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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 299 | $71.0K | 0.01% | +122+68.9% | Added |
| Glen Eagle Advisors, LLC | 320 | $75.9K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 322 | $76.0K | 0.00% | −1−0.3% | Reduced |
| Lloyd Advisory Services, LLC. | 337 | $80.0K | 0.04% | +141+71.9% | Added |
| Asset Dedication, LLC | 337 | $81.0K | 0.01% | +50+17.4% | Added |
| Quantbot Technologies LP | 351 | $83.0K | 0.01% | −7,823−95.7% | Reduced |
| Fifth Third Bancorp | 363 | $86.0K | 0.00% | +8+2.3% | Added |
| TSFG, LLC | 368 | $87.0K | 0.03% | +17+4.8% | Added |
| Accel Wealth Management | 385 | $91.0K | 0.06% | +32+9.1% | Added |
| Brown Brothers Harriman & Co | 435 | $103.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 439 | $104.0K | 0.00% | +40+10.0% | Added |
| Harvest Fund Management Co., Ltd | 468 | $111.0K | 0.03% | +145+44.9% | Added |
| GPS Wealth Strategies Group, LLC | 472 | $112.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 498 | $118.0K | 0.07% | +443+805.5% | Added |
| Arcadia Investment Management Corp | 500 | $119.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 507 | $120.0K | 0.03% | −2−0.4% | Reduced |
| Vestor Capital, LLC | 510 | $121.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 542 | $128.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 563 | $134.0K | 0.04% | +16+2.9% | Added |
| First Horizon Advisors, Inc. | 583 | $137.0K | 0.00% | +5+0.9% | Added |
| SRS Capital Advisors, Inc. | 600 | $142.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 656 | $155.6K | 0.00% | −589−47.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 656 | $156.0K | 0.07% | +656 | New |
| Sutton Wealth Advisors Inc. | 665 | $157.8K | 0.06% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 675 | $160.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 678 | $161.0K | 0.00% | +678 | New |
| O'Shaughnessy Asset Management, LLC | 686 | $163.0K | 0.00% | +294+75.0% | Added |
| Ancora Advisors, LLC | 775 | $184.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 795 | $189.0K | 0.03% | −7−0.9% | Reduced |
| Optimum Investment Advisors | 800 | $190.0K | 0.08% | −375−31.9% | Reduced |
| Cetera Advisors LLC | 843 | $200.0K | 0.00% | +843 | New |
| CFS Investment Advisory Services, LLC | 850 | $202.0K | 0.03% | +850 | New |
| Proficio Capital Partners LLC | 855 | $203.0K | 0.03% | −19−2.2% | Reduced |
| Johnson Investment Counsel Inc | 888 | $211.0K | 0.00% | −20−2.2% | Reduced |
| LexAurum Advisors, LLC | 897 | $213.0K | 0.06% | −28−3.0% | Reduced |
| Montag A & Associates Inc | 905 | $215.0K | 0.01% | +38+4.4% | Added |
| Chicago Partners Investment Group LLC | 847 | $216.0K | 0.02% | −149−15.0% | Reduced |
| Castleark Management LLC | 925 | $220.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 925 | $220.0K | 0.08% | +57+6.6% | Added |
| CastleArk Alternatives, LLC | 925 | $220.0K | 0.01% | +925 | New |
| Freemont Management S.A. | 942 | $224.0K | 0.03% | +942 | New |
| Cigna Investments Inc | 946 | $225.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 952 | $226.0K | 0.01% | −16−1.7% | Reduced |
| First Foundation Advisors | 958 | $227.0K | 0.01% | −4−0.4% | Reduced |
| StoneX Group Inc. | 955 | $227.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 959 | $227.0K | 0.01% | +107+12.6% | Added |
| Verition Fund Management LLC | 972 | $231.0K | 0.00% | −99−9.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 972 | $231.0K | 0.03% | +36+3.8% | Added |
| Northeast Financial Consultants Inc | 975 | $232.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 991 | $235.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 991 | $235.0K | 0.05% | +68+7.4% | Added |
| Claro Advisors LLC | 992 | $235.0K | 0.10% | +128+14.8% | Added |
| Bluestein R H & Co | 1,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $237.0K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,000 | $237.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,000 | $237.0K | 0.09% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $237.0K | 0.02% | 00.0% | Unchanged |
| Shay Capital LLC | 1,000 | $237.0K | 0.08% | +1,000 | New |
| First Heartland Consultants, Inc. | 1,012 | $240.0K | 0.04% | −58−5.4% | Reduced |
| 1832 Asset Management L.P. | 1,028 | $241.0K | 0.00% | +1,028 | New |
| PDT Partners, LLC | 1,017 | $241.0K | 0.02% | +1,017 | New |
| CPWM, LLC | 1,020 | $242.0K | 0.02% | −11−1.1% | Reduced |
| Vicus Capital | 1,050 | $249.0K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,054 | $250.0K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,060 | $252.0K | 0.02% | +260+32.5% | Added |
| Yorktown Management & Research Co Inc | 1,060 | $252.0K | 0.19% | +1,060 | New |
| Lido Advisors, LLC | 1,070 | $253.0K | 0.01% | +1,070 | New |
| Moseley Investment Management Inc | 1,066 | $254.0K | 0.13% | −5−0.5% | Reduced |
| Nadler Financial Group, Inc. | 1,070 | $254.0K | 0.04% | +1+0.1% | Added |
| Sawtooth Solutions, LLC | 1,069 | $254.0K | 0.04% | +61+6.1% | Added |
| Arvest Bank Trust Division | 1,074 | $255.0K | 0.01% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,077 | $256.0K | 0.05% | +1,077 | New |
| Exane Derivatives | 1,082 | $256.8K | 0.06% | −209−16.2% | Reduced |
| Crestwood Advisors Group LLC | 1,092 | $259.0K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,100 | $261.0K | 0.06% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,100 | $261.0K | 0.21% | +1,100 | New |
| Paradigm Asset Management Co LLC | 1,100 | $261.1K | 0.07% | −100−8.3% | Reduced |
| E Fund Management Co., Ltd. | 1,148 | $272.0K | 0.01% | +1,148 | New |
| Boston Family Office LLC | 1,155 | $274.0K | 0.02% | +1,155 | New |
| Frank, Rimerman Advisors LLC | 1,160 | $275.3K | 0.11% | 00.0% | Unchanged |
| Sustainable Growth Advisers, LP | 1,172 | $278.0K | 0.00% | +173+17.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,175 | $279.0K | 0.10% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,198 | $284.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,192 | $284.0K | 0.02% | +1,192 | New |
| Pinnacle Associates Ltd | 1,202 | $285.0K | 0.01% | +202+20.2% | Added |
| Aft, Forsyth & Company, Inc. | 1,206 | $286.0K | 0.15% | +340+39.3% | Added |
| Grace Capital | 1,209 | $287.0K | 0.18% | +59+5.1% | Added |
| Waypoint Wealth Partners Inc. | 1,232 | $292.0K | 0.11% | 00.0% | Unchanged |
| Veriti Management LLC | 1,230 | $292.0K | 0.04% | +1,230 | New |
| Great Lakes Advisors, LLC | 1,280 | $304.0K | 0.00% | +189+17.3% | Added |
| Change Path, LLC | 1,293 | $307.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,293 | $307.0K | 0.00% | +1,293 | New |
| Galvin, Gaustad & Stein, LLC | 1,300 | $309.0K | 0.03% | −26−2.0% | Reduced |
| Quantamental Technologies LLC | 1,312 | $311.0K | 0.21% | +1,312 | New |
| Washburn Capital Management, Inc. | 1,318 | $313.0K | 0.20% | −795−37.6% | Reduced |
| Capital Asset Advisory Services LLC | 1,324 | $314.0K | 0.03% | +23+1.8% | Added |
| Snowden Capital Advisors LLC | 1,346 | $319.5K | 0.02% | +376+38.8% | Added |
| Nisa Investment Advisors, LLC | 1,350 | $320.0K | 0.00% | −13,400−90.8% | Reduced |
| Sand Hill Global Advisors, LLC | 1,350 | $320.0K | 0.02% | −45−3.2% | Reduced |
| STRS Ohio | 1,373 | $325.0K | 0.00% | 00.0% | Unchanged |