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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 9,851 | $1.49M | 0.00% | +9,851 | New |
| B. Metzler seel. Sohn & Co. AG | 9,800 | $1.48M | 0.02% | +1,542+18.7% | Added |
| Maryland State Retirement & Pension System | 9,672 | $1.46M | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,569 | $1.45M | 0.00% | −687−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,561 | $1.44M | 0.00% | −113−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 9,482 | $1.43M | 0.59% | +302+3.3% | Added |
| Moody National Bank Trust Division | 9,451 | $1.43M | 0.04% | −2,132−18.4% | Reduced |
| Aigen Investment Management, LP | 9,434 | $1.42M | 0.25% | +4,703+99.4% | Added |
| Synergy Financial Group, LTD | 9,330 | $1.41M | 1.48% | +944+11.3% | Added |
| Jackson Square Capital, LLC | 9,316 | $1.41M | 0.44% | −1,030−10.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,306 | $1.40M | 0.36% | −610−6.2% | Reduced |
| Schwab Charitable Fund | 9,222 | $1.39M | 0.14% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 9,055 | $1.37M | 0.15% | +66+0.7% | Added |
| Brandywine Managers, LLC | 9,050 | $1.37M | 2.36% | 00.0% | Unchanged |
| MYDA Advisors LLC | 9,000 | $1.36M | 0.56% | +9,000 | New |
| Kestra Advisory Services, LLC | 8,992 | $1.36M | 0.01% | −46−0.5% | Reduced |
| Highland Capital Management, LLC | 8,964 | $1.35M | 0.08% | +59+0.7% | Added |
| Steadfast Capital Management (UK) Ltd. | 8,912 | $1.34M | 1.88% | −6,399−41.8% | Reduced |
| Avestar Capital, LLC | 8,730 | $1.32M | 0.25% | −72−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 8,667 | $1.31M | 0.06% | +23+0.3% | 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 |
| Davenport & Co LLC | 8,402 | $1.27M | 0.01% | +2,887+52.3% | Added |
| Nordea Investment Management AB | 8,365 | $1.26M | 0.00% | +2,170+35.0% | Added |
| Leavell Investment Management, Inc. | 8,275 | $1.25M | 0.09% | −100−1.2% | Reduced |
| Ethic Inc. | 8,203 | $1.24M | 0.09% | +482+6.2% | Added |
| MetLife Investment Management | 8,158 | $1.23M | 0.01% | +8,158 | New |
| Tributary Capital Management, LLC | 8,150 | $1.23M | 0.10% | −100−1.2% | Reduced |
| Creative Planning | 8,141 | $1.23M | 0.00% | −1,523−15.8% | Reduced |
| Bokf, NA | 7,895 | $1.19M | 0.02% | −143−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,798 | $1.18M | 0.04% | −74−0.9% | Reduced |
| AlphaCrest Capital Management LLC | 7,747 | $1.17M | 0.07% | −4,645−37.5% | Reduced |
| Two Sigma Securities, LLC | 7,729 | $1.17M | 0.16% | +6,431+495.5% | Added |
| Wolverine Trading, LLC | 7,618 | $1.16M | 0.03% | −23,422−75.5% | Reduced |
| American Trust | 7,662 | $1.16M | 0.08% | +6,584+610.8% | 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 |
| TD Waterhouse Canada Inc. | 7,536 | $1.12M | 0.01% | +1,006+15.4% | Added |
| Dock Street Asset Management Inc | 7,414 | $1.12M | 0.20% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 7,700 | $1.11M | 1.60% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,116 | $1.07M | 0.00% | −21,270−74.9% | Reduced |
| Vident Investment Advisory, LLC | 7,104 | $1.07M | 0.03% | −4,943−41.0% | Reduced |
| United Capital Financial Advisers, LLC | 6,971 | $1.05M | 0.01% | −1,796−20.5% | Reduced |
| Canada Pension Plan Investment Board | 6,921 | $1.04M | 0.00% | −15,561−69.2% | Reduced |
| Synovus Financial Corp | 6,875 | $1.04M | 0.01% | −591−7.9% | Reduced |
| Wedbush Securities Inc | 6,822 | $1.03M | 0.05% | −467−6.4% | Reduced |
| Aj Wealth Strategies, LLC | 6,748 | $1.02M | 0.05% | −200−2.9% | Reduced |
| D.A. Davidson & Co. | 6,679 | $1.01M | 0.01% | +2,291+52.2% | Added |
| JustInvest LLC | 6,348 | $958.0K | 0.05% | +3,386+114.3% | Added |
| E. Ohman J:or Asset Management AB | 6,300 | $951.0K | 0.03% | 00.0% | Unchanged |
| APG Asset Management N.V. | 7,000 | $950.0K | 0.00% | +1,900+37.3% | Added |
| Spire Wealth Management | 6,196 | $935.0K | 0.03% | −612−9.0% | Reduced |
| Corton Capital Inc. | 6,153 | $929.0K | 0.40% | +6,153 | New |
| Comerica Bank | 6,400 | $927.0K | 0.01% | +7+0.1% | Added |
| Cerity Partners LLC | 6,065 | $915.0K | 0.01% | −4,044−40.0% | Reduced |
| Manufacturers Life Insurance Company, The | 5,928 | $898.7K | 0.00% | +2,590+77.6% | Added |
| Prudential Financial Inc | 5,843 | $882.0K | 0.00% | −363−5.8% | Reduced |
| Captrust Financial Advisors | 5,816 | $878.0K | 0.01% | +1,842+46.4% | Added |
| Mezzasalma Advisors, LLC | 5,810 | $877.0K | 0.55% | −300−4.9% | Reduced |
| Shepherd Financial Partners LLC | 5,789 | $872.0K | 0.16% | −37−0.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,590 | $844.0K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 5,582 | $843.0K | 0.19% | −5,992−51.8% | Reduced |
| Kovack Advisors, Inc. | 5,571 | $840.0K | 0.09% | −3,094−35.7% | Reduced |
| AtonRa Partners | 5,408 | $816.0K | 0.44% | −1,163−17.7% | Reduced |
| Vectors Research Management, LLC | 5,324 | $804.0K | 0.18% | +10+0.2% | Added |
| Diversified Trust Co | 5,300 | $800.0K | 0.03% | +1,222+30.0% | Added |
| American National Insurance Co | 5,290 | $799.0K | 0.22% | −1,240−19.0% | Reduced |
| Legacy Bridge, LLC | 5,245 | $792.0K | 0.46% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,231 | $790.0K | 0.00% | −53,386−91.1% | Reduced |
| AdvisorNet Financial, Inc | 5,221 | $788.0K | 0.05% | +857+19.6% | Added |
| Riverbridge Partners LLC | 5,204 | $786.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 5,107 | $771.0K | 0.02% | +5,107 | New |
| HNP Capital LLC | 5,043 | $761.0K | 0.18% | −165−3.2% | Reduced |
| Geneos Wealth Management Inc. | 5,037 | $760.0K | 0.03% | −2,603−34.1% | Reduced |
| Trellus Management Company, LLC | 5,000 | $755.0K | 0.94% | +5,000 | New |
| Oppenheimer & Co Inc | 4,822 | $728.0K | 0.01% | −5,798−54.6% | Reduced |
| Azzad Asset Management Inc | 4,765 | $719.3K | 0.10% | +35+0.7% | Added |
| BIT Capital GmbH | 4,761 | $718.7K | 0.07% | −47,102−90.8% | Reduced |
| Teamwork Financial Advisors, LLC | 4,759 | $718.0K | 0.13% | −4,061−46.0% | Reduced |
| 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 |
| Commerce Bank | 4,480 | $676.0K | 0.00% | +1,793+66.7% | Added |
| Laurel Wealth Advisors, Inc. | 4,391 | $663.0K | 0.05% | −185−4.0% | Reduced |
| Delphia (USA) Inc. | 4,381 | $661.0K | 0.50% | +3,263+291.9% | Added |
| Mercer Global Advisors Inc | 4,338 | $655.0K | 0.00% | −148−3.3% | Reduced |
| 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 |
| CIBC World Markets Corp | 4,300 | $649.0K | 0.01% | +1,070+33.1% | Added |
| Redpoint Investment Management Pty Ltd | 4,270 | $645.0K | 0.06% | +4,270 | New |
| Clarius Group, LLC | 2,851 | $639.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| American National Registered Investment Advisor, Inc. | 4,131 | $624.0K | 0.22% | −892−17.8% | Reduced |
| Private Advisor Group, LLC | 4,111 | $621.0K | 0.00% | −2,065−33.4% | Reduced |
| Pearl River Capital, LLC | 4,024 | $607.0K | 0.17% | +4,024 | New |
| M&T Bank Corp | 3,959 | $598.0K | 0.00% | +200+5.3% | Added |
| Quantinno Capital Management LP | 3,916 | $591.0K | 0.09% | +3,916 | New |
| Motley Fool Asset Management LLC | 3,891 | $587.0K | 0.04% | −124−3.1% | Reduced |
| Wetherby Asset Management Inc | 3,853 | $582.0K | 0.03% | +193+5.3% | Added |
| Lyell Wealth Management, LP | 3,834 | $579.0K | 0.07% | −90−2.3% | Reduced |