Arbo · 13F Signal Engine

☆OKTA

814 in-universe funds with a nonzero position in OKTA within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

Date	Type	What happened
2026-09-18	Insider	Kelleher Eric Robert (See Remarks) disposed via sale ($55,694)
2026-09-18	Insider	Kelleher Eric Robert (See Remarks) disposed via sale ($272,440)
2026-09-18	Insider	Kelleher Eric Robert (See Remarks) disposed via sale ($176,154)
2026-09-18	Insider	Kelleher Eric Robert (See Remarks) disposed via sale ($18,856)
2026-09-18	Insider	Kelleher Eric Robert (See Remarks) disposed via sale ($594,847)
2026-09-15	Insider	Addison Jonathan James (Chief Revenue Officer) acquired via option exercise
2026-09-15	Insider	Kelleher Eric Robert (See Remarks) disposed via tax withholding
2026-09-15	Insider	Kelleher Eric Robert (See Remarks) acquired via option exercise
2026-09-15	Insider	Addison Jonathan James (Chief Revenue Officer) disposed via tax withholding
2026-09-15	Insider	Kelleher Eric Robert (See Remarks) acquired via option exercise

Flow ranking

Rank#471

Score / z0.334 / 0.50

Consensus253.56 over 466 funds

Momentumno 12m return

Price & positioning

225 cached closes, trailing year

Drawdownno history

Short interest-22% / 1.9d

Forensics

Clean as of 2027Q2

Accrual ratio-0.013

F-score8

M-score—

Net issuance-234.2%

See the full series →

Insider

Score+0.00

Buys / cluster sells0 / 0

Date	Insider	Code	Value
2026-09-18	Kelleher Eric Robert 10b5-1	S	$55,694
2026-09-18	Kelleher Eric Robert 10b5-1	S	$272,440
2026-09-18	Kelleher Eric Robert 10b5-1	S	$176,154
2026-09-18	Kelleher Eric Robert 10b5-1	S	$18,856
2026-09-18	Kelleher Eric Robert 10b5-1	S	$594,847
2026-09-15	Addison Jonathan James	M	—
2026-09-15	Kelleher Eric Robert	F	—
2026-09-15	Kelleher Eric Robert	M	—
2026-09-15	Addison Jonathan James	F	—
2026-09-15	Kelleher Eric Robert	M	—

Showing the 10 most recent.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.

Fund holders

Fund ▾	Quality Q ▾	Positions ▾	Value ($M) ▾	% of Fund AUM ▾	Qtrs Held ▾	Δ 1Q ▾	Δ 2Q ▾	Δ 3Q ▾	Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909	0.000	0	1,816.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383	0.995	5652	1,700.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FMR LLC CIK 0000315066	0.989	5571	898.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751	0.993	4261	542.7	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816	0.822	2655	431.4	0.3%	2	-0.1 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938	0.931	1003	425.1	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717	0.990	4447	293.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054	0.911	2884	268.4	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177	0.974	3723	222.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027	0.954	4062	204.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617	0.981	6818	195.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Ninety One UK Ltd CIK 0001418329	0.903	271	183.7	0.4%	2	-0.2 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Squarepoint Ops LLC CIK 0001642575	0.419	2729	180.6	0.4%	2	+0.3 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888	0.858	2134	175.5	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421	0.985	8402	159.1	0.0%	4	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Champlain Investment Partners, LLC CIK 0001315478	0.213	129	155.9	1.2%	2	+0.0 pp	+1.2 pp	+1.2 pp	+1.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858	0.982	5665	153.0	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124	0.983	4440	149.6	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212	0.947	324	145.7	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777	0.973	4274	129.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072	0.264	652	128.7	0.4%	2	+0.3 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757	0.756	2719	121.1	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837	0.806	2484	120.9	0.1%	3	-0.0 pp	-0.1 pp	+0.1 pp	+0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204	0.963	3221	119.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546	0.976	3439	118.8	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆UBS Group AG (UBS) CIK 0001610520	0.954	9044	106.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466	0.241	1978	101.8	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Legal & General Group Plc CIK 0000764068	0.977	3391	92.5	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆ShawSpring Partners LLC CIK 0001766908	0.560	11	90.8	13.5%	2	+1.5 pp	+13.5 pp	+13.5 pp	+13.5 pp
☆SOMA EQUITY PARTNERS LP CIK 0001680964	0.129	24	90.1	4.5%	2	-0.9 pp	+4.5 pp	+4.5 pp	+4.5 pp
☆PointState Capital LP CIK 0001509842	0.202	43	90.0	1.6%	2	+0.1 pp	+1.6 pp	+1.6 pp	+1.6 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906	0.790	1874	88.7	0.1%	2	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557	0.858	3900	86.9	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Optimus Prime Fund Management Co., Ltd. CIK 0001732539	0.816	26	83.4	7.4%	2	-0.7 pp	+7.4 pp	+7.4 pp	+7.4 pp
☆DAVENPORT & Co LLC CIK 0000887777	0.753	1328	77.9	0.4%	2	+0.1 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Pacer Advisors, Inc. CIK 0001616667	0.000	2582	76.9	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Swedbank AB CIK 0000946431	0.941	696	74.4	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339	0.840	3165	71.0	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984	0.904	1724	69.0	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Man Group plc CIK 0001637460	0.631	2032	68.0	0.1%	2	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Greenvale Capital LLP CIK 0001768041	0.803	10	67.9	5.4%	1	+5.4 pp	+5.4 pp	+5.4 pp	+5.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005	0.962	5261	63.3	0.0%	3	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188	0.902	2482	58.8	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069	0.956	4648	56.7	0.0%	4	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Quantinno Capital Management LP CIK 0001759654	0.879	3419	56.0	0.2%	2	+0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982	0.969	5626	55.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676	0.903	762	52.7	0.1%	4	-0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104	0.946	4139	51.0	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971	0.967	6822	50.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053	0.482	6351	47.4	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465	0.833	1410	46.7	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Capital World Investors CIK 0001422849	0.974	637	46.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418	0.943	4189	44.8	0.0%	3	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Swiss National Bank CIK 0001582202	0.961	2301	44.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Tredje AP-fonden CIK 0001650290	0.789	424	42.7	0.3%	2	+0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆Amundi CIK 0001330387	0.000	1	42.3	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208	0.816	3812	42.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888	0.450	5522	42.1	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Senvest Management, LLC CIK 0001328785	0.676	55	41.6	1.3%	2	+1.2 pp	+1.3 pp	+1.3 pp	+1.3 pp
☆Stephens Investment Management Group LLC CIK 0001314440	0.460	176	40.0	0.5%	2	-0.1 pp	+0.5 pp	+0.5 pp	+0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588	0.856	5105	39.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Whale Rock Capital Management LLC CIK 0001387322	0.676	35	39.9	0.5%	2	-0.1 pp	+0.5 pp	+0.5 pp	+0.5 pp
☆Nuveen, LLC CIK 0001871926	0.966	3735	38.9	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Vident Advisory, LLC CIK 0001744347	0.597	1911	35.4	0.3%	2	-0.1 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365	0.956	1080	34.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆DnB Asset Management AS CIK 0001456670	0.904	1276	34.3	0.1%	2	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046	0.960	3659	34.2	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328	0.926	2154	34.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800	0.724	1622	31.9	0.1%	2	-0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Smith Group Asset Management, LLC CIK 0001893134	0.543	166	30.7	1.8%	2	+0.2 pp	+1.8 pp	+1.8 pp	+1.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448	0.949	3317	28.4	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079	0.958	1061	27.9	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773	0.892	837	27.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Freestone Grove Partners LP CIK 0002007591	0.063	989	27.0	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619	0.935	1167	26.1	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288	0.708	2038	24.7	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019	0.941	3002	24.3	0.0%	4	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894	0.885	3272	24.2	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Walleye Trading LLC CIK 0001388391	0.179	946	23.2	0.4%	2	+0.3 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Barton Investment Management CIK 0001387818	0.844	60	23.0	2.3%	2	-0.3 pp	+2.3 pp	+2.3 pp	+2.3 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565	0.777	193	22.6	0.9%	2	-0.1 pp	+0.9 pp	+0.9 pp	+0.9 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241	0.155	2292	22.5	0.2%	2	+0.1 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964	0.000	1601	21.6	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710	0.142	2094	21.3	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478	0.764	1471	20.7	0.3%	2	+0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207	0.579	3463	20.6	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630	0.959	2414	20.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Sea Cliff Partners Management, LP CIK 0002011655	0.453	14	19.7	7.5%	2	+0.4 pp	+7.5 pp	+7.5 pp	+7.5 pp
☆Korea Investment CORP CIK 0001441689	0.896	677	19.7	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TORQUE ASSET MANAGEMENT LLC CIK 0002011256	0.826	11	18.9	6.8%	2	+0.7 pp	+6.8 pp	+6.8 pp	+6.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194	0.735	6469	18.8	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789	0.694	2011	18.5	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Retirement Systems of Alabama CIK 0001593051	0.859	950	18.5	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Sellaronda Global Management LP CIK 0001975764	0.385	10	18.3	16.2%	2	+5.2 pp	+16.2 pp	+16.2 pp	+16.2 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179	0.052	737	18.2	0.7%	2	+0.2 pp	+0.7 pp	+0.7 pp	+0.7 pp
☆Verition Fund Management LLC CIK 0001454027	0.193	1442	17.9	0.1%	2	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816	0.640	236	17.9	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718	0.909	1694	16.8	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949	0.676	195	15.8	0.3%	2	-0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439	0.891	4732	15.6	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855	0.899	957	15.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆HARBER ASSET MANAGEMENT LLC CIK 0001387921	0.055	39	14.7	5.3%	2	+0.4 pp	+5.3 pp	+5.3 pp	+5.3 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163	0.890	2551	13.8	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971	0.951	3335	13.7	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076	0.917	2136	13.6	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546	0.961	1659	13.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Bridgewater Associates, LP CIK 0001350694	0.669	997	12.9	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275	0.970	7109	12.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876	0.771	584	12.4	0.4%	2	-0.1 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆AVIVA PLC CIK 0001140022	0.925	854	12.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Ion Asset Management Ltd. CIK 0001603837	0.202	61	11.9	1.5%	2	+0.4 pp	+1.5 pp	+1.5 pp	+1.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389	0.399	3140	11.9	0.0%	2	-0.1 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721	0.734	524	11.6	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765	0.682	223	11.4	2.1%	2	-0.1 pp	+2.1 pp	+2.1 pp	+2.1 pp
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☆State of Tennessee, Department of Treasury CIK 0001587973	0.854	1721	7.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Cerity Partners LLC CIK 0001566475	0.916	3288	6.8	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆FORSTA AP-FONDEN CIK 0001603328	0.000	1	6.5	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Envestnet Portfolio Solutions, Inc. CIK 0001998033	0.815	1370	6.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Y-Intercept (Hong Kong) Ltd CIK 0001772875	0.011	1651	5.9	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆State of New Jersey Common Pension Fund D CIK 0001483066	0.840	1718	5.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672	0.903	3702	5.3	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆PEAK6 LLC CIK 0001389958	0.149	850	5.1	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆Elo Mutual Pension Insurance Co CIK 0001739877	0.574	593	4.8	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆Resona Asset Management Co.,Ltd. CIK 0001944142	0.855	786	4.5	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Royal Fund Management, LLC CIK 0001810099	0.176	273	4.4	0.5%	2	+0.0 pp	+0.5 pp	+0.5 pp	+0.5 pp
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☆Assenagon Asset Management S.A. CIK 0001546007	0.731	1145	4.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Illinois Municipal Retirement Fund CIK 0001541910	0.534	1120	3.8	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995	0.259	88	3.7	2.0%	3	-0.2 pp	-0.6 pp	+2.0 pp	+2.0 pp
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☆SBI Securities Co., Ltd. CIK 0001851815	0.645	4072	3.5	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649	0.890	880	3.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆SWS Partners CIK 0001731731	0.307	108	3.4	0.8%	2	+0.0 pp	+0.8 pp	+0.8 pp	+0.8 pp
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☆Clarius Group, LLC CIK 0001664214	0.831	384	3.3	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210	0.929	921	3.3	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CenterBook Partners LP CIK 0001872738	0.028	693	3.2	0.2%	2	-0.7 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Norris Financial Group, LLC CIK 0002129318	0.094	82	3.2	1.2%	3	+0.4 pp	+0.0 pp	+1.2 pp	+1.2 pp
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☆XPONANCE LLC CIK 0001637541	0.815	1841	3.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807	0.177	915	3.1	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314	0.758	1509	3.1	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469	0.617	908	3.1	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Mariner, LLC CIK 0001373442	0.925	3517	3.1	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994	0.384	325	3.0	0.4%	2	-0.1 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397	0.655	4656	3.0	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755	0.000	816	3.0	0.1%	2	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219	0.954	1898	3.0	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263	0.764	1928	2.9	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930	0.467	78	2.9	0.4%	2	-0.1 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Y.D. More Investments Ltd CIK 0001870364	0.791	510	2.9	0.2%	2	-0.1 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893	0.408	80	2.8	0.7%	2	-0.1 pp	+0.7 pp	+0.7 pp	+0.7 pp
☆IFM Investors Pty Ltd CIK 0001698246	0.822	641	2.8	0.0%	3	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053	0.915	1216	2.8	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Leonteq Securities AG CIK 0001535950	0.270	1190	2.7	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆NFJ INVESTMENT GROUP, LLC CIK 0001862664	0.180	208	2.7	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Vestcor Inc CIK 0001536925	0.400	1189	2.6	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆CULLINAN ASSOCIATES INC CIK 0001161670	0.511	204	2.6	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
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☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766	0.396	159	2.4	0.4%	2	+0.0 pp	+0.4 pp	+0.4 pp	+0.4 pp
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☆Vinva Investment Management Ltd CIK 0001968109	0.574	468	2.4	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆BROWN ADVISORY INC CIK 0001345929	0.906	1447	2.4	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306	0.772	2242	2.3	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆LMG Wealth Partners, LLC CIK 0001965772	0.381	166	2.3	0.4%	2	-0.1 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106	0.480	125	2.2	0.4%	2	-0.1 pp	+0.4 pp	+0.4 pp	+0.4 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230	0.913	2888	2.2	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆GUGGENHEIM CAPITAL LLC CIK 0001283072	0.662	1702	2.1	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆MML INVESTORS SERVICES, LLC CIK 0000701059	0.831	3254	2.0	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042	0.871	2359	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Tairen Capital Ltd CIK 0001652062	0.000	44	0.0	0.0%	0	-0.7 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Garde Capital, Inc. CIK 0001616328	0.622	224	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Savoie Capital LLC CIK 0002001471	0.674	92	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆EMINENCE CAPITAL, LP CIK 0001107310	0.000	0	0.0	0.0%	0	-1.4 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Rodgers Brothers Inc. CIK 0001397290	0.463	247	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594	0.128	62	0.0	0.0%	0	-0.3 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868	0.477	787	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆GeoWealth Management, LLC CIK 0001593387	0.736	882	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆United Community Bank CIK 0002000314	0.267	534	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Menard Financial Group LLC CIK 0001803156	0.228	80	0.0	0.0%	0	-0.2 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820	0.854	122	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026	0.095	715	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Thematics Asset Management CIK 0001956031	0.494	125	0.0	0.0%	0	-0.6 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Alamea Verwaltungs GmbH CIK 0001727645	0.240	73	0.0	0.0%	0	-0.2 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779	0.940	15	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆My Personal CFO, LLC CIK 0001916366	0.544	91	0.0	0.0%	0	-5.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆DANSKE BANK A/S CIK 0000800177	0.902	1138	0.0	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003	0.004	312	0.0	0.0%	0	-0.1 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Brooklyn Investment Group CIK 0001795705	0.342	1827	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883	0.270	125	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Holocene Advisors, LP CIK 0001700574	0.334	782	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519	0.006	768	0.0	0.0%	0	-0.2 pp	-0.2 pp	+0.0 pp	+0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715	0.582	72	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417	0.959	567	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611	0.335	99	0.0	0.0%	0	-0.1 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Andar Capital Management HK Ltd CIK 0001805591	0.000	13	0.0	0.0%	0	-2.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602	0.480	1352	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆VEGA INVESTMENT SOLUTIONS CIK 0002056914	0.174	144	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆V-Square Quantitative Management LLC CIK 0001943239	0.480	725	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Blue Grotto Capital, LLC CIK 0001764725	0.188	29	0.0	0.0%	0	-3.1 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315	0.249	339	0.0	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585	0.737	75	0.0	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Maytus Capital Management, LLC CIK 0001708759	0.000	62	0.0	0.0%	0	-0.8 pp	+0.0 pp	+0.0 pp	+0.0 pp

Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OKTA). Qtrs Held counts distinct quarters this fund has actually held OKTA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OKTA position size. Δ columns are the percentage-point change in OKTA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.

Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status