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 |
|---|---|---|---|---|---|
| Kings Point Capital Management | 3,703 | $559.0K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,667 | $554.0K | 0.05% | +711+24.1% | Added |
| BTC Capital Management, Inc. | 3,542 | $534.0K | 0.05% | −11,382−76.3% | Reduced |
| 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 |
| CIBC World Markets Inc. | 3,297 | $498.0K | 0.00% | +240+7.9% | Added |
| Proequities, Inc. | 3,294 | $497.0K | 0.04% | −5,090−60.7% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 3,225 | $487.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,186 | $481.0K | 0.01% | −422−11.7% | Reduced |
| M Holdings Securities, Inc. | 3,174 | $479.0K | 0.04% | +3,174 | 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 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,100 | $468.0K | 0.53% | +3,100 | New |
| Harbour Capital Advisors, LLC | 3,089 | $466.0K | 0.13% | +1,469+90.7% | Added |
| Banque Cantonale Vaudoise | 3,065 | $462.0K | 0.02% | +1,300+73.7% | Added |
| Panagora Asset Management Inc | 3,045 | $460.0K | 0.00% | +92+3.1% | Added |
| Bristlecone Advisors, LLC | 3,040 | $459.0K | 0.06% | +770+33.9% | Added |
| Awm Capital, LLC | 3,007 | $454.0K | 0.28% | +2+0.1% | Added |
| Capital Investment Advisory Services, LLC | 2,968 | $448.0K | 0.05% | −73−2.4% | Reduced |
| American Portfolios Advisors | 2,939 | $443.7K | 0.02% | −1,089−27.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,931 | $443.0K | 0.24% | −89−2.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,912 | $440.0K | 0.04% | +116+4.1% | Added |
| Salem Investment Counselors Inc | 2,859 | $432.0K | 0.02% | −655−18.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,819 | $422.0K | 0.01% | −7,235−72.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,735 | $413.0K | 0.06% | −2−0.1% | Reduced |
| Shell Asset Management Co | 2,715 | $410.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,703 | $407.0K | 0.01% | +764+39.4% | Added |
| Independent Financial Group, LLC | 2,673 | $403.5K | 0.03% | +6+0.2% | Added |
| Eqis Capital Management, Inc. | 2,661 | $402.0K | 0.04% | +915+52.4% | Added |
| ING Groep NV | 2,629 | $397.0K | 0.00% | −3,642−58.1% | Reduced |
| IndexIQ Advisors LLC | 2,619 | $395.0K | 0.01% | +157+6.4% | Added |
| Neville Rodie & Shaw Inc | 2,650 | $394.0K | 0.03% | 00.0% | Unchanged |
| Jeneq Management, LP | 2,600 | $392.0K | 0.10% | −104,700−97.6% | Reduced |
| HM Payson & Co | 2,550 | $385.0K | 0.01% | −1,010−28.4% | Reduced |
| Paradigm Financial Partners, LLC | 2,552 | $383.0K | 0.09% | −273−9.7% | Reduced |
| Levin Capital Strategies, L.P. | 2,500 | $377.0K | 0.04% | +2,500 | New |
| First American Bank | 2,382 | $359.6K | 0.03% | −240−9.2% | Reduced |
| Advisory Resource Group | 2,380 | $359.0K | 0.11% | +356+17.6% | Added |
| Seeyond | 2,365 | $357.0K | 0.04% | −2,137−47.5% | Reduced |
| Diamant Asset Management, Inc. | 2,350 | $355.0K | 0.27% | 00.0% | Unchanged |
| 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 |
| Teza Capital Management LLC | 2,318 | $350.0K | 0.13% | +1,085+88.0% | Added |
| Raymond James Trust N.A. | 2,307 | $349.0K | 0.01% | +581+33.7% | Added |
| New York Life Investments Alternatives | 2,298 | $347.0K | 0.24% | +2,298 | New |
| B. Riley Wealth Management, Inc. | 2,243 | $339.0K | 0.03% | −345−13.3% | Reduced |
| LexAurum Advisors, LLC | 2,228 | $336.0K | 0.11% | +1,322+145.9% | Added |
| IFP Advisors, Inc | 5,209 | $335.0K | 0.00% | +1,944+59.5% | Added |
| Ellevest, Inc. | 2,203 | $333.0K | 0.03% | +698+46.4% | Added |
| CAPROCK Group, Inc. | 2,194 | $331.0K | 0.03% | −1,319−37.5% | Reduced |
| Aaron Wealth Advisors | 49,816 | $330.0K | 0.01% | +49,816 | New |
| Moody Lynn & Lieberson, LLC | 2,161 | $326.0K | 0.02% | +38+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 2,139 | $323.0K | 0.02% | +1,019+91.0% | Added |
| V Wealth Advisors LLC | 2,100 | $317.0K | 0.05% | +32+1.5% | Added |
| Mutual of America Capital Management LLC | 2,063 | $311.0K | 0.00% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,050 | $309.0K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,038 | $308.0K | 0.05% | +2,038 | New |
| Silicon Valley Capital Partners | 2,005 | $303.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wealthfront Advisers LLC | 1,941 | $293.0K | 0.00% | +1,941 | 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 |
| 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 |
| Sofos Investments, Inc. | 1,208 | $277.0K | 0.02% | −808−40.1% | 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 |
| Equitable Trust Co | 1,759 | $266.0K | 0.02% | −321−15.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,757 | $265.0K | 0.00% | +462+35.7% | Added |
| Yousif Capital Management, LLC | 1,746 | $264.0K | 0.00% | −15−0.9% | Reduced |
| Verition Fund Management LLC | 1,738 | $262.0K | 0.01% | +568+48.5% | Added |
| 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 |
| 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 |
| Cutler Group LP | 1,693 | $255.0K | 0.02% | −7,809−82.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,690 | $255.0K | 0.09% | +90+5.6% | Added |
| Providence Wealth Advisors, LLC | 1,700 | $253.0K | 0.16% | 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 |
| Yarbrough Capital, LLC | 1,659 | $250.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Prudential PLC | 1,625 | $245.0K | 0.00% | +1,625 | New |
| Appleton Partners Inc | 1,612 | $243.0K | 0.02% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 1,605 | $242.3K | 0.16% | −2,500−60.9% | Reduced |
| National Bank of Canada | 1,595 | $241.0K | 0.00% | −3,175−66.6% | Reduced |
| Janney Montgomery Scott LLC | 1,561 | $236.0K | 0.00% | −346−18.1% | Reduced |
| Resurgent Financial Advisors LLC | 1,557 | $235.0K | 0.15% | +1,557 | New |
| Norinchukin Bank, The | 1,538 | $232.0K | 0.00% | +313+25.6% | Added |
| Allen Investment Management LLC | 1,533 | $231.0K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,530 | $231.0K | 0.05% | +1,530 | New |