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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $32.0K | 0.01% | −203−49.2% | Reduced |
| Cedar Wealth Management, LLC | 212 | $32.0K | 0.01% | +6+2.9% | Added |
| Addison Advisors LLC | 228 | $34.0K | 0.02% | +125+121.4% | Added |
| Lazard Asset Management LLC | 238 | $35.0K | 0.00% | −1,364−85.1% | Reduced |
| Harbor Investment Advisory, LLC | 241 | $36.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 245 | $37.0K | 0.00% | +8+3.4% | Added |
| GoalVest Advisory LLC | 242 | $37.0K | 0.02% | +242 | New |
| Mascoma Wealth Management LLC | 250 | $38.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 269 | $40.0K | 0.00% | −84,807−99.7% | Reduced |
| Elequin Capital LP | 284 | $43.0K | 0.01% | +284 | New |
| McCarthy Asset Management, Inc. | 300 | $45.0K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 340 | $51.0K | 0.01% | −170−33.3% | Reduced |
| Richelieu Gestion PLC | 337 | $51.0K | 0.04% | +337 | New |
| Global Retirement Partners, LLC | 664 | $52.0K | 0.00% | +664 | New |
| Baldwin Brothers Inc | 360 | $54.0K | 0.01% | +260+260.0% | Added |
| Sandy Cove Advisors, LLC | 362 | $55.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 377 | $57.0K | 0.00% | +14+3.9% | Added |
| Private Capital Group, LLC | 387 | $58.0K | 0.01% | −120−23.7% | Reduced |
| Whittier Trust Co | 384 | $58.0K | 0.00% | +309+412.0% | Added |
| Umb Bank N A | 413 | $63.0K | 0.00% | +80+24.0% | Added |
| Lindbrook Capital, LLC | 426 | $64.0K | 0.01% | −11−2.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 427 | $65.0K | 0.01% | +63+17.3% | Added |
| Desjardins Global Asset Management Inc. | 442 | $66.0K | 0.01% | −26−5.6% | Reduced |
| Brown Brothers Harriman & Co | 435 | $66.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 352 | $70.0K | 0.06% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 479 | $72.0K | 0.03% | +62+14.9% | Added |
| Natixis Investment Managers International | 487 | $73.0K | 0.00% | +487 | New |
| Accel Wealth Management | 500 | $74.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $75.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 501 | $76.0K | 0.06% | +201+67.0% | Added |
| Global Trust Asset Management, LLC | 512 | $77.0K | 0.03% | +377+279.3% | Added |
| Anchor Investment Management, LLC | 600 | $90.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 609 | $92.0K | 0.03% | +609 | New |
| Sutton Wealth Advisors Inc. | 662 | $99.9K | 0.03% | −3−0.5% | Reduced |
| Seaport Global Advisors, LLC | 669 | $101.0K | 0.32% | −931−58.2% | Reduced |
| Penserra Capital Management LLC | 700 | $105.0K | 0.00% | +42+6.4% | Added |
| SRS Capital Advisors, Inc. | 717 | $108.0K | 0.01% | +71+11.0% | Added |
| CWM, LLC | 718 | $108.0K | 0.00% | +413+135.4% | Added |
| Exane Derivatives | 735 | $110.9K | 0.03% | −108−12.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 741 | $112.0K | 0.00% | −397,195−99.8% | Reduced |
| Standard Family Office LLC | 782 | $118.0K | 0.03% | +782 | New |
| Federation des caisses Desjardins du Quebec | 797 | $120.3K | 0.00% | +100+14.3% | Added |
| Optimum Investment Advisors | 800 | $121.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 809 | $122.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 882 | $133.0K | 0.00% | +163+22.7% | Added |
| Paradigm Asset Management Co LLC | 900 | $135.9K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 907 | $137.0K | 0.00% | −871−49.0% | Reduced |
| Money Concepts Capital Corp | 968 | $146.0K | 0.01% | +968 | New |
| Montag A & Associates Inc | 982 | $148.0K | 0.01% | +27+2.8% | Added |
| Quent Capital, LLC | 978 | $148.0K | 0.03% | +167+20.6% | Added |
| Albion Financial Group | 1,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 998 | $151.0K | 0.02% | +255+34.3% | Added |
| Ancora Advisors, LLC | 1,035 | $156.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $166.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,103 | $167.0K | 0.22% | +1,103 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,129 | $170.0K | 0.01% | −2,968−72.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,188 | $179.0K | 0.00% | −3,719−75.8% | Reduced |
| Hills Bank & Trust Co | 1,317 | $199.0K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 895 | $201.0K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,350 | $204.0K | 0.05% | +223+19.8% | Added |
| Phoenix Holdings Ltd. | 1,358 | $205.0K | 0.00% | +1,358 | New |
| Brookstone Capital Management | 1,420 | $206.0K | 0.00% | −96−6.3% | Reduced |
| STRS Ohio | 1,373 | $207.0K | 0.00% | −37,500−96.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,368 | $207.0K | 0.05% | +3+0.2% | Added |
| Aristotle Atlantic Partners, LLC | 1,395 | $211.0K | 0.01% | −317−18.5% | Reduced |
| E Fund Management Co., Ltd. | 1,395 | $211.0K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,411 | $213.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,419 | $214.0K | 0.03% | +514+56.8% | Added |
| Kingsview Wealth Management, LLC | 1,422 | $214.7K | 0.01% | −39−2.7% | Reduced |
| Sigma Planning Corp | 1,434 | $216.0K | 0.01% | −3,061−68.1% | Reduced |
| ASB Consultores, LLC | 1,435 | $217.0K | 0.09% | +22+1.6% | Added |
| Spearhead Capital Advisors, LLC | 1,447 | $218.0K | 0.03% | −246−14.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,449 | $218.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,451 | $220.0K | 0.01% | −972−40.1% | Reduced |
| Allstate Corp | 1,480 | $223.0K | 0.01% | −842−36.3% | Reduced |
| LGT Fund Management Co Ltd. | 1,500 | $223.0K | 0.03% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,483 | $224.0K | 0.13% | −15−1.0% | Reduced |
| Strid Group, LLC | 1,489 | $225.0K | 0.05% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,500 | $226.0K | 0.12% | −4−0.3% | Reduced |
| Guild Investment Management, Inc. | 1,500 | $226.0K | 0.23% | +500+50.0% | Added |
| Bard Financial Services, Inc. | 1,500 | $226.0K | 0.02% | +500+50.0% | Added |
| Nisa Investment Advisors, LLC | 1,520 | $229.0K | 0.00% | −13,230−89.7% | Reduced |
| Fisher Asset Management, LLC | 1,515 | $229.0K | 0.00% | +19+1.3% | Added |
| World Equity Group, Inc. | 1,530 | $231.0K | 0.05% | +1,530 | New |
| Allen Investment Management LLC | 1,533 | $231.0K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,538 | $232.0K | 0.00% | +313+25.6% | Added |
| Resurgent Financial Advisors LLC | 1,557 | $235.0K | 0.15% | +1,557 | New |
| Janney Montgomery Scott LLC | 1,561 | $236.0K | 0.00% | −346−18.1% | Reduced |
| National Bank of Canada | 1,595 | $241.0K | 0.00% | −3,175−66.6% | Reduced |
| Conway Capital Management, Inc. | 1,605 | $242.3K | 0.16% | −2,500−60.9% | Reduced |
| Appleton Partners Inc | 1,612 | $243.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 1,625 | $245.0K | 0.00% | +1,625 | New |
| St. Louis Trust Co | 1,638 | $247.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,636 | $247.0K | 0.11% | +1,636 | New |
| Yarbrough Capital, LLC | 1,659 | $250.0K | 0.01% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,670 | $252.0K | 0.21% | −1,440−46.3% | Reduced |
| Disciplined Growth Investors Inc | 1,667 | $252.0K | 0.01% | −229−12.1% | Reduced |
| Providence Wealth Advisors, LLC | 1,700 | $253.0K | 0.16% | 00.0% | Unchanged |
| Cutler Group LP | 1,693 | $255.0K | 0.02% | −7,809−82.2% | Reduced |