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
Enterprise Financial Services Corp79$17.0K0.00%––
Whittier Trust Co75$17.0K0.00%––
BerganKDV Wealth Management, LLC78$17.0K0.00%––
Avion Wealth75$17.0K0.01%––
Alpha DNA Investment Management LLC80$17.0K0.02%––
Meeder Asset Management Inc73$16.0K0.00%––
Washington Trust Co72$16.0K0.00%––
Glassman Wealth Services65$14.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$13.2K0.02%––
Pittenger & Anderson Inc58$13.0K0.00%––
Earnest Partners LLC57$13.0K0.00%––
Winch Advisory Services, LLC61$13.0K0.01%––
Sargent Bickham Lagudis LLC57$13.0K0.00%––
Raffa Wealth Management, LLC59$12.8K0.00%––
Close Asset Management Ltd56$12.0K0.00%––
Pacitti Group Inc.55$12.0K0.01%––
Bourgeon Capital Management LLC50$11.0K0.00%––
Certified Advisory Corp50$11.0K0.00%––
Evoke Wealth, LLC51$11.0K0.00%––
RMR Wealth Builders50$11.0K0.00%––
Zions Bancorporation, N.A.47$10.0K0.00%––
Hoover Financial Advisors, Inc.40$10.0K0.00%––
Sound Income Strategies, LLC42$9.26K0.00%––
Smithfield Trust Co39$9.00K0.00%––
JCIC Asset Management Inc.40$9.00K0.00%––
Carroll Financial Associates, Inc.42$9.00K0.00%––
Tradewinds Capital Management, LLC40$9.00K0.00%––
State of Wyoming36$8.00K0.01%––
Delta Asset Management LLC30$7.00K0.00%––
JFS Wealth Advisors, LLC32$7.00K0.00%––
Laurel Wealth Advisors LLC30$7.00K0.00%––
FourThought Financial, LLC33$7.00K0.00%––
Credit Agricole S A27$6.00K0.00%––
Mizuho Securities Co. Ltd.28$6.00K0.00%––
BDO Wealth Advisors, LLC25$6.00K0.00%––
Global Wealth Management Investment Advisory, Inc.25$6.00K0.00%––
C M Bidwell & Associates Ltd22$5.00K0.00%––
Baystate Wealth Management LLC23$5.00K0.00%––
Perennial Advisors, LLC22$5.00K0.00%––
Meridian Wealth Partners, LLC25$5.00K0.00%––
Annapolis Financial Services, LLC22$5.00K0.00%––
Ade, LLC23$5.00K0.00%––
Plante Moran Financial Advisors, LLC20$4.00K0.00%––
Hudock, Inc.19$4.00K0.00%––
Financial Management Professionals, Inc.16$4.00K0.00%––
JJJ Advisors Inc.20$4.00K0.00%––
Stonebridge Capital Advisors LLC20$4.00K0.00%––
Financial Enhancement Group LLC18$4.00K0.00%––
Wagner Wealth Management, LLC16$4.00K0.00%––
Kelly Financial Services LLC15$3.31K0.00%––
First Horizon Corp15$3.00K0.00%––
Parkside Financial Bank & Trust11$3.00K0.00%––
TCI Wealth Advisors, Inc.15$3.00K0.00%––
Tarbox Family Office, Inc.13$3.00K0.00%––
Ironwood Financial, llc15$3.00K0.00%––
Turim 21 Investimentos Ltda.13$3.00K0.00%––
Fiduciary Planning LLC15$3.00K0.00%––
TD Private Client Wealth LLC12$2.65K0.00%––
Berkshire Capital Holdings Inc10$2.00K0.00%––
ClariVest Asset Management LLC9$2.00K0.00%––
Wealthcare Capital Management LLC8$2.00K0.00%––
Horizon Financial Services, LLC10$2.00K0.00%––
Global Retirement Partners, LLC10$2.00K0.00%––
Prestige Wealth Management Group LLC11$2.00K0.00%––
Standard Family Office LLC9$2.00K0.00%––
TFC Financial Management10$2.00K0.00%––
Covington Capital Management3$1.00K0.00%––
Allworth Financial LP5$1.00K0.00%––
Institutional & Family Asset Management, LLC3$1.00K0.00%––
Crewe Advisors LLC5$1.00K0.00%––
Burleson & Company, LLC3$1.00K0.00%––
Bartlett & Co. Wealth Management LLC2$4410.00%––
Global Financial Private Client, LLC1$2300.00%––
Simplex Trading, LLC21,647$00.00%––
Bartlett & Co. LLC2$00.00%––
Macroview Investment Management LLC2$00.00%––
Charter Oak Capital Management, LLC2$00.00%––
McClarren Financial Advisors, Inc.2$00.00%––