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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 3,665 | $331.0K | 0.04% | +625+20.6% | Added |
| Waldron Private Wealth LLC | 3,574 | $323.0K | 0.02% | +73+2.1% | Added |
| 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 |
| 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 |
| Ameritas Investment Partners, Inc. | 3,317 | $299.0K | 0.01% | +92+2.9% | Added |
| MetLife Investment Management | 3,307 | $299.0K | 0.00% | −4,851−59.5% | Reduced |
| Independent Financial Group, LLC | 3,292 | $297.6K | 0.03% | +619+23.2% | Added |
| Jefferies Group LLC | 3,289 | $297.3K | 0.01% | +3,289 | New |
| Shell Asset Management Co | 3,268 | $295.0K | 0.01% | +553+20.4% | Added |
| Seven Eight Capital, LP | 3,218 | $291.0K | 0.12% | −29,276−90.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,200 | $289.0K | 0.02% | −1,370−30.0% | Reduced |
| Atria Wealth Solutions, Inc. | 3,183 | $288.0K | 0.01% | +1,226+62.6% | Added |
| PDT Partners, LLC | 3,142 | $284.0K | 0.03% | −8,458−72.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Laurel Wealth Advisors, Inc. | 2,985 | $270.0K | 0.03% | −1,406−32.0% | Reduced |
| New York Life Investment Management LLC | 2,968 | $268.0K | 0.00% | +2,968 | New |
| Sonen Capital LLC | 2,933 | $265.0K | 0.38% | +2,933 | New |
| Vista Wealth Management Group, LLC | 2,722 | $264.0K | 0.04% | −13−0.5% | Reduced |
| 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 |
| CSS LLC | 2,898 | $262.0K | 0.01% | +2,898 | New |
| Schonfeld Strategic Advisors LLC | 2,861 | $259.0K | 0.00% | −33,239−92.1% | Reduced |
| Banque Cantonale Vaudoise | 2,833 | $256.0K | 0.01% | −232−7.6% | Reduced |
| Stephens Inc | 2,762 | $250.0K | 0.01% | −525−16.0% | Reduced |
| Bard Financial Services, Inc. | 2,750 | $249.0K | 0.02% | +1,250+83.3% | Added |
| Signaturefd, LLC | 2,718 | $246.0K | 0.01% | +764+39.1% | Added |
| Toroso Investments, LLC | 2,701 | $244.0K | 0.01% | +984+57.3% | Added |
| Ergoteles LLC | 2,599 | $235.0K | 0.01% | +2,599 | New |
| Neville Rodie & Shaw Inc | 2,584 | $234.0K | 0.02% | −66−2.5% | Reduced |
| Prudential PLC | 2,576 | $233.0K | 0.00% | +951+58.5% | Added |
| Credential Qtrade Securities Inc. | 2,570 | $232.3K | 0.02% | +2,570 | New |
| BTC Capital Management, Inc. | 2,538 | $232.0K | 0.03% | −1,004−28.3% | Reduced |
| HM Payson & Co | 2,551 | $231.0K | 0.01% | +10.0% | Added |
| Octahedron Capital Management L.P. | 2,500 | $226.0K | 0.18% | +2,500 | New |
| Clear Creek Financial Management, LLC | 2,470 | $223.0K | 0.05% | +432+21.2% | Added |
| CAPROCK Group, Inc. | 2,408 | $218.0K | 0.02% | +214+9.8% | Added |
| Corient Capital Partners, LLC | 2,390 | $216.0K | 0.02% | +512+27.3% | Added |
| Seaport Global Advisors, LLC | 2,380 | $215.0K | 0.80% | +1,711+255.8% | Added |
| Diamant Asset Management, Inc. | 2,350 | $212.0K | 0.19% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,334 | $211.0K | 0.04% | +234+11.1% | Added |
| Salem Investment Counselors Inc | 2,324 | $210.0K | 0.01% | −535−18.7% | Reduced |
| Seeyond | 2,318 | $209.0K | 0.02% | −47−2.0% | Reduced |
| Blueshift Asset Management, LLC | 2,232 | $202.0K | 0.03% | −30,459−93.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,139 | $193.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,063 | $186.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,000 | $181.0K | 0.08% | −12,003−85.7% | Reduced |
| American Portfolios Advisors | 1,936 | $175.0K | 0.01% | −1,003−34.1% | Reduced |
| Ellevest, Inc. | 1,904 | $172.0K | 0.02% | −299−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,759 | $158.0K | 0.00% | +2+0.1% | Added |
| Spire Wealth Management | 1,685 | $152.0K | 0.01% | −4,511−72.8% | Reduced |
| Creative Financial Designs Inc | 1,574 | $142.0K | 0.02% | −238−13.1% | Reduced |
| IFP Advisors, Inc | 1,908 | $141.0K | 0.00% | −3,301−63.4% | 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 |
| National Bank of Canada | 1,479 | $134.0K | 0.00% | −116−7.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,465 | $132.0K | 0.05% | −225−13.3% | Reduced |
| Freemont Management S.A. | 1,411 | $128.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,383 | $125.0K | 0.04% | +1,383 | New |
| HHM Wealth Advisors, LLC | 1,372 | $124.0K | 0.03% | +4+0.3% | Added |
| Sutton Wealth Advisors Inc. | 1,341 | $121.2K | 0.05% | +679+102.6% | Added |
| Wahed Invest LLC | 1,326 | $120.0K | 0.07% | −157−10.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $99.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,035 | $94.0K | 0.00% | 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 |
| Albion Financial Group | 1,000 | $90.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 968 | $88.0K | 0.00% | +941+3,485.2% | Added |
| Quadrant Capital Group LLC | 957 | $87.0K | 0.01% | −41−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 946 | $86.0K | 0.00% | +64+7.3% | Added |
| Advent Capital Management | 890 | $80.0K | 0.00% | −17,110−95.1% | Reduced |
| Sandy Spring Bank | 859 | $78.0K | 0.00% | +50+6.2% | Added |
| Lazard Asset Management LLC | 829 | $74.0K | 0.00% | +591+248.3% | Added |
| Optimum Investment Advisors | 800 | $72.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 750 | $68.0K | 0.01% | +33+4.6% | Added |
| 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 |
| Global Retirement Partners, LLC | 664 | $60.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 655 | $59.0K | 0.03% | +655 | New |
| Harel Insurance Investments & Financial Services Ltd. | 629 | $57.0K | 0.00% | −278−30.7% | Reduced |
| Anchor Investment Management, LLC | 600 | $54.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $54.0K | 0.00% | −141−19.0% | Reduced |
| Accel Wealth Management | 500 | $47.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 512 | $46.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $45.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 487 | $44.0K | 0.00% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 449 | $42.0K | 0.01% | +22+5.2% | Added |
| 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 |
| Proequities, Inc. | 411 | $37.0K | 0.00% | −2,883−87.5% | Reduced |
| Montag A & Associates Inc | 382 | $35.0K | 0.00% | −600−61.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 352 | $33.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 360 | $33.0K | 0.00% | 00.0% | Unchanged |