Okta, Inc.
OKTA- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001660134
近 90 天,Okta, Inc. 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 825 家機構在 13F 申報持有,市值合計 $215.9 億;沒有大師持有。
2024 年第 2 季 13F 持有人
Okta, Inc. 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 641
- 較 2024 年第 1 季 −9 家
- 持有股數
- 1.37 億
- 較 2024 年第 1 季 +403.5 萬 (+3.0%)
- 總市值
- $128.5 億
- 較 2024 年第 1 季 −$10.1 億 (−7.3%)
- 新進機構
- 80
- 另有 271 家加碼
- 清倉機構
- 89
- 另有 200 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 OKTA 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 825 | $215.9 億 |
| 2026 年第 1 季 | 733 | $124.0 億 |
| 2025 年第 4 季 | 740 | $131.6 億 |
| 2025 年第 3 季 | 751 | $137.3 億 |
| 2025 年第 2 季 | 750 | $155.7 億 |
| 2025 年第 1 季 | 734 | $153.3 億 |
| 2024 年第 4 季 | 667 | $110.0 億 |
| 2024 年第 3 季 | 633 | $101.7 億 |
| 2024 年第 2 季 | 641 | $128.5 億 |
| 2024 年第 1 季 | 655 | $139.5 億 |
| 2023 年第 4 季 | 623 | $118.5 億 |
| 2023 年第 3 季 | 601 | $103.5 億 |
| 2023 年第 2 季 | 618 | $88.1 億 |
| 2023 年第 1 季 | 638 | $108.2 億 |
| 2022 年第 4 季 | 584 | $85.2 億 |
| 2022 年第 3 季 | 571 | $67.7 億 |
| 2022 年第 2 季 | 607 | $109.7 億 |
| 2022 年第 1 季 | 684 | $181.8 億 |
| 2021 年第 4 季 | 755 | $268.9 億 |
| 2021 年第 3 季 | 733 | $274.3 億 |
| 2021 年第 2 季 | 702 | $274.1 億 |
| 2021 年第 1 季 | 678 | $224.5 億 |
2024 年第 2 季持有機構
每家機構持有 Okta, Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 12,155 | $113.8 萬 | 0.28% | +1,364+12.6% | 加碼 |
| Maryland State Retirement & Pension System | 11,993 | $112.3 萬 | 0.02% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 11,734 | $109.8 萬 | 0.09% | −9,692−45.2% | 減碼 |
| Ethic Inc. | 11,595 | $108.5 萬 | 0.03% | +204+1.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,477 | $107.4 萬 | 0.01% | +4,932+75.4% | 加碼 |
| Prospera Financial Services Inc | 11,464 | $107.3 萬 | 0.03% | −1,914−14.3% | 減碼 |
| Creative Planning | 11,391 | $106.6 萬 | 0.00% | −434−3.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 11,376 | $106.5 萬 | 0.02% | −159−1.4% | 減碼 |
| MBB Public Markets I LLC | 11,333 | $106.1 萬 | 0.02% | +11,333 | 新進 |
| Wetherby Asset Management Inc | 11,276 | $105.6 萬 | 0.05% | +5,121+83.2% | 加碼 |
| Franklin Resources Inc | 11,108 | $104.0 萬 | 0.00% | −8−0.1% | 減碼 |
| Plato Investment Management Ltd | 11,021 | $103.2 萬 | 0.10% | +4,979+82.4% | 加碼 |
| TrueMark Investments, LLC | 10,993 | $102.9 萬 | 0.35% | −5,604−33.8% | 減碼 |
| Twinbeech Capital LP | 10,987 | $102.8 萬 | 0.02% | −223,929−95.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,820 | $102.5 萬 | 0.01% | +1,580+17.1% | 加碼 |
| Shelton Wealth Management, LLC | 10,922 | $102.2 萬 | 0.61% | +10,922 | 新進 |
| Toroso Investments, LLC | 10,820 | $101.3 萬 | 0.01% | +5,415+100.2% | 加碼 |
| CI Private Wealth, LLC | 9,866 | $92.4 萬 | 0.00% | −963−8.9% | 減碼 |
| Pitcairn Co | 9,791 | $91.7 萬 | 0.06% | +50+0.5% | 加碼 |
| Geneos Wealth Management Inc. | 9,738 | $91.2 萬 | 0.04% | +589+6.4% | 加碼 |
| Kestra Advisory Services, LLC | 10,285 | $90.5 萬 | 0.01% | +1,457+16.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 9,519 | $89.1 萬 | 0.22% | 00.0% | 不變 |
| Highland Capital Management, LLC | 9,424 | $88.2 萬 | 0.05% | −1,868−16.5% | 減碼 |
| Mirabella Financial Services LLP | 9,372 | $87.7 萬 | 0.06% | +9,372 | 新進 |
| Bank of Nova Scotia | 9,368 | $87.7 萬 | 0.00% | −10,700−53.3% | 減碼 |
| Amalgamated Bank | 9,351 | $87.5 萬 | 0.01% | +461+5.2% | 加碼 |
| Profund Advisors LLC | 8,942 | $83.7 萬 | 0.03% | −4,700−34.5% | 減碼 |
| Advisors Management Group Inc | 8,887 | $83.2 萬 | 0.21% | +8,887 | 新進 |
| Beacon Investment Advisory Services, Inc. | 8,870 | $83.0 萬 | 0.04% | −900−9.2% | 減碼 |
| Schwab Charitable Fund | 8,775 | $82.1 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Corp | 8,633 | $80.8 萬 | 0.01% | +2,162+33.4% | 加碼 |
| Two Sigma Investments, LP | 8,400 | $78.6 萬 | 0.00% | −332,432−97.5% | 減碼 |
| Yarbrough Capital, LLC | 8,116 | $76.0 萬 | 0.03% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 8,057 | $75.4 萬 | 0.00% | −1,176−12.7% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 8,035 | $75.2 萬 | 0.52% | −1,893−19.1% | 減碼 |
| Teza Capital Management LLC | 7,885 | $73.8 萬 | 0.09% | +7,885 | 新進 |
| Pathstone Holdings, LLC | 7,782 | $72.8 萬 | 0.00% | +2,553+48.8% | 加碼 |
| Tudor Investment Corp Et Al | 7,769 | $72.7 萬 | 0.01% | −52,126−87.0% | 減碼 |
| SG Americas Securities, LLC | 7,657 | $71.7 萬 | 0.00% | −63,238−89.2% | 減碼 |
| XTX Topco Ltd | 7,531 | $70.5 萬 | 0.06% | +1,309+21.0% | 加碼 |
| Prosperity Wealth Management, Inc. | 7,505 | $70.3 萬 | 0.35% | +7,505 | 新進 |
| Manufacturers Life Insurance Company, The | 7,487 | $70.1 萬 | 0.00% | +49+0.7% | 加碼 |
| RSM US Wealth Management LLC | 7,328 | $69.2 萬 | 0.01% | +4,580+166.7% | 加碼 |
| Captrust Financial Advisors | 7,372 | $69.0 萬 | 0.00% | +195+2.7% | 加碼 |
| Petrus Trust Company, LTA | 7,296 | $68.3 萬 | 0.06% | +964+15.2% | 加碼 |
| American Trust | 7,122 | $66.7 萬 | 0.05% | +3,865+118.7% | 加碼 |
| Janney Montgomery Scott LLC | 7,026 | $65.8 萬 | 0.00% | +13+0.2% | 加碼 |
| Ameritas Advisory Services, LLC | 7,020 | $65.7 萬 | 0.02% | −145−2.0% | 減碼 |
| Great Lakes Advisors, LLC | 6,981 | $65.3 萬 | 0.01% | +808+13.1% | 加碼 |
| D.A. Davidson & Co. | 6,837 | $64.0 萬 | 0.01% | +3,312+94.0% | 加碼 |
| Vinva Investment Management Ltd | 6,893 | $63.7 萬 | 0.03% | −978−12.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,699 | $62.7 萬 | 0.01% | −5,606−45.6% | 減碼 |
| Rockline Wealth Management, LLC | 6,649 | $62.2 萬 | 0.19% | +462+7.5% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 6,631 | $61.3 萬 | 0.02% | −2,200−24.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,536 | $61.2 萬 | 0.01% | +6,536 | 新進 |
| Independent Advisor Alliance | 6,349 | $59.4 萬 | 0.02% | +258+4.2% | 加碼 |
| Synergy Financial Group, LTD | 6,314 | $59.1 萬 | 0.62% | +275+4.6% | 加碼 |
| M&T Bank Corp | 6,178 | $57.9 萬 | 0.00% | −713−10.3% | 減碼 |
| Bayesian Capital Management, LP | 6,100 | $57.1 萬 | 0.07% | −50,900−89.3% | 減碼 |
| Advisory Services Network, LLC | 6,092 | $57.0 萬 | 0.01% | +131+2.2% | 加碼 |
| GraniteShares Advisors LLC | 6,020 | $56.4 萬 | 0.19% | +6,020 | 新進 |
| The PNC Financial Services Group, Inc. | 6,003 | $56.2 萬 | 0.00% | +20.0% | 加碼 |
| Burney Co | 5,999 | $56.2 萬 | 0.02% | +5,999 | 新進 |
| MetLife Investment Management | 5,971 | $55.9 萬 | 0.00% | +2,585+76.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 5,963 | $55.1 萬 | 0.00% | −639,485−99.1% | 減碼 |
| Avantax Advisory Services, Inc. | 5,858 | $54.8 萬 | 0.00% | +1,485+34.0% | 加碼 |
| Guggenheim Capital LLC | 5,840 | $54.7 萬 | 0.00% | −5,706−49.4% | 減碼 |
| Mutual of America Capital Management LLC | 5,773 | $54.0 萬 | 0.01% | 00.0% | 不變 |
| Eisler Capital (US) LLC | 5,769 | $54.0 萬 | 0.10% | +5,769 | 新進 |
| Northwestern Mutual Wealth Management Co | 5,628 | $52.7 萬 | 0.00% | +35+0.6% | 加碼 |
| Rather & Kittrell, Inc. | 5,628 | $52.7 萬 | 0.14% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 5,472 | $51.2 萬 | 0.29% | −2,713−33.1% | 減碼 |
| TownSquare Capital, LLC | 5,425 | $50.8 萬 | 0.01% | +2,121+64.2% | 加碼 |
| Empowered Funds, LLC | 5,423 | $50.8 萬 | 0.01% | +790+17.1% | 加碼 |
| Moore Capital Management, LP | 5,400 | $50.5 萬 | 0.01% | −12,126−69.2% | 減碼 |
| CIBC Asset Management Inc | 5,362 | $50.2 萬 | 0.00% | +498+10.2% | 加碼 |
| ORG Partners LLC | 5,260 | $49.7 萬 | 0.06% | +5,136+4,141.9% | 加碼 |
| Pingora Partners LLC | 5,290 | $49.5 萬 | 0.35% | +1,575+42.4% | 加碼 |
| Clear Creek Financial Management, LLC | 5,252 | $49.2 萬 | 0.06% | +45+0.9% | 加碼 |
| Triumph Capital Management | 5,225 | $48.9 萬 | 0.19% | +2,050+64.6% | 加碼 |
| Lazard Asset Management LLC | 5,201 | $48.6 萬 | 0.00% | +2,438+88.2% | 加碼 |
| Perigon Wealth Management, LLC | 5,133 | $48.0 萬 | 0.01% | −163−3.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,115 | $47.9 萬 | 0.04% | +465+10.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,932 | $46.2 萬 | 0.01% | +299+6.5% | 加碼 |
| Angeles Investment Advisors, LLC | 4,929 | $46.1 萬 | 0.02% | +197+4.2% | 加碼 |
| Sanctuary Advisors, LLC | 4,979 | $46.0 萬 | 0.00% | +4,979 | 新進 |
| Bristlecone Advisors, LLC | 4,888 | $45.8 萬 | 0.04% | −222−4.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,708 | $44.1 萬 | 0.05% | +4,708 | 新進 |
| Arete Wealth Advisors, LLC | 4,503 | $42.1 萬 | 0.03% | +4,503 | 新進 |
| Grandeur Peak Global Advisors, LLC | 4,487 | $42.0 萬 | 0.03% | +4,487 | 新進 |
| Boston Private Wealth LLC | 4,413 | $41.3 萬 | 0.01% | −33−0.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 4,394 | $41.1 萬 | 0.03% | +747+20.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,126 | $38.6 萬 | 0.00% | +195+5.0% | 加碼 |
| Miracle Mile Advisors, LLC | 4,064 | $38.0 萬 | 0.01% | −100−2.4% | 減碼 |
| Waldron Private Wealth LLC | 4,051 | $37.9 萬 | 0.02% | −26−0.6% | 減碼 |
| BluePointe Capital Management, LLC | 4,021 | $37.6 萬 | 0.25% | +14+0.3% | 加碼 |
| Mission Wealth Management, LP | 3,979 | $37.2 萬 | 0.01% | −16−0.4% | 減碼 |
| Commerce Bank | 3,971 | $37.2 萬 | 0.00% | +111+2.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,964 | $37.1 萬 | 0.02% | −13−0.3% | 減碼 |
| GWM Advisors LLC | 3,944 | $36.9 萬 | 0.00% | −140−3.4% | 減碼 |