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 |
|---|---|---|---|---|---|
| Schwab Charitable Fund | 9,222 | $834.0K | 0.14% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,221 | $834.0K | 0.04% | +1,640+21.6% | Added |
| Draper Asset Management, LLC | 9,113 | $824.0K | 0.98% | −1,957−17.7% | Reduced |
| Brandywine Managers, LLC | 9,050 | $818.0K | 2.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 9,043 | $817.0K | 0.02% | +489+5.7% | Added |
| Highland Capital Management, LLC | 8,964 | $810.0K | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 8,869 | $801.0K | 0.02% | +974+12.3% | Added |
| Intech Investment Management LLC | 8,800 | $796.0K | 0.00% | +8,800 | New |
| 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 |
| Nordea Investment Management AB | 8,992 | $794.0K | 0.00% | +627+7.5% | Added |
| TD Waterhouse Canada Inc. | 8,098 | $783.1K | 0.01% | +562+7.5% | Added |
| MML Investors Services, LLC | 8,595 | $777.0K | 0.01% | −13,642−61.3% | 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,419 | $761.0K | 0.02% | −3,773−30.9% | Reduced |
| CIBC World Markets Corp | 8,400 | $759.0K | 0.01% | +4,100+95.3% | Added |
| The PNC Financial Services Group, Inc. | 8,314 | $752.0K | 0.00% | −1,247−13.0% | Reduced |
| Phoenix Holdings Ltd. | 8,081 | $750.0K | 0.02% | +6,723+495.1% | Added |
| Lattice Capital Management, LLC | 7,700 | $748.0K | 1.38% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 8,184 | $740.0K | 0.03% | −483−5.6% | Reduced |
| Prelude Capital Management, LLC | 8,180 | $739.0K | 0.04% | +8,180 | New |
| Ethic Inc. | 8,134 | $735.0K | 0.05% | −69−0.8% | Reduced |
| Harvest Volatility Management LLC | 8,065 | $729.0K | 0.12% | −990−10.9% | Reduced |
| Verition Fund Management LLC | 7,999 | $723.0K | 0.02% | +6,261+360.2% | Added |
| Advisors Asset Management, Inc. | 7,827 | $708.0K | 0.01% | +7,827 | New |
| Ameritas Advisory Services, LLC | 7,808 | $706.0K | 0.04% | +10+0.1% | Added |
| Riverbridge Partners LLC | 7,747 | $700.0K | 0.01% | +2,543+48.9% | Added |
| Carnegie Capital Asset Management, LLC | 7,728 | $699.0K | 0.03% | −2,474−24.3% | Reduced |
| Delphia (USA) Inc. | 7,662 | $693.0K | 0.48% | +3,281+74.9% | Added |
| Private Advisor Group, LLC | 7,647 | $691.0K | 0.01% | +3,536+86.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,627 | $689.0K | 0.00% | −5,712−42.8% | Reduced |
| Vident Investment Advisory, LLC | 7,510 | $676.0K | 0.02% | +406+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,248 | $656.0K | 0.00% | −3,194−30.6% | Reduced |
| M&T Bank Corp | 7,366 | $640.0K | 0.00% | +3,407+86.1% | Added |
| Synovus Financial Corp | 6,978 | $631.0K | 0.01% | +103+1.5% | Added |
| Triumph Capital Management | 6,893 | $623.0K | 0.33% | +2,322+50.8% | Added |
| Corton Capital Inc. | 6,875 | $622.0K | 0.59% | +722+11.7% | Added |
| Panagora Asset Management Inc | 6,732 | $609.0K | 0.00% | +3,687+121.1% | Added |
| Worldquant Millennium Advisors LLC | 6,678 | $604.0K | 0.02% | −96,824−93.5% | Reduced |
| Diversified Trust Co | 6,500 | $588.0K | 0.02% | +1,200+22.6% | Added |
| Echo Street Capital Management LLC | 6,419 | $580.0K | 0.01% | −3,560−35.7% | Reduced |
| E. Ohman J:or Asset Management AB | 6,300 | $569.5K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,203 | $560.8K | 0.06% | +3,542+133.1% | Added |
| Cerity Partners LLC | 6,122 | $553.0K | 0.01% | +57+0.9% | Added |
| Aj Wealth Strategies, LLC | 6,096 | $551.0K | 0.03% | −652−9.7% | Reduced |
| Captrust Financial Advisors | 5,953 | $538.0K | 0.00% | +137+2.4% | Added |
| Boston Family Office LLC | 5,918 | $535.0K | 0.04% | +4,100+225.5% | Added |
| Bradley Foster & Sargent Inc | 5,893 | $533.0K | 0.01% | +5,893 | New |
| Shepherd Financial Partners LLC | 5,857 | $529.0K | 0.10% | +68+1.2% | Added |
| Baker Avenue Asset Management, LP | 525,031 | $528.0K | 0.04% | +140.0% | Added |
| Mezzasalma Advisors, LLC | 5,810 | $525.0K | 0.44% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,740 | $519.0K | 0.04% | +1,423+33.0% | Added |
| Canvas Wealth Advisors, LLC | 5,653 | $511.0K | 0.21% | −8,871−61.1% | Reduced |
| National Asset Management, Inc. | 5,640 | $510.0K | 0.02% | −8,923−61.3% | Reduced |
| Wealthfront Advisers LLC | 5,623 | $508.0K | 0.00% | +3,682+189.7% | 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 |
| NuWave Investment Management, LLC | 5,509 | $498.0K | 0.67% | +4,406+399.5% | Added |
| Geneos Wealth Management Inc. | 5,107 | $490.0K | 0.02% | +70+1.4% | Added |
| AtonRa Partners | 5,373 | $486.0K | 0.45% | −35−0.6% | Reduced |
| Ground Swell Capital, LLC | 5,367 | $485.0K | 0.89% | +5,367 | New |
| Kestra Advisory Services, LLC | 5,333 | $482.0K | 0.00% | −3,659−40.7% | Reduced |
| Kovack Advisors, Inc. | 5,317 | $481.0K | 0.06% | −254−4.6% | Reduced |
| Cetera Investment Advisers | 5,282 | $477.0K | 0.01% | −5,895−52.7% | Reduced |
| 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 |
| Clark Capital Management Group, Inc. | 5,235 | $473.0K | 0.01% | +5,235 | New |
| Advisory Resource Group | 5,222 | $472.0K | 0.15% | +2,842+119.4% | Added |
| Vectors Research Management, LLC | 5,170 | $467.0K | 0.12% | −154−2.9% | Reduced |
| 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 |
| 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 |
| HNP Capital LLC | 4,963 | $449.0K | 0.12% | −80−1.6% | Reduced |
| Pacer Advisors, Inc. | 4,882 | $441.0K | 0.00% | +4,882 | New |
| American Trust | 4,792 | $433.0K | 0.04% | −2,870−37.5% | 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 |
| Park Avenue Securities LLC | 4,500 | $407.0K | 0.01% | −8,118−64.3% | Reduced |
| Macquarie Group Ltd | 4,397 | $396.0K | 0.00% | −716,421−99.4% | Reduced |
| Centiva Capital, LP | 4,348 | $393.0K | 0.02% | −16,153−78.8% | Reduced |
| 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 |
| Ci Investments Inc. | 4,209 | $380.0K | 0.00% | +4,021+2,138.8% | Added |
| 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 |
| Gsa Capital Partners LLP | 4,118 | $372.0K | 0.06% | +4,118 | New |
| Cetera Advisor Networks LLC | 4,090 | $370.0K | 0.00% | +904+28.4% | Added |
| Xponance, Inc. | 4,033 | $365.0K | 0.01% | −10,382−72.0% | Reduced |
| Leavell Investment Management, Inc. | 3,975 | $359.0K | 0.03% | −4,300−52.0% | Reduced |
| Weatherly Asset Management L. P. | 3,961 | $358.0K | 0.05% | −240−5.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,890 | $352.0K | 0.00% | +2,702+227.4% | Added |
| Independent Solutions Wealth Management, LLC | 3,894 | $352.0K | 0.11% | −5,412−58.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,819 | $345.0K | 0.05% | +3,819 | New |
| Lyell Wealth Management, LP | 3,783 | $342.0K | 0.06% | −51−1.3% | Reduced |
| 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 |
| Griffin Asset Management, Inc. | 3,697 | $334.0K | 0.05% | +3,697 | New |