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 |
|---|---|---|---|---|---|
| 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 |
| Schroder Investment Management Group | 10,043 | $2.25M | 0.00% | +185+1.9% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $2.24M | 0.85% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 9,916 | $2.22M | 0.52% | −255−2.5% | Reduced |
| Impax Asset Management Group plc | 9,769 | $2.19M | 0.01% | +82+0.8% | Added |
| The PNC Financial Services Group, Inc. | 9,674 | $2.17M | 0.00% | +734+8.2% | Added |
| Maryland State Retirement & Pension System | 9,672 | $2.17M | 0.06% | +370+4.0% | Added |
| Creative Planning | 9,664 | $2.17M | 0.00% | −24,707−71.9% | Reduced |
| Slow Capital, Inc. | 9,526 | $2.13M | 0.36% | +311+3.4% | Added |
| Cutler Group LP | 9,502 | $2.13M | 0.15% | −7,613−44.5% | Reduced |
| Magnetar Financial LLC | 9,272 | $2.08M | 0.02% | +2,679+40.6% | Added |
| Schwab Charitable Fund | 9,222 | $2.07M | 0.20% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,180 | $2.06M | 0.83% | −87−0.9% | Reduced |
| Brandywine Managers, LLC | 9,050 | $2.03M | 2.30% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,038 | $2.03M | 0.02% | −799−8.1% | Reduced |
| Harvest Volatility Management LLC | 8,989 | $2.02M | 0.10% | +2,395+36.3% | Added |
| Highland Capital Management, LLC | 8,905 | $2.00M | 0.11% | −148−1.6% | Reduced |
| Teamwork Financial Advisors, LLC | 8,820 | $1.98M | 0.36% | −1,928−17.9% | Reduced |
| Avestar Capital, LLC | 8,802 | $1.97M | 0.36% | +149+1.7% | Added |
| United Capital Financial Advisers, LLC | 8,767 | $1.97M | 0.01% | −357−3.9% | Reduced |
| Advisors Asset Management, Inc. | 8,729 | $1.96M | 0.03% | +406+4.9% | Added |
| Kovack Advisors, Inc. | 8,665 | $1.94M | 0.19% | −1,224−12.4% | Reduced |
| Catalyst Capital Advisors LLC | 8,644 | $1.94M | 0.09% | −1,232−12.5% | Reduced |
| Luxor Capital Group, LP | 8,400 | $1.88M | 0.06% | +8,400 | New |
| Metropolitan Life Insurance Co | 8,388 | $1.88M | 0.03% | +58+0.7% | Added |
| Synergy Financial Group, LTD | 8,386 | $1.88M | 1.69% | +8,386 | New |
| Proequities, Inc. | 8,384 | $1.88M | 0.11% | −30.0% | Reduced |
| Leavell Investment Management, Inc. | 8,375 | $1.88M | 0.12% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,349 | $1.87M | 0.16% | −327−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,258 | $1.86M | 0.02% | +8,258 | New |
| Alpha DNA Investment Management LLC | 8,283 | $1.86M | 1.19% | +8,283 | New |
| Tributary Capital Management, LLC | 8,250 | $1.85M | 0.14% | +8,250 | New |
| Jump Financial, LLC | 8,169 | $1.83M | 0.11% | +8,169 | New |
| Banco Santander, S.A. | 8,118 | $1.82M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 8,038 | $1.80M | 0.03% | +450+5.9% | Added |
| Two Sigma Investments, LP | 7,973 | $1.79M | 0.00% | +7,973 | New |
| GWM Advisors LLC | 7,902 | $1.77M | 0.03% | +4,830+157.2% | Added |
| Ameritas Advisory Services, LLC | 7,872 | $1.76M | 0.06% | +7,872 | New |
| Louisiana State Employees Retirement System | 7,800 | $1.75M | 0.04% | +400+5.4% | Added |
| Ethic Inc. | 7,721 | $1.73M | 0.13% | +1,124+17.0% | Added |
| Lattice Capital Management, LLC | 7,700 | $1.73M | 1.78% | +7,700 | New |
| Industrial Alliance Investment Management Inc. | 7,665 | $1.72M | 0.04% | +7,665 | New |
| Geneos Wealth Management Inc. | 7,640 | $1.71M | 0.07% | +993+14.9% | Added |
| Synovus Financial Corp | 7,466 | $1.67M | 0.02% | +192+2.6% | Added |
| Dock Street Asset Management Inc | 7,414 | $1.66M | 0.27% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,289 | $1.63M | 0.07% | −252−3.3% | Reduced |
| Prudential Financial Inc | 6,206 | $1.59M | 0.00% | −279−4.3% | Reduced |
| Avitas Wealth Management LLC | 6,998 | $1.57M | 0.26% | −1,820−20.6% | Reduced |
| Aj Wealth Strategies, LLC | 6,948 | $1.56M | 0.07% | +350+5.3% | Added |
| Spire Wealth Management | 6,808 | $1.53M | 0.03% | −20−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,767 | $1.52M | 0.01% | +504+8.0% | Added |
| AtonRa Partners | 6,571 | $1.47M | 0.51% | −134−2.0% | Reduced |
| American National Insurance Co | 6,530 | $1.46M | 0.32% | −29,625−81.9% | Reduced |
| Point72 Hong Kong Ltd | 6,513 | $1.46M | 0.12% | +6,513 | New |
| Benjamin F. Edwards & Company, Inc. | 6,459 | $1.45M | 0.06% | −217−3.3% | Reduced |
| E. Ohman J:or Asset Management AB | 6,300 | $1.41M | 0.04% | +800+14.5% | Added |
| TD Waterhouse Canada Inc. | 6,530 | $1.41M | 0.01% | +6,530 | New |
| ING Groep NV | 6,271 | $1.41M | 0.01% | +3,746+148.4% | Added |
| Nordea Investment Management AB | 6,195 | $1.40M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,176 | $1.39M | 0.01% | −1,220−16.5% | Reduced |
| Mezzasalma Advisors, LLC | 6,110 | $1.37M | 0.74% | −10−0.2% | Reduced |
| Shepherd Financial Partners LLC | 5,826 | $1.30M | 0.23% | +192+3.4% | Added |
| Assetmark, Inc | 5,811 | $1.30M | 0.01% | +5,811 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,590 | $1.25M | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,562 | $1.25M | 0.05% | +214+4.0% | Added |
| Davenport & Co LLC | 5,515 | $1.24M | 0.01% | +4,222+326.5% | Added |
| Vectors Research Management, LLC | 5,314 | $1.19M | 0.25% | +10+0.2% | Added |
| Legacy Bridge, LLC | 5,245 | $1.18M | 0.61% | +50+1.0% | 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 |
| Riverbridge Partners LLC | 5,204 | $1.17M | 0.01% | +2,049+64.9% | Added |
| Comerica Bank | 6,393 | $1.14M | 0.01% | −326−4.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 5,023 | $1.13M | 0.37% | −10.0% | Reduced |
| Potrero Capital Research LLC | 5,000 | $1.12M | 0.33% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 4,907 | $1.10M | 0.00% | −23,635−82.8% | Reduced |
| Focus Financial Network, Inc. | 4,791 | $1.07M | 0.16% | +70+1.5% | Added |
| Azzad Asset Management Inc | 4,730 | $1.06M | 0.14% | +615+14.9% | Added |
| Aigen Investment Management, LP | 4,731 | $1.05M | 0.06% | −8,370−63.9% | Reduced |
| National Bank of Canada | 4,770 | $1.04M | 0.00% | +4,770 | New |
| Laurel Wealth Advisors, Inc. | 4,576 | $1.03M | 0.08% | +185+4.2% | Added |
| Seeyond | 4,502 | $1.01M | 0.09% | +1,953+76.6% | Added |
| Sigma Planning Corp | 4,495 | $1.01M | 0.03% | +17+0.4% | Added |
| Mercer Global Advisors Inc | 4,486 | $1.01M | 0.01% | +574+14.7% | Added |
| APG Asset Management N.V. | 5,100 | $1.00M | 0.00% | +5,100 | New |
| Pacer Advisors, Inc. | 4,471 | $1.00M | 0.01% | −805−15.3% | Reduced |
| Acadian Asset Management LLC | 4,404 | $985.0K | 0.00% | +645+17.2% | Added |
| D.A. Davidson & Co. | 4,388 | $984.0K | 0.01% | +35+0.8% | Added |
| AdvisorNet Financial, Inc | 4,364 | $978.0K | 0.06% | −28−0.6% | Reduced |
| Perigon Wealth Management, LLC | 4,311 | $966.0K | 0.07% | +1,320+44.1% | Added |
| Flagship Harbor Advisors, LLC | 4,265 | $956.0K | 0.09% | −16−0.4% | Reduced |
| Tudor Investment Corp Et Al | 4,254 | $954.0K | 0.02% | +555+15.0% | 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 |
| Conway Capital Management, Inc. | 4,105 | $920.2K | 0.54% | +700+20.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,097 | $918.0K | 0.03% | +347+9.3% | Added |
| Diversified Trust Co | 4,078 | $914.0K | 0.03% | −242−5.6% | Reduced |
| American Portfolios Advisors | 4,028 | $903.0K | 0.03% | −322−7.4% | Reduced |
| Motley Fool Asset Management LLC | 4,015 | $900.0K | 0.06% | −87−2.1% | Reduced |
| Infini Master Fund | 4,000 | $897.0K | 2.28% | +4,000 | New |