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 |
|---|---|---|---|---|---|
| Infini Capital Management Ltd | 4,000 | $897.0K | 2.28% | +4,000 | New |
| Captrust Financial Advisors | 3,974 | $891.0K | 0.01% | +2,339+143.1% | Added |
| Lyell Wealth Management, LP | 3,924 | $880.0K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,883 | $870.0K | 0.07% | +560+16.9% | Added |
| Baker Avenue Asset Management, LP | 3,871 | $868.0K | 0.04% | −10−0.3% | Reduced |
| M&T Bank Corp | 3,759 | $843.0K | 0.00% | −41−1.1% | Reduced |
| Kings Point Capital Management | 3,703 | $830.0K | 0.07% | +203+5.8% | Added |
| Thoroughbred Financial Services, LLC | 3,697 | $828.0K | 0.17% | −373−9.2% | Reduced |
| Wetherby Asset Management Inc | 3,660 | $820.0K | 0.05% | −34−0.9% | Reduced |
| Cetera Advisor Networks LLC | 3,608 | $809.0K | 0.01% | −441−10.9% | Reduced |
| Bayesian Capital Management, LP | 3,600 | $807.0K | 0.26% | +3,600 | New |
| HM Payson & Co | 3,560 | $798.0K | 0.02% | +203+6.0% | 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 |
| Quantamental Technologies LLC | 3,473 | $779.0K | 0.39% | +2,161+164.7% | Added |
| Steel Peak Wealth Management LLC | 3,470 | $778.0K | 0.05% | −1,320−27.6% | Reduced |
| Waldron Private Wealth LLC | 3,468 | $777.0K | 0.04% | +8+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,429 | $769.0K | 0.03% | +3,429 | New |
| Cresset Asset Management, LLC | 3,411 | $764.0K | 0.01% | −1,401−29.1% | Reduced |
| Twin Capital Management Inc | 3,403 | $763.0K | 0.08% | −319−8.6% | Reduced |
| Stratos Wealth Partners, LTD. | 3,345 | $750.0K | 0.02% | −130−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 3,338 | $749.0K | 0.00% | +14+0.4% | Added |
| Sonen Capital LLC | 3,299 | $740.0K | 0.72% | +3,299 | New |
| NEXT Financial Group, Inc | 3,276 | $734.0K | 0.05% | +423+14.8% | Added |
| IFP Advisors, Inc | 3,265 | $733.0K | 0.01% | +15+0.5% | Added |
| Sumitomo Life Insurance Co | 3,253 | $729.0K | 0.02% | −52−1.6% | Reduced |
| CIBC World Markets Corp | 3,230 | $724.0K | 0.00% | −2,425−42.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,225 | $723.0K | 0.02% | +178+5.8% | Added |
| Alta Wealth Advisors LLC | 3,215 | $721.0K | 0.44% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,151 | $706.0K | 0.20% | +111+3.7% | Added |
| Vigilare Wealth Management | 3,110 | $697.0K | 0.41% | +414+15.4% | Added |
| Oppenheimer Asset Management Inc. | 3,072 | $689.0K | 0.01% | −18−0.6% | Reduced |
| CIBC World Markets Inc. | 3,057 | $685.0K | 0.00% | −3,304−51.9% | Reduced |
| Capital Investment Advisory Services, LLC | 3,041 | $682.0K | 0.08% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,020 | $677.0K | 0.31% | +220+7.9% | Added |
| Triumph Capital Management | 3,013 | $675.0K | 0.29% | −326−9.8% | Reduced |
| Awm Capital, LLC | 3,005 | $674.0K | 0.51% | −1,001−25.0% | Reduced |
| JustInvest LLC | 2,962 | $664.0K | 0.04% | +174+6.2% | Added |
| Sepio Capital, LP | 2,956 | $663.0K | 0.05% | −47−1.6% | Reduced |
| Panagora Asset Management Inc | 2,953 | $662.0K | 0.00% | −16,901−85.1% | Reduced |
| Clarius Group, LLC | 2,851 | $639.0K | 0.05% | +73+2.6% | Added |
| Paradigm Financial Partners, LLC | 2,825 | $633.0K | 0.13% | +259+10.1% | Added |
| Siemens Fonds Invest GmbH | 2,796 | $629.0K | 0.04% | +327+13.2% | Added |
| Vista Wealth Management Group, LLC | 2,737 | $614.0K | 0.10% | +2,737 | New |
| Shell Asset Management Co | 2,715 | $609.0K | 0.01% | +813+42.7% | Added |
| Sunbelt Securities, Inc. | 3,185 | $607.0K | 0.10% | +130+4.3% | Added |
| Commerce Bank | 2,687 | $602.0K | 0.00% | −28−1.0% | Reduced |
| Independent Financial Group, LLC | 2,667 | $597.9K | 0.05% | +564+26.8% | Added |
| Neville Rodie & Shaw Inc | 2,650 | $594.0K | 0.04% | +2,650 | New |
| Sumitomo Mitsui Financial Group, Inc. | 2,647 | $593.0K | 0.02% | −1,446−35.3% | Reduced |
| Stephens Inc | 2,634 | $590.0K | 0.01% | −347−11.6% | Reduced |
| First American Bank | 2,622 | $588.0K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,595 | $582.0K | 0.21% | +2,595 | New |
| B. Riley Wealth Management, Inc. | 2,588 | $580.0K | 0.04% | −126−4.6% | Reduced |
| IndexIQ Advisors LLC | 2,462 | $552.0K | 0.02% | −10−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,453 | $550.0K | 0.01% | +58+2.4% | Added |
| Golden Green, Inc. | 2,438 | $546.0K | 0.44% | −1,102−31.1% | Reduced |
| Kornitzer Capital Management Inc | 2,375 | $532.0K | 0.01% | +750+46.2% | Added |
| Diamant Asset Management, Inc. | 2,350 | $527.0K | 0.39% | +60+2.6% | Added |
| Allstate Corp | 2,322 | $521.0K | 0.01% | +270+13.2% | Added |
| Bristlecone Advisors, LLC | 2,270 | $509.0K | 0.06% | +498+28.1% | Added |
| Belpointe Asset Management LLC | 2,423 | $497.0K | 0.03% | +382+18.7% | Added |
| Adell Harriman & Carpenter Inc | 2,149 | $481.7K | 0.04% | −46−2.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,123 | $476.0K | 0.03% | +5+0.2% | Added |
| Creative Financial Designs Inc | 2,110 | $473.0K | 0.07% | +91+4.5% | Added |
| Equitable Trust Co | 2,080 | $466.0K | 0.03% | +527+33.9% | Added |
| V Wealth Advisors LLC | 2,068 | $464.0K | 0.07% | −138−6.3% | Reduced |
| IBM Retirement Fund | 2,067 | $463.0K | 0.06% | −1,452−41.3% | Reduced |
| Mutual of America Capital Management LLC | 2,063 | $462.0K | 0.00% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,050 | $460.0K | 0.14% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,005 | $449.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Van Hulzen Asset Management, LLC | 1,990 | $446.0K | 0.05% | +1,990 | New |
| Avantax Advisory Services, Inc. | 1,939 | $435.0K | 0.01% | −682−26.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,920 | $430.0K | 0.05% | +1,920 | New |
| Janney Montgomery Scott LLC | 1,907 | $427.0K | 0.00% | +75+4.1% | Added |
| Sawtooth Solutions, LLC | 1,896 | $426.0K | 0.05% | +827+77.4% | Added |
| Disciplined Growth Investors Inc | 1,896 | $425.0K | 0.01% | +1,896 | New |
| Simplify Asset Management Inc. | 1,887 | $423.0K | 0.05% | +810+75.2% | Added |
| Harrington Investments, INC | 1,864 | $418.0K | 0.22% | 00.0% | Unchanged |
| Advisory Resource Group | 2,024 | $401.0K | 0.13% | +622+44.4% | Added |
| 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 |
| Banque Cantonale Vaudoise | 1,765 | $396.0K | 0.02% | −3,000−63.0% | Reduced |
| Yousif Capital Management, LLC | 1,761 | $395.0K | 0.00% | +1,761 | New |
| Corient Capital Partners, LLC | 1,757 | $394.0K | 0.03% | −159−8.3% | Reduced |
| Eqis Capital Management, Inc. | 1,746 | $391.0K | 0.03% | −92−5.0% | Reduced |
| Raymond James Trust N.A. | 1,726 | $387.0K | 0.01% | −62−3.5% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,712 | $384.0K | 0.02% | +299+21.2% | Added |
| Spearhead Capital Advisors, LLC | 1,693 | $380.0K | 0.05% | +20+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,662 | $373.0K | 0.02% | +132+8.6% | Added |
| Yarbrough Capital, LLC | 1,659 | $372.0K | 0.02% | +1,659 | New |
| St. Louis Trust Co | 1,638 | $367.0K | 0.08% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,620 | $363.0K | 0.09% | +1,620 | New |
| Appleton Partners Inc | 1,612 | $361.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 1,602 | $358.0K | 0.00% | +1,602 | New |
| Toroso Investments, LLC | 1,560 | $350.0K | 0.01% | −312−16.7% | Reduced |