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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 1,772 | $421.0K | 0.06% | +201+12.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,771 | $420.0K | 0.01% | −40−2.2% | Reduced |
| Brookstone Capital Management | 1,683 | $416.0K | 0.01% | −32−1.9% | 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 |
| Spearhead Capital Advisors, LLC | 1,673 | $397.0K | 0.05% | −7−0.4% | Reduced |
| St. Louis Trust Co | 1,638 | $389.0K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,635 | $388.0K | 0.00% | +528+47.7% | Added |
| 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 |
| Appleton Partners Inc | 1,612 | $383.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 1,553 | $368.0K | 0.02% | −115−6.9% | Reduced |
| 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 |
| Allen Investment Management LLC | 1,533 | $364.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,530 | $363.0K | 0.03% | −35−2.2% | Reduced |
| Meridian Wealth Management, LLC | 1,516 | $360.0K | 0.04% | +11+0.7% | Added |
| Dakota Wealth Management | 1,511 | $359.0K | 0.04% | +683+82.5% | 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 |
| WMS Partners, LLC | 1,502 | $356.0K | 0.05% | +580+62.9% | Added |
| Jag Capital Management, LLC | 1,494 | $355.0K | 0.03% | +193+14.8% | Added |
| HHM Wealth Advisors, LLC | 1,492 | $354.0K | 0.10% | +6+0.4% | Added |
| Strid Group, LLC | 1,489 | $353.0K | 0.08% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,476 | $350.0K | 0.57% | −84−5.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,413 | $335.0K | 0.02% | +54+4.0% | Added |
| Advisory Resource Group | 1,402 | $333.0K | 0.12% | +41+3.0% | Added |
| FNY Investment Advisers, LLC | 1,400 | $332.0K | 0.15% | +1,400 | New |
| New York Life Investments Alternatives | 1,390 | $330.0K | 0.21% | +1,390 | New |
| Wimmer Associates 1, LLC | 1,380 | $328.0K | 0.19% | +265+23.8% | Added |
| NFJ Investment Group, LLC | 1,380 | $327.0K | 0.01% | −300−17.9% | Reduced |
| STRS Ohio | 1,373 | $325.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Snowden Capital Advisors LLC | 1,346 | $319.5K | 0.02% | +376+38.8% | Added |
| Capital Asset Advisory Services LLC | 1,324 | $314.0K | 0.03% | +23+1.8% | Added |
| Washburn Capital Management, Inc. | 1,318 | $313.0K | 0.20% | −795−37.6% | Reduced |
| Quantamental Technologies LLC | 1,312 | $311.0K | 0.21% | +1,312 | New |
| Galvin, Gaustad & Stein, LLC | 1,300 | $309.0K | 0.03% | −26−2.0% | Reduced |
| Change Path, LLC | 1,293 | $307.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,293 | $307.0K | 0.00% | +1,293 | New |
| Great Lakes Advisors, LLC | 1,280 | $304.0K | 0.00% | +189+17.3% | 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 |
| Grace Capital | 1,209 | $287.0K | 0.18% | +59+5.1% | Added |
| Aft, Forsyth & Company, Inc. | 1,206 | $286.0K | 0.15% | +340+39.3% | Added |
| Pinnacle Associates Ltd | 1,202 | $285.0K | 0.01% | +202+20.2% | Added |
| BBR Partners, LLC | 1,198 | $284.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,192 | $284.0K | 0.02% | +1,192 | New |
| Pacific Wealth Strategies Group, Inc. | 1,175 | $279.0K | 0.10% | 00.0% | Unchanged |
| Sustainable Growth Advisers, LP | 1,172 | $278.0K | 0.00% | +173+17.3% | Added |
| Frank, Rimerman Advisors LLC | 1,160 | $275.3K | 0.11% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,155 | $274.0K | 0.02% | +1,155 | New |
| E Fund Management Co., Ltd. | 1,148 | $272.0K | 0.01% | +1,148 | New |
| Paradigm Asset Management Co LLC | 1,100 | $261.1K | 0.07% | −100−8.3% | Reduced |
| 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 |
| Crestwood Advisors Group LLC | 1,092 | $259.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 1,082 | $256.8K | 0.06% | −209−16.2% | Reduced |
| Simplify Asset Management Inc. | 1,077 | $256.0K | 0.05% | +1,077 | New |
| Arvest Bank Trust Division | 1,074 | $255.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lido Advisors, LLC | 1,070 | $253.0K | 0.01% | +1,070 | New |
| 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 |
| Hills Bank & Trust Co | 1,054 | $250.0K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 1,050 | $249.0K | 0.04% | 00.0% | Unchanged |
| CPWM, LLC | 1,020 | $242.0K | 0.02% | −11−1.1% | 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 |
| First Heartland Consultants, Inc. | 1,012 | $240.0K | 0.04% | −58−5.4% | Reduced |
| 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 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 |
| Northeast Financial Consultants Inc | 975 | $232.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Pathstone Family Office, LLC | 952 | $226.0K | 0.01% | −16−1.7% | Reduced |
| Cigna Investments Inc | 946 | $225.0K | 0.02% | 00.0% | Unchanged |
| Freemont Management S.A. | 942 | $224.0K | 0.03% | +942 | New |
| 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 |
| Chicago Partners Investment Group LLC | 847 | $216.0K | 0.02% | −149−15.0% | Reduced |
| Montag A & Associates Inc | 905 | $215.0K | 0.01% | +38+4.4% | Added |
| LexAurum Advisors, LLC | 897 | $213.0K | 0.06% | −28−3.0% | Reduced |
| Johnson Investment Counsel Inc | 888 | $211.0K | 0.00% | −20−2.2% | Reduced |
| Proficio Capital Partners LLC | 855 | $203.0K | 0.03% | −19−2.2% | Reduced |
| CFS Investment Advisory Services, LLC | 850 | $202.0K | 0.03% | +850 | New |