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Livermore
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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, Q1 2022

Institutional positions in Okta, Inc. as of Mar 31, 2022. 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
684
−63 vs. Q4 2021
Shares held
120.9M
+917.1K (+0.8%) vs. Q4 2021
Total value
$18.2B
−$8.70B (−32.4%) vs. Q4 2021
New holders
90
253 more added
Sold out
153
231 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 684 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 heldQ1 2022: $18.2B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2021.

Institutions holding OKTA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covington Capital Management3$00.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$00.00%00.0%Unchanged
Burleson & Company, LLC3$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC2$00.00%00.0%Unchanged
Marquette Asset Management, LLC3$00.00%+3New
SJS Investment Consulting Inc.1$00.00%+1New
Global Financial Private Client, LLC1$1490.00%00.0%Unchanged
Financial Perspectives, Inc4$6040.00%00.0%Unchanged
ClariVest Asset Management LLC9$1.00K0.00%00.0%Unchanged
Lee Financial Co7$1.00K0.00%00.0%Unchanged
Schubert & Co6$1.00K0.00%+2+50.0%Added
Toth Financial Advisory Corp5$1.00K0.00%+5New
Itau Unibanco Holding S.A.4$1.00K0.00%+4New
TCTC Holdings, LLC6$1.00K0.00%+6New
Providence Capital Advisors, LLC9$1.00K0.00%+9New
Disciplined Investments, LLC5$1.00K0.00%+5New
Cordant, Inc.5$1.00K0.00%+5New
Tucker Asset Management LLC10$1.51K0.00%+10New
Financial Management Professionals, Inc.16$2.00K0.00%00.0%Unchanged
Larson Financial Group LLC16$2.00K0.00%−4−20.0%Reduced
Prestige Wealth Management Group LLC16$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.13$2.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$2.00K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$2.00K0.00%00.0%Unchanged
PSI Advisors, LLC10$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$2.87K0.00%−4−17.4%Reduced
Ten Capital Wealth Advisors, LLC19$3.00K0.00%−51−72.9%Reduced
C M Bidwell & Associates Ltd22$3.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$3.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$3.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust19$3.00K0.00%+1+5.6%Added
Econ Financial Services Corp18$3.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC22$3.00K0.00%+7+46.7%Added
Assetmark, Inc25$4.00K0.00%−5,786−99.6%Reduced
Credit Agricole S A27$4.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.27$4.00K0.00%+1+3.8%Added
BerganKDV Wealth Management, LLC28$4.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC30$4.53K0.00%00.0%Unchanged
Loomis Sayles & Co L P32$5.00K0.00%−30−48.4%Reduced
Field & Main Bank30$5.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$5.00K0.00%00.0%Unchanged
Core Alternative Capital30$5.00K0.00%+25+500.0%Added
CVA Family Office, LLC35$5.00K0.00%+35New
Oliver Lagore Vanvalin Investment Group30$5.00K0.00%+30New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC43$6.00K0.00%−65−60.2%Reduced
Concord Wealth Partners41$6.00K0.00%−52−55.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP40$6.00K0.00%−38−48.7%Reduced
Blue Bell Private Wealth Management, LLC43$6.00K0.00%−20−31.7%Reduced
Zions Bancorporation, N.A.37$6.00K0.00%−10−21.3%Reduced
JCIC Asset Management Inc.40$6.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC40$6.00K0.00%00.0%Unchanged
Front Row Advisors LLC40$6.00K0.00%00.0%Unchanged
Lake Point Wealth Management38$6.00K0.00%00.0%Unchanged
Smithfield Trust Co39$6.00K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC38$6.00K0.00%+38New
Clearstead Advisors, LLC45$7.00K0.00%−27−37.5%Reduced
FourThought Financial, LLC44$7.00K0.00%−11−20.0%Reduced
First Horizon Advisors, Inc.51$8.00K0.00%−495−90.7%Reduced
Bourgeon Capital Management LLC50$8.00K0.00%00.0%Unchanged
Evoke Wealth, LLC51$8.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.53$8.00K0.00%+45+562.5%Added
Earnest Partners LLC57$9.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.59$9.00K0.00%+59New
Meeder Asset Management Inc71$11.0K0.00%−18−20.2%Reduced
Avion Wealth75$11.0K0.00%00.0%Unchanged
Washington Trust Co72$11.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC80$12.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC86$13.0K0.00%+86New
Bedel Financial Consulting, Inc.89$13.0K0.00%−25−21.9%Reduced
Sargent Bickham Lagudis LLC83$13.0K0.00%00.0%Unchanged
Close Asset Management Ltd56$13.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.93$14.0K0.00%00.0%Unchanged
State of Wyoming96$14.0K0.01%+30+45.5%Added
Covestor Ltd97$15.0K0.01%−181−65.1%Reduced
Selective Wealth Management, Inc.100$15.0K0.01%00.0%Unchanged
Central Trust Co100$15.0K0.00%+100New
Riverview Trust Co99$15.0K0.01%+99New
Rise Advisors, LLC104$16.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC107$16.0K0.01%+107New
FinTrust Capital Advisors, LLC110$17.0K0.00%+110New
Massmutual Trust Co FSB131$20.0K0.00%−3−2.2%Reduced
North Star Investment Management Corp.130$20.0K0.00%+65+100.0%Added
Glassman Wealth Services133$20.0K0.00%+69+107.8%Added
Allworth Financial LP135$20.0K0.00%+94+229.3%Added
TCWP LLC137$20.0K0.00%+137New
Patriot Financial Group Insurance Agency, LLC140$21.0K0.00%−40−22.2%Reduced
Alpha Paradigm Partners, LLC140$21.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC141$21.0K0.00%+68+93.2%Added
Harvest Fund Management Co., Ltd154$23.0K0.00%−314−67.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich150$23.0K0.00%−172−53.4%Reduced
Koshinski Asset Management, Inc.154$23.2K0.00%+20+14.9%Added
First Manhattan Co166$25.0K0.00%00.0%Unchanged
Ci Investments Inc.188$28.0K0.00%+170+944.4%Added
KB Financial Partners, LLC189$29.0K0.01%00.0%Unchanged
Kelly Financial Services LLC195$29.4K0.01%−19−8.9%Reduced
Focused Wealth Management, Inc199$30.0K0.00%−100−33.4%Reduced
Fortitude Advisory Group L.L.C.204$30.0K0.02%00.0%Unchanged
Community Bank, N.A.200$30.0K0.00%00.0%Unchanged