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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $247.0K | 0.02% | −1,000−47.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,100 | $247.0K | 0.07% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,112 | $249.0K | 0.11% | +46+4.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,120 | $251.0K | 0.02% | +60+5.7% | Added |
| Delphia (USA) Inc. | 1,118 | $251.0K | 0.27% | +1,118 | New |
| Gilman Hill Asset Management, LLC | 1,127 | $253.0K | 0.06% | +1,127 | New |
| Wade G W & Inc | 1,142 | $256.0K | 0.01% | −2,343−67.2% | Reduced |
| Verition Fund Management LLC | 1,170 | $262.0K | 0.00% | +198+20.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,175 | $263.0K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,177 | $264.0K | 0.02% | +1,177 | New |
| Sustainable Growth Advisers, LP | 1,183 | $265.0K | 0.00% | +11+0.9% | Added |
| BBR Partners, LLC | 1,196 | $268.0K | 0.03% | −2−0.2% | Reduced |
| Pinnacle Associates Ltd | 1,200 | $269.0K | 0.00% | −2−0.2% | Reduced |
| Meridian Wealth Management, LLC | 1,211 | $271.0K | 0.03% | −305−20.1% | Reduced |
| First Heartland Consultants, Inc. | 1,216 | $272.0K | 0.04% | +204+20.2% | Added |
| Norinchukin Bank, The | 1,225 | $275.0K | 0.00% | −709−36.7% | Reduced |
| Grace Capital | 1,228 | $275.0K | 0.16% | +19+1.6% | Added |
| Teza Capital Management LLC | 1,233 | $276.0K | 0.07% | +1,233 | New |
| Waypoint Wealth Partners Inc. | 1,240 | $278.0K | 0.10% | +8+0.6% | Added |
| Brookfield Asset Management Inc. | 1,255 | $281.0K | 0.00% | −28,745−95.8% | Reduced |
| Capital Asset Advisory Services LLC | 1,288 | $289.0K | 0.03% | −36−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,295 | $290.0K | 0.00% | +1,295 | New |
| Veriti Management LLC | 1,296 | $291.0K | 0.04% | +66+5.4% | Added |
| Two Sigma Securities, LLC | 1,298 | $291.0K | 0.06% | +1,298 | New |
| Hills Bank & Trust Co | 1,317 | $295.0K | 0.04% | +263+25.0% | Added |
| Forum Financial Management, LP | 1,320 | $296.0K | 0.02% | +1,320 | New |
| Brookstone Capital Management | 1,516 | $298.0K | 0.01% | −167−9.9% | Reduced |
| Washburn Capital Management, Inc. | 1,338 | $300.0K | 0.18% | +20+1.5% | Added |
| Sand Hill Global Advisors, LLC | 1,350 | $303.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,365 | $306.0K | 0.07% | −127−8.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,379 | $309.0K | 0.02% | +1,379 | New |
| E Fund Management Co., Ltd. | 1,395 | $313.0K | 0.01% | +247+21.5% | Added |
| Wimmer Associates 1, LLC | 1,410 | $316.0K | 0.17% | +30+2.2% | Added |
| Freemont Management S.A. | 1,411 | $316.0K | 0.08% | +469+49.8% | Added |
| ASB Consultores, LLC | 1,413 | $317.0K | 0.16% | +1,413 | New |
| Sofos Investments, Inc. | 2,016 | $319.0K | 0.03% | +2,015+201,500.0% | Added |
| Manteio Capital LLC | 1,426 | $320.0K | 0.41% | +1,426 | New |
| Columbia Asset Management | 1,438 | $322.0K | 0.07% | −1,150−44.4% | Reduced |
| Providence Wealth Advisors, LLC | 1,700 | $324.0K | 0.20% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,449 | $325.0K | 0.03% | −87−5.7% | Reduced |
| WMS Partners, LLC | 1,456 | $326.0K | 0.07% | −46−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 1,461 | $328.0K | 0.01% | −43−2.9% | Reduced |
| Snowden Capital Advisors LLC | 1,471 | $329.0K | 0.02% | +125+9.3% | Added |
| Hayden Royal, LLC | 1,484 | $333.0K | 0.78% | +8+0.5% | Added |
| Strid Group, LLC | 1,489 | $334.0K | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,496 | $335.0K | 0.00% | −41−2.7% | Reduced |
| Jag Capital Management, LLC | 1,494 | $335.0K | 0.03% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,498 | $336.0K | 0.19% | +1,498 | New |
| LGT Fund Management Co Ltd. | 1,500 | $336.0K | 0.10% | +1,500 | New |
| Ellevest, Inc. | 1,505 | $337.0K | 0.03% | −122−7.5% | Reduced |
| Cribstone Capital Management, LLC | 1,504 | $337.0K | 0.19% | 00.0% | Unchanged |
| Change Path, LLC | 1,508 | $338.0K | 0.02% | +215+16.6% | Added |
| Boston Family Office LLC | 1,524 | $342.0K | 0.02% | +369+31.9% | Added |
| Allen Investment Management LLC | 1,533 | $344.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,544 | $346.0K | 0.01% | −299−16.2% | Reduced |
| Toroso Investments, LLC | 1,560 | $350.0K | 0.01% | −312−16.7% | Reduced |
| Lazard Asset Management LLC | 1,602 | $358.0K | 0.00% | +1,602 | New |
| Seaport Global Advisors, LLC | 1,600 | $359.0K | 0.49% | +1,600 | New |
| High Net Worth Advisory Group LLC | 1,600 | $359.0K | 0.13% | +1,600 | New |
| Appleton Partners Inc | 1,612 | $361.0K | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,620 | $363.0K | 0.09% | +1,620 | New |
| St. Louis Trust Co | 1,638 | $367.0K | 0.08% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,659 | $372.0K | 0.02% | +1,659 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,662 | $373.0K | 0.02% | +132+8.6% | Added |
| Spearhead Capital Advisors, LLC | 1,693 | $380.0K | 0.05% | +20+1.2% | Added |
| Aristotle Atlantic Partners, LLC | 1,712 | $384.0K | 0.02% | +299+21.2% | Added |
| Raymond James Trust N.A. | 1,726 | $387.0K | 0.01% | −62−3.5% | Reduced |
| Eqis Capital Management, Inc. | 1,746 | $391.0K | 0.03% | −92−5.0% | Reduced |
| Corient Capital Partners, LLC | 1,757 | $394.0K | 0.03% | −159−8.3% | Reduced |
| Yousif Capital Management, LLC | 1,761 | $395.0K | 0.00% | +1,761 | New |
| Banque Cantonale Vaudoise | 1,765 | $396.0K | 0.02% | −3,000−63.0% | Reduced |
| Signaturefd, LLC | 1,785 | $400.0K | 0.01% | −153−7.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,778 | $400.0K | 0.01% | +7+0.4% | Added |
| Advisory Resource Group | 2,024 | $401.0K | 0.13% | +622+44.4% | Added |
| Harrington Investments, INC | 1,864 | $418.0K | 0.22% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,887 | $423.0K | 0.05% | +810+75.2% | Added |
| Disciplined Growth Investors Inc | 1,896 | $425.0K | 0.01% | +1,896 | New |
| Sawtooth Solutions, LLC | 1,896 | $426.0K | 0.05% | +827+77.4% | Added |
| Janney Montgomery Scott LLC | 1,907 | $427.0K | 0.00% | +75+4.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,920 | $430.0K | 0.05% | +1,920 | New |
| Avantax Advisory Services, Inc. | 1,939 | $435.0K | 0.01% | −682−26.0% | Reduced |
| Van Hulzen Asset Management, LLC | 1,990 | $446.0K | 0.05% | +1,990 | New |
| Pensionfund DSM Netherlands | 2,000 | $448.0K | 0.05% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,000 | $448.0K | 0.09% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,005 | $449.0K | 0.07% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,050 | $460.0K | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,063 | $462.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 2,067 | $463.0K | 0.06% | −1,452−41.3% | Reduced |
| V Wealth Advisors LLC | 2,068 | $464.0K | 0.07% | −138−6.3% | Reduced |
| Equitable Trust Co | 2,080 | $466.0K | 0.03% | +527+33.9% | Added |
| Creative Financial Designs Inc | 2,110 | $473.0K | 0.07% | +91+4.5% | Added |
| Moody Lynn & Lieberson, LLC | 2,123 | $476.0K | 0.03% | +5+0.2% | Added |
| Adell Harriman & Carpenter Inc | 2,149 | $481.7K | 0.04% | −46−2.1% | Reduced |
| Belpointe Asset Management LLC | 2,423 | $497.0K | 0.03% | +382+18.7% | Added |
| Bristlecone Advisors, LLC | 2,270 | $509.0K | 0.06% | +498+28.1% | Added |
| Allstate Corp | 2,322 | $521.0K | 0.01% | +270+13.2% | Added |
| Diamant Asset Management, Inc. | 2,350 | $527.0K | 0.39% | +60+2.6% | Added |
| Kornitzer Capital Management Inc | 2,375 | $532.0K | 0.01% | +750+46.2% | Added |
| Golden Green, Inc. | 2,438 | $546.0K | 0.44% | −1,102−31.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,453 | $550.0K | 0.01% | +58+2.4% | Added |