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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Strid Group, LLC | 1,489 | $225.0K | 0.05% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,483 | $224.0K | 0.13% | −15−1.0% | 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 |
| Belpointe Asset Management LLC | 1,451 | $220.0K | 0.01% | −972−40.1% | Reduced |
| 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 |
| ASB Consultores, LLC | 1,435 | $217.0K | 0.09% | +22+1.6% | Added |
| Sigma Planning Corp | 1,434 | $216.0K | 0.01% | −3,061−68.1% | Reduced |
| Kingsview Wealth Management, LLC | 1,422 | $214.7K | 0.01% | −39−2.7% | Reduced |
| Cigna Investments Inc | 1,419 | $214.0K | 0.03% | +514+56.8% | Added |
| Freemont Management S.A. | 1,411 | $213.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Brookstone Capital Management | 1,420 | $206.0K | 0.00% | −96−6.3% | Reduced |
| Phoenix Holdings Ltd. | 1,358 | $205.0K | 0.00% | +1,358 | New |
| Gilman Hill Asset Management, LLC | 1,350 | $204.0K | 0.05% | +223+19.8% | Added |
| Claro Advisors LLC | 895 | $201.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,317 | $199.0K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,188 | $179.0K | 0.00% | −3,719−75.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,129 | $170.0K | 0.01% | −2,968−72.4% | Reduced |
| NuWave Investment Management, LLC | 1,103 | $167.0K | 0.22% | +1,103 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $166.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,035 | $156.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Money Concepts Capital Corp | 968 | $146.0K | 0.01% | +968 | New |
| Harel Insurance Investments & Financial Services Ltd. | 907 | $137.0K | 0.00% | −871−49.0% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $135.9K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 882 | $133.0K | 0.00% | +163+22.7% | Added |
| Sandy Spring Bank | 809 | $122.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $121.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 797 | $120.3K | 0.00% | +100+14.3% | Added |
| Standard Family Office LLC | 782 | $118.0K | 0.03% | +782 | New |
| Kayne Anderson Rudnick Investment Management LLC | 741 | $112.0K | 0.00% | −397,195−99.8% | Reduced |
| Exane Derivatives | 735 | $110.9K | 0.03% | −108−12.8% | Reduced |
| SRS Capital Advisors, Inc. | 717 | $108.0K | 0.01% | +71+11.0% | Added |
| CWM, LLC | 718 | $108.0K | 0.00% | +413+135.4% | Added |
| Penserra Capital Management LLC | 700 | $105.0K | 0.00% | +42+6.4% | Added |
| Seaport Global Advisors, LLC | 669 | $101.0K | 0.32% | −931−58.2% | Reduced |
| Sutton Wealth Advisors Inc. | 662 | $99.9K | 0.03% | −3−0.5% | Reduced |
| Clear Street Markets LLC | 609 | $92.0K | 0.03% | +609 | New |
| Anchor Investment Management, LLC | 600 | $90.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 512 | $77.0K | 0.03% | +377+279.3% | Added |
| Future Financial Wealth Managment LLC | 501 | $76.0K | 0.06% | +201+67.0% | Added |
| Arcadia Investment Management Corp | 500 | $75.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 500 | $74.0K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 487 | $73.0K | 0.00% | +487 | New |
| Lloyd Advisory Services, LLC. | 479 | $72.0K | 0.03% | +62+14.9% | Added |
| Gordian Capital Singapore Pte Ltd | 352 | $70.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| ICICI Prudential Asset Management Co Ltd | 427 | $65.0K | 0.01% | +63+17.3% | Added |
| Lindbrook Capital, LLC | 426 | $64.0K | 0.01% | −11−2.5% | Reduced |
| Umb Bank N A | 413 | $63.0K | 0.00% | +80+24.0% | 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 |
| Fifth Third Bancorp | 377 | $57.0K | 0.00% | +14+3.9% | Added |
| Sandy Cove Advisors, LLC | 362 | $55.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 360 | $54.0K | 0.01% | +260+260.0% | Added |
| Global Retirement Partners, LLC | 664 | $52.0K | 0.00% | +664 | New |
| Vestor Capital, LLC | 340 | $51.0K | 0.01% | −170−33.3% | Reduced |
| Richelieu Gestion PLC | 337 | $51.0K | 0.04% | +337 | New |
| McCarthy Asset Management, Inc. | 300 | $45.0K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 284 | $43.0K | 0.01% | +284 | New |
| Gemmer Asset Management LLC | 269 | $40.0K | 0.00% | −84,807−99.7% | Reduced |
| Mascoma Wealth Management LLC | 250 | $38.0K | 0.01% | 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 |
| Harbor Investment Advisory, LLC | 241 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 238 | $35.0K | 0.00% | −1,364−85.1% | Reduced |
| Addison Advisors LLC | 228 | $34.0K | 0.02% | +125+121.4% | Added |
| 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 |
| Focused Wealth Management, Inc | 199 | $30.0K | 0.00% | −100−33.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 204 | $30.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 195 | $29.4K | 0.01% | −19−8.9% | Reduced |
| KB Financial Partners, LLC | 189 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 188 | $28.0K | 0.00% | +170+944.4% | Added |
| First Manhattan Co | 166 | $25.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 154 | $23.2K | 0.00% | +20+14.9% | Added |
| Harvest Fund Management Co., Ltd | 154 | $23.0K | 0.00% | −314−67.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 150 | $23.0K | 0.00% | −172−53.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 140 | $21.0K | 0.00% | −40−22.2% | Reduced |
| Alpha Paradigm Partners, LLC | 140 | $21.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 141 | $21.0K | 0.00% | +68+93.2% | Added |
| Massmutual Trust Co FSB | 131 | $20.0K | 0.00% | −3−2.2% | Reduced |
| North Star Investment Management Corp. | 130 | $20.0K | 0.00% | +65+100.0% | Added |
| Glassman Wealth Services | 133 | $20.0K | 0.00% | +69+107.8% | Added |