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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 1,690 | $255.0K | 0.09% | +90+5.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,708 | $258.0K | 0.01% | +46+2.8% | Added |
| Precision Wealth Strategies, LLC | 1,707 | $258.0K | 0.15% | +1,707 | New |
| Meiji Yasuda Life Insurance Co | 1,718 | $259.0K | 0.00% | −735−30.0% | Reduced |
| Toroso Investments, LLC | 1,717 | $259.0K | 0.01% | +157+10.1% | Added |
| Sustainable Growth Advisers, LP | 1,715 | $259.0K | 0.00% | +532+45.0% | Added |
| Verition Fund Management LLC | 1,738 | $262.0K | 0.01% | +568+48.5% | Added |
| Yousif Capital Management, LLC | 1,746 | $264.0K | 0.00% | −15−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,757 | $265.0K | 0.00% | +462+35.7% | Added |
| Equitable Trust Co | 1,759 | $266.0K | 0.02% | −321−15.4% | Reduced |
| Creative Financial Designs Inc | 1,812 | $274.0K | 0.04% | −298−14.1% | Reduced |
| Boston Family Office LLC | 1,818 | $274.0K | 0.02% | +294+19.3% | Added |
| Sofos Investments, Inc. | 1,208 | $277.0K | 0.02% | −808−40.1% | Reduced |
| Corient Capital Partners, LLC | 1,878 | $284.0K | 0.02% | +121+6.9% | Added |
| Ontario Teachers Pension Plan Board | 1,881 | $284.0K | 0.00% | +1,881 | New |
| Jag Capital Management, LLC | 1,300 | $287.0K | 0.03% | −194−13.0% | Reduced |
| Snowden Capital Advisors LLC | 1,904 | $287.0K | 0.01% | +433+29.4% | Added |
| Wealthfront Advisers LLC | 1,941 | $293.0K | 0.00% | +1,941 | New |
| Signaturefd, LLC | 1,954 | $295.0K | 0.01% | +169+9.5% | Added |
| Atria Wealth Solutions, Inc. | 1,957 | $295.0K | 0.00% | +1,957 | New |
| IBM Retirement Fund | 2,001 | $302.0K | 0.04% | −66−3.2% | Reduced |
| Twin Focus Capital Partners, LLC | 2,000 | $302.0K | 0.06% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 2,000 | $302.0K | 0.05% | +2,000 | New |
| Silicon Valley Capital Partners | 2,005 | $303.0K | 0.05% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,038 | $308.0K | 0.05% | +2,038 | New |
| Opes Wealth Management LLC | 2,050 | $309.0K | 0.10% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,063 | $311.0K | 0.00% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,100 | $317.0K | 0.05% | +32+1.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,139 | $323.0K | 0.02% | +1,019+91.0% | Added |
| Moody Lynn & Lieberson, LLC | 2,161 | $326.0K | 0.02% | +38+1.8% | Added |
| Aaron Wealth Advisors | 49,816 | $330.0K | 0.01% | +49,816 | New |
| CAPROCK Group, Inc. | 2,194 | $331.0K | 0.03% | −1,319−37.5% | Reduced |
| Ellevest, Inc. | 2,203 | $333.0K | 0.03% | +698+46.4% | Added |
| IFP Advisors, Inc | 5,209 | $335.0K | 0.00% | +1,944+59.5% | Added |
| LexAurum Advisors, LLC | 2,228 | $336.0K | 0.11% | +1,322+145.9% | Added |
| B. Riley Wealth Management, Inc. | 2,243 | $339.0K | 0.03% | −345−13.3% | Reduced |
| New York Life Investments Alternatives | 2,298 | $347.0K | 0.24% | +2,298 | New |
| Raymond James Trust N.A. | 2,307 | $349.0K | 0.01% | +581+33.7% | Added |
| Teza Capital Management LLC | 2,318 | $350.0K | 0.13% | +1,085+88.0% | Added |
| Stratos Wealth Partners, LTD. | 2,330 | $352.0K | 0.01% | −1,015−30.3% | Reduced |
| Vestcor Inc | 2,335 | $352.0K | 0.01% | +791+51.2% | Added |
| Diamant Asset Management, Inc. | 2,350 | $355.0K | 0.27% | 00.0% | Unchanged |
| Seeyond | 2,365 | $357.0K | 0.04% | −2,137−47.5% | Reduced |
| Advisory Resource Group | 2,380 | $359.0K | 0.11% | +356+17.6% | Added |
| First American Bank | 2,382 | $359.6K | 0.03% | −240−9.2% | Reduced |
| Levin Capital Strategies, L.P. | 2,500 | $377.0K | 0.04% | +2,500 | New |
| Paradigm Financial Partners, LLC | 2,552 | $383.0K | 0.09% | −273−9.7% | Reduced |
| HM Payson & Co | 2,550 | $385.0K | 0.01% | −1,010−28.4% | Reduced |
| Jeneq Management, LP | 2,600 | $392.0K | 0.10% | −104,700−97.6% | Reduced |
| Neville Rodie & Shaw Inc | 2,650 | $394.0K | 0.03% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,619 | $395.0K | 0.01% | +157+6.4% | Added |
| ING Groep NV | 2,629 | $397.0K | 0.00% | −3,642−58.1% | Reduced |
| Eqis Capital Management, Inc. | 2,661 | $402.0K | 0.04% | +915+52.4% | Added |
| Independent Financial Group, LLC | 2,673 | $403.5K | 0.03% | +6+0.2% | Added |
| Avantax Advisory Services, Inc. | 2,703 | $407.0K | 0.01% | +764+39.4% | Added |
| Shell Asset Management Co | 2,715 | $410.0K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,735 | $413.0K | 0.06% | −2−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,819 | $422.0K | 0.01% | −7,235−72.0% | Reduced |
| Salem Investment Counselors Inc | 2,859 | $432.0K | 0.02% | −655−18.6% | Reduced |
| Siemens Fonds Invest GmbH | 2,912 | $440.0K | 0.04% | +116+4.1% | Added |
| Bordeaux Wealth Advisors LLC | 2,931 | $443.0K | 0.24% | −89−2.9% | Reduced |
| American Portfolios Advisors | 2,939 | $443.7K | 0.02% | −1,089−27.0% | Reduced |
| Capital Investment Advisory Services, LLC | 2,968 | $448.0K | 0.05% | −73−2.4% | Reduced |
| Awm Capital, LLC | 3,007 | $454.0K | 0.28% | +2+0.1% | Added |
| Bristlecone Advisors, LLC | 3,040 | $459.0K | 0.06% | +770+33.9% | Added |
| Panagora Asset Management Inc | 3,045 | $460.0K | 0.00% | +92+3.1% | Added |
| Banque Cantonale Vaudoise | 3,065 | $462.0K | 0.02% | +1,300+73.7% | Added |
| Harbour Capital Advisors, LLC | 3,089 | $466.0K | 0.13% | +1,469+90.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,100 | $468.0K | 0.53% | +3,100 | New |
| Robeco Institutional Asset Management B.V. | 3,117 | $471.0K | 0.00% | −1,083−25.8% | Reduced |
| Sumitomo Life Insurance Co | 3,117 | $471.0K | 0.01% | −136−4.2% | Reduced |
| Oppenheimer Asset Management Inc. | 3,113 | $471.0K | 0.01% | +41+1.3% | Added |
| M Holdings Securities, Inc. | 3,174 | $479.0K | 0.04% | +3,174 | New |
| Cetera Advisor Networks LLC | 3,186 | $481.0K | 0.01% | −422−11.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,225 | $487.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,249 | $496.0K | 0.09% | +64+2.0% | Added |
| Stephens Inc | 3,287 | $496.0K | 0.01% | +653+24.8% | Added |
| Proequities, Inc. | 3,294 | $497.0K | 0.04% | −5,090−60.7% | Reduced |
| CIBC World Markets Inc. | 3,297 | $498.0K | 0.00% | +240+7.9% | Added |
| Baker Avenue Asset Management, LP | 525,017 | $528.0K | 0.03% | +521,146+13,462.8% | Added |
| Waldron Private Wealth LLC | 3,501 | $528.0K | 0.03% | +33+1.0% | Added |
| BTC Capital Management, Inc. | 3,542 | $534.0K | 0.05% | −11,382−76.3% | Reduced |
| Sepio Capital, LP | 3,667 | $554.0K | 0.05% | +711+24.1% | Added |
| Kings Point Capital Management | 3,703 | $559.0K | 0.05% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 3,834 | $579.0K | 0.07% | −90−2.3% | Reduced |
| Wetherby Asset Management Inc | 3,853 | $582.0K | 0.03% | +193+5.3% | Added |
| Motley Fool Asset Management LLC | 3,891 | $587.0K | 0.04% | −124−3.1% | Reduced |
| Quantinno Capital Management LP | 3,916 | $591.0K | 0.09% | +3,916 | New |
| M&T Bank Corp | 3,959 | $598.0K | 0.00% | +200+5.3% | Added |
| Pearl River Capital, LLC | 4,024 | $607.0K | 0.17% | +4,024 | New |
| Private Advisor Group, LLC | 4,111 | $621.0K | 0.00% | −2,065−33.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 4,131 | $624.0K | 0.22% | −892−17.8% | Reduced |
| Weatherly Asset Management L. P. | 4,201 | $634.0K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,200 | $634.0K | 0.06% | +4,200 | New |
| Clarius Group, LLC | 2,851 | $639.0K | 0.05% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,270 | $645.0K | 0.06% | +4,270 | New |
| CIBC World Markets Corp | 4,300 | $649.0K | 0.01% | +1,070+33.1% | Added |
| Perigon Wealth Management, LLC | 4,317 | $652.0K | 0.05% | +6+0.1% | Added |
| Flagship Harbor Advisors, LLC | 4,317 | $652.0K | 0.06% | +52+1.2% | Added |
| Mercer Global Advisors Inc | 4,338 | $655.0K | 0.00% | −148−3.3% | Reduced |