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 |
|---|---|---|---|---|---|
| Vestcor Inc | 1,544 | $346.0K | 0.01% | −299−16.2% | Reduced |
| Allen Investment Management LLC | 1,533 | $344.0K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,524 | $342.0K | 0.02% | +369+31.9% | Added |
| Change Path, LLC | 1,508 | $338.0K | 0.02% | +215+16.6% | Added |
| 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 |
| 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 |
| 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 |
| Strid Group, LLC | 1,489 | $334.0K | 0.07% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,484 | $333.0K | 0.78% | +8+0.5% | Added |
| Snowden Capital Advisors LLC | 1,471 | $329.0K | 0.02% | +125+9.3% | Added |
| Kingsview Wealth Management, LLC | 1,461 | $328.0K | 0.01% | −43−2.9% | Reduced |
| WMS Partners, LLC | 1,456 | $326.0K | 0.07% | −46−3.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,449 | $325.0K | 0.03% | −87−5.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,700 | $324.0K | 0.20% | 00.0% | Unchanged |
| Columbia Asset Management | 1,438 | $322.0K | 0.07% | −1,150−44.4% | Reduced |
| Manteio Capital LLC | 1,426 | $320.0K | 0.41% | +1,426 | New |
| Sofos Investments, Inc. | 2,016 | $319.0K | 0.03% | +2,015+201,500.0% | Added |
| ASB Consultores, LLC | 1,413 | $317.0K | 0.16% | +1,413 | New |
| 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 |
| E Fund Management Co., Ltd. | 1,395 | $313.0K | 0.01% | +247+21.5% | Added |
| Dynamic Advisor Solutions LLC | 1,379 | $309.0K | 0.02% | +1,379 | New |
| HHM Wealth Advisors, LLC | 1,365 | $306.0K | 0.07% | −127−8.5% | Reduced |
| Sand Hill Global Advisors, LLC | 1,350 | $303.0K | 0.02% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 1,338 | $300.0K | 0.18% | +20+1.5% | Added |
| Brookstone Capital Management | 1,516 | $298.0K | 0.01% | −167−9.9% | Reduced |
| Forum Financial Management, LP | 1,320 | $296.0K | 0.02% | +1,320 | New |
| Hills Bank & Trust Co | 1,317 | $295.0K | 0.04% | +263+25.0% | Added |
| 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 |
| Allspring Global Investments Holdings, LLC | 1,295 | $290.0K | 0.00% | +1,295 | New |
| Capital Asset Advisory Services LLC | 1,288 | $289.0K | 0.03% | −36−2.7% | Reduced |
| Brookfield Asset Management Inc. | 1,255 | $281.0K | 0.00% | −28,745−95.8% | Reduced |
| Waypoint Wealth Partners Inc. | 1,240 | $278.0K | 0.10% | +8+0.6% | Added |
| Teza Capital Management LLC | 1,233 | $276.0K | 0.07% | +1,233 | New |
| 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 |
| First Heartland Consultants, Inc. | 1,216 | $272.0K | 0.04% | +204+20.2% | Added |
| Meridian Wealth Management, LLC | 1,211 | $271.0K | 0.03% | −305−20.1% | Reduced |
| Pinnacle Associates Ltd | 1,200 | $269.0K | 0.00% | −2−0.2% | Reduced |
| BBR Partners, LLC | 1,196 | $268.0K | 0.03% | −2−0.2% | Reduced |
| Sustainable Growth Advisers, LP | 1,183 | $265.0K | 0.00% | +11+0.9% | Added |
| RFG Advisory, LLC | 1,177 | $264.0K | 0.02% | +1,177 | New |
| Pacific Wealth Strategies Group, Inc. | 1,175 | $263.0K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,170 | $262.0K | 0.00% | +198+20.4% | Added |
| Wade G W & Inc | 1,142 | $256.0K | 0.01% | −2,343−67.2% | Reduced |
| Gilman Hill Asset Management, LLC | 1,127 | $253.0K | 0.06% | +1,127 | New |
| 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 |
| Moseley Investment Management Inc | 1,112 | $249.0K | 0.11% | +46+4.3% | Added |
| 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 |
| Arvest Trust Co N A | 1,097 | $246.0K | 0.01% | +1,097 | New |
| Crestwood Advisors Group LLC | 1,092 | $245.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,090 | $244.0K | 0.00% | −190−14.8% | Reduced |
| Clay Northam Wealth Management, LLC | 1,090 | $244.0K | 0.23% | +1,090 | New |
| CPWM, LLC | 1,020 | $242.0K | 0.02% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 1,078 | $242.0K | 0.08% | +1,078 | New |
| American Trust | 1,078 | $242.0K | 0.02% | +1,078 | New |
| Nadler Financial Group, Inc. | 1,070 | $240.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,070 | $240.0K | 0.01% | +1,070 | New |
| Yorktown Management & Research Co Inc | 1,060 | $238.0K | 0.16% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,057 | $237.0K | 0.00% | +1,057 | New |
| Ancora Advisors, LLC | 1,035 | $232.0K | 0.01% | +260+33.5% | Added |
| SkyOak Wealth, LLC | 1,015 | $228.0K | 0.06% | −1,000−49.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,019 | $228.0K | 0.04% | +28+2.8% | Added |
| Moors & Cabot, Inc. | 1,010 | $226.0K | 0.01% | −182−15.3% | Reduced |
| Engine No. 1 LLC | 1,010 | $226.0K | 0.05% | +1,010 | New |
| StoneX Group Inc. | 1,001 | $224.4K | 0.03% | +46+4.8% | Added |
| Bluestein R H & Co | 1,000 | $224.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $224.0K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,000 | $224.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,000 | $224.0K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $224.0K | 0.02% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,000 | $224.0K | 0.23% | +1,000 | New |
| Baker Tilly Wealth Management, LLC | 994 | $223.0K | 0.02% | +22+2.3% | Added |
| Cooper Financial Group | 993 | $223.0K | 0.08% | +993 | New |
| Financial Consulate, Inc | 990 | $222.0K | 0.08% | +65+7.0% | Added |
| Lido Advisors, LLC | 988 | $221.0K | 0.00% | −82−7.7% | Reduced |
| Highview Capital Management LLC | 983 | $220.0K | 0.14% | +983 | New |
| First Foundation Advisors | 976 | $219.0K | 0.01% | +18+1.9% | Added |
| Graham Capital Management, L.P. | 968 | $216.0K | 0.01% | +968 | New |
| Institute for Wealth Management, LLC. | 962 | $216.0K | 0.04% | +962 | New |
| Hoylecohen, LLC | 960 | $215.0K | 0.02% | +960 | New |
| Aft, Forsyth & Company, Inc. | 956 | $214.0K | 0.11% | −250−20.7% | Reduced |
| Montag A & Associates Inc | 955 | $214.0K | 0.01% | +50+5.5% | Added |
| Modera Wealth Management, LLC | 948 | $213.0K | 0.01% | +948 | New |
| Symmetry Partners, LLC | 942 | $211.0K | 0.01% | +942 | New |
| Castleark Management LLC | 925 | $207.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 916 | $205.0K | 0.01% | +916 | New |
| Leeward Financial Partners, LLC | 909 | $204.0K | 0.13% | +909 | New |
| Prelude Capital Management, LLC | 906 | $203.0K | 0.01% | −6,349−87.5% | Reduced |
| Cigna Investments Inc | 905 | $203.0K | 0.02% | −41−4.3% | Reduced |
| LexAurum Advisors, LLC | 906 | $203.0K | 0.07% | +9+1.0% | Added |
| Northeast Financial Consultants Inc | 900 | $202.0K | 0.01% | −75−7.7% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $201.8K | 0.05% | −200−18.2% | Reduced |
| Claro Advisors LLC | 895 | $201.0K | 0.07% | −97−9.8% | Reduced |