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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 825 | $21.6B |
| Q1 2026 | 733 | $12.4B |
| Q4 2025 | 740 | $13.2B |
| Q3 2025 | 751 | $13.7B |
| Q2 2025 | 750 | $15.6B |
| Q1 2025 | 734 | $15.3B |
| Q4 2024 | 667 | $11.0B |
| Q3 2024 | 633 | $10.2B |
| Q2 2024 | 641 | $12.8B |
| Q1 2024 | 655 | $13.9B |
| Q4 2023 | 623 | $11.8B |
| Q3 2023 | 601 | $10.3B |
| Q2 2023 | 618 | $8.81B |
| Q1 2023 | 638 | $10.8B |
| Q4 2022 | 584 | $8.52B |
| Q3 2022 | 571 | $6.77B |
| Q2 2022 | 607 | $11.0B |
| Q1 2022 | 684 | $18.2B |
| Q4 2021 | 755 | $26.9B |
| Q3 2021 | 733 | $27.4B |
| Q2 2021 | 702 | $27.4B |
| Q1 2021 | 678 | $22.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 214 | $52.0K | 0.01% | +214 | New |
| GoalVest Advisory LLC | 242 | $59.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 251 | $61.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 251 | $61.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 257 | $63.0K | 0.00% | −50−16.3% | Reduced |
| Barnett & Company, Inc. | 270 | $66.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 287 | $70.0K | 0.01% | +287 | New |
| McCarthy Asset Management, Inc. | 300 | $73.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 323 | $77.0K | 0.01% | −148−31.4% | Reduced |
| Glen Eagle Advisors, LLC | 320 | $78.3K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 323 | $79.0K | 0.00% | −201−38.4% | Reduced |
| Accel Wealth Management | 353 | $86.0K | 0.06% | +28+8.6% | Added |
| TSFG, LLC | 351 | $86.0K | 0.03% | +351 | New |
| Fifth Third Bancorp | 355 | $87.0K | 0.00% | +125+54.3% | Added |
| O'Shaughnessy Asset Management, LLC | 392 | $96.0K | 0.00% | +62+18.8% | Added |
| Penserra Capital Management LLC | 399 | $97.0K | 0.00% | +99+33.0% | Added |
| Brown Brothers Harriman & Co | 435 | $106.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 472 | $115.0K | 0.03% | +65+16.0% | Added |
| Arcadia Investment Management Corp | 500 | $122.0K | 0.02% | +500 | New |
| Private Capital Group, LLC | 509 | $125.0K | 0.03% | −16−3.0% | Reduced |
| Vestor Capital, LLC | 510 | $125.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 542 | $132.6K | 0.01% | −500−48.0% | Reduced |
| Lindbrook Capital, LLC | 547 | $134.0K | 0.03% | +112+25.7% | Added |
| First Horizon Advisors, Inc. | 578 | $140.0K | 0.01% | +304+110.9% | Added |
| SRS Capital Advisors, Inc. | 600 | $147.0K | 0.02% | +600 | New |
| Sutton Wealth Advisors Inc. | 665 | $162.7K | 0.06% | +3+0.5% | Added |
| First Pacific Advisors, LP | 675 | $165.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 732 | $179.0K | 0.00% | −224−23.4% | Reduced |
| Agf Investments Inc. | 776 | $190.0K | 0.00% | −1,117−59.0% | Reduced |
| Ancora Advisors, LLC | 775 | $190.0K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 800 | $196.0K | 0.02% | −100−11.1% | Reduced |
| Quadrant Capital Group LLC | 802 | $196.0K | 0.03% | −9−1.1% | Reduced |
| Dakota Wealth Management | 828 | $203.0K | 0.02% | +828 | New |
| Institute for Wealth Management, LLC. | 838 | $205.0K | 0.04% | +838 | New |
| Weld Capital Management LLC | 847 | $207.0K | 0.21% | +847 | New |
| Sandy Spring Bank | 852 | $209.0K | 0.01% | +25+3.0% | Added |
| Echo Street Capital Management LLC | 855 | $209.0K | 0.00% | +855 | New |
| Claro Advisors LLC | 864 | $211.0K | 0.09% | +864 | New |
| Keebeck Alpha, LP | 864 | $211.0K | 0.07% | +864 | New |
| Montag A & Associates Inc | 867 | $212.0K | 0.01% | +24+2.8% | Added |
| Aft, Forsyth & Company, Inc. | 866 | $212.0K | 0.11% | +866 | New |
| Financial Consulate, Inc | 868 | $212.0K | 0.08% | +868 | New |
| Financial Consulate Inc. | 868 | $212.0K | 0.08% | +868 | New |
| Proficio Capital Partners LLC | 874 | $214.0K | 0.03% | +874 | New |
| First Quadrant L P | 900 | $220.0K | 0.03% | +900 | New |
| Asahi Life Asset Management Co., Ltd. | 900 | $220.0K | 0.03% | +900 | New |
| Johnson Investment Counsel Inc | 908 | $222.0K | 0.00% | +908 | New |
| Castleark Management LLC | 925 | $226.0K | 0.01% | 00.0% | Unchanged |
| WMS Partners, LLC | 922 | $226.0K | 0.03% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 923 | $226.0K | 0.05% | +923 | New |
| LexAurum Advisors, LLC | 925 | $226.0K | 0.07% | +925 | New |
| Baker Tilly Wealth Management, LLC | 936 | $229.0K | 0.04% | +936 | New |
| Baldwin Brothers Inc | 945 | $231.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 946 | $232.0K | 0.02% | +34+3.7% | Added |
| StoneX Group Inc. | 955 | $234.0K | 0.03% | +955 | New |
| First Foundation Advisors | 962 | $235.0K | 0.01% | +962 | New |
| Pathstone Family Office, LLC | 968 | $237.0K | 0.01% | +32+3.4% | Added |
| Snowden Capital Advisors LLC | 970 | $237.3K | 0.01% | −30−3.0% | Reduced |
| Northeast Financial Consultants Inc | 975 | $238.0K | 0.02% | +25+2.6% | Added |
| First Manhattan Co | 991 | $242.0K | 0.00% | +166+20.1% | Added |
| Lazard Asset Management LLC | 1,000 | $244.0K | 0.00% | +1,000 | New |
| Sustainable Growth Advisers, LP | 999 | $244.0K | 0.00% | +999 | New |
| Pinnacle Associates Ltd | 1,000 | $245.0K | 0.00% | −76−7.1% | Reduced |
| Bluestein R H & Co | 1,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 1,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,000 | $245.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,000 | $245.0K | 0.09% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $245.0K | 0.02% | +25+2.6% | Added |
| Albion Financial Group | 1,000 | $245.0K | 0.02% | +1,000 | New |
| Sawtooth Solutions, LLC | 1,008 | $247.0K | 0.05% | +1,008 | New |
| Chicago Partners Investment Group LLC | 996 | $252.0K | 0.02% | +49+5.2% | Added |
| CPWM, LLC | 1,031 | $252.0K | 0.02% | −5−0.5% | Reduced |
| Vicus Capital | 1,050 | $257.0K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,054 | $258.0K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,069 | $262.0K | 0.04% | +4+0.4% | Added |
| Moseley Investment Management Inc | 1,071 | $262.0K | 0.13% | +1,071 | New |
| First Heartland Consultants, Inc. | 1,070 | $262.0K | 0.04% | +1,070 | New |
| Verition Fund Management LLC | 1,071 | $262.0K | 0.00% | +1,071 | New |
| Arvest Bank Trust Division | 1,074 | $263.0K | 0.01% | +1,074 | New |
| Great Lakes Advisors, LLC | 1,091 | $267.0K | 0.00% | −755−40.9% | Reduced |
| Crestwood Advisors Group LLC | 1,092 | $267.0K | 0.01% | +40+3.8% | Added |
| Cutter & CO Brokerage, Inc. | 1,100 | $269.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,107 | $271.0K | 0.00% | −740−40.1% | Reduced |
| Wimmer Associates 1, LLC | 1,115 | $273.0K | 0.16% | +205+22.5% | Added |
| Grace Capital | 1,150 | $281.0K | 0.19% | +183+18.9% | Added |
| Frank, Rimerman Advisors LLC | 1,160 | $283.8K | 0.11% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,161 | $284.0K | 0.01% | +1,161 | New |
| Rollins Financial | 1,163 | $285.0K | 0.10% | +1,163 | New |
| Pacific Wealth Strategies Group, Inc. | 1,175 | $287.0K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,175 | $287.0K | 0.09% | +150+14.6% | Added |
| BBR Partners, LLC | 1,198 | $293.0K | 0.02% | +85+7.6% | Added |
| Paradigm Asset Management Co LLC | 1,200 | $293.6K | 0.07% | −200−14.3% | Reduced |
| Waypoint Wealth Partners Inc. | 1,232 | $301.0K | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,245 | $304.4K | 0.00% | +74+6.3% | Added |
| Values First Advisors, Inc. | 1,247 | $305.0K | 0.21% | +94+8.2% | Added |
| Adell Harriman & Carpenter Inc | 1,260 | $308.3K | 0.03% | −40−3.1% | Reduced |
| Change Path, LLC | 1,293 | $316.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,297 | $317.0K | 0.03% | +188+17.0% | Added |
| Jag Capital Management, LLC | 1,301 | $318.0K | 0.02% | +1+0.1% | Added |
| Capital Asset Advisory Services LLC | 1,301 | $318.0K | 0.03% | +271+26.3% | Added |