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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 843 | $200.0K | 0.00% | +843 | New |
| Optimum Investment Advisors | 800 | $190.0K | 0.08% | −375−31.9% | Reduced |
| Quadrant Capital Group LLC | 795 | $189.0K | 0.03% | −7−0.9% | Reduced |
| Ancora Advisors, LLC | 775 | $184.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 686 | $163.0K | 0.00% | +294+75.0% | Added |
| Capstone Investment Advisors, LLC | 678 | $161.0K | 0.00% | +678 | New |
| First Pacific Advisors, LP | 675 | $160.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 665 | $157.8K | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 656 | $156.0K | 0.07% | +656 | New |
| Federation des caisses Desjardins du Quebec | 656 | $155.6K | 0.00% | −589−47.3% | Reduced |
| SRS Capital Advisors, Inc. | 600 | $142.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 583 | $137.0K | 0.00% | +5+0.9% | Added |
| Lindbrook Capital, LLC | 563 | $134.0K | 0.04% | +16+2.9% | Added |
| Brewin Dolphin Ltd | 542 | $128.6K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 510 | $121.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 507 | $120.0K | 0.03% | −2−0.4% | Reduced |
| Arcadia Investment Management Corp | 500 | $119.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 498 | $118.0K | 0.07% | +443+805.5% | Added |
| GPS Wealth Strategies Group, LLC | 472 | $112.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 468 | $111.0K | 0.03% | +145+44.9% | Added |
| Penserra Capital Management LLC | 439 | $104.0K | 0.00% | +40+10.0% | Added |
| Brown Brothers Harriman & Co | 435 | $103.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 385 | $91.0K | 0.06% | +32+9.1% | Added |
| TSFG, LLC | 368 | $87.0K | 0.03% | +17+4.8% | Added |
| Fifth Third Bancorp | 363 | $86.0K | 0.00% | +8+2.3% | Added |
| Quantbot Technologies LP | 351 | $83.0K | 0.01% | −7,823−95.7% | Reduced |
| Asset Dedication, LLC | 337 | $81.0K | 0.01% | +50+17.4% | Added |
| Lloyd Advisory Services, LLC. | 337 | $80.0K | 0.04% | +141+71.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 322 | $76.0K | 0.00% | −1−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 320 | $75.9K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 300 | $71.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 301 | $71.0K | 0.01% | +50+19.9% | Added |
| Focused Wealth Management, Inc | 299 | $71.0K | 0.01% | +122+68.9% | Added |
| Barnett & Company, Inc. | 270 | $64.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 257 | $61.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 236 | $56.0K | 0.02% | +236 | New |
| Liberty Wealth Management LLC | 211 | $52.0K | 0.02% | +119+129.3% | Added |
| Sonora Investment Management, LLC | 200 | $47.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $47.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $47.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $47.0K | 0.02% | +200 | New |
| Patriot Financial Group Insurance Agency, LLC | 180 | $43.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 149 | $35.0K | 0.01% | +84+129.2% | Added |
| Koshinski Asset Management, Inc. | 143 | $33.9K | 0.00% | +143 | New |
| Bedel Financial Consulting, Inc. | 139 | $33.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 140 | $33.0K | 0.01% | +140 | New |
| Massmutual Trust Co FSB | 131 | $31.0K | 0.00% | −2−1.5% | Reduced |
| Kelly Financial Services LLC | 120 | $28.5K | 0.02% | −23,369−99.5% | Reduced |
| JNBA Financial Advisors | 105 | $25.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 107 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 | $24.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 96 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 93 | $22.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 93 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 90 | $21.0K | 0.00% | +3+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 78 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 74 | $18.0K | 0.01% | +51+221.7% | Added |
| Loomis Sayles & Co L P | 70 | $17.0K | 0.00% | −46−39.7% | Reduced |
| Washington Trust Co | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $16.0K | 0.00% | +36+112.5% | Added |
| North Star Investment Management Corp. | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $14.2K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $14.0K | 0.00% | +55+1,100.0% | Added |
| Bell Investment Advisors, Inc | 58 | $14.0K | 0.00% | +58 | New |
| Close Asset Management Ltd | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 41 | $10.0K | 0.01% | +31+310.0% | Added |
| JCIC Asset Management Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 37 | $9.00K | 0.00% | +37 | New |
| Global Retirement Partners, LLC | 40 | $9.00K | 0.00% | +40 | New |
| Smithfield Trust Co | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 28 | $7.00K | 0.00% | −50−64.1% | Reduced |
| Delta Asset Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 30 | $7.00K | 0.00% | +5+20.0% | Added |
| Meridian Wealth Partners, LLC | 29 | $7.00K | 0.00% | +29 | New |
| Credit Agricole S A | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 26 | $6.00K | 0.00% | −2−7.1% | Reduced |
| Concord Wealth Partners | 27 | $6.00K | 0.00% | +7+35.0% | Added |
| FourThought Financial, LLC | 27 | $6.00K | 0.00% | +9+50.0% | Added |
| Exchange Traded Concepts, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Activest Wealth Management | 25 | $6.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 23 | $5.46K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $5.00K | 0.00% | +5+29.4% | Added |
| Hudock, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |