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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
BBR Partners, LLC1,113$245.0K0.02%––
Ellevest, Inc.1,109$244.0K0.03%––
Cutter & CO Brokerage, Inc.1,100$242.0K0.06%––
Kaizen Financial Strategies1,100$242.0K0.23%––
Pinnacle Associates Ltd1,076$237.0K0.00%––
Fisher Asset Management, LLC1,077$237.0K0.00%––
Nadler Financial Group, Inc.1,065$235.0K0.04%––
Hills Bank & Trust Co1,054$232.0K0.04%––
Crestwood Advisors Group LLC1,052$232.0K0.01%––
Vicus Capital1,050$231.0K0.03%––
Brewin Dolphin Ltd1,042$229.7K0.01%––
CPWM, LLC1,036$228.0K0.02%––
Capital Asset Advisory Services LLC1,030$227.0K0.03%––
Optimum Investment Advisors1,025$226.0K0.07%––
Snowden Capital Advisors LLC1,000$220.4K0.01%––
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%––
Concorde Asset Management, LLC991$218.0K0.13%––
Camden Capital, LLC983$217.0K0.06%––
Bard Financial Services, Inc.975$215.0K0.02%––
Grace Capital967$213.0K0.14%––
Clear Street Markets LLC955$211.0K0.06%––
Steward Partners Investment Advisory, LLC956$210.7K0.00%––
Northeast Financial Consultants Inc950$210.0K0.02%––
Bank Hapoalim BM948$209.0K0.03%––
Baldwin Brothers Inc945$208.0K0.02%––
YHB Investment Advisors, Inc.770$208.0K0.02%––
Advisory Resource Group945$208.0K0.10%––
Pathstone Family Office, LLC936$206.0K0.01%––
WealthStone, Inc.936$206.0K0.07%––
Ieq Capital, LLC936$206.0K0.01%––
Castleark Management LLC925$204.0K0.01%––
Acadian Asset Management LLC922$203.0K0.00%––
WMS Partners, LLC921$203.0K0.05%––
Cigna Investments Inc912$201.0K0.01%––
Wimmer Associates 1, LLC910$201.0K0.11%––
Fukoku Mutual Life Insurance Co900$198.0K0.02%––
Montag A & Associates Inc843$186.0K0.01%––
Sandy Spring Bank827$182.0K0.01%––
First Manhattan Co825$181.0K0.00%––
Quadrant Capital Group LLC811$179.0K0.03%––
Ancora Advisors, LLC775$171.0K0.00%––
IFP Advisors, Inc762$169.0K0.00%––
Capstone Investment Advisors, LLC720$159.0K0.00%––
First Pacific Advisors, LP675$149.0K0.00%––
Loomis Sayles & Co L P669$147.0K0.00%––
Sutton Wealth Advisors Inc.662$145.9K0.06%––
Total Clarity Wealth Management, Inc.616$136.0K0.08%––
Mascoma Wealth Management LLC600$132.0K0.06%––
Private Capital Group, LLC525$116.0K0.03%––
Bank Julius Baer & Co. Ltd, Zurich524$115.0K0.00%––
Vestor Capital, LLC510$112.0K0.01%––
Sullivan, Bruyette, Speros & Blaney, LLC466$103.0K0.00%––
Harvest Fund Management Co., Ltd471$103.0K0.01%––
Eudaimonia Partners, LLC451$99.0K0.02%––
Brown Brothers Harriman & Co435$96.0K0.00%––
Lindbrook Capital, LLC435$96.0K0.02%––
GPS Wealth Strategies Group, LLC407$89.0K0.03%––
Webster Bank, N. A.377$83.0K0.01%––
Prime Capital Investment Advisors, LLC340$75.0K0.01%––
O'Shaughnessy Asset Management, LLC330$73.0K0.00%––
Accel Wealth Management325$72.0K0.06%––
Glen Eagle Advisors, LLC320$70.5K0.02%––
Wealthcare Advisory Partners LLC315$69.0K0.00%––
Clearstead Advisors, LLC307$68.0K0.01%––
Capital Analysts, LLC310$68.0K0.00%––
Penserra Capital Management LLC300$66.0K0.00%––
McCarthy Asset Management, Inc.300$66.0K0.05%––
Exchange Traded Concepts, LLC294$65.0K0.00%––
CWM, LLC251$61.0K0.00%––
Barnett & Company, Inc.270$60.0K0.03%––
First Horizon Advisors, Inc.274$60.0K0.00%––
Harbor Investment Advisory, LLC251$55.0K0.01%––
Valeo Financial Advisors, LLC244$54.0K0.00%––
GoalVest Advisory LLC242$53.0K0.04%––
Fifth Third Bancorp230$51.0K0.00%––
KB Financial Partners, LLC216$48.0K0.02%––
Sonora Investment Management, LLC200$44.0K0.00%––
Community Bank, N.A.200$44.0K0.01%––
PrairieView Partners, LLC200$44.0K0.01%––
State of Alaska, Department of Revenue196$43.0K0.00%––
Focused Wealth Management, Inc170$37.0K0.01%––
San Francisco Sentry Investment Group (Ca)140$30.0K0.01%––
Capital Advisory Group Advisory Services, LLC134$30.0K0.01%––
Massmutual Trust Co FSB133$29.0K0.00%––
Lloyd Advisory Services, LLC.132$29.0K0.02%––
International Assets Investment Management, LLC110$28.0K0.00%––
Bedel Financial Consulting, Inc.119$26.0K0.01%––
Allred Capital Management, LLC105$23.1K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC105$23.0K0.00%––
Gradient Investments LLC100$22.0K0.00%––
Tfo-TDC, LLC100$22.0K0.01%––
WealthShield Partners, LLC100$22.0K0.00%––
Larson Financial Group LLC101$22.0K0.01%––
Grandview Asset Management LLC100$22.0K0.01%––
Abundance Wealth Counselors100$22.0K0.01%––
Liberty Wealth Management LLC79$21.0K0.01%––
SOA Wealth Advisors, LLC.93$20.0K0.01%––