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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 8,132 | $1.99M | 0.00% | −15,153−65.1% | Reduced |
| Quantbot Technologies LP | 8,174 | $2.00M | 0.16% | +8,174 | New |
| Advisors Asset Management, Inc. | 8,266 | $2.02M | 0.03% | −305−3.6% | Reduced |
| Amalgamated Bank | 8,413 | $2.06M | 0.02% | +2,698+47.2% | Added |
| Daiwa Securities Group Inc. | 8,450 | $2.07M | 0.01% | +364+4.5% | Added |
| Kovack Advisors, Inc. | 8,549 | $2.09M | 0.24% | +221+2.7% | Added |
| Draper Asset Management, LLC | 8,593 | $2.10M | 2.09% | +1,005+13.2% | Added |
| Metropolitan Life Insurance Co | 8,603 | $2.10M | 0.03% | +153+1.8% | Added |
| First Mercantile Trust Co | 8,727 | $2.14M | 0.25% | −887−9.2% | Reduced |
| Avitas Wealth Management LLC | 8,797 | $2.15M | 0.38% | +2,394+37.4% | Added |
| Avestar Capital, LLC | 8,891 | $2.17M | 0.42% | +93+1.1% | Added |
| Athanor Capital, LP | 8,966 | $2.19M | 0.13% | −363−3.9% | Reduced |
| Brandywine Managers, LLC | 9,050 | $2.21M | 2.52% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 9,144 | $2.24M | 0.11% | +9,144 | New |
| Slow Capital, Inc. | 9,209 | $2.25M | 0.43% | +2,604+39.4% | Added |
| Schwab Charitable Fund | 9,222 | $2.26M | 0.25% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,217 | $2.26M | 0.00% | +272+3.0% | Added |
| Affinity Investment Advisors, LLC | 9,259 | $2.27M | 1.02% | −3,430−27.0% | Reduced |
| Park Avenue Securities LLC | 9,473 | $2.32M | 0.05% | +1,412+17.5% | Added |
| Maryland State Retirement & Pension System | 9,302 | $2.32M | 0.08% | +507+5.8% | Added |
| Schroder Investment Management Group | 9,503 | $2.33M | 0.00% | +1,232+14.9% | Added |
| Comerica Bank | 10,276 | $2.37M | 0.01% | +149+1.5% | Added |
| Man Group plc | 9,808 | $2.40M | 0.01% | −4,559−31.7% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $2.45M | 0.61% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 10,021 | $2.45M | 0.08% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 10,032 | $2.46M | 3.07% | +10,032 | New |
| Alps Advisors Inc | 10,090 | $2.47M | 0.02% | +1,428+16.5% | Added |
| Jefferies Group LLC | 10,117 | $2.48M | 0.04% | +8,051+389.7% | Added |
| Shelton Capital Management | 10,135 | $2.48M | 0.09% | −10,135−50.0% | Reduced |
| Viridian Ria, LLC | 0 | $2.50M | 0.58% | 0 | Unchanged |
| Codex Capital, L.L.C. | 10,300 | $2.51M | 1.31% | +1,700+19.8% | Added |
| Independent Solutions Wealth Management, LLC | 10,306 | $2.52M | 0.61% | −308−2.9% | Reduced |
| Trexquant Investment LP | 10,361 | $2.54M | 0.21% | +10,361 | New |
| United Capital Management of KS, Inc. | 10,457 | $2.56M | 1.04% | +191+1.9% | Added |
| American International Group, Inc. | 10,475 | $2.56M | 0.01% | +263+2.6% | Added |
| Standard Life Aberdeen plc | 10,561 | $2.58M | 0.01% | −1,866−15.0% | Reduced |
| Vident Investment Advisory, LLC | 10,644 | $2.60M | 0.08% | +2,506+30.8% | Added |
| Banco Santander, S.A. | 10,784 | $2.64M | 0.01% | −3,731−25.7% | Reduced |
| Teamwork Financial Advisors, LLC | 10,796 | $2.64M | 0.54% | −360−3.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 10,937 | $2.68M | 0.06% | +9,234+542.2% | Added |
| Kestra Advisory Services, LLC | 11,051 | $2.70M | 0.03% | −869−7.3% | Reduced |
| Elite Wealth Management, Inc. | 11,088 | $2.71M | 1.19% | +613+5.9% | Added |
| Coastal Investment Management, L.P. | 11,122 | $2.72M | 4.38% | +11,122 | New |
| Primecap Management Co | 11,200 | $2.74M | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 11,414 | $2.79M | 0.02% | −326−2.8% | Reduced |
| Independent Advisor Alliance | 11,430 | $2.80M | 0.15% | +1,264+12.4% | Added |
| Capital Impact Advisors, LLC | 11,505 | $2.81M | 0.91% | +11,505 | New |
| Oppenheimer & Co Inc | 11,625 | $2.85M | 0.05% | +3,328+40.1% | Added |
| Interval Partners, LP | 11,800 | $2.89M | 0.17% | +4,300+57.3% | Added |
| Leonteq Securities AG | 11,818 | $2.89M | 0.22% | +1,068+9.9% | Added |
| Fred Alger Management, LLC | 11,856 | $2.90M | 0.01% | −8,171−40.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 11,946 | $2.92M | 1.10% | +693+6.2% | Added |
| Partners Capital Investment Group, LLP | 11,987 | $2.93M | 0.13% | +1,314+12.3% | Added |
| Advisory Services Network, LLC | 12,287 | $3.01M | 0.09% | −1,101−8.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 12,358 | $3.02M | 0.56% | −3,311−21.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,746 | $3.12M | 0.03% | +379+3.1% | Added |
| National Asset Management, Inc. | 13,027 | $3.13M | 0.10% | −3,257−20.0% | Reduced |
| Fiera Capital Corp | 13,137 | $3.21M | 0.01% | −7,862−37.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 13,521 | $3.31M | 0.94% | −62−0.5% | Reduced |
| Davy Global Fund Management Ltd | 13,530 | $3.31M | 0.51% | +4,669+52.7% | Added |
| Cetera Investment Advisers | 13,542 | $3.31M | 0.05% | +7,812+136.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 13,490 | $3.35M | 0.07% | +11,786+691.7% | Added |
| Occudo Quantitative Strategies LP | 14,011 | $3.43M | 0.52% | +14,011 | New |
| Jackson Square Capital, LLC | 14,270 | $3.49M | 1.12% | −2,395−14.4% | Reduced |
| Menlo Advisors LLC | 14,369 | $3.52M | 1.90% | +14,369 | New |
| Xponance, Inc. | 14,491 | $3.55M | 0.07% | +2,376+19.6% | Added |
| Nisa Investment Advisors, LLC | 14,750 | $3.61M | 0.02% | +12,800+656.4% | Added |
| BTC Capital Management, Inc. | 14,799 | $3.62M | 0.41% | −2,083−12.3% | Reduced |
| Sarasin & Partners LLP | 14,840 | $3.63M | 0.04% | +2,002+15.6% | Added |
| Two Sigma Advisers, LP | 15,000 | $3.67M | 0.01% | −26,200−63.6% | Reduced |
| Diker Management LLC | 15,000 | $3.67M | 1.61% | −11,000−42.3% | Reduced |
| Teacher Retirement System of Texas | 15,229 | $3.73M | 0.02% | −9,405−38.2% | Reduced |
| Rockefeller Capital Management L.P. | 16,047 | $3.93M | 0.02% | +7,820+95.1% | Added |
| Hamilton Lane Advisors LLC | 16,081 | $3.94M | 1.23% | +11,447+247.0% | Added |
| Knuff & Co LLC | 16,159 | $3.95M | 1.47% | −15−0.1% | Reduced |
| Marshall Wace North America L.P. | 16,168 | $3.96M | 0.02% | −7,290−31.1% | Reduced |
| IFM Investors Pty Ltd | 16,219 | $3.97M | 0.08% | +2,611+19.2% | Added |
| SG Americas Securities, LLC | 16,231 | $3.97M | 0.02% | −2,251−12.2% | Reduced |
| AQR Capital Management LLC | 16,266 | $3.98M | 0.01% | +3,389+26.3% | Added |
| DekaBank Deutsche Girozentrale | 16,200 | $4.00M | 0.01% | +705+4.5% | Added |
| Principal Financial Group Inc | 16,496 | $4.04M | 0.00% | +2,380+16.9% | Added |
| CIBC Asset Management Inc | 16,597 | $4.06M | 0.02% | +922+5.9% | Added |
| Cutler Group LP | 16,653 | $4.07M | 0.30% | −17,168−50.8% | Reduced |
| Toronto Dominion Bank | 16,695 | $4.08M | 0.01% | +168+1.0% | Added |
| Baird Financial Group, Inc. | 17,558 | $4.30M | 0.01% | −1,224−6.5% | Reduced |
| Karp Capital Management Corp | 17,787 | $4.35M | 0.64% | +2,203+14.1% | Added |
| Cullinan Associates Inc | 17,900 | $4.38M | 0.25% | 00.0% | Unchanged |
| DnB Asset Management AS | 18,077 | $4.42M | 0.03% | +2,425+15.5% | Added |
| Ieq Capital, LLC | 18,302 | $4.48M | 0.13% | +17,366+1,855.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,681 | $4.57M | 0.02% | +18,681 | New |
| S&CO Inc | 19,025 | $4.66M | 0.36% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 19,209 | $4.70M | 0.02% | +8,331+76.6% | Added |
| Duality Advisers, LP | 19,249 | $4.71M | 0.42% | +19,249 | New |
| Nippon Life Global Investors Americas, Inc. | 19,390 | $4.75M | 0.24% | −1,960−9.2% | Reduced |
| Thomasville National Bank | 20,844 | $5.10M | 0.54% | +20,844 | New |
| Tocqueville Asset Management L.P. | 21,325 | $5.22M | 0.08% | −65−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,482 | $5.26M | 0.03% | +584+2.8% | Added |
| Westpac Banking Corp | 21,838 | $5.34M | 0.05% | −2,140−8.9% | Reduced |
| Gulf International Bank (UK) Ltd | 22,369 | $5.47M | 0.07% | −80−0.4% | Reduced |
| British Columbia Investment Management Corp | 22,402 | $5.48M | 0.03% | +2,694+13.7% | Added |