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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 3,077 | $316.0K | 0.03% | −814−20.9% | Reduced |
| Sunbelt Securities, Inc. | 3,500 | $316.0K | 0.07% | +251+7.7% | Added |
| Waldron Private Wealth LLC | 3,574 | $323.0K | 0.02% | +73+2.1% | Added |
| Bristlecone Advisors, LLC | 3,665 | $331.0K | 0.04% | +625+20.6% | Added |
| Griffin Asset Management, Inc. | 3,697 | $334.0K | 0.05% | +3,697 | New |
| Occudo Quantitative Strategies LP | 3,773 | $341.0K | 0.03% | −11,590−75.4% | Reduced |
| Sepio Capital, LP | 3,777 | $341.0K | 0.03% | +110+3.0% | Added |
| Lyell Wealth Management, LP | 3,783 | $342.0K | 0.06% | −51−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,819 | $345.0K | 0.05% | +3,819 | New |
| Independent Solutions Wealth Management, LLC | 3,894 | $352.0K | 0.11% | −5,412−58.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,890 | $352.0K | 0.00% | +2,702+227.4% | Added |
| Weatherly Asset Management L. P. | 3,961 | $358.0K | 0.05% | −240−5.7% | Reduced |
| Leavell Investment Management, Inc. | 3,975 | $359.0K | 0.03% | −4,300−52.0% | Reduced |
| Xponance, Inc. | 4,033 | $365.0K | 0.01% | −10,382−72.0% | Reduced |
| Cetera Advisor Networks LLC | 4,090 | $370.0K | 0.00% | +904+28.4% | Added |
| Gsa Capital Partners LLP | 4,118 | $372.0K | 0.06% | +4,118 | New |
| Moody National Bank Trust Division | 4,161 | $376.0K | 0.04% | −5,290−56.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,161 | $376.0K | 0.04% | −156−3.6% | Reduced |
| Ci Investments Inc. | 4,209 | $380.0K | 0.00% | +4,021+2,138.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,275 | $386.0K | 0.01% | −5,525−56.4% | Reduced |
| Wetherby Asset Management Inc | 4,269 | $386.0K | 0.03% | +416+10.8% | Added |
| Centiva Capital, LP | 4,348 | $393.0K | 0.02% | −16,153−78.8% | Reduced |
| Macquarie Group Ltd | 4,397 | $396.0K | 0.00% | −716,421−99.4% | Reduced |
| Park Avenue Securities LLC | 4,500 | $407.0K | 0.01% | −8,118−64.3% | Reduced |
| AlphaCrest Capital Management LLC | 4,784 | $432.0K | 0.02% | −2,963−38.2% | Reduced |
| Oppenheimer & Co Inc | 4,783 | $432.0K | 0.01% | −39−0.8% | Reduced |
| American Trust | 4,792 | $433.0K | 0.04% | −2,870−37.5% | Reduced |
| Pacer Advisors, Inc. | 4,882 | $441.0K | 0.00% | +4,882 | New |
| HNP Capital LLC | 4,963 | $449.0K | 0.12% | −80−1.6% | Reduced |
| Growth Interface Management LLC | 5,000 | $452.0K | 0.45% | −80,000−94.1% | Reduced |
| Liontrust Investment Partners LLP | 5,000 | $452.0K | 0.01% | −53,000−91.4% | Reduced |
| Trellus Management Company, LLC | 5,000 | $452.0K | 0.64% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 5,107 | $462.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,106 | $462.0K | 0.18% | +2,788+120.3% | Added |
| Vectors Research Management, LLC | 5,170 | $467.0K | 0.12% | −154−2.9% | Reduced |
| Advisory Resource Group | 5,222 | $472.0K | 0.15% | +2,842+119.4% | Added |
| Clark Capital Management Group, Inc. | 5,235 | $473.0K | 0.01% | +5,235 | New |
| Fred Alger Management, LLC | 5,267 | $476.0K | 0.00% | +5,267 | New |
| GWM Advisors LLC | 5,266 | $476.0K | 0.01% | +5,266 | New |
| Cetera Investment Advisers | 5,282 | $477.0K | 0.01% | −5,895−52.7% | Reduced |
| Kovack Advisors, Inc. | 5,317 | $481.0K | 0.06% | −254−4.6% | Reduced |
| Kestra Advisory Services, LLC | 5,333 | $482.0K | 0.00% | −3,659−40.7% | Reduced |
| Ground Swell Capital, LLC | 5,367 | $485.0K | 0.89% | +5,367 | New |
| AtonRa Partners | 5,373 | $486.0K | 0.45% | −35−0.6% | Reduced |
| Geneos Wealth Management Inc. | 5,107 | $490.0K | 0.02% | +70+1.4% | Added |
| NuWave Investment Management, LLC | 5,509 | $498.0K | 0.67% | +4,406+399.5% | Added |
| Coastal Bridge Advisors, LLC | 5,582 | $505.0K | 0.16% | 00.0% | Unchanged |
| DC Investments Management, LLC | 5,590 | $505.0K | 1.14% | +5,590 | New |
| Wealthfront Advisers LLC | 5,623 | $508.0K | 0.00% | +3,682+189.7% | Added |
| National Asset Management, Inc. | 5,640 | $510.0K | 0.02% | −8,923−61.3% | Reduced |
| Canvas Wealth Advisors, LLC | 5,653 | $511.0K | 0.21% | −8,871−61.1% | Reduced |
| Perigon Wealth Management, LLC | 5,740 | $519.0K | 0.04% | +1,423+33.0% | Added |
| Mezzasalma Advisors, LLC | 5,810 | $525.0K | 0.44% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 525,031 | $528.0K | 0.04% | +140.0% | Added |
| Shepherd Financial Partners LLC | 5,857 | $529.0K | 0.10% | +68+1.2% | Added |
| Bradley Foster & Sargent Inc | 5,893 | $533.0K | 0.01% | +5,893 | New |
| Boston Family Office LLC | 5,918 | $535.0K | 0.04% | +4,100+225.5% | Added |
| Captrust Financial Advisors | 5,953 | $538.0K | 0.00% | +137+2.4% | Added |
| Aj Wealth Strategies, LLC | 6,096 | $551.0K | 0.03% | −652−9.7% | Reduced |
| Cerity Partners LLC | 6,122 | $553.0K | 0.01% | +57+0.9% | Added |
| Eqis Capital Management, Inc. | 6,203 | $560.8K | 0.06% | +3,542+133.1% | Added |
| E. Ohman J:or Asset Management AB | 6,300 | $569.5K | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 6,419 | $580.0K | 0.01% | −3,560−35.7% | Reduced |
| Diversified Trust Co | 6,500 | $588.0K | 0.02% | +1,200+22.6% | Added |
| Worldquant Millennium Advisors LLC | 6,678 | $604.0K | 0.02% | −96,824−93.5% | Reduced |
| Panagora Asset Management Inc | 6,732 | $609.0K | 0.00% | +3,687+121.1% | Added |
| Corton Capital Inc. | 6,875 | $622.0K | 0.59% | +722+11.7% | Added |
| Triumph Capital Management | 6,893 | $623.0K | 0.33% | +2,322+50.8% | Added |
| Synovus Financial Corp | 6,978 | $631.0K | 0.01% | +103+1.5% | Added |
| M&T Bank Corp | 7,366 | $640.0K | 0.00% | +3,407+86.1% | Added |
| Northwestern Mutual Wealth Management Co | 7,248 | $656.0K | 0.00% | −3,194−30.6% | Reduced |
| Vident Investment Advisory, LLC | 7,510 | $676.0K | 0.02% | +406+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,627 | $689.0K | 0.00% | −5,712−42.8% | Reduced |
| Private Advisor Group, LLC | 7,647 | $691.0K | 0.01% | +3,536+86.0% | Added |
| Delphia (USA) Inc. | 7,662 | $693.0K | 0.48% | +3,281+74.9% | Added |
| Carnegie Capital Asset Management, LLC | 7,728 | $699.0K | 0.03% | −2,474−24.3% | Reduced |
| Riverbridge Partners LLC | 7,747 | $700.0K | 0.01% | +2,543+48.9% | Added |
| Ameritas Advisory Services, LLC | 7,808 | $706.0K | 0.04% | +10+0.1% | Added |
| Advisors Asset Management, Inc. | 7,827 | $708.0K | 0.01% | +7,827 | New |
| Verition Fund Management LLC | 7,999 | $723.0K | 0.02% | +6,261+360.2% | Added |
| Harvest Volatility Management LLC | 8,065 | $729.0K | 0.12% | −990−10.9% | Reduced |
| Ethic Inc. | 8,134 | $735.0K | 0.05% | −69−0.8% | Reduced |
| Prelude Capital Management, LLC | 8,180 | $739.0K | 0.04% | +8,180 | New |
| Catalyst Capital Advisors LLC | 8,184 | $740.0K | 0.03% | −483−5.6% | Reduced |
| Lattice Capital Management, LLC | 7,700 | $748.0K | 1.38% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 8,081 | $750.0K | 0.02% | +6,723+495.1% | Added |
| The PNC Financial Services Group, Inc. | 8,314 | $752.0K | 0.00% | −1,247−13.0% | Reduced |
| CIBC World Markets Corp | 8,400 | $759.0K | 0.01% | +4,100+95.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,419 | $761.0K | 0.02% | −3,773−30.9% | Reduced |
| Avestar Capital, LLC | 8,576 | $775.0K | 0.21% | −154−1.8% | Reduced |
| Louisiana State Employees Retirement System | 8,100 | $775.0K | 0.02% | +200+2.5% | Added |
| MML Investors Services, LLC | 8,595 | $777.0K | 0.01% | −13,642−61.3% | Reduced |
| TD Waterhouse Canada Inc. | 8,098 | $783.1K | 0.01% | +562+7.5% | Added |
| Nordea Investment Management AB | 8,992 | $794.0K | 0.00% | +627+7.5% | Added |
| Advisory Services Network, LLC | 8,794 | $795.0K | 0.03% | −2,863−24.6% | Reduced |
| ING Groep NV | 8,794 | $795.0K | 0.01% | +6,165+234.5% | Added |
| Intech Investment Management LLC | 8,800 | $796.0K | 0.00% | +8,800 | New |
| Bokf, NA | 8,869 | $801.0K | 0.02% | +974+12.3% | Added |
| Highland Capital Management, LLC | 8,964 | $810.0K | 0.06% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 9,043 | $817.0K | 0.02% | +489+5.7% | Added |