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Okta, Inc.

OKTA
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001660134

In the last 90 days, Okta, Inc. insiders filed 0 open-market purchases and 5 sales; 825 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Okta, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
678
No complete 13F data for Q4 2020
Shares held
101.8M
No complete 13F data for Q4 2020
Total value
$22.4B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting OKTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 678 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ1 2021: $22.4B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Okta, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OKTA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Fifth Third Bancorp230$51.0K0.00%––
GoalVest Advisory LLC242$53.0K0.04%––
Valeo Financial Advisors, LLC244$54.0K0.00%––
Harbor Investment Advisory, LLC251$55.0K0.01%––
Barnett & Company, Inc.270$60.0K0.03%––
First Horizon Advisors, Inc.274$60.0K0.00%––
CWM, LLC251$61.0K0.00%––
Exchange Traded Concepts, LLC294$65.0K0.00%––
Penserra Capital Management LLC300$66.0K0.00%––
McCarthy Asset Management, Inc.300$66.0K0.05%––
Clearstead Advisors, LLC307$68.0K0.01%––
Capital Analysts, LLC310$68.0K0.00%––
Wealthcare Advisory Partners LLC315$69.0K0.00%––
Glen Eagle Advisors, LLC320$70.5K0.02%––
Accel Wealth Management325$72.0K0.06%––
O'Shaughnessy Asset Management, LLC330$73.0K0.00%––
Prime Capital Investment Advisors, LLC340$75.0K0.01%––
Webster Bank, N. A.377$83.0K0.01%––
GPS Wealth Strategies Group, LLC407$89.0K0.03%––
Brown Brothers Harriman & Co435$96.0K0.00%––
Lindbrook Capital, LLC435$96.0K0.02%––
Eudaimonia Partners, LLC451$99.0K0.02%––
Sullivan, Bruyette, Speros & Blaney, LLC466$103.0K0.00%––
Harvest Fund Management Co., Ltd471$103.0K0.01%––
Vestor Capital, LLC510$112.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich524$115.0K0.00%––
Private Capital Group, LLC525$116.0K0.03%––
Mascoma Wealth Management LLC600$132.0K0.06%––
Total Clarity Wealth Management, Inc.616$136.0K0.08%––
Sutton Wealth Advisors Inc.662$145.9K0.06%––
Loomis Sayles & Co L P669$147.0K0.00%––
First Pacific Advisors, LP675$149.0K0.00%––
Capstone Investment Advisors, LLC720$159.0K0.00%––
IFP Advisors, Inc762$169.0K0.00%––
Ancora Advisors, LLC775$171.0K0.00%––
Quadrant Capital Group LLC811$179.0K0.03%––
First Manhattan Co825$181.0K0.00%––
Sandy Spring Bank827$182.0K0.01%––
Montag A & Associates Inc843$186.0K0.01%––
Fukoku Mutual Life Insurance Co900$198.0K0.02%––
Cigna Investments Inc912$201.0K0.01%––
Wimmer Associates 1, LLC910$201.0K0.11%––
Acadian Asset Management LLC922$203.0K0.00%––
WMS Partners, LLC921$203.0K0.05%––
Castleark Management LLC925$204.0K0.01%––
Pathstone Family Office, LLC936$206.0K0.01%––
WealthStone, Inc.936$206.0K0.07%––
Ieq Capital, LLC936$206.0K0.01%––
Baldwin Brothers Inc945$208.0K0.02%––
YHB Investment Advisors, Inc.770$208.0K0.02%––
Advisory Resource Group945$208.0K0.10%––
Bank Hapoalim BM948$209.0K0.03%––
Northeast Financial Consultants Inc950$210.0K0.02%––
Steward Partners Investment Advisory, LLC956$210.7K0.00%––
Clear Street Markets LLC955$211.0K0.06%––
Grace Capital967$213.0K0.14%––
Bard Financial Services, Inc.975$215.0K0.02%––
Camden Capital, LLC983$217.0K0.06%––
Concorde Asset Management, LLC991$218.0K0.13%––
Bluestein R H & Co1,000$220.0K0.01%––
Meitav Dash Investments Ltd1,000$220.0K0.01%––
LBMC Investment Advisors, LLC1,000$220.0K0.02%––
Mitchell McLeod Pugh & Williams Inc1,000$220.0K0.09%––
Snowden Capital Advisors LLC1,000$220.4K0.01%––
Optimum Investment Advisors1,025$226.0K0.07%––
Capital Asset Advisory Services LLC1,030$227.0K0.03%––
CPWM, LLC1,036$228.0K0.02%––
Brewin Dolphin Ltd1,042$229.7K0.01%––
Vicus Capital1,050$231.0K0.03%––
Hills Bank & Trust Co1,054$232.0K0.04%––
Crestwood Advisors Group LLC1,052$232.0K0.01%––
Nadler Financial Group, Inc.1,065$235.0K0.04%––
Pinnacle Associates Ltd1,076$237.0K0.00%––
Fisher Asset Management, LLC1,077$237.0K0.00%––
Cutter & CO Brokerage, Inc.1,100$242.0K0.06%––
Kaizen Financial Strategies1,100$242.0K0.23%––
Ellevest, Inc.1,109$244.0K0.03%––
BBR Partners, LLC1,113$245.0K0.02%––
Sandbox Financial Partners, LLC1,091$249.0K0.21%––
Independent Financial Group, LLC1,142$251.7K0.03%––
Values First Advisors, Inc.1,153$254.0K0.19%––
Frank, Rimerman Advisors LLC1,160$255.7K0.11%––
Los Angeles Capital Management LLC1,172$258.0K0.00%––
Federation des caisses Desjardins du Quebec1,171$258.2K0.00%––
Pacific Wealth Strategies Group, Inc.1,175$259.0K0.11%––
Norinchukin Bank, The1,185$261.0K0.00%––
Chicago Partners Investment Group LLC947$270.0K0.02%––
E Fund Management Co., Ltd.1,223$270.0K0.02%––
Symphony Financial, Ltd. Co.1,191$272.0K0.07%––
Waypoint Wealth Partners Inc.1,232$272.0K0.20%––
Exane Derivatives1,255$276.6K0.08%––
Oppenheimer Asset Management Inc.1,255$277.0K0.00%––
Janney Montgomery Scott LLC1,262$278.0K0.00%––
Change Path, LLC1,293$285.0K0.02%––
Adell Harriman & Carpenter Inc1,300$286.6K0.03%––
Jag Capital Management, LLC1,300$287.0K0.03%––
Aristotle Atlantic Partners, LLC1,314$290.0K0.02%––
Galvin, Gaustad & Stein, LLC1,326$292.0K0.03%––
Blueshift Asset Management, LLC1,375$303.0K0.03%––
Berman Capital Advisors, LLC1,390$305.0K0.06%––