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, Q2 2022
Institutional positions in Okta, Inc. as of Jun 30, 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
- 607
- −69 vs. Q1 2022
- Shares held
- 120.9M
- +359.2K (+0.3%) vs. Q1 2022
- Total value
- $11.0B
- −$7.17B (−39.5%) vs. Q1 2022
- New holders
- 78
- 241 more added
- Sold out
- 147
- 200 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 3 | $0 | 0.00% | −38−92.7% | Reduced |
| Itau Unibanco Holding S.A. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $1.00K | 0.00% | −38,690−100.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $1.00K | 0.00% | −30−69.8% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Lee Financial Co | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Johnson Financial Group, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Wagner Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 12 | $1.08K | 0.00% | −7−36.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.27K | 0.00% | +14 | New |
| Exane Derivatives | 15 | $1.36K | 0.00% | −720−98.0% | Reduced |
| Money Concepts Capital Corp | 22 | $2.00K | 0.00% | −946−97.7% | Reduced |
| Massmutual Trust Co FSB | 17 | $2.00K | 0.00% | −114−87.0% | Reduced |
| Clearstead Advisors, LLC | 25 | $2.00K | 0.00% | −20−44.4% | Reduced |
| FourThought Financial, LLC | 22 | $2.00K | 0.00% | −22−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 23 | $2.00K | 0.00% | −20−46.5% | Reduced |
| Assetmark, Inc | 22 | $2.00K | 0.00% | −3−12.0% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $2.00K | 0.00% | +11+183.3% | Added |
| Bartlett & Co. LLC | 25 | $2.00K | 0.00% | +25 | New |
| Sugarloaf Wealth Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 25 | $2.26K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 30 | $2.71K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 34 | $3.00K | 0.00% | −353−91.2% | Reduced |
| Allworth Financial LP | 34 | $3.00K | 0.00% | −101−74.8% | Reduced |
| Evoke Wealth, LLC | 35 | $3.00K | 0.00% | −16−31.4% | Reduced |
| Smithfield Trust Co | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $3.00K | 0.00% | −9−24.3% | Reduced |
| Lake Point Wealth Management | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 32 | $3.00K | 0.00% | +4+14.3% | Added |
| EverSource Wealth Advisors, LLC | 36 | $3.00K | 0.00% | +14+63.6% | Added |
| CIBC Private Wealth Group, LLC | 40 | $4.00K | 0.00% | +2+5.3% | Added |
| JCIC Asset Management Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 39 | $4.00K | 0.00% | +9+30.0% | Added |
| CVA Family Office, LLC | 45 | $4.00K | 0.00% | +10+28.6% | Added |
| ClariVest Asset Management LLC | 40 | $4.00K | 0.00% | +31+344.4% | Added |
| Mach-1 Financial Group, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Mascoma Wealth Management LLC | 50 | $5.00K | 0.00% | −200−80.0% | Reduced |
| State of Wyoming | 51 | $5.00K | 0.00% | −45−46.9% | Reduced |
| Close Asset Management Ltd | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 64 | $5.79K | 0.00% | +64 | New |
| Meeder Asset Management Inc | 61 | $6.00K | 0.00% | −10−14.1% | Reduced |
| Mizuho Securities Co. Ltd. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 68 | $6.00K | 0.00% | +65+2,166.7% | Added |
| Whittier Trust Co | 75 | $7.00K | 0.00% | −309−80.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 80 | $7.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 94 | $8.00K | 0.00% | −147−61.0% | Reduced |
| Sargent Bickham Lagudis LLC | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $8.00K | 0.00% | +90 | New |
| Central Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $9.00K | 0.00% | +100 | New |
| Covestor Ltd | 125 | $11.0K | 0.01% | +28+28.9% | Added |
| AdvisorNet Financial, Inc | 135 | $12.0K | 0.00% | −5,086−97.4% | Reduced |
| North Star Investment Management Corp. | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 134 | $12.0K | 0.01% | +30+28.8% | Added |
| Private Trust Co NA | 128 | $12.0K | 0.00% | +128 | New |
| GPS Wealth Strategies Group, LLC | 147 | $13.0K | 0.00% | −63−30.0% | Reduced |
| Parkside Financial Bank & Trust | 150 | $13.0K | 0.00% | +131+689.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 158 | $14.0K | 0.00% | +17+12.1% | Added |
| TCI Wealth Advisors, Inc. | 158 | $14.0K | 0.00% | +105+198.1% | Added |
| Ronald Blue Trust, Inc. | 91 | $14.0K | 0.00% | +91 | New |
| First Manhattan Co | 166 | $15.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 179 | $16.0K | 0.00% | −20−10.1% | Reduced |
| Community Bank, N.A. | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $18.0K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 199 | $18.0K | 0.00% | +199 | New |
| Glassman Wealth Services | 205 | $19.0K | 0.00% | +72+54.1% | Added |
| Federation des caisses Desjardins du Quebec | 212 | $19.2K | 0.00% | −585−73.4% | Reduced |
| Umb Bank N A | 233 | $21.0K | 0.00% | −180−43.6% | Reduced |
| Addison Advisors LLC | 229 | $21.0K | 0.01% | +1+0.4% | Added |
| Elequin Capital LP | 248 | $22.0K | 0.01% | −36−12.7% | Reduced |
| Cedar Wealth Management, LLC | 251 | $23.0K | 0.01% | +39+18.4% | Added |
| Richelieu Gestion PLC | 267 | $24.0K | 0.03% | −70−20.8% | Reduced |
| Harbour Investments, Inc. | 263 | $24.0K | 0.00% | +263 | New |
| GoalVest Advisory LLC | 242 | $25.0K | 0.02% | 00.0% | Unchanged |