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 |
|---|---|---|---|---|---|
| NFJ Investment Group, LLC | 1,380 | $327.0K | 0.01% | −300−17.9% | Reduced |
| Wimmer Associates 1, LLC | 1,380 | $328.0K | 0.19% | +265+23.8% | Added |
| New York Life Investments Alternatives | 1,390 | $330.0K | 0.21% | +1,390 | New |
| FNY Investment Advisers, LLC | 1,400 | $332.0K | 0.15% | +1,400 | New |
| Advisory Resource Group | 1,402 | $333.0K | 0.12% | +41+3.0% | Added |
| Aristotle Atlantic Partners, LLC | 1,413 | $335.0K | 0.02% | +54+4.0% | Added |
| Hayden Royal, LLC | 1,476 | $350.0K | 0.57% | −84−5.4% | Reduced |
| Strid Group, LLC | 1,489 | $353.0K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,492 | $354.0K | 0.10% | +6+0.4% | Added |
| Jag Capital Management, LLC | 1,494 | $355.0K | 0.03% | +193+14.8% | Added |
| WMS Partners, LLC | 1,502 | $356.0K | 0.05% | +580+62.9% | Added |
| Kingsview Wealth Management, LLC | 1,504 | $357.0K | 0.02% | −99−6.2% | Reduced |
| Cribstone Capital Management, LLC | 1,504 | $357.0K | 0.21% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,511 | $359.0K | 0.04% | +683+82.5% | Added |
| Meridian Wealth Management, LLC | 1,516 | $360.0K | 0.04% | +11+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,530 | $363.0K | 0.03% | −35−2.2% | Reduced |
| Allen Investment Management LLC | 1,533 | $364.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,536 | $365.0K | 0.04% | −33−2.1% | Reduced |
| Fisher Asset Management, LLC | 1,537 | $365.0K | 0.00% | +16+1.1% | Added |
| Equitable Trust Co | 1,553 | $368.0K | 0.02% | −115−6.9% | Reduced |
| Appleton Partners Inc | 1,612 | $383.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,627 | $386.0K | 0.04% | +330+25.4% | Added |
| Kornitzer Capital Management Inc | 1,625 | $386.0K | 0.01% | +1,625 | New |
| Captrust Financial Advisors | 1,635 | $388.0K | 0.00% | +528+47.7% | Added |
| St. Louis Trust Co | 1,638 | $389.0K | 0.10% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 1,673 | $397.0K | 0.05% | −7−0.4% | Reduced |
| Providence Wealth Advisors, LLC | 1,700 | $404.0K | 0.28% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,701 | $404.0K | 0.42% | +1,701 | New |
| Brookstone Capital Management | 1,683 | $416.0K | 0.01% | −32−1.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,771 | $420.0K | 0.01% | −40−2.2% | Reduced |
| World Asset Management Inc | 1,774 | $421.0K | 0.04% | −189−9.6% | Reduced |
| Bristlecone Advisors, LLC | 1,772 | $421.0K | 0.06% | +201+12.8% | Added |
| Berman Capital Advisors, LLC | 1,792 | $424.0K | 0.07% | +101+6.0% | Added |
| Raymond James Trust N.A. | 1,788 | $424.0K | 0.01% | +209+13.2% | Added |
| Harbour Investments, Inc. | 1,810 | $430.0K | 0.01% | −10−0.5% | Reduced |
| Los Angeles Capital Management LLC | 1,828 | $434.0K | 0.00% | +80+4.6% | Added |
| Janney Montgomery Scott LLC | 1,832 | $435.0K | 0.00% | +333+22.2% | Added |
| Eqis Capital Management, Inc. | 1,838 | $436.0K | 0.03% | −128−6.5% | Reduced |
| Vestcor Inc | 1,843 | $437.0K | 0.02% | −190−9.3% | Reduced |
| Belpointe Asset Management LLC | 2,041 | $439.0K | 0.03% | +235+13.0% | Added |
| Harrington Investments, INC | 1,864 | $442.0K | 0.26% | +1,864 | New |
| Toroso Investments, LLC | 1,872 | $444.0K | 0.02% | +711+61.2% | Added |
| Shell Asset Management Co | 1,902 | $451.0K | 0.01% | −346−15.4% | Reduced |
| Corient Capital Partners, LLC | 1,916 | $455.0K | 0.03% | +319+20.0% | Added |
| Norinchukin Bank, The | 1,934 | $459.0K | 0.01% | +497+34.6% | Added |
| Signaturefd, LLC | 1,938 | $460.0K | 0.02% | +56+3.0% | Added |
| People's United Financial, Inc. | 1,943 | $461.0K | 0.01% | −90−4.4% | Reduced |
| Twin Focus Capital Partners, LLC | 2,000 | $475.0K | 0.11% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 2,000 | $475.0K | 0.06% | +2,000 | New |
| Levin Capital Strategies, L.P. | 2,000 | $475.0K | 0.05% | +2,000 | New |
| Silicon Valley Capital Partners | 2,005 | $476.0K | 0.09% | +2,005 | New |
| SkyOak Wealth, LLC | 2,015 | $478.0K | 0.13% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,019 | $479.0K | 0.08% | −4−0.2% | Reduced |
| Allstate Corp | 2,052 | $487.0K | 0.02% | −142−6.5% | Reduced |
| Opes Wealth Management LLC | 2,050 | $487.0K | 0.17% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,063 | $490.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $498.0K | 0.03% | −400−16.0% | Reduced |
| Independent Financial Group, LLC | 2,103 | $499.1K | 0.05% | +771+57.9% | Added |
| Moody Lynn & Lieberson, LLC | 2,118 | $503.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,128 | $505.0K | 0.05% | +2,128 | New |
| Meeder Asset Management Inc | 2,144 | $509.0K | 0.03% | +2,070+2,797.3% | Added |
| Adell Harriman & Carpenter Inc | 2,195 | $521.0K | 0.05% | +935+74.2% | Added |
| V Wealth Advisors LLC | 2,206 | $524.0K | 0.08% | −9−0.4% | Reduced |
| Provenire Capital, LLC | 2,256 | $535.0K | 1.97% | +2,256 | New |
| Diamant Asset Management, Inc. | 2,290 | $544.0K | 0.45% | +2,290 | New |
| Meiji Yasuda Life Insurance Co | 2,395 | $568.0K | 0.01% | +520+27.7% | Added |
| Seven Eight Capital, LP | 2,396 | $569.0K | 0.05% | +2,396 | New |
| Mark Stevens | 2,415 | $573.0K | 0.06% | −1,010−29.5% | Reduced |
| Siemens Fonds Invest GmbH | 2,469 | $586.0K | 0.04% | +2,469 | New |
| IndexIQ Advisors LLC | 2,472 | $587.0K | 0.02% | +457+22.7% | Added |
| ING Groep NV | 2,525 | $599.0K | 0.01% | +320+14.5% | Added |
| Paradigm Financial Partners, LLC | 2,566 | $600.0K | 0.14% | +137+5.6% | Added |
| Seeyond | 2,549 | $604.0K | 0.06% | −2,786−52.2% | Reduced |
| Arabesque Asset Management Ltd | 2,566 | $609.0K | 0.20% | +2,566 | New |
| Columbia Asset Management | 2,588 | $614.0K | 0.13% | +2,588 | New |
| First American Bank | 2,622 | $622.0K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,621 | $624.0K | 0.01% | +612+30.5% | Added |
| Vigilare Wealth Management | 2,696 | $640.0K | 0.40% | +141+5.5% | Added |
| Commerce Bank | 2,715 | $644.0K | 0.00% | −1,020−27.3% | Reduced |
| B. Riley Wealth Management, Inc. | 2,714 | $644.0K | 0.05% | +2,714 | New |
| Bridgewater Associates, LP | 2,751 | $653.0K | 0.00% | −4,505−62.1% | Reduced |
| Wellington Management Group LLP | 2,774 | $658.0K | 0.00% | +2,774 | New |
| Clarius Group, LLC | 2,778 | $659.0K | 0.06% | +2,778 | New |
| JustInvest LLC | 2,788 | $662.0K | 0.06% | +207+8.0% | Added |
| Bordeaux Wealth Advisors LLC | 2,800 | $665.0K | 0.38% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,843 | $675.0K | 0.05% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,853 | $677.0K | 0.05% | −3,861−57.5% | Reduced |
| Optimal Asset Management, Inc. | 2,910 | $691.0K | 0.09% | +10+0.3% | Added |
| Wealthfront Advisers LLC | 2,974 | $706.0K | 0.00% | +275+10.2% | Added |
| Stephens Inc | 2,981 | $708.0K | 0.01% | +116+4.0% | Added |
| Perigon Wealth Management, LLC | 2,991 | $710.0K | 0.06% | −318−9.6% | Reduced |
| Sepio Capital, LP | 3,003 | $713.0K | 0.06% | +104+3.6% | Added |
| Sunbelt Securities, Inc. | 3,055 | $720.0K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,041 | $722.0K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,040 | $722.0K | 0.24% | +3,040 | New |
| Ameritas Investment Partners, Inc. | 3,047 | $723.0K | 0.03% | +380+14.2% | Added |
| GWM Advisors LLC | 3,072 | $729.0K | 0.02% | −42−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 3,090 | $733.0K | 0.01% | +502+19.4% | Added |
| Riverbridge Partners LLC | 3,155 | $749.0K | 0.01% | +933+42.0% | Added |
| Alta Wealth Advisors LLC | 3,215 | $763.0K | 0.55% | +149+4.9% | Added |