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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.

Institutional holdersQ4 2021: 755 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ4 2021: $26.9B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2021.

Institutions holding OKTA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Western Pacific Wealth Management, LP40$8.00K0.01%+40New
Delta Asset Management LLC30$7.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$7.00K0.00%00.0%Unchanged
Field & Main Bank30$7.00K0.00%+30New
KRS Capital Management, LLC35$7.00K0.01%+35New
Glen Eagle Advisors, LLC30$6.72K0.00%−290−90.6%Reduced
BerganKDV Wealth Management, LLC28$6.00K0.00%00.0%Unchanged
Credit Agricole S A27$6.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.26$6.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$5.16K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.26$5.00K0.00%−4−13.3%Reduced
C M Bidwell & Associates Ltd22$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$5.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$5.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP22$5.00K0.00%+22New
Confluence Wealth Services, Inc.26$5.00K0.00%+26New
McDonald Partners LLC21$4.71K0.00%+21New
Absolute Capital Management, LLC21$4.71K0.00%+21New
Parkside Financial Bank & Trust18$4.00K0.00%−4−18.2%Reduced
Ci Investments Inc.18$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$4.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC16$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC20$4.00K0.00%+4+25.0%Added
Prestige Wealth Management Group LLC16$4.00K0.00%00.0%Unchanged
Econ Financial Services Corp18$4.00K0.00%+18New
Tarbox Family Office, Inc.13$3.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$3.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC15$3.00K0.00%+15New
Rinkey Investments15$3.00K0.00%+15New
Horizon Financial Services, LLC10$2.24K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.8$2.00K0.00%−29−78.4%Reduced
Berkshire Capital Holdings Inc10$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC9$2.00K0.00%00.0%Unchanged
Lee Financial Co7$2.00K0.00%00.0%Unchanged
PSI Advisors, LLC10$2.00K0.00%00.0%Unchanged
TFC Financial Management10$2.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC11$2.00K0.00%+11New
Enterprise Financial Services Corp5$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC3$1.00K0.00%00.0%Unchanged
Newton One Investments LLC6$1.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Covington Capital Management3$1.00K0.00%+3New
Lenox Wealth Advisors, LLC3$1.00K0.00%+3New
Core Alternative Capital5$1.00K0.00%+5New
Retirement Planning Co of New England, Inc.7$1.00K0.00%+7New
Schubert & Co4$1.00K0.00%+4New
Beaird Harris Wealth Management, LLC3$1.00K0.00%+3New
Zullo Investment Group, Inc.5$1.00K0.00%+5New
Financial Perspectives, Inc4$8970.00%00.0%Unchanged
Global Financial Private Client, LLC1$2240.00%00.0%Unchanged
Charter Oak Capital Management, LLC2$00.00%00.0%Unchanged
Eagle Bay Advisors LLC2$00.00%−2−50.0%Reduced
Capital Advisors, Ltd. LLC1$00.00%+1New
Comprehensive Financial Consultants Institutional, Inc.5$00.00%+5New
Arrowstreet Capital, Limited Partnership0$00.00%−389,468−100.0%Sold out
Fred Alger Management, LLC0$00.00%−105,856−100.0%Sold out
Emerson Point Capital LP0$00.00%−55,551−100.0%Sold out
AO Asset Management, LP0$00.00%−44,100−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−40,104−100.0%Sold out
Renaissance Technologies LLC0$00.00%−37,000−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−31,500−100.0%Sold out
Atika Capital Management LLC0$00.00%−30,300−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−28,424−100.0%Sold out
Whetstone Capital Advisors, LLC0$00.00%−28,405−100.0%Sold out
Skye Global Management LP0$00.00%−26,400−100.0%Sold out
Fortis Capital Management LLC0$00.00%−24,262−100.0%Sold out
Twinbeech Capital LP0$00.00%−20,282−100.0%Sold out
PEAK6 Investments LLC0$00.00%−19,152−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−16,392−100.0%Sold out
Sarasin & Partners LLP0$00.00%−14,840−100.0%Sold out
Engineers Gate Manager LP0$00.00%−14,400−100.0%Sold out
Capital Fund Management S.A.0$00.00%−13,809−100.0%Sold out
HRT Financial LP0$00.00%−13,439−100.0%Sold out
Interval Partners, LP0$00.00%−13,000−100.0%Sold out
HarbourVest Partners LLC0$00.00%−12,697−100.0%Sold out
Sante Capital Fund, LP0$00.00%−11,927−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−11,505−100.0%Sold out
Virtu Financial LLC0$00.00%−10,615−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−10,223−100.0%Sold out
Codex Capital, L.L.C.0$00.00%−10,200−100.0%Sold out
Rational Advisors LLC0$00.00%−10,081−100.0%Sold out
Alight Capital Management LP0$00.00%−10,000−100.0%Sold out
Pearl River Capital, LLC0$00.00%−9,246−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−9,000−100.0%Sold out
Penn Mutual Asset Management, LLC0$00.00%−8,366−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−7,903−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−7,611−100.0%Sold out
Proem Advisors LLC0$00.00%−6,000−100.0%Sold out
Prudential PLC0$00.00%−5,694−100.0%Sold out
Bradley Foster & Sargent Inc0$00.00%−5,500−100.0%Sold out
Davide Leone & Partners Investment Co Ltd.0$00.00%−5,062−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−4,700−100.0%Sold out
Concorde Asset Management, LLC0$00.00%−3,654−100.0%Sold out
Redpoint Investment Management Pty Ltd0$00.00%−3,273−100.0%Sold out
DuPont Capital Management Corp0$00.00%−3,270−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−2,974−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−2,843−100.0%Sold out
Bridgewater Associates, LP0$00.00%−2,751−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−2,566−100.0%Sold out