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 |
|---|---|---|---|---|---|
| Exane Derivatives | 1,291 | $321.6K | 0.08% | +36+2.9% | 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 |
| Ellevest, Inc. | 1,297 | $317.0K | 0.03% | +188+17.0% | Added |
| Change Path, LLC | 1,293 | $316.0K | 0.02% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,260 | $308.3K | 0.03% | −40−3.1% | Reduced |
| Values First Advisors, Inc. | 1,247 | $305.0K | 0.21% | +94+8.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,245 | $304.4K | 0.00% | +74+6.3% | Added |
| Waypoint Wealth Partners Inc. | 1,232 | $301.0K | 0.12% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $293.6K | 0.07% | −200−14.3% | Reduced |
| BBR Partners, LLC | 1,198 | $293.0K | 0.02% | +85+7.6% | Added |
| 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 |
| Rollins Financial | 1,163 | $285.0K | 0.10% | +1,163 | New |
| Toroso Investments, LLC | 1,161 | $284.0K | 0.01% | +1,161 | New |
| Frank, Rimerman Advisors LLC | 1,160 | $283.8K | 0.11% | 00.0% | Unchanged |
| Grace Capital | 1,150 | $281.0K | 0.19% | +183+18.9% | Added |
| Wimmer Associates 1, LLC | 1,115 | $273.0K | 0.16% | +205+22.5% | Added |
| Captrust Financial Advisors | 1,107 | $271.0K | 0.00% | −740−40.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,100 | $269.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Arvest Bank Trust Division | 1,074 | $263.0K | 0.01% | +1,074 | New |
| 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 |
| Hills Bank & Trust Co | 1,054 | $258.0K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 1,050 | $257.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Sawtooth Solutions, LLC | 1,008 | $247.0K | 0.05% | +1,008 | 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 |
| Lazard Asset Management LLC | 1,000 | $244.0K | 0.00% | +1,000 | New |
| Sustainable Growth Advisers, LP | 999 | $244.0K | 0.00% | +999 | New |
| First Manhattan Co | 991 | $242.0K | 0.00% | +166+20.1% | Added |
| Northeast Financial Consultants Inc | 975 | $238.0K | 0.02% | +25+2.6% | Added |
| Snowden Capital Advisors LLC | 970 | $237.3K | 0.01% | −30−3.0% | Reduced |
| Pathstone Family Office, LLC | 968 | $237.0K | 0.01% | +32+3.4% | Added |
| First Foundation Advisors | 962 | $235.0K | 0.01% | +962 | New |
| StoneX Group Inc. | 955 | $234.0K | 0.03% | +955 | New |
| Cigna Investments Inc | 946 | $232.0K | 0.02% | +34+3.7% | Added |
| Baldwin Brothers Inc | 945 | $231.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 936 | $229.0K | 0.04% | +936 | 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 |
| Johnson Investment Counsel Inc | 908 | $222.0K | 0.00% | +908 | 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 |
| Proficio Capital Partners LLC | 874 | $214.0K | 0.03% | +874 | 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 |
| Claro Advisors LLC | 864 | $211.0K | 0.09% | +864 | New |
| Keebeck Alpha, LP | 864 | $211.0K | 0.07% | +864 | 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 |
| Weld Capital Management LLC | 847 | $207.0K | 0.21% | +847 | New |
| Institute for Wealth Management, LLC. | 838 | $205.0K | 0.04% | +838 | New |
| Dakota Wealth Management | 828 | $203.0K | 0.02% | +828 | New |
| 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 |
| Agf Investments Inc. | 776 | $190.0K | 0.00% | −1,117−59.0% | Reduced |
| Ancora Advisors, LLC | 775 | $190.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 732 | $179.0K | 0.00% | −224−23.4% | Reduced |
| First Pacific Advisors, LP | 675 | $165.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 665 | $162.7K | 0.06% | +3+0.5% | Added |
| SRS Capital Advisors, Inc. | 600 | $147.0K | 0.02% | +600 | New |
| First Horizon Advisors, Inc. | 578 | $140.0K | 0.01% | +304+110.9% | Added |
| Lindbrook Capital, LLC | 547 | $134.0K | 0.03% | +112+25.7% | Added |
| Brewin Dolphin Ltd | 542 | $132.6K | 0.01% | −500−48.0% | Reduced |
| Private Capital Group, LLC | 509 | $125.0K | 0.03% | −16−3.0% | Reduced |
| Vestor Capital, LLC | 510 | $125.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $122.0K | 0.02% | +500 | New |
| GPS Wealth Strategies Group, LLC | 472 | $115.0K | 0.03% | +65+16.0% | Added |
| Brown Brothers Harriman & Co | 435 | $106.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 399 | $97.0K | 0.00% | +99+33.0% | Added |
| O'Shaughnessy Asset Management, LLC | 392 | $96.0K | 0.00% | +62+18.8% | Added |
| Fifth Third Bancorp | 355 | $87.0K | 0.00% | +125+54.3% | Added |
| Accel Wealth Management | 353 | $86.0K | 0.06% | +28+8.6% | Added |
| TSFG, LLC | 351 | $86.0K | 0.03% | +351 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 323 | $79.0K | 0.00% | −201−38.4% | Reduced |
| Glen Eagle Advisors, LLC | 320 | $78.3K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 323 | $77.0K | 0.01% | −148−31.4% | Reduced |
| McCarthy Asset Management, Inc. | 300 | $73.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 287 | $70.0K | 0.01% | +287 | New |
| Barnett & Company, Inc. | 270 | $66.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 257 | $63.0K | 0.00% | −50−16.3% | Reduced |
| CWM, LLC | 251 | $61.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 251 | $61.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 242 | $59.0K | 0.04% | 00.0% | Unchanged |