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 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,347 | $819.0K | 0.08% | +3,347 | New |
| United Capital Financial Advisers, LLC | 3,340 | $817.0K | 0.00% | +3+0.1% | Added |
| Perigon Wealth Management, LLC | 3,309 | $810.0K | 0.07% | −1,097−24.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,273 | $801.0K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 3,264 | $799.0K | 0.00% | −21,966−87.1% | Reduced |
| Centaurus Financial, Inc. | 3,136 | $767.0K | 0.06% | +61+2.0% | Added |
| GWM Advisors LLC | 3,114 | $762.0K | 0.02% | −114−3.5% | Reduced |
| Alta Wealth Advisors LLC | 3,066 | $750.0K | 0.55% | +691+29.1% | Added |
| Capital Investment Advisory Services, LLC | 3,041 | $744.0K | 0.09% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,030 | $741.0K | 0.09% | −445−12.8% | Reduced |
| Sunbelt Securities, Inc. | 3,055 | $720.0K | 0.13% | +133+4.6% | Added |
| BP PLC | 2,921 | $714.0K | 0.03% | −1,234−29.7% | Reduced |
| Optimal Asset Management, Inc. | 2,900 | $710.0K | 0.08% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,899 | $709.0K | 0.06% | +2,899 | New |
| Donoghue Forlines LLC | 2,894 | $708.0K | 0.13% | +2,894 | New |
| Stephens Inc | 2,865 | $701.0K | 0.01% | +110+4.0% | Added |
| Spears Abacus Advisors LLC | 2,843 | $696.0K | 0.05% | +510+21.9% | Added |
| Bordeaux Wealth Advisors LLC | 2,800 | $685.0K | 0.39% | +2,800 | New |
| Ethic Inc. | 2,717 | $665.0K | 0.08% | +678+33.3% | Added |
| Wealthfront Advisers LLC | 2,699 | $660.0K | 0.00% | +2,699 | New |
| Ameritas Investment Partners, Inc. | 2,667 | $653.0K | 0.02% | +127+5.0% | Added |
| First American Bank | 2,622 | $642.0K | 0.04% | −41−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,588 | $633.0K | 0.01% | +1,333+106.2% | Added |
| JustInvest LLC | 2,581 | $632.0K | 0.07% | +1,032+66.6% | Added |
| Vigilare Wealth Management | 2,555 | $625.0K | 0.38% | +591+30.1% | Added |
| AGF Investments LLC | 2,531 | $619.0K | 0.06% | +47+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,500 | $612.0K | 0.04% | +700+38.9% | Added |
| Grosvenor Holdings, L.L.C. | 2,494 | $610.0K | 0.06% | +2,494 | New |
| Centiva Capital, LP | 2,463 | $603.0K | 0.05% | +2,463 | New |
| Paradigm Financial Partners, LLC | 2,429 | $594.0K | 0.15% | +204+9.2% | Added |
| Salem Investment Counselors Inc | 2,374 | $581.0K | 0.03% | +170+7.7% | Added |
| Illinois Municipal Retirement Fund | 2,275 | $557.0K | 0.02% | −1,056−31.7% | Reduced |
| Shell Asset Management Co | 2,248 | $550.0K | 0.01% | −145−6.1% | Reduced |
| Glenmede Trust Co NA | 2,236 | $547.0K | 0.00% | +2,236 | New |
| Riverbridge Partners LLC | 2,222 | $544.0K | 0.01% | +2,222 | New |
| ING Groep NV | 2,205 | $540.0K | 0.01% | +2,205 | New |
| Allstate Corp | 2,194 | $537.0K | 0.02% | −277−11.2% | Reduced |
| V Wealth Advisors LLC | 2,215 | $537.0K | 0.09% | −28−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,118 | $518.0K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,115 | $517.0K | 0.03% | −235−10.0% | Reduced |
| Washburn Capital Management, Inc. | 2,113 | $517.0K | 0.35% | −130−5.8% | Reduced |
| Twin Tree Management, LP | 2,089 | $511.0K | 0.02% | +2,089 | New |
| Sander Capital Advisors Inc | 2,077 | $508.0K | 0.23% | −73−3.4% | Reduced |
| Mutual of America Capital Management LLC | 2,063 | $505.0K | 0.00% | −157−7.1% | Reduced |
| Opes Wealth Management LLC | 2,050 | $502.0K | 0.19% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,048 | $501.0K | 0.01% | +2,048 | New |
| People's United Financial, Inc. | 2,033 | $497.0K | 0.01% | −80−3.8% | Reduced |
| Vestcor Inc | 2,033 | $497.0K | 0.02% | +2,033 | New |
| Creative Financial Designs Inc | 2,023 | $495.0K | 0.09% | +6+0.3% | Added |
| SkyOak Wealth, LLC | 2,015 | $493.0K | 0.13% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,015 | $493.0K | 0.02% | +175+9.5% | Added |
| Avantax Advisory Services, Inc. | 2,009 | $491.0K | 0.01% | −88−4.2% | Reduced |
| Twin Focus Capital Partners, LLC | 2,000 | $489.0K | 0.11% | +2,000 | New |
| Eqis Capital Management, Inc. | 1,966 | $481.0K | 0.04% | −66−3.2% | Reduced |
| World Asset Management Inc | 1,963 | $480.0K | 0.04% | −49−2.4% | Reduced |
| Signaturefd, LLC | 1,882 | $460.0K | 0.02% | −50−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,875 | $459.0K | 0.01% | +256+15.8% | Added |
| IFP Advisors, Inc | 1,880 | $457.0K | 0.01% | +1,118+146.7% | Added |
| Harbour Investments, Inc. | 1,820 | $445.0K | 0.01% | −67−3.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,811 | $443.0K | 0.01% | −6,688−78.7% | Reduced |
| Holocene Advisors, LP | 1,767 | $432.0K | 0.00% | +1,767 | New |
| Los Angeles Capital Management LLC | 1,748 | $428.0K | 0.00% | +576+49.1% | Added |
| Brookstone Capital Management | 1,715 | $427.0K | 0.01% | +196+12.9% | Added |
| Providence Wealth Advisors, LLC | 1,700 | $416.0K | 0.28% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,697 | $415.0K | 0.06% | +1,697 | New |
| Berman Capital Advisors, LLC | 1,691 | $413.0K | 0.07% | +301+21.7% | Added |
| Spearhead Capital Advisors, LLC | 1,680 | $411.0K | 0.06% | +190+12.8% | Added |
| NFJ Investment Group, LLC | 1,680 | $411.0K | 0.01% | +1,680 | New |
| Equitable Trust Co | 1,668 | $408.0K | 0.03% | −77−4.4% | Reduced |
| St. Louis Trust Co | 1,638 | $401.0K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,806 | $397.0K | 0.03% | −233−11.4% | Reduced |
| Appleton Partners Inc | 1,612 | $394.0K | 0.03% | −750−31.8% | Reduced |
| Advisory Research Inc | 1,609 | $394.0K | 0.03% | +1,609 | New |
| Corient Capital Partners, LLC | 1,597 | $391.0K | 0.03% | +70+4.6% | Added |
| Raymond James Trust N.A. | 1,579 | $386.0K | 0.01% | −225−12.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,603 | $386.0K | 0.02% | +58+3.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,569 | $384.0K | 0.04% | −59−3.6% | Reduced |
| Bristlecone Advisors, LLC | 1,571 | $384.0K | 0.05% | +37+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,565 | $383.0K | 0.02% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,560 | $382.0K | 0.21% | −240−13.3% | Reduced |
| Allen Investment Management LLC | 1,533 | $375.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,521 | $372.0K | 0.00% | +444+41.2% | Added |
| Meridian Wealth Management, LLC | 1,505 | $368.0K | 0.05% | −371−19.8% | Reduced |
| Cribstone Capital Management, LLC | 1,504 | $368.0K | 0.22% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,499 | $367.0K | 0.00% | +237+18.8% | Added |
| HHM Wealth Advisors, LLC | 1,486 | $364.0K | 0.10% | +86+6.1% | Added |
| Norinchukin Bank, The | 1,437 | $352.0K | 0.01% | +252+21.3% | Added |
| Strid Group, LLC | 1,489 | $351.0K | 0.08% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,395 | $341.0K | 0.02% | −28−2.0% | Reduced |
| Teza Capital Management LLC | 1,388 | $340.0K | 0.06% | +1,388 | New |
| Boothbay Fund Management, LLC | 1,381 | $338.0K | 0.01% | +1,381 | New |
| Two Sigma Securities, LLC | 1,379 | $337.0K | 0.08% | −399−22.4% | Reduced |
| STRS Ohio | 1,373 | $335.0K | 0.00% | −9,164−87.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,359 | $333.0K | 0.02% | +45+3.4% | Added |
| Advisory Resource Group | 1,361 | $333.0K | 0.13% | +416+44.0% | Added |
| CIBC World Markets Corp | 1,355 | $332.0K | 0.00% | −3,283−70.8% | Reduced |
| Independent Financial Group, LLC | 1,332 | $325.9K | 0.03% | +190+16.6% | Added |
| Jane Street Group, LLC | 1,325 | $324.0K | 0.00% | −25,176−95.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,326 | $324.0K | 0.03% | 00.0% | Unchanged |