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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 4,381 | $661.0K | 0.50% | +3,263+291.9% | Added |
| Laurel Wealth Advisors, Inc. | 4,391 | $663.0K | 0.05% | −185−4.0% | Reduced |
| Commerce Bank | 4,480 | $676.0K | 0.00% | +1,793+66.7% | Added |
| Steel Peak Wealth Management LLC | 4,570 | $690.0K | 0.04% | +1,100+31.7% | Added |
| Triumph Capital Management | 4,571 | $690.0K | 0.30% | +1,558+51.7% | Added |
| Teamwork Financial Advisors, LLC | 4,759 | $718.0K | 0.13% | −4,061−46.0% | Reduced |
| BIT Capital GmbH | 4,761 | $718.7K | 0.07% | −47,102−90.8% | Reduced |
| Azzad Asset Management Inc | 4,765 | $719.3K | 0.10% | +35+0.7% | Added |
| Oppenheimer & Co Inc | 4,822 | $728.0K | 0.01% | −5,798−54.6% | Reduced |
| Trellus Management Company, LLC | 5,000 | $755.0K | 0.94% | +5,000 | New |
| Geneos Wealth Management Inc. | 5,037 | $760.0K | 0.03% | −2,603−34.1% | Reduced |
| HNP Capital LLC | 5,043 | $761.0K | 0.18% | −165−3.2% | Reduced |
| Achmea Investment Management B.V. | 5,107 | $771.0K | 0.02% | +5,107 | New |
| Riverbridge Partners LLC | 5,204 | $786.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,221 | $788.0K | 0.05% | +857+19.6% | Added |
| Assenagon Asset Management S.A. | 5,231 | $790.0K | 0.00% | −53,386−91.1% | Reduced |
| Legacy Bridge, LLC | 5,245 | $792.0K | 0.46% | 00.0% | Unchanged |
| American National Insurance Co | 5,290 | $799.0K | 0.22% | −1,240−19.0% | Reduced |
| Diversified Trust Co | 5,300 | $800.0K | 0.03% | +1,222+30.0% | Added |
| Vectors Research Management, LLC | 5,324 | $804.0K | 0.18% | +10+0.2% | Added |
| AtonRa Partners | 5,408 | $816.0K | 0.44% | −1,163−17.7% | Reduced |
| Kovack Advisors, Inc. | 5,571 | $840.0K | 0.09% | −3,094−35.7% | Reduced |
| Coastal Bridge Advisors, LLC | 5,582 | $843.0K | 0.19% | −5,992−51.8% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,590 | $844.0K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,789 | $872.0K | 0.16% | −37−0.6% | Reduced |
| Mezzasalma Advisors, LLC | 5,810 | $877.0K | 0.55% | −300−4.9% | Reduced |
| Captrust Financial Advisors | 5,816 | $878.0K | 0.01% | +1,842+46.4% | Added |
| Prudential Financial Inc | 5,843 | $882.0K | 0.00% | −363−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 5,928 | $898.7K | 0.00% | +2,590+77.6% | Added |
| Cerity Partners LLC | 6,065 | $915.0K | 0.01% | −4,044−40.0% | Reduced |
| Comerica Bank | 6,400 | $927.0K | 0.01% | +7+0.1% | Added |
| Corton Capital Inc. | 6,153 | $929.0K | 0.40% | +6,153 | New |
| Spire Wealth Management | 6,196 | $935.0K | 0.03% | −612−9.0% | Reduced |
| APG Asset Management N.V. | 7,000 | $950.0K | 0.00% | +1,900+37.3% | Added |
| E. Ohman J:or Asset Management AB | 6,300 | $951.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 6,348 | $958.0K | 0.05% | +3,386+114.3% | Added |
| D.A. Davidson & Co. | 6,679 | $1.01M | 0.01% | +2,291+52.2% | Added |
| Aj Wealth Strategies, LLC | 6,748 | $1.02M | 0.05% | −200−2.9% | Reduced |
| Wedbush Securities Inc | 6,822 | $1.03M | 0.05% | −467−6.4% | Reduced |
| Synovus Financial Corp | 6,875 | $1.04M | 0.01% | −591−7.9% | Reduced |
| Canada Pension Plan Investment Board | 6,921 | $1.04M | 0.00% | −15,561−69.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,971 | $1.05M | 0.01% | −1,796−20.5% | Reduced |
| Vident Investment Advisory, LLC | 7,104 | $1.07M | 0.03% | −4,943−41.0% | Reduced |
| Los Angeles Capital Management LLC | 7,116 | $1.07M | 0.00% | −21,270−74.9% | Reduced |
| Lattice Capital Management, LLC | 7,700 | $1.11M | 1.60% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 7,414 | $1.12M | 0.20% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,536 | $1.12M | 0.01% | +1,006+15.4% | Added |
| Louisiana State Employees Retirement System | 7,900 | $1.14M | 0.03% | +100+1.3% | Added |
| Prospera Financial Services Inc | 7,581 | $1.14M | 0.05% | +2,019+36.3% | Added |
| American Trust | 7,662 | $1.16M | 0.08% | +6,584+610.8% | Added |
| Wolverine Trading, LLC | 7,618 | $1.16M | 0.03% | −23,422−75.5% | Reduced |
| Two Sigma Securities, LLC | 7,729 | $1.17M | 0.16% | +6,431+495.5% | Added |
| AlphaCrest Capital Management LLC | 7,747 | $1.17M | 0.07% | −4,645−37.5% | Reduced |
| Ameritas Advisory Services, LLC | 7,798 | $1.18M | 0.04% | −74−0.9% | Reduced |
| Bokf, NA | 7,895 | $1.19M | 0.02% | −143−1.8% | Reduced |
| Creative Planning | 8,141 | $1.23M | 0.00% | −1,523−15.8% | Reduced |
| Tributary Capital Management, LLC | 8,150 | $1.23M | 0.10% | −100−1.2% | Reduced |
| MetLife Investment Management | 8,158 | $1.23M | 0.01% | +8,158 | New |
| Ethic Inc. | 8,203 | $1.24M | 0.09% | +482+6.2% | Added |
| Leavell Investment Management, Inc. | 8,275 | $1.25M | 0.09% | −100−1.2% | Reduced |
| Nordea Investment Management AB | 8,365 | $1.26M | 0.00% | +2,170+35.0% | Added |
| Davenport & Co LLC | 8,402 | $1.27M | 0.01% | +2,887+52.3% | Added |
| Industrial Alliance Investment Management Inc. | 8,554 | $1.29M | 0.03% | +889+11.6% | Added |
| Virtu Financial LLC | 8,554 | $1.29M | 0.10% | +8,554 | New |
| Catalyst Capital Advisors LLC | 8,667 | $1.31M | 0.06% | +23+0.3% | Added |
| Avestar Capital, LLC | 8,730 | $1.32M | 0.25% | −72−0.8% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 8,912 | $1.34M | 1.88% | −6,399−41.8% | Reduced |
| Highland Capital Management, LLC | 8,964 | $1.35M | 0.08% | +59+0.7% | Added |
| Kestra Advisory Services, LLC | 8,992 | $1.36M | 0.01% | −46−0.5% | Reduced |
| MYDA Advisors LLC | 9,000 | $1.36M | 0.56% | +9,000 | New |
| Brandywine Managers, LLC | 9,050 | $1.37M | 2.36% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 9,055 | $1.37M | 0.15% | +66+0.7% | Added |
| Schwab Charitable Fund | 9,222 | $1.39M | 0.14% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 9,306 | $1.40M | 0.36% | −610−6.2% | Reduced |
| Jackson Square Capital, LLC | 9,316 | $1.41M | 0.44% | −1,030−10.0% | Reduced |
| Synergy Financial Group, LTD | 9,330 | $1.41M | 1.48% | +944+11.3% | Added |
| Aigen Investment Management, LP | 9,434 | $1.42M | 0.25% | +4,703+99.4% | Added |
| Moody National Bank Trust Division | 9,451 | $1.43M | 0.04% | −2,132−18.4% | Reduced |
| Affinity Investment Advisors, LLC | 9,482 | $1.43M | 0.59% | +302+3.3% | Added |
| The PNC Financial Services Group, Inc. | 9,561 | $1.44M | 0.00% | −113−1.2% | Reduced |
| Mackenzie Financial Corp | 9,569 | $1.45M | 0.00% | −687−6.7% | Reduced |
| Maryland State Retirement & Pension System | 9,672 | $1.46M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 9,800 | $1.48M | 0.02% | +1,542+18.7% | Added |
| William Blair Investment Management, LLC | 9,851 | $1.49M | 0.00% | +9,851 | New |
| Harbor Capital Advisors, Inc. | 9,953 | $1.50M | 0.71% | −361−3.5% | Reduced |
| Echo Street Capital Management LLC | 9,979 | $1.51M | 0.01% | +9,979 | New |
| Firsthand Capital Management, Inc. | 10,000 | $1.51M | 0.78% | 00.0% | Unchanged |
| Alps Advisors Inc | 10,092 | $1.52M | 0.02% | −503−4.7% | Reduced |
| Westpac Banking Corp | 10,197 | $1.54M | 0.02% | −28,000−73.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,202 | $1.54M | 0.06% | −57,544−84.9% | Reduced |
| Natixis Advisors, L.P. | 10,352 | $1.56M | 0.01% | −534−4.9% | Reduced |
| Elite Wealth Management, Inc. | 10,406 | $1.57M | 0.68% | −598−5.4% | Reduced |
| Pinebridge Investments, L.P. | 10,427 | $1.57M | 0.02% | −11,865−53.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,442 | $1.58M | 0.00% | −1,739−14.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 10,717 | $1.62M | 0.30% | −1,904−15.1% | Reduced |
| Shay Capital LLC | 10,832 | $1.64M | 0.59% | +10,832 | New |
| Primecap Management Co | 10,925 | $1.65M | 0.00% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 11,070 | $1.67M | 1.39% | +662+6.4% | Added |
| Dynamic Technology Lab Private Ltd | 11,110 | $1.68M | 0.20% | +11,110 | New |
| Cetera Investment Advisers | 11,177 | $1.69M | 0.02% | −2,165−16.2% | Reduced |