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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, Q3 2021

Institutional positions in Okta, Inc. as of Sep 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
733
+39 vs. Q2 2021
Shares held
115.6M
+3.36M (+3.0%) vs. Q2 2021
Total value
$27.4B
+$34.0M (+0.1%) vs. Q2 2021
New holders
101
287 more added
Sold out
62
193 more reduced

8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 733 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ3 2021: $27.4B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2021.

Institutions holding OKTA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Macroview Investment Management LLC2$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC2$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Guidance Point Advisors, LLC2$00.00%+2New
Eagle Bay Advisors LLC4$00.00%+4New
Global Financial Private Client, LLC1$2380.00%00.0%Unchanged
Financial Perspectives, Inc4$9490.00%+4New
Enterprise Financial Services Corp5$1.00K0.00%−79−94.0%Reduced
Institutional & Family Asset Management, LLC3$1.00K0.00%00.0%Unchanged
Crewe Advisors LLC5$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC3$1.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc4$1.00K0.00%+4New
Atticus Wealth Management, LLC3$1.00K0.00%+3New
Newton One Investments LLC6$1.00K0.00%+6New
Red Tortoise LLC18$1.00K0.00%+18New
Berkshire Capital Holdings Inc10$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC9$2.00K0.00%00.0%Unchanged
Lee Financial Co7$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.8$2.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC10$2.00K0.00%00.0%Unchanged
TFC Financial Management10$2.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC8$2.00K0.00%00.0%Unchanged
PSI Advisors, LLC10$2.00K0.00%+10New
TD Private Client Wealth LLC12$2.85K0.00%00.0%Unchanged
Tarbox Family Office, Inc.13$3.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$3.00K0.00%00.0%Unchanged
Hudock, Inc.19$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$4.00K0.00%00.0%Unchanged
Ironwood Financial, llc15$4.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC16$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC16$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC16$4.00K0.00%00.0%Unchanged
Ci Investments Inc.18$4.00K0.00%+18New
Ade, LLC23$5.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd22$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$5.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust22$5.00K0.00%+5+29.4%Added
Raffa Wealth Management, LLC23$5.46K0.00%00.0%Unchanged
Credit Agricole S A27$6.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.26$6.00K0.00%−2−7.1%Reduced
Concord Wealth Partners27$6.00K0.00%+7+35.0%Added
FourThought Financial, LLC27$6.00K0.00%+9+50.0%Added
Exchange Traded Concepts, LLC27$6.00K0.00%+27New
Activest Wealth Management25$6.00K0.00%+25New
BerganKDV Wealth Management, LLC28$7.00K0.00%−50−64.1%Reduced
Delta Asset Management LLC30$7.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$7.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.30$7.00K0.00%+5+20.0%Added
Meridian Wealth Partners, LLC29$7.00K0.00%+29New
Smithfield Trust Co39$8.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.40$9.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC40$9.00K0.00%00.0%Unchanged
Front Row Advisors LLC40$9.00K0.00%00.0%Unchanged
Lake Point Wealth Management38$9.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.37$9.00K0.00%+37New
Global Retirement Partners, LLC40$9.00K0.00%+40New
Phoenix Wealth Advisors41$10.0K0.01%+31+310.0%Added
Zions Bancorporation, N.A.47$11.0K0.00%00.0%Unchanged
Bourgeon Capital Management LLC50$12.0K0.00%00.0%Unchanged
Evoke Wealth, LLC51$12.0K0.00%00.0%Unchanged
Close Asset Management Ltd56$13.0K0.00%00.0%Unchanged
Earnest Partners LLC57$14.0K0.00%00.0%Unchanged
Allworth Financial LP60$14.0K0.00%+55+1,100.0%Added
Bell Investment Advisors, Inc58$14.0K0.00%+58New
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$14.2K0.02%00.0%Unchanged
North Star Investment Management Corp.65$15.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC68$16.0K0.00%+36+112.5%Added
Loomis Sayles & Co L P70$17.0K0.00%−46−39.7%Reduced
Washington Trust Co72$17.0K0.00%00.0%Unchanged
Whittier Trust Co75$18.0K0.00%00.0%Unchanged
Avion Wealth75$18.0K0.01%00.0%Unchanged
State of Wyoming74$18.0K0.01%+51+221.7%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP78$19.0K0.00%00.0%Unchanged
Pittenger & Anderson Inc90$21.0K0.00%+3+3.4%Added
Cullen/Frost Bankers, Inc.93$22.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.93$22.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC96$23.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC105$24.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.100$24.0K0.01%00.0%Unchanged
Addison Advisors LLC100$24.0K0.02%00.0%Unchanged
JNBA Financial Advisors105$25.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC107$25.0K0.01%00.0%Unchanged
Kelly Financial Services LLC120$28.5K0.02%−23,369−99.5%Reduced
Massmutual Trust Co FSB131$31.0K0.00%−2−1.5%Reduced
Bedel Financial Consulting, Inc.139$33.0K0.01%00.0%Unchanged
Alpha Paradigm Partners, LLC140$33.0K0.01%+140New
Koshinski Asset Management, Inc.143$33.9K0.00%+143New
Glassman Wealth Services149$35.0K0.01%+84+129.2%Added
Patriot Financial Group Insurance Agency, LLC180$43.0K0.01%00.0%Unchanged
Sonora Investment Management, LLC200$47.0K0.01%00.0%Unchanged
Community Bank, N.A.200$47.0K0.01%00.0%Unchanged
PrairieView Partners, LLC200$47.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC200$47.0K0.02%+200New
Liberty Wealth Management LLC211$52.0K0.02%+119+129.3%Added
Kowal Investment Group, LLC236$56.0K0.02%+236New
Clearstead Advisors, LLC257$61.0K0.00%00.0%Unchanged
Barnett & Company, Inc.270$64.0K0.05%00.0%Unchanged
McCarthy Asset Management, Inc.300$71.0K0.05%00.0%Unchanged
Harbor Investment Advisory, LLC301$71.0K0.01%+50+19.9%Added