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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 8,330 | $1.98M | 0.03% | −273−3.2% | Reduced |
| Penn Mutual Asset Management, LLC | 8,366 | $1.99M | 3.14% | −1,666−16.6% | Reduced |
| Leavell Investment Management, Inc. | 8,375 | $1.99M | 0.15% | 00.0% | Unchanged |
| Proequities, Inc. | 8,387 | $1.99M | 0.12% | +325+4.0% | Added |
| Tower Research Capital LLC (TRC) | 8,601 | $2.04M | 0.05% | +5,087+144.8% | Added |
| Avestar Capital, LLC | 8,653 | $2.05M | 0.40% | −238−2.7% | Reduced |
| Blueshift Asset Management, LLC | 8,676 | $2.06M | 0.12% | +8,676 | New |
| Avitas Wealth Management LLC | 8,818 | $2.09M | 0.38% | +21+0.2% | Added |
| The PNC Financial Services Group, Inc. | 8,940 | $2.12M | 0.00% | −277−3.0% | Reduced |
| Ardsley Advisory Partners LP | 9,000 | $2.14M | 0.45% | +9,000 | New |
| Brandywine Managers, LLC | 9,050 | $2.15M | 2.24% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 9,053 | $2.15M | 0.13% | +9,053 | New |
| United Capital Financial Advisers, LLC | 9,124 | $2.17M | 0.01% | +5,784+173.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,181 | $2.18M | 0.01% | +1,135+14.1% | Added |
| Alps Advisors Inc | 9,212 | $2.19M | 0.02% | −878−8.7% | Reduced |
| Slow Capital, Inc. | 9,215 | $2.19M | 0.40% | +6+0.1% | Added |
| Schwab Charitable Fund | 9,222 | $2.19M | 0.39% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,246 | $2.19M | 0.60% | +9,246 | New |
| Affinity Investment Advisors, LLC | 9,267 | $2.20M | 0.99% | +8+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 9,286 | $2.20M | 0.04% | +8,554+1,168.6% | Added |
| Maryland State Retirement & Pension System | 9,302 | $2.21M | 0.06% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 9,420 | $2.24M | 2.12% | +827+9.6% | Added |
| Impax Asset Management Group plc | 9,687 | $2.30M | 0.01% | +5,800+149.2% | Added |
| Kestra Advisory Services, LLC | 9,837 | $2.33M | 0.02% | −1,214−11.0% | Reduced |
| Mackenzie Financial Corp | 9,853 | $2.34M | 0.00% | +3,143+46.8% | Added |
| Schroder Investment Management Group | 9,858 | $2.34M | 0.00% | +355+3.7% | Added |
| Catalyst Capital Advisors LLC | 9,876 | $2.34M | 0.12% | +3,612+57.7% | Added |
| Kovack Advisors, Inc. | 9,889 | $2.35M | 0.26% | +1,340+15.7% | Added |
| Candriam Luxembourg S.C.A. | 9,893 | $2.35M | 0.02% | −23,872−70.7% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $2.37M | 0.71% | 00.0% | Unchanged |
| Alight Capital Management LP | 10,000 | $2.37M | 0.87% | +10,000 | New |
| Vident Investment Advisory, LLC | 10,062 | $2.39M | 0.07% | −582−5.5% | Reduced |
| Westpac Banking Corp | 10,078 | $2.39M | 0.03% | −11,760−53.9% | Reduced |
| Rational Advisors LLC | 10,081 | $2.39M | 0.19% | +7,051+232.7% | Added |
| Independent Solutions Wealth Management, LLC | 10,171 | $2.41M | 0.60% | −135−1.3% | Reduced |
| Codex Capital, L.L.C. | 10,200 | $2.42M | 1.30% | −100−1.0% | Reduced |
| Achmea Investment Management B.V. | 10,223 | $2.43M | 0.07% | +202+2.0% | Added |
| Park Avenue Securities LLC | 10,271 | $2.44M | 0.05% | +798+8.4% | Added |
| Oppenheimer & Co Inc | 10,298 | $2.44M | 0.05% | −1,327−11.4% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 10,578 | $2.51M | 2.95% | +10,578 | New |
| Virtu Financial LLC | 10,615 | $2.52M | 0.22% | +10,615 | New |
| Teamwork Financial Advisors, LLC | 10,748 | $2.55M | 0.51% | −48−0.4% | Reduced |
| Primecap Management Co | 10,925 | $2.59M | 0.00% | −275−2.5% | Reduced |
| Shelton Capital Management | 10,937 | $2.60M | 0.10% | +802+7.9% | Added |
| Coastal Investment Management, L.P. | 11,122 | $2.64M | 3.68% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 11,145 | $2.65M | 1.39% | +11,145 | New |
| United Capital Management of KS, Inc. | 11,167 | $2.65M | 1.08% | +710+6.8% | Added |
| SG Americas Securities, LLC | 11,416 | $2.71M | 0.01% | −4,815−29.7% | Reduced |
| American International Group, Inc. | 11,426 | $2.71M | 0.01% | +951+9.1% | Added |
| Capital Impact Advisors, LLC | 11,505 | $2.73M | 1.08% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 11,510 | $2.73M | 1.22% | +422+3.8% | Added |
| Independent Advisor Alliance | 11,548 | $2.74M | 0.15% | +118+1.0% | Added |
| Sante Capital Fund, LP | 11,927 | $2.83M | 2.61% | +5,971+100.3% | Added |
| Walleye Capital LLC | 12,137 | $2.88M | 0.09% | +12,137 | New |
| AQR Capital Management LLC | 12,235 | $2.90M | 0.01% | −4,031−24.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 12,468 | $2.96M | 0.53% | +110+0.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 12,592 | $2.99M | 0.03% | −154−1.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 12,622 | $3.00M | 1.04% | +676+5.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,849 | $3.01M | 0.05% | +5,375+71.9% | Added |
| HarbourVest Partners LLC | 12,697 | $3.01M | 0.28% | +12,697 | New |
| Interval Partners, LP | 13,000 | $3.08M | 0.18% | +1,200+10.2% | Added |
| Aigen Investment Management, LP | 13,101 | $3.11M | 0.60% | +13,101 | New |
| Fiera Capital Corp | 13,118 | $3.11M | 0.01% | −19−0.1% | Reduced |
| American Research & Management Co. | 13,138 | $3.12M | 0.72% | +13,138 | New |
| National Asset Management, Inc. | 13,102 | $3.13M | 0.10% | +75+0.6% | Added |
| Advisory Services Network, LLC | 13,192 | $3.13M | 0.10% | +905+7.4% | Added |
| HRT Financial LP | 13,439 | $3.19M | 0.02% | +13,439 | New |
| Cetera Investment Advisers | 13,640 | $3.24M | 0.05% | +98+0.7% | Added |
| Nissay Asset Management Corp | 13,703 | $3.25M | 0.03% | +2,289+20.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 13,794 | $3.27M | 0.90% | +273+2.0% | Added |
| Capital Fund Management S.A. | 13,809 | $3.28M | 0.09% | +13,809 | New |
| Jackson Square Capital, LLC | 13,857 | $3.29M | 1.07% | −413−2.9% | Reduced |
| Xponance, Inc. | 14,097 | $3.35M | 0.06% | −394−2.7% | Reduced |
| Menlo Advisors LLC | 14,369 | $3.41M | 1.80% | 00.0% | Unchanged |
| Cullinan Associates Inc | 14,400 | $3.42M | 0.19% | −3,500−19.6% | Reduced |
| Engineers Gate Manager LP | 14,400 | $3.42M | 0.19% | +12,285+580.9% | Added |
| Man Group plc | 14,437 | $3.43M | 0.01% | +4,629+47.2% | Added |
| Davy Global Fund Management Ltd | 14,466 | $3.43M | 0.52% | +936+6.9% | Added |
| Partners Capital Investment Group, LLP | 14,579 | $3.46M | 0.16% | +2,592+21.6% | Added |
| BTC Capital Management, Inc. | 14,711 | $3.49M | 0.39% | −88−0.6% | Reduced |
| Sarasin & Partners LLP | 14,840 | $3.52M | 0.04% | 00.0% | Unchanged |
| Diker Management LLC | 15,000 | $3.56M | 1.83% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,577 | $3.70M | 0.02% | −470−2.9% | Reduced |
| Principal Financial Group Inc | 15,857 | $3.76M | 0.00% | −639−3.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,906 | $3.77M | 0.16% | +9,771+159.3% | Added |
| Leonteq Securities AG | 16,138 | $3.83M | 0.21% | +4,320+36.6% | Added |
| Knuff & Co LLC | 16,159 | $3.83M | 1.43% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 16,278 | $3.86M | 0.08% | +59+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 16,392 | $3.89M | 0.04% | +16,392 | New |
| Toronto Dominion Bank | 16,748 | $3.98M | 0.01% | +53+0.3% | Added |
| Cutler Group LP | 17,115 | $4.06M | 0.31% | +462+2.8% | Added |
| D. E. Shaw & Co., Inc. | 17,448 | $4.14M | 0.01% | −7,207−29.2% | Reduced |
| DekaBank Deutsche Girozentrale | 17,728 | $4.21M | 0.01% | +1,528+9.4% | Added |
| Standard Life Aberdeen plc | 17,763 | $4.22M | 0.01% | +7,202+68.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,189 | $4.32M | 0.02% | −492−2.6% | Reduced |
| Baird Financial Group, Inc. | 18,360 | $4.36M | 0.01% | +802+4.6% | Added |
| CIBC Asset Management Inc | 18,834 | $4.47M | 0.02% | +2,237+13.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,893 | $4.48M | 0.11% | −4,650−19.8% | Reduced |
| S&CO Inc | 19,025 | $4.51M | 0.35% | 00.0% | Unchanged |
| DnB Asset Management AS | 19,073 | $4.53M | 0.03% | +996+5.5% | Added |