Skip to main content

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
Harvest Volatility Management LLC2,628$579.0K0.05%––
Diversified Trust Co2,615$576.0K0.02%––
AlphaCrest Capital Management LLC2,585$570.0K0.03%––
SkyOak Wealth, LLC2,015$568.0K0.16%––
Ameritas Investment Partners, Inc.2,540$560.0K0.02%––
Parametrica Management Ltd2,611$558.0K0.27%––
AGF Investments LLC2,484$548.0K0.07%––
Allstate Corp2,471$545.0K0.02%––
World Asset Management Inc2,012$543.0K0.05%––
Bayesian Capital Management, LP2,412$532.0K0.12%––
Shell Asset Management Co2,393$527.0K0.01%––
Alta Wealth Advisors LLC2,375$524.0K0.44%––
Appleton Partners Inc2,362$521.0K0.05%––
Engineers Gate Manager LP2,350$518.0K0.03%––
BI Asset Management Fondsmaeglerselskab A/S2,348$518.0K0.02%––
Spears Abacus Advisors LLC2,333$514.0K0.04%––
Diamant Asset Management, Inc.2,290$505.0K0.44%––
V Wealth Advisors LLC2,243$494.0K0.09%––
Washburn Capital Management, Inc.2,243$494.0K0.34%––
Paradigm Financial Partners, LLC2,225$490.0K0.13%––
Mutual of America Capital Management LLC2,220$489.0K0.01%––
Salem Investment Counselors Inc2,204$486.0K0.03%––
Sander Capital Advisors Inc2,150$473.0K0.25%––
Moody Lynn & Lieberson, LLC2,118$467.0K0.04%––
People's United Financial, Inc.2,113$466.0K0.01%––
Avantax Advisory Services, Inc.2,097$463.0K0.01%––
Jefferies Group LLC2,066$455.4K0.01%––
Opes Wealth Management LLC2,050$452.0K0.18%––
Ethic Inc.2,039$449.0K0.08%––
Eqis Capital Management, Inc.2,032$448.0K0.03%––
Creative Financial Designs Inc2,017$445.0K0.09%––
Harvey Capital Management Inc2,000$440.0K0.16%––
Perpetual Investment Management Ltd2,000$440.0K0.07%––
Virtu Financial LLC1,969$434.0K0.03%––
Vigilare Wealth Management1,964$433.0K0.31%––
Nisa Investment Advisors, LLC1,950$430.0K0.00%––
Signaturefd, LLC1,932$426.0K0.02%––
Bank of Nova Scotia1,901$419.0K0.00%––
Agf Investments Inc.1,893$417.0K0.00%––
Harbour Investments, Inc.1,887$416.0K0.01%––
Meridian Wealth Management, LLC1,876$414.0K0.06%––
Great Lakes Advisors, LLC1,846$407.0K0.01%––
Captrust Financial Advisors1,847$407.0K0.00%––
IndexIQ Advisors LLC1,840$406.0K0.01%––
Prudential PLC1,831$404.0K0.00%––
Raymond James Trust N.A.1,804$398.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt1,800$397.0K0.03%––
Hayden Royal, LLC1,800$397.0K0.23%––
Two Sigma Securities, LLC1,778$392.0K0.09%––
Winton Group Ltd1,761$388.0K0.02%––
Equitable Trust Co1,745$385.0K0.03%––
Weiss Multi-Strategy Advisers LLC1,703$375.0K0.01%––
Providence Wealth Advisors, LLC1,700$375.0K0.28%––
Belpointe Asset Management LLC2,039$366.0K0.03%––
Sumitomo Mitsui Financial Group, Inc.1,704$364.0K0.01%––
Paloma Partners Management Co1,640$361.0K0.01%––
St. Louis Trust Co1,638$361.0K0.09%––
Tuttle Tactical Management1,630$359.0K0.14%––
Sheaff Brock Investment Advisors, LLC1,628$359.0K0.04%––
Financial Advocates Investment Management1,630$359.0K0.03%––
Meiji Yasuda Life Insurance Co1,619$357.0K0.01%––
Kingsview Wealth Management, LLC1,545$355.0K0.02%––
HBK Investments L P1,605$354.0K0.00%––
Voya Financial Advisors, Inc.1,649$352.0K0.01%––
Narwhal Capital Management1,589$350.0K0.05%––
Meiji Yasuda Asset Management Co Ltd.1,565$345.0K0.03%––
Comerica Securities,inc.1,555$343.0K0.03%––
JustInvest LLC1,549$341.0K0.05%––
Allen Investment Management LLC1,533$338.0K0.01%––
Bristlecone Advisors, LLC1,534$338.0K0.05%––
Corient Capital Partners, LLC1,527$337.0K0.03%––
Brookstone Capital Management1,519$335.0K0.01%––
Cribstone Capital Management, LLC1,504$332.0K0.22%––
Strid Group, LLC1,489$328.0K0.08%––
Spearhead Capital Advisors, LLC1,490$328.0K0.05%––
Sand Hill Global Advisors, LLC1,423$314.0K0.02%––
HHM Wealth Advisors, LLC1,400$309.0K0.10%––
Paradigm Asset Management Co LLC1,400$308.6K0.08%––
Berman Capital Advisors, LLC1,390$305.0K0.06%––
Blueshift Asset Management, LLC1,375$303.0K0.03%––
Galvin, Gaustad & Stein, LLC1,326$292.0K0.03%––
Aristotle Atlantic Partners, LLC1,314$290.0K0.02%––
Jag Capital Management, LLC1,300$287.0K0.03%––
Adell Harriman & Carpenter Inc1,300$286.6K0.03%––
Change Path, LLC1,293$285.0K0.02%––
Janney Montgomery Scott LLC1,262$278.0K0.00%––
Oppenheimer Asset Management Inc.1,255$277.0K0.00%––
Exane Derivatives1,255$276.6K0.08%––
Symphony Financial, Ltd. Co.1,191$272.0K0.07%––
Waypoint Wealth Partners Inc.1,232$272.0K0.20%––
Chicago Partners Investment Group LLC947$270.0K0.02%––
E Fund Management Co., Ltd.1,223$270.0K0.02%––
Norinchukin Bank, The1,185$261.0K0.00%––
Pacific Wealth Strategies Group, Inc.1,175$259.0K0.11%––
Federation des caisses Desjardins du Quebec1,171$258.2K0.00%––
Los Angeles Capital Management LLC1,172$258.0K0.00%––
Frank, Rimerman Advisors LLC1,160$255.7K0.11%––
Values First Advisors, Inc.1,153$254.0K0.19%––
Independent Financial Group, LLC1,142$251.7K0.03%––
Sandbox Financial Partners, LLC1,091$249.0K0.21%––