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 |
|---|---|---|---|---|---|
| Conway Capital Management, Inc. | 3,355 | $820.9K | 0.56% | −325−8.8% | Reduced |
| Mark Stevens | 3,425 | $838.0K | 0.09% | −145−4.1% | Reduced |
| Tudor Investment Corp Et Al | 3,441 | $842.0K | 0.02% | −2,443−41.5% | Reduced |
| Diversified Trust Co | 3,440 | $842.0K | 0.03% | +825+31.5% | Added |
| Waldron Private Wealth LLC | 3,460 | $846.0K | 0.05% | −75−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 3,472 | $850.0K | 0.02% | +108+3.2% | Added |
| IBM Retirement Fund | 3,506 | $858.0K | 0.07% | −438−11.1% | Reduced |
| Kings Point Capital Management | 3,511 | $859.0K | 0.08% | +11+0.3% | Added |
| Tower Research Capital LLC (TRC) | 3,514 | $860.0K | 0.02% | −3,605−50.6% | Reduced |
| Sumitomo Life Insurance Co | 3,514 | $860.0K | 0.03% | −498−12.4% | Reduced |
| Wade G W & Inc | 3,540 | $866.0K | 0.04% | −274−7.2% | Reduced |
| Harvest Volatility Management LLC | 3,577 | $875.0K | 0.07% | +949+36.1% | Added |
| Motley Fool Asset Management LLC | 3,586 | $877.0K | 0.06% | +3,586 | New |
| DuPont Capital Management Corp | 3,648 | $893.0K | 0.02% | +914+33.4% | Added |
| Mercer Global Advisors Inc | 3,704 | $906.0K | 0.01% | −1,905−34.0% | Reduced |
| Wetherby Asset Management Inc | 3,729 | $913.0K | 0.06% | +131+3.6% | Added |
| CAPROCK Group, Inc. | 3,730 | $913.0K | 0.08% | +165+4.6% | Added |
| Commerce Bank | 3,735 | $914.0K | 0.01% | −339−8.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,750 | $918.0K | 0.04% | +1,402+59.7% | Added |
| AlphaCrest Capital Management LLC | 3,784 | $926.0K | 0.04% | +1,199+46.4% | Added |
| M&T Bank Corp | 3,790 | $927.0K | 0.00% | +128+3.5% | Added |
| Thoroughbred Financial Services, LLC | 3,799 | $930.0K | 0.23% | −96−2.5% | Reduced |
| AlpInvest Partners B.V. | 3,836 | $939.0K | 0.46% | +3,836 | New |
| Pacer Advisors, Inc. | 3,843 | $940.0K | 0.01% | −130−3.3% | Reduced |
| Impax Asset Management Group plc | 3,887 | $951.0K | 0.00% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 3,924 | $960.0K | 0.12% | +940+31.5% | Added |
| Baker Avenue Asset Management, LP | 4,016 | $982.0K | 0.06% | +4,016 | New |
| Geneos Wealth Management Inc. | 4,131 | $1.00M | 0.04% | +25+0.6% | Added |
| Golden Green, Inc. | 4,149 | $1.01M | 0.78% | −38−0.9% | Reduced |
| Azzad Asset Management Inc | 4,154 | $1.02M | 0.15% | +150+3.7% | Added |
| Flagship Harbor Advisors, LLC | 4,281 | $1.05M | 0.11% | +75+1.8% | Added |
| Weatherly Asset Management L. P. | 4,331 | $1.06M | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 4,357 | $1.07M | 0.03% | −158−3.5% | Reduced |
| AdvisorNet Financial, Inc | 4,377 | $1.07M | 0.07% | +367+9.2% | Added |
| Laurel Wealth Advisors, Inc. | 4,482 | $1.10M | 0.14% | −94−2.1% | Reduced |
| American Portfolios Advisors | 4,585 | $1.12M | 0.04% | +176+4.0% | Added |
| Cetera Advisor Networks LLC | 4,595 | $1.12M | 0.02% | +1,820+65.6% | Added |
| Twin Capital Management Inc | 4,611 | $1.13M | 0.10% | +309+7.2% | Added |
| Bridgeway Capital Management, LLC | 4,700 | $1.15M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,729 | $1.16M | 0.02% | +4,729 | New |
| Robeco Institutional Asset Management B.V. | 4,803 | $1.18M | 0.00% | −2,813−36.9% | Reduced |
| Cresset Asset Management, LLC | 4,803 | $1.18M | 0.02% | +263+5.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 4,928 | $1.21M | 0.02% | +1,688+52.1% | Added |
| Focus Financial Network, Inc. | 4,943 | $1.21M | 0.16% | +202+4.3% | Added |
| Mid Atlantic Financial Management Inc | 4,956 | $1.21M | 0.08% | −170−3.3% | Reduced |
| Vectors Research Management, LLC | 4,990 | $1.22M | 0.31% | +163+3.4% | Added |
| HNP Capital LLC | 4,990 | $1.22M | 0.32% | +180+3.7% | Added |
| Potrero Capital Research LLC | 5,000 | $1.22M | 0.30% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 5,038 | $1.23M | 0.44% | −37−0.7% | Reduced |
| Davide Leone & Partners Investment Co Ltd. | 5,062 | $1.24M | 0.20% | +5,062 | New |
| Legacy Bridge, LLC | 5,195 | $1.27M | 0.72% | +5,195 | New |
| Seeyond | 5,335 | $1.30M | 0.12% | +24+0.5% | Added |
| D.A. Davidson & Co. | 5,340 | $1.31M | 0.02% | −2,450−31.5% | Reduced |
| Sigma Planning Corp | 5,356 | $1.31M | 0.04% | +911+20.5% | Added |
| Banque Cantonale Vaudoise | 5,405 | $1.32M | 0.06% | −596−9.9% | Reduced |
| Coastal Bridge Advisors, LLC | 5,492 | $1.34M | 0.28% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,505 | $1.35M | 0.01% | −7,749−58.5% | Reduced |
| Shepherd Financial Partners LLC | 5,572 | $1.36M | 0.26% | −2,611−31.9% | Reduced |
| Panagora Asset Management Inc | 5,655 | $1.38M | 0.01% | −15,367−73.1% | Reduced |
| Prospera Financial Services Inc | 5,729 | $1.40M | 0.07% | −9,663−62.8% | Reduced |
| Prudential PLC | 5,732 | $1.40M | 0.01% | +3,901+213.1% | Added |
| Arthur M. Cohen & Associates, LLC | 5,759 | $1.41M | 0.29% | −116−2.0% | Reduced |
| AXS Investments LLC | 5,813 | $1.42M | 0.43% | −1,859−24.2% | Reduced |
| E. Ohman J:or Asset Management AB | 5,900 | $1.44M | 0.05% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 5,956 | $1.46M | 0.60% | +5,956 | New |
| Cerity Partners LLC | 5,961 | $1.46M | 0.03% | −3,205−35.0% | Reduced |
| CIBC World Markets Inc. | 5,988 | $1.47M | 0.00% | −7,997−57.2% | Reduced |
| Tiger Management L.L.C. | 6,100 | $1.49M | 0.26% | +6,100 | New |
| Mezzasalma Advisors, LLC | 6,120 | $1.50M | 0.82% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 6,796 | $1.50M | 1.01% | +1,006+17.4% | Added |
| Beacon Investment Advisory Services, Inc. | 6,135 | $1.50M | 0.06% | +901+17.2% | Added |
| Prudential Financial Inc | 6,180 | $1.51M | 0.00% | −149−2.4% | Reduced |
| Nordea Investment Management AB | 6,195 | $1.52M | 0.00% | −121,140−95.1% | Reduced |
| Steel Peak Wealth Management LLC | 6,195 | $1.52M | 0.11% | +110+1.8% | Added |
| AtonRa Partners | 6,217 | $1.52M | 0.56% | −226−3.5% | Reduced |
| Catalyst Capital Advisors LLC | 6,264 | $1.53M | 0.08% | +20.0% | Added |
| Ameritas Investment Company, LLC | 219 | $1.54M | 0.08% | −8,724−97.6% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.59M | 0.04% | +200+3.2% | Added |
| Aj Wealth Strategies, LLC | 6,598 | $1.61M | 0.10% | +100+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,644 | $1.63M | 0.08% | +22+0.3% | Added |
| NEXT Financial Group, Inc | 6,714 | $1.64M | 0.13% | +668+11.0% | Added |
| Mackenzie Financial Corp | 6,710 | $1.64M | 0.00% | +2,299+52.1% | Added |
| Alpha DNA Investment Management LLC | 6,770 | $1.66M | 1.14% | +6,690+8,362.5% | Added |
| Jump Financial, LLC | 6,795 | $1.66M | 0.16% | +6,795 | New |
| Private Advisor Group, LLC | 6,809 | $1.67M | 0.01% | +114+1.7% | Added |
| L & S Advisors Inc | 6,812 | $1.67M | 0.18% | +6,812 | New |
| Axel Capital Management, LLC | 7,000 | $1.71M | 0.97% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,145 | $1.75M | 0.00% | −1,324−15.6% | Reduced |
| Spire Wealth Management | 7,175 | $1.76M | 0.05% | −2,199−23.5% | Reduced |
| Bridgewater Associates, LP | 7,256 | $1.77M | 0.01% | +7,256 | New |
| RMB Capital Management, LLC | 7,300 | $1.79M | 0.06% | +4,120+129.6% | Added |
| Wedbush Securities Inc | 7,474 | $1.83M | 0.09% | −103−1.4% | Reduced |
| Dock Street Asset Management Inc | 7,521 | $1.84M | 0.34% | −3,630−32.6% | Reduced |
| Leavell Investment Management, Inc. | 8,375 | $1.85M | 0.15% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,474 | $1.85M | 0.03% | −1,981−21.0% | Reduced |
| USS Investment Management Ltd | 7,611 | $1.86M | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,683 | $1.87M | 0.02% | −779−9.2% | Reduced |
| Prelude Capital Management, LLC | 7,892 | $1.93M | 0.11% | +2,487+46.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,046 | $1.97M | 0.01% | +1,226+18.0% | Added |
| Proequities, Inc. | 8,062 | $1.97M | 0.12% | +627+8.4% | Added |