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Livermore
ZHEN

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, Q2 2021

Institutional positions in Okta, Inc. as of Jun 30, 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
702
+32 vs. Q1 2021
Shares held
112.3M
+11.0M (+10.9%) vs. Q1 2021
Total value
$27.4B
+$5.08B (+22.7%) vs. Q1 2021
New holders
114
270 more added
Sold out
82
198 more reduced

8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 702 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 heldQ2 2021: $27.4B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2021.

Institutions holding OKTA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. LLC2$00.00%00.0%Unchanged
Macroview Investment Management LLC2$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC2$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Kelly Financial Services LLC23,489$960.00%+23,474+156,493.3%Added
Global Financial Private Client, LLC1$2410.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2$4890.00%00.0%Unchanged
Arcadia Investment Advisors LLC2$4890.00%+2New
Allworth Financial LP5$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$1.00K0.00%00.0%Unchanged
Crewe Advisors LLC5$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC3$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.8$2.00K0.00%−12−60.0%Reduced
Berkshire Capital Holdings Inc10$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC9$2.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC10$2.00K0.00%00.0%Unchanged
TFC Financial Management10$2.00K0.00%00.0%Unchanged
Lee Financial Co7$2.00K0.00%+7New
Phoenix Wealth Advisors10$2.00K0.00%+10New
True Link Financial Advisors, LLC8$2.00K0.00%+8New
TD Private Client Wealth LLC12$2.94K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$3.00K0.00%−6−33.3%Reduced
Tarbox Family Office, Inc.13$3.00K0.00%00.0%Unchanged
Larson Financial Group LLC16$4.00K0.00%−85−84.2%Reduced
FourThought Financial, LLC18$4.00K0.00%−15−45.5%Reduced
Hudock, Inc.19$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$4.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC16$4.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust17$4.00K0.00%+6+54.5%Added
Ironwood Financial, llc15$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC16$4.00K0.00%+5+45.5%Added
C M Bidwell & Associates Ltd22$5.00K0.00%00.0%Unchanged
Perennial Advisors, LLC22$5.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$5.00K0.00%00.0%Unchanged
First Horizon Corp21$5.00K0.00%+6+40.0%Added
Concord Wealth Partners20$5.00K0.00%+20New
Wolff Wiese Magana LLC22$5.00K0.00%+22New
Raffa Wealth Management, LLC23$5.63K0.00%−36−61.0%Reduced
Carroll Financial Associates, Inc.25$6.00K0.00%−17−40.5%Reduced
State of Wyoming23$6.00K0.00%−13−36.1%Reduced
Global Wealth Management Investment Advisory, Inc.25$6.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC23$6.00K0.00%00.0%Unchanged
Ade, LLC23$6.00K0.01%00.0%Unchanged
NuWave Investment Management, LLC25$6.00K0.01%+25New
Sound Income Strategies, LLC30$7.00K0.00%−12−28.6%Reduced
Delta Asset Management LLC30$7.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC30$7.00K0.00%00.0%Unchanged
Credit Agricole S A27$7.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.28$7.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC29$7.00K0.00%+29New
JFS Wealth Advisors, LLC32$8.00K0.00%00.0%Unchanged
Parisi Gray Wealth Management32$8.00K0.00%+32New
Front Row Advisors LLC40$9.00K0.00%+40New
Lake Point Wealth Management38$9.00K0.00%+38New
Hoover Financial Advisors, Inc.40$10.0K0.00%00.0%Unchanged
Smithfield Trust Co39$10.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC40$10.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.47$11.0K0.00%00.0%Unchanged
Strategic Blueprint, LLC45$11.0K0.00%+45New
Bourgeon Capital Management LLC50$12.0K0.00%00.0%Unchanged
Evoke Wealth, LLC51$12.0K0.00%00.0%Unchanged
JCIC Asset Management Inc.40$12.0K0.00%00.0%Unchanged
Pacitti Group Inc.55$13.0K0.01%00.0%Unchanged
Earnest Partners LLC57$14.0K0.00%00.0%Unchanged
Close Asset Management Ltd56$14.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$14.7K0.02%00.0%Unchanged
Glassman Wealth Services65$16.0K0.00%00.0%Unchanged
North Star Investment Management Corp.65$16.0K0.00%+65New
Whittier Trust Co75$18.0K0.00%00.0%Unchanged
Avion Wealth75$18.0K0.01%00.0%Unchanged
Meeder Asset Management Inc74$18.0K0.00%+1+1.4%Added
Washington Trust Co72$18.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd75$18.0K0.00%+75New
BerganKDV Wealth Management, LLC78$19.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP78$19.0K0.00%+78New
Enterprise Financial Services Corp84$20.0K0.00%+5+6.3%Added
Pittenger & Anderson Inc87$21.0K0.00%+29+50.0%Added
SOA Wealth Advisors, LLC.93$22.0K0.01%00.0%Unchanged
Liberty Wealth Management LLC92$23.0K0.01%+13+16.5%Added
Sargent Bickham Lagudis LLC96$23.0K0.00%+39+68.4%Added
Cullen/Frost Bankers, Inc.93$23.0K0.00%+93New
Gradient Investments LLC100$24.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.100$24.0K0.02%+100New
Addison Advisors LLC100$24.0K0.02%+100New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC105$25.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC107$26.0K0.01%−27−20.1%Reduced
JNBA Financial Advisors105$26.0K0.00%+105New
Loomis Sayles & Co L P116$28.0K0.00%−553−82.7%Reduced
Massmutual Trust Co FSB133$33.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.139$34.0K0.01%+20+16.8%Added
BBVA USA155$38.0K0.00%+155New
San Francisco Sentry Investment Group (Ca)175$42.0K0.02%+35+25.0%Added
Focused Wealth Management, Inc177$43.0K0.01%+7+4.1%Added
Patriot Financial Group Insurance Agency, LLC180$44.0K0.01%−3,917−95.6%Reduced
KB Financial Partners, LLC193$47.0K0.02%−23−10.6%Reduced
State of Alaska, Department of Revenue196$47.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.196$48.0K0.02%+64+48.5%Added
Sonora Investment Management, LLC200$49.0K0.01%00.0%Unchanged
Community Bank, N.A.200$49.0K0.01%00.0%Unchanged
PrairieView Partners, LLC200$49.0K0.01%00.0%Unchanged