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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 134 | $30.0K | 0.00% | +3+2.3% | Added |
| Global Trust Asset Management, LLC | 135 | $30.0K | 0.01% | +135 | New |
| Koshinski Asset Management, Inc. | 134 | $30.0K | 0.00% | −9−6.3% | Reduced |
| Alpha Paradigm Partners, LLC | 140 | $31.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 166 | $37.0K | 0.00% | −825−83.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 206 | $39.0K | 0.03% | +206 | New |
| Harbour Investments, Inc. | 180 | $40.0K | 0.00% | −1,630−90.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 180 | $40.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 189 | $42.0K | 0.01% | +189 | New |
| Community Bank, N.A. | 200 | $45.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $45.0K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 200 | $45.0K | 0.02% | +200 | New |
| Truvestments Capital LLC | 200 | $45.0K | 0.02% | +200 | New |
| Cedar Wealth Management, LLC | 206 | $46.0K | 0.02% | +206 | New |
| Fortitude Advisory Group L.L.C. | 204 | $46.0K | 0.02% | +204 | New |
| Kelly Financial Services LLC | 214 | $48.0K | 0.02% | +94+78.3% | Added |
| Asset Dedication, LLC | 237 | $53.0K | 0.01% | −100−29.7% | Reduced |
| Harbor Investment Advisory, LLC | 241 | $54.0K | 0.01% | −60−19.9% | Reduced |
| Mascoma Wealth Management LLC | 250 | $56.0K | 0.02% | +50+25.0% | Added |
| Barnett & Company, Inc. | 270 | $61.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 278 | $62.0K | 0.09% | +278 | New |
| Focused Wealth Management, Inc | 299 | $67.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 300 | $67.0K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $67.0K | 0.05% | +300 | New |
| CWM, LLC | 305 | $68.0K | 0.00% | +305 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 322 | $72.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 333 | $75.0K | 0.00% | +333 | New |
| Gordian Capital Singapore Pte Ltd | 352 | $79.0K | 0.06% | +352 | New |
| Fifth Third Bancorp | 363 | $81.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 362 | $81.0K | 0.07% | +362 | New |
| ICICI Prudential Asset Management Co Ltd | 364 | $82.0K | 0.01% | +364 | New |
| GPS Wealth Strategies Group, LLC | 413 | $93.0K | 0.02% | −59−12.5% | Reduced |
| Lloyd Advisory Services, LLC. | 417 | $93.0K | 0.04% | +80+23.7% | Added |
| Lindbrook Capital, LLC | 437 | $98.0K | 0.01% | −126−22.4% | Reduced |
| Brown Brothers Harriman & Co | 435 | $98.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 468 | $104.0K | 0.01% | +468 | New |
| Harvest Fund Management Co., Ltd | 468 | $105.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $112.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 500 | $112.0K | 0.05% | +115+29.9% | Added |
| Vestor Capital, LLC | 510 | $114.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 507 | $114.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 546 | $121.0K | 0.00% | −37−6.3% | Reduced |
| Anchor Investment Management, LLC | 600 | $134.5K | 0.02% | +600 | New |
| SRS Capital Advisors, Inc. | 646 | $145.0K | 0.02% | +46+7.7% | Added |
| Total Clarity Wealth Management, Inc. | 656 | $147.0K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 658 | $147.0K | 0.00% | +219+49.9% | Added |
| Sutton Wealth Advisors Inc. | 665 | $149.1K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 697 | $156.2K | 0.00% | +41+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 719 | $161.0K | 0.00% | −8,567−92.3% | Reduced |
| Quadrant Capital Group LLC | 743 | $167.0K | 0.02% | −52−6.5% | Reduced |
| GraniteShares Advisors LLC | 749 | $167.0K | 0.08% | +749 | New |
| Optimum Investment Advisors | 800 | $179.0K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 809 | $182.0K | 0.01% | −150−15.6% | Reduced |
| Quent Capital, LLC | 811 | $182.0K | 0.04% | +811 | New |
| Exane Derivatives | 843 | $189.0K | 0.05% | −239−22.1% | Reduced |
| Claro Advisors LLC | 895 | $201.0K | 0.07% | −97−9.8% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $201.8K | 0.05% | −200−18.2% | Reduced |
| Northeast Financial Consultants Inc | 900 | $202.0K | 0.01% | −75−7.7% | Reduced |
| Prelude Capital Management, LLC | 906 | $203.0K | 0.01% | −6,349−87.5% | Reduced |
| Cigna Investments Inc | 905 | $203.0K | 0.02% | −41−4.3% | Reduced |
| LexAurum Advisors, LLC | 906 | $203.0K | 0.07% | +9+1.0% | Added |
| Leeward Financial Partners, LLC | 909 | $204.0K | 0.13% | +909 | New |
| Freestone Capital Holdings, LLC | 916 | $205.0K | 0.01% | +916 | New |
| Castleark Management LLC | 925 | $207.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 942 | $211.0K | 0.01% | +942 | New |
| Modera Wealth Management, LLC | 948 | $213.0K | 0.01% | +948 | New |
| Aft, Forsyth & Company, Inc. | 956 | $214.0K | 0.11% | −250−20.7% | Reduced |
| Montag A & Associates Inc | 955 | $214.0K | 0.01% | +50+5.5% | Added |
| Hoylecohen, LLC | 960 | $215.0K | 0.02% | +960 | New |
| Graham Capital Management, L.P. | 968 | $216.0K | 0.01% | +968 | New |
| Institute for Wealth Management, LLC. | 962 | $216.0K | 0.04% | +962 | New |
| First Foundation Advisors | 976 | $219.0K | 0.01% | +18+1.9% | Added |
| Highview Capital Management LLC | 983 | $220.0K | 0.14% | +983 | New |
| Lido Advisors, LLC | 988 | $221.0K | 0.00% | −82−7.7% | Reduced |
| Financial Consulate, Inc | 990 | $222.0K | 0.08% | +65+7.0% | Added |
| Baker Tilly Wealth Management, LLC | 994 | $223.0K | 0.02% | +22+2.3% | Added |
| Cooper Financial Group | 993 | $223.0K | 0.08% | +993 | New |
| Bluestein R H & Co | 1,000 | $224.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $224.0K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,000 | $224.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,000 | $224.0K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $224.0K | 0.02% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,000 | $224.0K | 0.23% | +1,000 | New |
| StoneX Group Inc. | 1,001 | $224.4K | 0.03% | +46+4.8% | Added |
| Moors & Cabot, Inc. | 1,010 | $226.0K | 0.01% | −182−15.3% | Reduced |
| Engine No. 1 LLC | 1,010 | $226.0K | 0.05% | +1,010 | New |
| SkyOak Wealth, LLC | 1,015 | $228.0K | 0.06% | −1,000−49.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,019 | $228.0K | 0.04% | +28+2.8% | Added |
| Ancora Advisors, LLC | 1,035 | $232.0K | 0.01% | +260+33.5% | Added |
| MBB Public Markets I LLC | 1,057 | $237.0K | 0.00% | +1,057 | New |
| Yorktown Management & Research Co Inc | 1,060 | $238.0K | 0.16% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,070 | $240.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,070 | $240.0K | 0.01% | +1,070 | New |
| CPWM, LLC | 1,020 | $242.0K | 0.02% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 1,078 | $242.0K | 0.08% | +1,078 | New |
| American Trust | 1,078 | $242.0K | 0.02% | +1,078 | New |
| Great Lakes Advisors, LLC | 1,090 | $244.0K | 0.00% | −190−14.8% | Reduced |
| Clay Northam Wealth Management, LLC | 1,090 | $244.0K | 0.23% | +1,090 | New |
| Crestwood Advisors Group LLC | 1,092 | $245.0K | 0.01% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,097 | $246.0K | 0.01% | +1,097 | New |