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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 4,102 | $974.0K | 0.06% | +516+14.4% | Added |
| Thoroughbred Financial Services, LLC | 4,070 | $965.0K | 0.23% | +271+7.1% | Added |
| Cetera Advisor Networks LLC | 4,049 | $961.0K | 0.01% | −546−11.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 4,093 | $955.0K | 0.02% | −9,397−69.7% | Reduced |
| Lyell Wealth Management, LP | 3,924 | $931.0K | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,912 | $928.0K | 0.01% | +208+5.6% | Added |
| Baker Avenue Asset Management, LP | 3,881 | $921.0K | 0.05% | −135−3.4% | Reduced |
| M&T Bank Corp | 3,800 | $902.0K | 0.00% | +10+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,750 | $890.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,759 | $889.0K | 0.00% | +3,759 | New |
| Twin Capital Management Inc | 3,722 | $883.0K | 0.09% | −889−19.3% | Reduced |
| Tudor Investment Corp Et Al | 3,699 | $878.0K | 0.02% | +258+7.5% | Added |
| Wetherby Asset Management Inc | 3,694 | $877.0K | 0.05% | −35−0.9% | Reduced |
| CAPROCK Group, Inc. | 3,688 | $875.0K | 0.08% | −42−1.1% | Reduced |
| Concorde Asset Management, LLC | 3,654 | $867.0K | 0.50% | +3,654 | New |
| Golden Green, Inc. | 3,540 | $840.0K | 0.66% | −609−14.7% | Reduced |
| IBM Retirement Fund | 3,519 | $835.0K | 0.07% | +13+0.4% | Added |
| Kings Point Capital Management | 3,500 | $831.0K | 0.07% | −11−0.3% | Reduced |
| Wade G W & Inc | 3,485 | $827.0K | 0.04% | −55−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 3,475 | $825.0K | 0.02% | +3+0.1% | Added |
| Waldron Private Wealth LLC | 3,460 | $821.0K | 0.05% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 3,405 | $808.1K | 0.55% | +50+1.5% | Added |
| HM Payson & Co | 3,357 | $797.0K | 0.02% | −1,000−23.0% | Reduced |
| Triumph Capital Management | 3,339 | $792.0K | 0.37% | +3,339 | New |
| 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 |
| Sumitomo Life Insurance Co | 3,305 | $784.0K | 0.02% | −209−5.9% | Reduced |
| Salem Investment Counselors Inc | 3,299 | $783.0K | 0.04% | +925+39.0% | Added |
| Redpoint Investment Management Pty Ltd | 3,273 | $777.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,270 | $776.0K | 0.02% | −378−10.4% | Reduced |
| IFP Advisors, Inc | 3,250 | $770.0K | 0.02% | +1,370+72.9% | Added |
| Alta Wealth Advisors LLC | 3,215 | $763.0K | 0.55% | +149+4.9% | Added |
| Riverbridge Partners LLC | 3,155 | $749.0K | 0.01% | +933+42.0% | Added |
| Oppenheimer Asset Management Inc. | 3,090 | $733.0K | 0.01% | +502+19.4% | Added |
| GWM Advisors LLC | 3,072 | $729.0K | 0.02% | −42−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,047 | $723.0K | 0.03% | +380+14.2% | Added |
| 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 |
| Sunbelt Securities, Inc. | 3,055 | $720.0K | 0.13% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,003 | $713.0K | 0.06% | +104+3.6% | Added |
| Perigon Wealth Management, LLC | 2,991 | $710.0K | 0.06% | −318−9.6% | Reduced |
| Stephens Inc | 2,981 | $708.0K | 0.01% | +116+4.0% | Added |
| Wealthfront Advisers LLC | 2,974 | $706.0K | 0.00% | +275+10.2% | Added |
| Optimal Asset Management, Inc. | 2,910 | $691.0K | 0.09% | +10+0.3% | Added |
| NEXT Financial Group, Inc | 2,853 | $677.0K | 0.05% | −3,861−57.5% | Reduced |
| Spears Abacus Advisors LLC | 2,843 | $675.0K | 0.05% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,800 | $665.0K | 0.38% | 00.0% | Unchanged |
| JustInvest LLC | 2,788 | $662.0K | 0.06% | +207+8.0% | Added |
| Clarius Group, LLC | 2,778 | $659.0K | 0.06% | +2,778 | New |
| Wellington Management Group LLP | 2,774 | $658.0K | 0.00% | +2,774 | New |
| Bridgewater Associates, LP | 2,751 | $653.0K | 0.00% | −4,505−62.1% | Reduced |
| 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 |
| Vigilare Wealth Management | 2,696 | $640.0K | 0.40% | +141+5.5% | Added |
| Avantax Advisory Services, Inc. | 2,621 | $624.0K | 0.01% | +612+30.5% | Added |
| First American Bank | 2,622 | $622.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 2,588 | $614.0K | 0.13% | +2,588 | New |
| Arabesque Asset Management Ltd | 2,566 | $609.0K | 0.20% | +2,566 | New |
| Seeyond | 2,549 | $604.0K | 0.06% | −2,786−52.2% | Reduced |
| Paradigm Financial Partners, LLC | 2,566 | $600.0K | 0.14% | +137+5.6% | Added |
| ING Groep NV | 2,525 | $599.0K | 0.01% | +320+14.5% | Added |
| IndexIQ Advisors LLC | 2,472 | $587.0K | 0.02% | +457+22.7% | Added |
| Siemens Fonds Invest GmbH | 2,469 | $586.0K | 0.04% | +2,469 | New |
| Mark Stevens | 2,415 | $573.0K | 0.06% | −1,010−29.5% | Reduced |
| Seven Eight Capital, LP | 2,396 | $569.0K | 0.05% | +2,396 | New |
| Meiji Yasuda Life Insurance Co | 2,395 | $568.0K | 0.01% | +520+27.7% | Added |
| Diamant Asset Management, Inc. | 2,290 | $544.0K | 0.45% | +2,290 | New |
| Provenire Capital, LLC | 2,256 | $535.0K | 1.97% | +2,256 | New |
| V Wealth Advisors LLC | 2,206 | $524.0K | 0.08% | −9−0.4% | Reduced |
| Adell Harriman & Carpenter Inc | 2,195 | $521.0K | 0.05% | +935+74.2% | Added |
| Meeder Asset Management Inc | 2,144 | $509.0K | 0.03% | +2,070+2,797.3% | Added |
| Gsa Capital Partners LLP | 2,128 | $505.0K | 0.05% | +2,128 | New |
| Moody Lynn & Lieberson, LLC | 2,118 | $503.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,103 | $499.1K | 0.05% | +771+57.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $498.0K | 0.03% | −400−16.0% | Reduced |
| Mutual of America Capital Management LLC | 2,063 | $490.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Creative Financial Designs Inc | 2,019 | $479.0K | 0.08% | −4−0.2% | Reduced |
| SkyOak Wealth, LLC | 2,015 | $478.0K | 0.13% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,005 | $476.0K | 0.09% | +2,005 | New |
| 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 |
| People's United Financial, Inc. | 1,943 | $461.0K | 0.01% | −90−4.4% | Reduced |
| Signaturefd, LLC | 1,938 | $460.0K | 0.02% | +56+3.0% | Added |
| Norinchukin Bank, The | 1,934 | $459.0K | 0.01% | +497+34.6% | Added |
| Corient Capital Partners, LLC | 1,916 | $455.0K | 0.03% | +319+20.0% | Added |
| Shell Asset Management Co | 1,902 | $451.0K | 0.01% | −346−15.4% | Reduced |
| Toroso Investments, LLC | 1,872 | $444.0K | 0.02% | +711+61.2% | Added |
| Harrington Investments, INC | 1,864 | $442.0K | 0.26% | +1,864 | New |
| Belpointe Asset Management LLC | 2,041 | $439.0K | 0.03% | +235+13.0% | Added |
| Vestcor Inc | 1,843 | $437.0K | 0.02% | −190−9.3% | Reduced |
| Eqis Capital Management, Inc. | 1,838 | $436.0K | 0.03% | −128−6.5% | Reduced |
| Janney Montgomery Scott LLC | 1,832 | $435.0K | 0.00% | +333+22.2% | Added |
| Los Angeles Capital Management LLC | 1,828 | $434.0K | 0.00% | +80+4.6% | Added |
| Harbour Investments, Inc. | 1,810 | $430.0K | 0.01% | −10−0.5% | Reduced |
| 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 |
| World Asset Management Inc | 1,774 | $421.0K | 0.04% | −189−9.6% | Reduced |