SCHMITT ADVISORS, LLC$6.2M1
129ROYAL LONDON ASSET MANAGEMENT LTD$6.2M1
130WINTON GROUP Ltd$6.0M1
131Connor, Clark & Lunn Investment Management Ltd.$6.0M1
132Clearstead Advisors, LLC$5.9M1
133IMC-Chicago, LLC$5.8M1
134AQR CAPITAL MANAGEMENT LLC$5.7M1
135SWS Partners$5.7M1
136Quadrature Capital Ltd$5.5M1
137Cerity Partners LLC$5.4M1
138ARDSLEY ADVISORY PARTNERS LP$5.3M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.1M1
140Aware Super Pty Ltd as trustee of Aware Super$4.8M1
141HARBER ASSET MANAGEMENT LLC$4.8M1
142IQ EQ FUND MANAGEMENT (IRELAND) Ltd$4.7M1
143State of New Jersey Common Pension Fund D$4.6M1
144Lansforsakringar Fondforvaltning AB (publ)$4.5M1
145BW Gestao de Investimentos Ltda.$4.4M1
146NewEdge Wealth, LLC$4.4M1
147STIFEL FINANCIAL CORP$4.1M1
148BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.1M1
149BOOTHBAY FUND MANAGEMENT, LLC$4.1M1
150D. E. Shaw & Co., Inc.$4.0M1
151Mediolanum International Funds Ltd$4.0M1
152Resona Asset Management Co.,Ltd.$3.9M1
153BANK OF MONTREAL /CAN/$3.8M1
154Royal Fund Management, LLC$3.7M1
155FIFTH THIRD BANCORP$3.7M1
156NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.7M1
157CHANNEL WEALTH LLC$3.6M1
158Arizona State Retirement System$3.6M1
159BLAIR WILLIAM & CO/IL$3.5M1
160DNCA FINANCE$3.5M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$3.4M1
162Bridgewater Associates, LP$3.4M1
163Eurizon Capital SGR S.p.A.$3.4M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
165Cetera Investment Advisers$3.3M1
166Granahan Investment Management, LLC$3.2M1
167ION Fund Management Ltd$3.1M1
168Qsemble Capital Management, LP$3.1M1
169NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
170DnB Asset Management AS$3.0M1
171Oak Thistle LLC$3.0M1
172Leonteq Securities AG$3.0M1
173Optiver Holding B.V.$3.0M1
174Jasper Ridge Partners, L.P.$3.0M1
175XPONANCE LLC$2.9M1
176GUGGENHEIM CAPITAL LLC$2.9M1
177AE Wealth Management LLC$2.8M1
178Alamar Capital Management, LLC$2.8M1
179National Pension Service$2.8M1
180Creative Planning$2.8M1
181MAPLELANE CAPITAL, LLC$2.8M1
182New Age Alpha Advisors, LLC$2.8M1
183SEB Asset Management AB$2.7M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
185Concentric Capital Strategies, LP$2.7M1
186TD ASSET MANAGEMENT INC$2.6M1
187Steward Partners Investment Advisory, LLC$2.6M1
188Occidental Asset Management, LLC$2.6M1
189Banque Cantonale Vaudoise$2.6M1
190IFM Investors Pty Ltd$2.5M1
191TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$2.5M1
192Linden Thomas Advisory Services, LLC$2.5M1
193OSAIC HOLDINGS, INC.$2.5M1
194GFG Capital, LLC$2.4M1
195TRUIST FINANCIAL CORP$2.3M1
196MACKENZIE FINANCIAL CORP$2.3M1
197NORDEA INVESTMENT MANAGEMENT AB$2.3M1
198Selective Wealth Management, Inc.$2.3M1
199Utah Retirement Systems$2.3M1
200TORONTO DOMINION BANK$2.2M1
201LMG Wealth Partners, LLC$2.2M1
202COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
203NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.1M1
204DIVERSIFY WEALTH MANAGEMENT, LLC$2.1M1
205Private Advisor Group, LLC$2.0M1
206Diversify Advisory Services, LLC$2.0M1
207Brevan Howard Capital Management LP$2.0M1
208Encore Global Management, LP$2.0M1
209Boston Partners$1.9M1
210STEPHENS INC /AR/$1.9M1
211Vanguard Personalized Indexing Management, LLC$1.8M1
212BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
213Swiss Life Asset Management Ltd$1.8M1
214Gradient Investments LLC$1.8M1
215NISSAY ASSET MANAGEMENT CORP /JAPAN$1.7M1
216BANK OF NOVA SCOTIA$1.7M1
217BROWN ADVISORY INC$1.7M1
218RWA WEALTH PARTNERS, LLC$1.7M1
219Board of the Pension Protection Fund$1.6M1
220Edgestream Partners, L.P.$1.6M1
221Avory & Company, LLC$1.6M1
222NEXPOINT ASSET MANAGEMENT, L.P.$1.6M1
223Holocene Advisors, LP$1.5M1
224KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
225Candriam S.C.A.$1.4M1
226OP Asset Management Ltd$1.4M1
227Avanza Fonder AB$1.4M1
228ASR Vermogensbeheer N.V.$1.3M1
229Odyssean, LLC$1.3M1
230GROUP ONE TRADING LLC$1.3M1
231Tidal Investments LLC$1.3M1
232Mirae Asset Global Investments Co., Ltd.$1.3M1
233Ballentine Partners, LLC$1.2M1
234Migdal Insurance & Financial Holdings Ltd.$1.2M1
235PRUDENTIAL PLC$1.2M1
236Daiwa Securities Group Inc.$1.2M1
237Janus Henderson Group Ltd.$1.2M1
238Geneos Wealth Management Inc.$1.2M1
239Lido Advisors, LLC$1.1M1
240Y.D. More Investments Ltd$1.1M1
241NOMURA HOLDINGS INC$1.1M1
242Sumitomo Mitsui DS Asset Management Company, Ltd$1.1M1
243CREDIT AGRICOLE S A$1.1M1
244MERCER GLOBAL ADVISORS INC /ADV$1.1M1
245Laird Norton Wetherby Trust Company, LLC$1.1M1
246WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
247Diversified Trust Co$1.1M1
248Vectors Research Management, LLC$1.1M1
249Parallax Volatility Advisers, L.P.$1.1M1
250Aquatic Capital Management LLC$1.1M1
251SummitTX Capital, L.P.$1.0M1
252Ahara Advisors LLC$1.0M1
253OPPENHEIMER & CO INC$1.0M1
254Caprock Group, LLC$1.0M1
255SECURIAN ASSET MANAGEMENT, INC$983K1
256Brooklyn Investment Group$975K1
257Sanctuary Advisors, LLC$966K1
258XTX Topco Ltd$962K1
259Private Advisory Group LLC$961K1
260Prospera Financial Services Inc$960K1
261Investment Management Corp of Ontario$955K1
262Triumph Capital Management$944K1
263SCS Capital Management LLC$933K1
264Pathstone Holdings, LLC$928K1
265NICOLET BANKSHARES INC$905K1
266CastleKnight Management LP$882K1
267Federation des caisses Desjardins du Quebec$879K1
268Baird Financial Group, Inc.$831K1
269FRANKLIN RESOURCES INC$824K1
270Crossmark Global Holdings, Inc.$816K1
271Allianz Asset Management GmbH$809K1
272&PARTNERS$799K1
273Kestra Advisory Services, LLC$799K1
274MML INVESTORS SERVICES, LLC$782K1
275ALPS ADVISORS INC$780K1
276PROFUND ADVISORS LLC$762K1
277Baker Avenue Asset Management, LP$757K1
278COURIER CAPITAL LLC$724K1
279Independent Advisor Alliance$718K1
280Hennion & Walsh Asset Management, Inc.$714K1
281Trek Financial, LLC$711K1
282Altrafin AG$708K1
283Clear Street Group Inc.$691K1
284Donor Advised Charitable Giving, Inc.$691K1
285OMERS ADMINISTRATION Corp$666K1
286HighTower Advisors, LLC$653K1
2871832 Asset Management L.P.$653K1
288AZZAD ASSET MANAGEMENT INC /ADV$650K1
289Maryland State Retirement & Pension System$630K1
290FORMULA GROWTH LTD$630K1
291LECAP ASSET MANAGEMENT LTD$628K1
292North Dakota State Investment Board$619K1
293Wealthfront Advisers LLC$608K1
294CIBC Asset Management Inc$594K1
295PIER 88 INVESTMENT PARTNERS LLC$590K1
296Metis Global Partners, LLC$589K1
297UNITED CAPITAL FINANCIAL ADVISORS, LLC$583K1
298DC Investments Management, LLC$582K1
299MACQUARIE GROUP LTD$580K1
300Evanson Asset Management, LLC$577K1
301Gilbert & Cook, Inc.$574K1
302Robertson Stephens Wealth Management, LLC$572K1
303Accurate Wealth Management, LLC$567K1
304FIL Ltd$558K1
305Rafferty Asset Management, LLC$557K1
306ALLIANZ SE$551K1
307Truvestments Capital LLC$548K1
308INDEPENDENT FINANCIAL GROUP, LLC$543K1
309ProShare Advisors LLC$535K1
310EVERGREEN CAPITAL MANAGEMENT LLC$525K1
311BANQUE PICTET & CIE SA$521K1
312CWM, LLC$515K1
313Merit Financial Group, LLC$511K1
314Qtron Investments LLC$511K1
315Synergy Financial Group, LTD$510K1
316Pingora Partners LLC$505K1
317ABN AMRO INVESTMENT SOLUTIONS$505K1
318Kera Capital Partners, Inc.$503K1
319Saudi Central Bank$492K1
320GREENWOOD CAPITAL ASSOCIATES LLC$487K1
321CITIZENS FINANCIAL GROUP INC/RI$480K1
322Rare Wolf Capital LLC$479K1
323Mariner, LLC$477K1
324Advisors Asset Management, Inc.$476K1
325INFRASTRUCTURE CAPITAL ADVISORS, LLC$468K1
326ALERUS FINANCIAL NA$465K1
327E. Ohman J:or Asset Management AB$461K1
328Aaron Wealth Advisors LLC$458K1
329CHOREO, LLC$448K1
330Sequoia Financial Advisors, LLC$448K1
331Perbak Capital Partners LLP$444K1
332SHELTON CAPITAL MANAGEMENT$439K1
333River Street Advisors LLC$437K1
334Resonant Capital Advisors, LLC$435K1
335Inscription Capital, LLC$434K1
336HUB Investment Partners, LLC$433K1
337CIBC WORLD MARKET INC.$432K1
338Cornerstone Wealth Management, LLC$411K1
339Dai-ichi Life Insurance Company, Ltd$408K1
340Concurrent Investment Advisors, LLC$408K1
341SteelPeak Wealth, LLC$407K1
342SkyOak Wealth, LLC$405K1
343M&T BANK CORP$401K1
344Stratos Wealth Partners, LTD.$399K1
345Tower Research Capital LLC (TRC)$391K1
346CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$390K1
347IFS Group,LLC$375K1
348Wilmington Savings Fund Society, FSB$369K1
349Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$369K1
350O'SHAUGHNESSY ASSET MANAGEMENT, LLC$365K1
351SHEETS SMITH WEALTH MANAGEMENT$342K1
352INTECH INVESTMENT MANAGEMENT LLC$341K1
353EVENTIDE ASSET MANAGEMENT, LLC$340K1
354Composition Wealth, LLC$339K1
355Meiji Yasuda Asset Management Co Ltd.$337K1
356MAI Capital Management$335K1
357Yorktown Management & Research Co Inc$323K1
358B. Metzler seel. Sohn & Co. AG$321K1
359Kingsview Wealth Management, LLC$312K1
360SCOTIA CAPITAL INC.$304K1
361Marex Group Ltd$302K1
362PRINCIPAL SECURITIES, INC.$302K1
363Carson Advisory Inc.$299K1
364Integrated Quantitative Investments LLC$297K1
365Yarbrough Capital, LLC$289K1
366Kazazian Asset Management, LLC$288K1
367NATIONAL BANK OF CANADA /FI/$284K1
368SIGNATUREFD, LLC$283K1
369Osmosis Investment Management UK Ltd$279K1
370INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$279K1
371First International Bank of Israel Ltd.$277K1
372COMMERCE BANK$276K1
373Rodgers Brothers Inc.$275K1
374Ameritas Advisory Services, LLC$269K1
375Waldron Private Wealth LLC$268K1
376Meeder Advisory Services, Inc.$268K1
377Alpha Wealth Funds, LLC$267K1
378BFSG, LLC$265K1
379Atria Investments, Inc$265K1
380Brand Asset Management Group, Inc.$262K1
381Revisor Wealth Management LLC$258K1
382Finivi Inc.$255K1
383KESTRA PRIVATE WEALTH SERVICES, LLC$254K1
384Numerai GP LLC$251K1
385Sivia Capital Partners, LLC$247K1
386Larson Financial Group LLC$246K1
387MIRABELLA FINANCIAL SERVICES LLP$246K1
388NORDEN GROUP LLC$245K1
389Arista Wealth Management, LLC$244K1
390Verdence Capital Advisors LLC$243K1
391Opes Wealth Management LLC$242K1
392BURNEY CO/$241K1
393MCF Advisors LLC$239K1
394Coastal Bridge Advisors, LLC$239K1
395Atom Investors LP$233K1
396BENJAMIN EDWARDS INC$232K1
397D.A. DAVIDSON & CO.$231K1
398Optas, LLC$231K1
399MONECO ADVISORS, LLC$230K1
400Shay Capital LLC$228K1
401PCM Encore, LLC$225K1
402BRANDYWINE MANAGERS, LLC$221K1
403UniSuper Management Pty Ltd$220K1
404Rather & Kittrell, Inc.$219K1
405HB Wealth Management, LLC$217K1
406WESTPAC BANKING CORP$213K1
407Creekside Partners$210K1
408Generali Investments, Management Co LLC$209K1
409Savant Capital, LLC$207K1
410Callan Family Office, LLC$204K1
411Fieldview Capital Management, LLC$202K1
412FLAGSHIP HARBOR ADVISORS, LLC$202K1
413HM PAYSON & CO$193K1
414Siemens Fonds Invest GmbH$192K1
415GS Investments, Inc.$185K1
416EXCHANGE TRADED CONCEPTS, LLC$177K1
417Arax Advisory Partners$169K1
418DARA CAPITAL US, INC.$162K1
419Allworth Financial LP$157K1
420Walleye Capital LLC$147K1
421UMB Bank, n.a.$126K1
422MONTAG A & ASSOCIATES INC$122K1
423Quarry LP$105K1
424QUADRANT CAPITAL GROUP LLC$105K1
425HHM Wealth Advisors, LLC$98.4K1
426Penserra Capital Management LLC$84.7K1
427Smartleaf Asset Management LLC$80.2K1
428Crewe Advisors LLC$78.7K1
429IMG Wealth Management, Inc.$72.8K1
430S-Bank Fund Management Ltd$69.2K1
431Central Pacific Bank - Trust Division$67.7K1
432Center for Financial Planning, Inc.$62.6K1
433SJS Investment Consulting Inc.$59.1K1
434ASSETMARK, INC$56.6K1
435Frazier Financial Advisors, LLC$47.1K1
436ELEVATION WEALTH PARTNERS, LLC$46.1K1
437Bayforest Capital Ltd$45.7K1
438Caitlin John, LLC$45.3K1
439Costello Asset Management, INC$43.7K1
440EFG International AG$43.3K1
441Spire Wealth Management$39.6K1
442Hartford Financial Management Inc.$39.4K1
443CANADA LIFE ASSURANCE Co$30.5K1
444Rakuten Securities, Inc.$30.5K1
445Pinpoint Asset Management (Singapore) Pte. Ltd.$28.7K1
446Gordian Capital Singapore Pte Ltd$27.7K1
447Global Trust Asset Management, LLC$27.3K1
448REAP Financial Group, LLC$26.3K1
449SHP Wealth Management$26.1K1
450BEACON INVESTMENT ADVISORY SERVICES, INC.$24.4K1
451True Wealth Design, LLC$23.5K1
452JFS WEALTH ADVISORS, LLC$22.0K1
453VEGA INVESTMENT SOLUTIONS$21.1K1
454Transamerica Financial Advisors, LLC$19.0K1
455CVA Family Office, LLC$18.5K1
456Destiny Wealth Partners, LLC$16.9K1
457CHILTON CAPITAL MANAGEMENT LLC$16.5K1
458Manchester Capital Management LLC$15.0K1
459Bravera Wealth$13.7K1
460BROWN, LISLE/CUMMINGS, INC.$13.6K1
461Parkside Financial Bank & Trust$13.1K1
462Bell Investment Advisors, Inc$12.8K1
463Pinnacle Wealth Planning Services, Inc.$12.6K1
464TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$12.6K1
465TD Waterhouse Canada Inc.$12.3K1
466Raleigh Capital Management Inc.$12.1K1
467Financial Perspectives, Inc$11.6K1
468WOLFF WIESE MAGANA LLC$11.5K1
469FARMERS & MERCHANTS INVESTMENTS INC$11.3K1
470Owl Creek Wealth Partners LLC$10.8K1
471NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.8K1
472MCGUIRE CAPITAL ADVISORS INC$8.3K1
473STANCE CAPITAL LLC$7.9K1
474Ilmarinen Mutual Pension Insurance Co$7.4K1
475Vanguard National Trust Co$7.2K1
476Private Wealth Management Group, LLC$7.1K1
477Blue Trust, Inc.$6.2K1
478Treasurer of the State of North Carolina$5.6K1
479First Pacific Financial$5.5K1
480Addison Advisors LLC$5.5K1
481Kemnay Advisory Services Inc.$5.4K1
482Mn Services Vermogensbeheer B.V.$4.9K1
483Elequin Capital, LP$4.5K1
484HighMark Wealth Management LLC$3.9K1
485South Dakota Investment Council$3.8K1
486DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.7K1
487JPL Wealth Management, LLC$3.6K1
488KBC Group NV$3.5K1
489Sapience Investments, LLC$3.5K1
490THRIVENT FINANCIAL FOR LUTHERANS$3.0K1
491FINANCIAL CONSULATE, INC$2.9K1
492Vestcor Inc$2.6K1
493Marquette Asset Management, LLC$2.5K1
494Cromwell Holdings LLC$2.5K1
495DekaBank Deutsche Girozentrale$2.1K1
496ADVISORS MANAGEMENT GROUP INC /ADV$1.9K1
497Kingdom Financial Group LLC.$1.9K1
498Valued Wealth Advisors LLC$1.8K1
499MATHER GROUP, LLC.$1.8K1
500DiNuzzo Private Wealth, Inc.$1.7K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OKTA

RETAINED WINDOW · ACTIVE HITS

Zero hits on OKTA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for OKTA · financials and macro

Financials — as filed PLANNED

OKTA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OKTA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing