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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 314 | $28.0K | 0.00% | −63−16.7% | Reduced |
| Federated Hermes, Inc. | 346 | $31.0K | 0.00% | +346 | New |
| Kelly Financial Services LLC | 349 | $31.6K | 0.02% | +154+79.0% | Added |
| First Horizon Advisors, Inc. | 358 | $32.0K | 0.00% | +307+602.0% | Added |
| Gordian Capital Singapore Pte Ltd | 352 | $33.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 360 | $33.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 382 | $35.0K | 0.00% | −600−61.1% | Reduced |
| Proequities, Inc. | 411 | $37.0K | 0.00% | −2,883−87.5% | Reduced |
| Brown Brothers Harriman & Co | 435 | $39.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 442 | $39.0K | 0.01% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 449 | $42.0K | 0.01% | +22+5.2% | Added |
| Natixis Investment Managers International | 487 | $44.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $45.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 512 | $46.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 500 | $47.0K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $54.0K | 0.00% | −141−19.0% | Reduced |
| Anchor Investment Management, LLC | 600 | $54.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 629 | $57.0K | 0.00% | −278−30.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 655 | $59.0K | 0.03% | +655 | New |
| Global Retirement Partners, LLC | 664 | $60.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 698 | $63.0K | 0.00% | −2−0.3% | Reduced |
| Lindbrook Capital, LLC | 696 | $63.0K | 0.01% | +270+63.4% | Added |
| SRS Capital Advisors, Inc. | 750 | $68.0K | 0.01% | +33+4.6% | Added |
| Optimum Investment Advisors | 800 | $72.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 829 | $74.0K | 0.00% | +591+248.3% | Added |
| Sandy Spring Bank | 859 | $78.0K | 0.00% | +50+6.2% | Added |
| Advent Capital Management | 890 | $80.0K | 0.00% | −17,110−95.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 946 | $86.0K | 0.00% | +64+7.3% | Added |
| Quadrant Capital Group LLC | 957 | $87.0K | 0.01% | −41−4.1% | Reduced |
| Credit Agricole S A | 968 | $88.0K | 0.00% | +941+3,485.2% | Added |
| Albion Financial Group | 1,000 | $90.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,010 | $91.0K | 0.02% | +32+3.3% | Added |
| CWM, LLC | 1,009 | $91.0K | 0.00% | +291+40.5% | Added |
| Ancora Advisors, LLC | 1,035 | $94.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $99.0K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,326 | $120.0K | 0.07% | −157−10.6% | Reduced |
| Sutton Wealth Advisors Inc. | 1,341 | $121.2K | 0.05% | +679+102.6% | Added |
| HHM Wealth Advisors, LLC | 1,372 | $124.0K | 0.03% | +4+0.3% | Added |
| Studio Investment Management LLC | 1,383 | $125.0K | 0.04% | +1,383 | New |
| Freemont Management S.A. | 1,411 | $128.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,465 | $132.0K | 0.05% | −225−13.3% | Reduced |
| National Bank of Canada | 1,479 | $134.0K | 0.00% | −116−7.3% | Reduced |
| Cribstone Capital Management, LLC | 1,500 | $136.0K | 0.08% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $136.0K | 0.03% | +1,500 | New |
| IFP Advisors, Inc | 1,908 | $141.0K | 0.00% | −3,301−63.4% | Reduced |
| Creative Financial Designs Inc | 1,574 | $142.0K | 0.02% | −238−13.1% | Reduced |
| Spire Wealth Management | 1,685 | $152.0K | 0.01% | −4,511−72.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,759 | $158.0K | 0.00% | +2+0.1% | Added |
| Ellevest, Inc. | 1,904 | $172.0K | 0.02% | −299−13.6% | Reduced |
| American Portfolios Advisors | 1,936 | $175.0K | 0.01% | −1,003−34.1% | Reduced |
| Knuff & Co LLC | 2,000 | $181.0K | 0.08% | −12,003−85.7% | Reduced |
| Mutual of America Capital Management LLC | 2,063 | $186.0K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,139 | $193.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,232 | $202.0K | 0.03% | −30,459−93.2% | Reduced |
| Seeyond | 2,318 | $209.0K | 0.02% | −47−2.0% | Reduced |
| Salem Investment Counselors Inc | 2,324 | $210.0K | 0.01% | −535−18.7% | Reduced |
| V Wealth Advisors LLC | 2,334 | $211.0K | 0.04% | +234+11.1% | Added |
| Diamant Asset Management, Inc. | 2,350 | $212.0K | 0.19% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,380 | $215.0K | 0.80% | +1,711+255.8% | Added |
| Corient Capital Partners, LLC | 2,390 | $216.0K | 0.02% | +512+27.3% | Added |
| CAPROCK Group, Inc. | 2,408 | $218.0K | 0.02% | +214+9.8% | Added |
| Clear Creek Financial Management, LLC | 2,470 | $223.0K | 0.05% | +432+21.2% | Added |
| Octahedron Capital Management L.P. | 2,500 | $226.0K | 0.18% | +2,500 | New |
| HM Payson & Co | 2,551 | $231.0K | 0.01% | +10.0% | Added |
| BTC Capital Management, Inc. | 2,538 | $232.0K | 0.03% | −1,004−28.3% | Reduced |
| Credential Qtrade Securities Inc. | 2,570 | $232.3K | 0.02% | +2,570 | New |
| Prudential PLC | 2,576 | $233.0K | 0.00% | +951+58.5% | Added |
| Neville Rodie & Shaw Inc | 2,584 | $234.0K | 0.02% | −66−2.5% | Reduced |
| Ergoteles LLC | 2,599 | $235.0K | 0.01% | +2,599 | New |
| Toroso Investments, LLC | 2,701 | $244.0K | 0.01% | +984+57.3% | Added |
| Signaturefd, LLC | 2,718 | $246.0K | 0.01% | +764+39.1% | Added |
| Bard Financial Services, Inc. | 2,750 | $249.0K | 0.02% | +1,250+83.3% | Added |
| Stephens Inc | 2,762 | $250.0K | 0.01% | −525−16.0% | Reduced |
| Banque Cantonale Vaudoise | 2,833 | $256.0K | 0.01% | −232−7.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,861 | $259.0K | 0.00% | −33,239−92.1% | Reduced |
| CSS LLC | 2,898 | $262.0K | 0.01% | +2,898 | New |
| Engineers Gate Manager LP | 2,914 | $263.0K | 0.01% | −31,869−91.6% | Reduced |
| Siemens Fonds Invest GmbH | 2,912 | $263.0K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,722 | $264.0K | 0.04% | −13−0.5% | Reduced |
| Sonen Capital LLC | 2,933 | $265.0K | 0.38% | +2,933 | New |
| New York Life Investment Management LLC | 2,968 | $268.0K | 0.00% | +2,968 | New |
| Laurel Wealth Advisors, Inc. | 2,985 | $270.0K | 0.03% | −1,406−32.0% | Reduced |
| FORA Capital, LLC | 3,012 | $272.0K | 0.05% | −26,010−89.6% | Reduced |
| Awm Capital, LLC | 3,007 | $272.0K | 0.13% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,113 | $281.0K | 0.01% | −4−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,104 | $281.0K | 0.00% | −13−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,113 | $281.0K | 0.03% | +145+4.9% | Added |
| CIBC World Markets Inc. | 3,119 | $282.0K | 0.00% | −178−5.4% | Reduced |
| M Holdings Securities, Inc. | 3,123 | $282.0K | 0.03% | −51−1.6% | Reduced |
| PDT Partners, LLC | 3,142 | $284.0K | 0.03% | −8,458−72.9% | Reduced |
| Atria Wealth Solutions, Inc. | 3,183 | $288.0K | 0.01% | +1,226+62.6% | Added |
| Steel Peak Wealth Management LLC | 3,200 | $289.0K | 0.02% | −1,370−30.0% | Reduced |
| Seven Eight Capital, LP | 3,218 | $291.0K | 0.12% | −29,276−90.1% | Reduced |
| Shell Asset Management Co | 3,268 | $295.0K | 0.01% | +553+20.4% | Added |
| Jefferies Group LLC | 3,289 | $297.3K | 0.01% | +3,289 | New |
| Independent Financial Group, LLC | 3,292 | $297.6K | 0.03% | +619+23.2% | Added |
| MetLife Investment Management | 3,307 | $299.0K | 0.00% | −4,851−59.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,317 | $299.0K | 0.01% | +92+2.9% | Added |
| Vestcor Inc | 3,457 | $313.0K | 0.01% | +1,122+48.1% | Added |
| Red Wave Investments LLC | 3,466 | $313.0K | 0.13% | +3,466 | New |