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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 3,250 | $770.0K | 0.02% | +1,370+72.9% | Added |
| DuPont Capital Management Corp | 3,270 | $776.0K | 0.02% | −378−10.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,273 | $777.0K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,299 | $783.0K | 0.04% | +925+39.0% | Added |
| Sumitomo Life Insurance Co | 3,305 | $784.0K | 0.02% | −209−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 3,324 | $789.0K | 0.00% | +60+1.8% | Added |
| Centaurus Financial, Inc. | 3,323 | $789.0K | 0.07% | +187+6.0% | Added |
| Triumph Capital Management | 3,339 | $792.0K | 0.37% | +3,339 | New |
| HM Payson & Co | 3,357 | $797.0K | 0.02% | −1,000−23.0% | Reduced |
| Conway Capital Management, Inc. | 3,405 | $808.1K | 0.55% | +50+1.5% | Added |
| Waldron Private Wealth LLC | 3,460 | $821.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,475 | $825.0K | 0.02% | +3+0.1% | Added |
| Wade G W & Inc | 3,485 | $827.0K | 0.04% | −55−1.6% | Reduced |
| Kings Point Capital Management | 3,500 | $831.0K | 0.07% | −11−0.3% | Reduced |
| IBM Retirement Fund | 3,519 | $835.0K | 0.07% | +13+0.4% | Added |
| Golden Green, Inc. | 3,540 | $840.0K | 0.66% | −609−14.7% | Reduced |
| Concorde Asset Management, LLC | 3,654 | $867.0K | 0.50% | +3,654 | New |
| CAPROCK Group, Inc. | 3,688 | $875.0K | 0.08% | −42−1.1% | Reduced |
| Wetherby Asset Management Inc | 3,694 | $877.0K | 0.05% | −35−0.9% | Reduced |
| Tudor Investment Corp Et Al | 3,699 | $878.0K | 0.02% | +258+7.5% | Added |
| Twin Capital Management Inc | 3,722 | $883.0K | 0.09% | −889−19.3% | Reduced |
| Acadian Asset Management LLC | 3,759 | $889.0K | 0.00% | +3,759 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,750 | $890.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 3,800 | $902.0K | 0.00% | +10+0.3% | Added |
| Baker Avenue Asset Management, LP | 3,881 | $921.0K | 0.05% | −135−3.4% | Reduced |
| Mercer Global Advisors Inc | 3,912 | $928.0K | 0.01% | +208+5.6% | Added |
| Lyell Wealth Management, LP | 3,924 | $931.0K | 0.11% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 4,093 | $955.0K | 0.02% | −9,397−69.7% | Reduced |
| Cetera Advisor Networks LLC | 4,049 | $961.0K | 0.01% | −546−11.9% | Reduced |
| Thoroughbred Financial Services, LLC | 4,070 | $965.0K | 0.23% | +271+7.1% | Added |
| Motley Fool Asset Management LLC | 4,102 | $974.0K | 0.06% | +516+14.4% | Added |
| Azzad Asset Management Inc | 4,115 | $976.6K | 0.14% | −39−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,187 | $994.0K | 0.00% | −616−12.8% | Reduced |
| Diversified Trust Co | 4,320 | $1.02M | 0.04% | +880+25.6% | Added |
| Weatherly Asset Management L. P. | 4,331 | $1.03M | 0.13% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,350 | $1.03M | 0.04% | −235−5.1% | Reduced |
| D.A. Davidson & Co. | 4,353 | $1.03M | 0.01% | −987−18.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,391 | $1.04M | 0.19% | −91−2.0% | Reduced |
| AdvisorNet Financial, Inc | 4,392 | $1.04M | 0.07% | +15+0.3% | Added |
| Flagship Harbor Advisors, LLC | 4,281 | $1.05M | 0.11% | 00.0% | Unchanged |
| Awm Capital, LLC | 4,006 | $1.06M | 0.79% | +4,006 | New |
| Sigma Planning Corp | 4,478 | $1.06M | 0.03% | −878−16.4% | Reduced |
| Bridgeway Capital Management, LLC | 4,700 | $1.11M | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,721 | $1.12M | 0.15% | −222−4.5% | Reduced |
| Group One Trading, L.P. | 4,725 | $1.12M | 0.02% | +4,725 | New |
| Banque Cantonale Vaudoise | 4,765 | $1.13M | 0.05% | −640−11.8% | Reduced |
| Steel Peak Wealth Management LLC | 4,790 | $1.14M | 0.08% | −1,405−22.7% | Reduced |
| Mid Atlantic Financial Management Inc | 4,806 | $1.14M | 0.08% | −150−3.0% | Reduced |
| Cresset Asset Management, LLC | 4,812 | $1.14M | 0.02% | +9+0.2% | Added |
| Potrero Capital Research LLC | 5,000 | $1.19M | 0.31% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 5,024 | $1.19M | 0.43% | −14−0.3% | Reduced |
| Davide Leone & Partners Investment Co Ltd. | 5,062 | $1.20M | 0.34% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 5,088 | $1.21M | 0.02% | +160+3.2% | Added |
| Centiva Capital, LP | 5,112 | $1.21M | 0.10% | +2,649+107.6% | Added |
| Legacy Bridge, LLC | 5,195 | $1.23M | 0.71% | 00.0% | Unchanged |
| HNP Capital LLC | 5,210 | $1.24M | 0.31% | +220+4.4% | Added |
| Pacer Advisors, Inc. | 5,276 | $1.25M | 0.02% | +1,433+37.3% | Added |
| Vectors Research Management, LLC | 5,304 | $1.26M | 0.30% | +314+6.3% | Added |
| Prospera Financial Services Inc | 5,348 | $1.27M | 0.06% | −381−6.7% | Reduced |
| Coastal Bridge Advisors, LLC | 5,492 | $1.30M | 0.30% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,500 | $1.30M | 0.03% | +5,500 | New |
| E. Ohman J:or Asset Management AB | 5,500 | $1.31M | 0.04% | −400−6.8% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,590 | $1.33M | 0.00% | +5,590 | New |
| Assenagon Asset Management S.A. | 5,621 | $1.33M | 0.01% | −13,588−70.7% | Reduced |
| Shepherd Financial Partners LLC | 5,634 | $1.34M | 0.26% | +62+1.1% | Added |
| CIBC World Markets Corp | 5,655 | $1.34M | 0.01% | +4,300+317.3% | Added |
| Prudential PLC | 5,694 | $1.35M | 0.02% | −38−0.7% | Reduced |
| Proem Advisors LLC | 6,000 | $1.42M | 1.23% | +6,000 | New |
| Mezzasalma Advisors, LLC | 6,120 | $1.45M | 0.82% | 00.0% | Unchanged |
| Nordea Investment Management AB | 6,195 | $1.47M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,263 | $1.49M | 0.01% | +758+13.8% | Added |
| CIBC World Markets Inc. | 6,361 | $1.51M | 0.01% | +373+6.2% | Added |
| Cerity Partners LLC | 6,483 | $1.54M | 0.03% | +522+8.8% | Added |
| Harvest Volatility Management LLC | 6,594 | $1.56M | 0.07% | +3,017+84.3% | Added |
| Magnetar Financial LLC | 6,593 | $1.56M | 0.02% | +4,545+221.9% | Added |
| Aj Wealth Strategies, LLC | 6,598 | $1.57M | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 6,597 | $1.57M | 0.16% | +3,880+142.8% | Added |
| Geneos Wealth Management Inc. | 6,647 | $1.58M | 0.06% | +2,516+60.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,676 | $1.58M | 0.08% | +32+0.5% | Added |
| AtonRa Partners | 6,705 | $1.59M | 0.53% | +488+7.8% | Added |
| Spire Wealth Management | 6,828 | $1.62M | 0.04% | −347−4.8% | Reduced |
| Prudential Financial Inc | 6,485 | $1.67M | 0.00% | +305+4.9% | Added |
| Amalgamated Bank | 7,208 | $1.71M | 0.01% | −1,205−14.3% | Reduced |
| Synovus Financial Corp | 7,274 | $1.72M | 0.02% | −409−5.3% | Reduced |
| Prelude Capital Management, LLC | 7,255 | $1.72M | 0.09% | −637−8.1% | Reduced |
| Comerica Bank | 6,719 | $1.75M | 0.01% | −3,557−34.6% | Reduced |
| Private Advisor Group, LLC | 7,396 | $1.75M | 0.01% | +587+8.6% | Added |
| Louisiana State Employees Retirement System | 7,400 | $1.76M | 0.04% | +900+13.8% | Added |
| Dock Street Asset Management Inc | 7,414 | $1.76M | 0.33% | −107−1.4% | Reduced |
| Wedbush Securities Inc | 7,541 | $1.79M | 0.08% | +67+0.9% | Added |
| Bokf, NA | 7,588 | $1.80M | 0.03% | +7,588 | New |
| Qube Research & Technologies Ltd | 7,611 | $1.81M | 0.02% | +7,611 | New |
| Ameritas Investment Company, LLC | 7,822 | $1.86M | 0.09% | +7,603+3,471.7% | Added |
| Occudo Quantitative Strategies LP | 7,903 | $1.88M | 0.22% | −6,108−43.6% | Reduced |
| AlphaCrest Capital Management LLC | 7,944 | $1.89M | 0.10% | +4,160+109.9% | Added |
| First Mercantile Trust Co | 8,000 | $1.90M | 0.25% | −727−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,038 | $1.91M | 0.00% | +893+12.5% | Added |
| Banco Santander, S.A. | 8,118 | $1.93M | 0.01% | −2,666−24.7% | Reduced |
| RMB Capital Management, LLC | 8,273 | $1.96M | 0.06% | +973+13.3% | Added |
| Advisors Asset Management, Inc. | 8,323 | $1.98M | 0.03% | +57+0.7% | Added |