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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 6,513 | $1.46M | 0.12% | +6,513 | New |
| American National Insurance Co | 6,530 | $1.46M | 0.32% | −29,625−81.9% | Reduced |
| AtonRa Partners | 6,571 | $1.47M | 0.51% | −134−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,767 | $1.52M | 0.01% | +504+8.0% | Added |
| Spire Wealth Management | 6,808 | $1.53M | 0.03% | −20−0.3% | Reduced |
| Aj Wealth Strategies, LLC | 6,948 | $1.56M | 0.07% | +350+5.3% | Added |
| Avitas Wealth Management LLC | 6,998 | $1.57M | 0.26% | −1,820−20.6% | Reduced |
| Prudential Financial Inc | 6,206 | $1.59M | 0.00% | −279−4.3% | Reduced |
| Wedbush Securities Inc | 7,289 | $1.63M | 0.07% | −252−3.3% | Reduced |
| Dock Street Asset Management Inc | 7,414 | $1.66M | 0.27% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,466 | $1.67M | 0.02% | +192+2.6% | Added |
| Geneos Wealth Management Inc. | 7,640 | $1.71M | 0.07% | +993+14.9% | Added |
| Industrial Alliance Investment Management Inc. | 7,665 | $1.72M | 0.04% | +7,665 | New |
| Lattice Capital Management, LLC | 7,700 | $1.73M | 1.78% | +7,700 | New |
| Ethic Inc. | 7,721 | $1.73M | 0.13% | +1,124+17.0% | Added |
| Louisiana State Employees Retirement System | 7,800 | $1.75M | 0.04% | +400+5.4% | Added |
| Ameritas Advisory Services, LLC | 7,872 | $1.76M | 0.06% | +7,872 | New |
| GWM Advisors LLC | 7,902 | $1.77M | 0.03% | +4,830+157.2% | Added |
| Two Sigma Investments, LP | 7,973 | $1.79M | 0.00% | +7,973 | New |
| Bokf, NA | 8,038 | $1.80M | 0.03% | +450+5.9% | Added |
| Banco Santander, S.A. | 8,118 | $1.82M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,169 | $1.83M | 0.11% | +8,169 | New |
| Tributary Capital Management, LLC | 8,250 | $1.85M | 0.14% | +8,250 | New |
| Alpha DNA Investment Management LLC | 8,283 | $1.86M | 1.19% | +8,283 | New |
| B. Metzler seel. Sohn & Co. AG | 8,258 | $1.86M | 0.02% | +8,258 | New |
| Blueshift Asset Management, LLC | 8,349 | $1.87M | 0.16% | −327−3.8% | Reduced |
| Leavell Investment Management, Inc. | 8,375 | $1.88M | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 8,384 | $1.88M | 0.11% | −30.0% | Reduced |
| Synergy Financial Group, LTD | 8,386 | $1.88M | 1.69% | +8,386 | New |
| Metropolitan Life Insurance Co | 8,388 | $1.88M | 0.03% | +58+0.7% | Added |
| Luxor Capital Group, LP | 8,400 | $1.88M | 0.06% | +8,400 | New |
| Catalyst Capital Advisors LLC | 8,644 | $1.94M | 0.09% | −1,232−12.5% | Reduced |
| Kovack Advisors, Inc. | 8,665 | $1.94M | 0.19% | −1,224−12.4% | Reduced |
| Advisors Asset Management, Inc. | 8,729 | $1.96M | 0.03% | +406+4.9% | Added |
| United Capital Financial Advisers, LLC | 8,767 | $1.97M | 0.01% | −357−3.9% | Reduced |
| Avestar Capital, LLC | 8,802 | $1.97M | 0.36% | +149+1.7% | Added |
| Teamwork Financial Advisors, LLC | 8,820 | $1.98M | 0.36% | −1,928−17.9% | Reduced |
| Highland Capital Management, LLC | 8,905 | $2.00M | 0.11% | −148−1.6% | Reduced |
| Harvest Volatility Management LLC | 8,989 | $2.02M | 0.10% | +2,395+36.3% | Added |
| Kestra Advisory Services, LLC | 9,038 | $2.03M | 0.02% | −799−8.1% | Reduced |
| Brandywine Managers, LLC | 9,050 | $2.03M | 2.30% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,180 | $2.06M | 0.83% | −87−0.9% | Reduced |
| Schwab Charitable Fund | 9,222 | $2.07M | 0.20% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,272 | $2.08M | 0.02% | +2,679+40.6% | Added |
| Cutler Group LP | 9,502 | $2.13M | 0.15% | −7,613−44.5% | Reduced |
| Slow Capital, Inc. | 9,526 | $2.13M | 0.36% | +311+3.4% | Added |
| Creative Planning | 9,664 | $2.17M | 0.00% | −24,707−71.9% | Reduced |
| Maryland State Retirement & Pension System | 9,672 | $2.17M | 0.06% | +370+4.0% | Added |
| The PNC Financial Services Group, Inc. | 9,674 | $2.17M | 0.00% | +734+8.2% | Added |
| Impax Asset Management Group plc | 9,769 | $2.19M | 0.01% | +82+0.8% | Added |
| Independent Solutions Wealth Management, LLC | 9,916 | $2.22M | 0.52% | −255−2.5% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $2.24M | 0.85% | 00.0% | Unchanged |
| Schroder Investment Management Group | 10,043 | $2.25M | 0.00% | +185+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,054 | $2.27M | 0.03% | −2,795−21.8% | Reduced |
| SG Americas Securities, LLC | 10,103 | $2.27M | 0.01% | −1,313−11.5% | Reduced |
| Cerity Partners LLC | 10,109 | $2.27M | 0.03% | +3,626+55.9% | Added |
| Mackenzie Financial Corp | 10,256 | $2.30M | 0.00% | +403+4.1% | Added |
| Harbor Capital Advisors, Inc. | 10,314 | $2.31M | 0.84% | +10,314 | New |
| ExodusPoint Capital Management, LP | 10,332 | $2.32M | 0.03% | −53,648−83.9% | Reduced |
| Jackson Square Capital, LLC | 10,346 | $2.32M | 0.67% | −3,511−25.3% | Reduced |
| Draper Asset Management, LLC | 10,408 | $2.33M | 1.93% | +988+10.5% | Added |
| RMB Capital Management, LLC | 10,571 | $2.37M | 0.07% | +2,298+27.8% | Added |
| Alps Advisors Inc | 10,595 | $2.38M | 0.03% | +1,383+15.0% | Added |
| Oppenheimer & Co Inc | 10,620 | $2.38M | 0.04% | +322+3.1% | Added |
| Viridian Ria, LLC | 10,880 | $2.44M | 0.52% | +10,880 | New |
| Natixis Advisors, L.P. | 10,886 | $2.44M | 0.01% | +10,886 | New |
| Primecap Management Co | 10,925 | $2.45M | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 10,960 | $2.46M | 1.80% | +10,960 | New |
| Elite Wealth Management, Inc. | 11,004 | $2.47M | 0.96% | −506−4.4% | Reduced |
| Amalgamated Bank | 11,187 | $2.51M | 0.02% | +3,979+55.2% | Added |
| Zacks Investment Management | 11,422 | $2.56M | 0.04% | +11,422 | New |
| Atom Investors LP | 11,495 | $2.58M | 0.71% | +11,495 | New |
| Moody National Bank Trust Division | 11,583 | $2.60M | 0.08% | −29,626−71.9% | Reduced |
| Lee Capital Holdings LLC | 11,640 | $2.61M | 1.37% | +495+4.4% | Added |
| American International Group, Inc. | 11,903 | $2.67M | 0.01% | +477+4.2% | Added |
| Vident Investment Advisory, LLC | 12,047 | $2.70M | 0.07% | +1,985+19.7% | Added |
| Independent Advisor Alliance | 12,156 | $2.73M | 0.13% | +608+5.3% | Added |
| AQR Capital Management LLC | 12,171 | $2.73M | 0.00% | −64−0.5% | Reduced |
| United Capital Management of KS, Inc. | 12,181 | $2.73M | 1.02% | +1,014+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 12,181 | $2.73M | 0.00% | +4,143+51.5% | Added |
| Park Avenue Securities LLC | 12,282 | $2.75M | 0.05% | +2,011+19.6% | Added |
| Coastal Bridge Advisors, LLC | 11,574 | $2.77M | 0.58% | +6,082+110.7% | Added |
| AlphaCrest Capital Management LLC | 12,392 | $2.78M | 0.10% | +4,448+56.0% | Added |
| EFG Asset Management (Americas) Corp. | 12,621 | $2.83M | 0.48% | +153+1.2% | Added |
| Nisa Investment Advisors, LLC | 14,750 | $2.92M | 0.02% | +13,400+992.6% | Added |
| Menlo Advisors LLC | 13,059 | $2.93M | 1.46% | −1,310−9.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 13,088 | $2.93M | 0.97% | +466+3.7% | Added |
| Fiera Capital Corp | 13,118 | $2.94M | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 13,276 | $2.98M | 0.11% | +2,339+21.4% | Added |
| Cetera Investment Advisers | 13,342 | $2.99M | 0.04% | −298−2.2% | Reduced |
| Advisory Services Network, LLC | 13,692 | $3.07M | 0.09% | +500+3.8% | Added |
| American Research & Management Co. | 13,699 | $3.07M | 0.66% | +561+4.3% | Added |
| Centiva Capital, LP | 13,821 | $3.10M | 0.20% | +8,709+170.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,871 | $3.11M | 0.06% | −5,022−26.6% | Reduced |
| Nissay Asset Management Corp | 14,039 | $3.15M | 0.02% | +336+2.5% | Added |
| Andra AP-fonden | 14,200 | $3.18M | 0.06% | −9,600−40.3% | Reduced |
| Xponance, Inc. | 14,283 | $3.20M | 0.05% | +186+1.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 14,341 | $3.21M | 0.78% | +547+4.0% | Added |
| Cullinan Associates Inc | 14,400 | $3.23M | 0.16% | 00.0% | Unchanged |
| Bank of Nova Scotia | 14,639 | $3.28M | 0.00% | −57,560−79.7% | Reduced |