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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, Q4 2021

Institutional positions in Okta, Inc. as of Dec 31, 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
755
+36 vs. Q3 2021
Shares held
120.0M
+6.99M (+6.2%) vs. Q3 2021
Total value
$26.9B
+$60.6M (+0.2%) vs. Q3 2021
New holders
131
298 more added
Sold out
95
206 more reduced

14 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 755 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ4 2021: $26.9B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2021.

Institutions holding OKTA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Charter Oak Capital Management, LLC2$00.00%00.0%Unchanged
Eagle Bay Advisors LLC2$00.00%−2−50.0%Reduced
Capital Advisors, Ltd. LLC1$00.00%+1New
Comprehensive Financial Consultants Institutional, Inc.5$00.00%+5New
Global Financial Private Client, LLC1$2240.00%00.0%Unchanged
Financial Perspectives, Inc4$8970.00%00.0%Unchanged
Enterprise Financial Services Corp5$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC3$1.00K0.00%00.0%Unchanged
Newton One Investments LLC6$1.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Covington Capital Management3$1.00K0.00%+3New
Lenox Wealth Advisors, LLC3$1.00K0.00%+3New
Core Alternative Capital5$1.00K0.00%+5New
Retirement Planning Co of New England, Inc.7$1.00K0.00%+7New
Schubert & Co4$1.00K0.00%+4New
Beaird Harris Wealth Management, LLC3$1.00K0.00%+3New
Zullo Investment Group, Inc.5$1.00K0.00%+5New
TCI Wealth Advisors, Inc.8$2.00K0.00%−29−78.4%Reduced
Berkshire Capital Holdings Inc10$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC9$2.00K0.00%00.0%Unchanged
Lee Financial Co7$2.00K0.00%00.0%Unchanged
PSI Advisors, LLC10$2.00K0.00%00.0%Unchanged
TFC Financial Management10$2.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC11$2.00K0.00%+11New
Horizon Financial Services, LLC10$2.24K0.00%00.0%Unchanged
Tarbox Family Office, Inc.13$3.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$3.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC15$3.00K0.00%+15New
Rinkey Investments15$3.00K0.00%+15New
Parkside Financial Bank & Trust18$4.00K0.00%−4−18.2%Reduced
Ci Investments Inc.18$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$4.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC16$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC20$4.00K0.00%+4+25.0%Added
Prestige Wealth Management Group LLC16$4.00K0.00%00.0%Unchanged
Econ Financial Services Corp18$4.00K0.00%+18New
McDonald Partners LLC21$4.71K0.00%+21New
Absolute Capital Management, LLC21$4.71K0.00%+21New
Carroll Financial Associates, Inc.26$5.00K0.00%−4−13.3%Reduced
C M Bidwell & Associates Ltd22$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$5.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$5.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP22$5.00K0.00%+22New
Confluence Wealth Services, Inc.26$5.00K0.00%+26New
Raffa Wealth Management, LLC23$5.16K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC28$6.00K0.00%00.0%Unchanged
Credit Agricole S A27$6.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.26$6.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC30$6.72K0.00%−290−90.6%Reduced
Delta Asset Management LLC30$7.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$7.00K0.00%00.0%Unchanged
Field & Main Bank30$7.00K0.00%+30New
KRS Capital Management, LLC35$7.00K0.01%+35New
Smithfield Trust Co39$8.00K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP40$8.00K0.01%+40New
Allworth Financial LP41$9.00K0.00%−19−31.7%Reduced
JCIC Asset Management Inc.40$9.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC40$9.00K0.00%00.0%Unchanged
Front Row Advisors LLC40$9.00K0.00%00.0%Unchanged
Lake Point Wealth Management38$9.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC50$11.0K0.00%00.0%Unchanged
Evoke Wealth, LLC51$11.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.47$11.0K0.00%00.0%Unchanged
FourThought Financial, LLC55$12.0K0.00%+28+103.7%Added
Earnest Partners LLC57$13.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc59$13.0K0.00%+1+1.7%Added
Close Asset Management Ltd56$13.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC59$13.0K0.00%+32+118.5%Added
Glassman Wealth Services64$14.0K0.00%−85−57.0%Reduced
Loomis Sayles & Co L P62$14.0K0.00%−8−11.4%Reduced
Blue Bell Private Wealth Management, LLC63$14.0K0.00%+63New
TSFG, LLC68$15.0K0.01%−300−81.5%Reduced
State of Wyoming66$15.0K0.01%−8−10.8%Reduced
North Star Investment Management Corp.65$15.0K0.00%00.0%Unchanged
Arlington Partners LLC66$15.0K0.00%+66New
Clearstead Advisors, LLC72$16.0K0.00%−185−72.0%Reduced
Washington Trust Co72$16.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC73$16.0K0.00%+5+7.4%Added
Ten Capital Wealth Advisors, LLC70$16.0K0.01%+70New
Loring Wolcott & Coolidge Fiduciary Advisors LLP78$17.0K0.00%00.0%Unchanged
Whittier Trust Co75$17.0K0.00%00.0%Unchanged
Avion Wealth75$17.0K0.00%00.0%Unchanged
Outfitter Financial LLC75$17.0K0.01%+75New
Cambridge Trust Co81$18.0K0.00%+81New
RE Dickinson Investment Advisors, LLC80$18.0K0.01%+80New
Sargent Bickham Lagudis LLC83$19.0K0.00%−13−13.5%Reduced
Macroview Investment Management LLC86$19.0K0.02%+84+4,200.0%Added
Meeder Asset Management Inc89$20.0K0.00%−2,055−95.8%Reduced
SOA Wealth Advisors, LLC.93$20.0K0.00%00.0%Unchanged
Pittenger & Anderson Inc89$20.0K0.00%−1−1.1%Reduced
Concord Wealth Partners93$21.0K0.01%+66+244.4%Added
Selective Wealth Management, Inc.100$22.0K0.01%00.0%Unchanged
Baldwin Brothers Inc100$22.0K0.00%+100New
Addison Advisors LLC103$23.0K0.01%+3+3.0%Added
Rise Advisors, LLC104$23.3K0.02%+104New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC108$24.0K0.00%+3+2.9%Added
JNBA Financial Advisors110$25.0K0.00%+5+4.8%Added
Bedel Financial Consulting, Inc.114$26.0K0.01%−25−18.0%Reduced
CoreCap Advisors, LLC118$26.0K0.00%+118New