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 |
|---|---|---|---|---|---|
| IndexIQ Advisors LLC | 2,462 | $552.0K | 0.02% | −10−0.4% | Reduced |
| B. Riley Wealth Management, Inc. | 2,588 | $580.0K | 0.04% | −126−4.6% | Reduced |
| Canvas Wealth Advisors, LLC | 2,595 | $582.0K | 0.21% | +2,595 | New |
| First American Bank | 2,622 | $588.0K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 2,634 | $590.0K | 0.01% | −347−11.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,647 | $593.0K | 0.02% | −1,446−35.3% | Reduced |
| Neville Rodie & Shaw Inc | 2,650 | $594.0K | 0.04% | +2,650 | New |
| Independent Financial Group, LLC | 2,667 | $597.9K | 0.05% | +564+26.8% | Added |
| Commerce Bank | 2,687 | $602.0K | 0.00% | −28−1.0% | Reduced |
| Sunbelt Securities, Inc. | 3,185 | $607.0K | 0.10% | +130+4.3% | Added |
| Shell Asset Management Co | 2,715 | $609.0K | 0.01% | +813+42.7% | Added |
| Vista Wealth Management Group, LLC | 2,737 | $614.0K | 0.10% | +2,737 | New |
| Siemens Fonds Invest GmbH | 2,796 | $629.0K | 0.04% | +327+13.2% | Added |
| Paradigm Financial Partners, LLC | 2,825 | $633.0K | 0.13% | +259+10.1% | Added |
| Clarius Group, LLC | 2,851 | $639.0K | 0.05% | +73+2.6% | Added |
| Panagora Asset Management Inc | 2,953 | $662.0K | 0.00% | −16,901−85.1% | Reduced |
| Sepio Capital, LP | 2,956 | $663.0K | 0.05% | −47−1.6% | Reduced |
| JustInvest LLC | 2,962 | $664.0K | 0.04% | +174+6.2% | Added |
| Awm Capital, LLC | 3,005 | $674.0K | 0.51% | −1,001−25.0% | Reduced |
| Triumph Capital Management | 3,013 | $675.0K | 0.29% | −326−9.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,020 | $677.0K | 0.31% | +220+7.9% | Added |
| Capital Investment Advisory Services, LLC | 3,041 | $682.0K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,057 | $685.0K | 0.00% | −3,304−51.9% | Reduced |
| Oppenheimer Asset Management Inc. | 3,072 | $689.0K | 0.01% | −18−0.6% | Reduced |
| Vigilare Wealth Management | 3,110 | $697.0K | 0.41% | +414+15.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,151 | $706.0K | 0.20% | +111+3.7% | Added |
| Alta Wealth Advisors LLC | 3,215 | $721.0K | 0.44% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,225 | $723.0K | 0.02% | +178+5.8% | Added |
| CIBC World Markets Corp | 3,230 | $724.0K | 0.00% | −2,425−42.9% | Reduced |
| Sumitomo Life Insurance Co | 3,253 | $729.0K | 0.02% | −52−1.6% | Reduced |
| IFP Advisors, Inc | 3,265 | $733.0K | 0.01% | +15+0.5% | Added |
| NEXT Financial Group, Inc | 3,276 | $734.0K | 0.05% | +423+14.8% | Added |
| Sonen Capital LLC | 3,299 | $740.0K | 0.72% | +3,299 | New |
| Manufacturers Life Insurance Company, The | 3,338 | $749.0K | 0.00% | +14+0.4% | Added |
| Stratos Wealth Partners, LTD. | 3,345 | $750.0K | 0.02% | −130−3.7% | Reduced |
| Twin Capital Management Inc | 3,403 | $763.0K | 0.08% | −319−8.6% | Reduced |
| Cresset Asset Management, LLC | 3,411 | $764.0K | 0.01% | −1,401−29.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,429 | $769.0K | 0.03% | +3,429 | New |
| Waldron Private Wealth LLC | 3,468 | $777.0K | 0.04% | +8+0.2% | Added |
| Steel Peak Wealth Management LLC | 3,470 | $778.0K | 0.05% | −1,320−27.6% | Reduced |
| Quantamental Technologies LLC | 3,473 | $779.0K | 0.39% | +2,161+164.7% | Added |
| CAPROCK Group, Inc. | 3,513 | $788.0K | 0.06% | −175−4.7% | Reduced |
| Salem Investment Counselors Inc | 3,514 | $788.0K | 0.03% | +215+6.5% | Added |
| HM Payson & Co | 3,560 | $798.0K | 0.02% | +203+6.0% | Added |
| Bayesian Capital Management, LP | 3,600 | $807.0K | 0.26% | +3,600 | New |
| Cetera Advisor Networks LLC | 3,608 | $809.0K | 0.01% | −441−10.9% | Reduced |
| Wetherby Asset Management Inc | 3,660 | $820.0K | 0.05% | −34−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 3,697 | $828.0K | 0.17% | −373−9.2% | Reduced |
| Kings Point Capital Management | 3,703 | $830.0K | 0.07% | +203+5.8% | Added |
| M&T Bank Corp | 3,759 | $843.0K | 0.00% | −41−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,871 | $868.0K | 0.04% | −10−0.3% | Reduced |
| Centaurus Financial, Inc. | 3,883 | $870.0K | 0.07% | +560+16.9% | Added |
| Lyell Wealth Management, LP | 3,924 | $880.0K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,974 | $891.0K | 0.01% | +2,339+143.1% | Added |
| Infini Master Fund | 4,000 | $897.0K | 2.28% | +4,000 | New |
| Infini Capital Management Ltd | 4,000 | $897.0K | 2.28% | +4,000 | New |
| Motley Fool Asset Management LLC | 4,015 | $900.0K | 0.06% | −87−2.1% | Reduced |
| American Portfolios Advisors | 4,028 | $903.0K | 0.03% | −322−7.4% | Reduced |
| Diversified Trust Co | 4,078 | $914.0K | 0.03% | −242−5.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,097 | $918.0K | 0.03% | +347+9.3% | Added |
| Conway Capital Management, Inc. | 4,105 | $920.2K | 0.54% | +700+20.6% | Added |
| Weatherly Asset Management L. P. | 4,201 | $942.0K | 0.10% | −130−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,200 | $942.0K | 0.00% | +13+0.3% | Added |
| Tudor Investment Corp Et Al | 4,254 | $954.0K | 0.02% | +555+15.0% | Added |
| Flagship Harbor Advisors, LLC | 4,265 | $956.0K | 0.09% | −16−0.4% | Reduced |
| Perigon Wealth Management, LLC | 4,311 | $966.0K | 0.07% | +1,320+44.1% | Added |
| AdvisorNet Financial, Inc | 4,364 | $978.0K | 0.06% | −28−0.6% | Reduced |
| D.A. Davidson & Co. | 4,388 | $984.0K | 0.01% | +35+0.8% | Added |
| Acadian Asset Management LLC | 4,404 | $985.0K | 0.00% | +645+17.2% | Added |
| Pacer Advisors, Inc. | 4,471 | $1.00M | 0.01% | −805−15.3% | Reduced |
| APG Asset Management N.V. | 5,100 | $1.00M | 0.00% | +5,100 | New |
| Mercer Global Advisors Inc | 4,486 | $1.01M | 0.01% | +574+14.7% | Added |
| Sigma Planning Corp | 4,495 | $1.01M | 0.03% | +17+0.4% | Added |
| Seeyond | 4,502 | $1.01M | 0.09% | +1,953+76.6% | Added |
| Laurel Wealth Advisors, Inc. | 4,576 | $1.03M | 0.08% | +185+4.2% | Added |
| National Bank of Canada | 4,770 | $1.04M | 0.00% | +4,770 | New |
| Aigen Investment Management, LP | 4,731 | $1.05M | 0.06% | −8,370−63.9% | Reduced |
| Azzad Asset Management Inc | 4,730 | $1.06M | 0.14% | +615+14.9% | Added |
| Focus Financial Network, Inc. | 4,791 | $1.07M | 0.16% | +70+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,907 | $1.10M | 0.00% | −23,635−82.8% | Reduced |
| Potrero Capital Research LLC | 5,000 | $1.12M | 0.33% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 5,023 | $1.13M | 0.37% | −10.0% | Reduced |
| Comerica Bank | 6,393 | $1.14M | 0.01% | −326−4.9% | Reduced |
| Riverbridge Partners LLC | 5,204 | $1.17M | 0.01% | +2,049+64.9% | Added |
| Man Group plc | 5,212 | $1.17M | 0.00% | −9,225−63.9% | Reduced |
| HNP Capital LLC | 5,208 | $1.17M | 0.26% | −20.0% | Reduced |
| Legacy Bridge, LLC | 5,245 | $1.18M | 0.61% | +50+1.0% | Added |
| Vectors Research Management, LLC | 5,314 | $1.19M | 0.25% | +10+0.2% | Added |
| Davenport & Co LLC | 5,515 | $1.24M | 0.01% | +4,222+326.5% | Added |
| Prospera Financial Services Inc | 5,562 | $1.25M | 0.05% | +214+4.0% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,590 | $1.25M | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5,811 | $1.30M | 0.01% | +5,811 | New |
| Shepherd Financial Partners LLC | 5,826 | $1.30M | 0.23% | +192+3.4% | Added |
| Mezzasalma Advisors, LLC | 6,110 | $1.37M | 0.74% | −10−0.2% | Reduced |
| Private Advisor Group, LLC | 6,176 | $1.39M | 0.01% | −1,220−16.5% | Reduced |
| Nordea Investment Management AB | 6,195 | $1.40M | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 6,271 | $1.41M | 0.01% | +3,746+148.4% | Added |
| TD Waterhouse Canada Inc. | 6,530 | $1.41M | 0.01% | +6,530 | New |
| E. Ohman J:or Asset Management AB | 6,300 | $1.41M | 0.04% | +800+14.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,459 | $1.45M | 0.06% | −217−3.3% | Reduced |