Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2022

Institutional positions in Okta, Inc. as of Sep 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
571
−32 vs. Q2 2022
Shares held
119.5M
−1.43M (−1.2%) vs. Q2 2022
Total value
$6.77B
−$4.19B (−38.3%) vs. Q2 2022
New holders
76
241 more added
Sold out
108
156 more reduced

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 571 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ3 2022: $6.77B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2022.

Institutions holding OKTA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Schubert & Co3$00.00%−14−82.4%Reduced
Disciplined Investments, LLC2$00.00%−4−66.7%Reduced
Stonebridge Capital Advisors LLC3$00.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$00.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.5$00.00%+5New
Hallmark Capital Management Inc5$00.00%+5New
Moser Wealth Advisors, LLC5$00.00%+5New
McClarren Financial Advisors, Inc.2$00.00%+2New
SJS Investment Consulting Inc.5$00.00%+5New
Global Financial Private Client, LLC1$580.00%00.0%Unchanged
Financial Perspectives, Inc4$2270.00%00.0%Unchanged
Sutton Wealth Advisors Inc.12$6820.00%−1,329−99.1%Reduced
Raffa Wealth Management, LLC12$6820.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1.00K0.00%−72,400−100.0%Reduced
Bell Investment Advisors, Inc9$1.00K0.00%−91−91.0%Reduced
BerganKDV Wealth Management, LLC9$1.00K0.00%−23−71.9%Reduced
Money Concepts Capital Corp22$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC25$1.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd22$1.00K0.00%00.0%Unchanged
Assetmark, Inc22$1.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC20$1.00K0.00%−3−13.0%Reduced
Bartlett & Co. LLC25$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$1.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC22$1.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.10$1.00K0.00%+4+66.7%Added
Gradient Investments LLC11$1.00K0.00%−3−21.4%Reduced
Financial Management Professionals, Inc.16$1.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$1.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC16$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC16$1.00K0.00%00.0%Unchanged
PSI Advisors, LLC10$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc20$1.00K0.00%+15+300.0%Added
Capital Advisors, Ltd. LLC19$1.00K0.00%+19New
Standard Family Office LLC13$1.00K0.00%+13New
Bellwether Advisors, LLC25$1.00K0.00%+25New
Absolute Capital Management, LLC23$1.31K0.00%+23New
Bartlett & Co. Wealth Management LLC25$1.42K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC30$1.71K0.00%00.0%Unchanged
Lazard Asset Management LLC36$2.00K0.00%−793−95.7%Reduced
Meeder Asset Management Inc43$2.00K0.00%−18−29.5%Reduced
Mizuho Securities Co. Ltd.27$2.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.40$2.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC40$2.00K0.00%00.0%Unchanged
Front Row Advisors LLC40$2.00K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.50$2.00K0.00%00.0%Unchanged
Smithfield Trust Co39$2.00K0.00%00.0%Unchanged
Field & Main Bank30$2.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.27$2.00K0.00%−1−3.6%Reduced
Sound Income Strategies, LLC30$2.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group30$2.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd29$2.00K0.00%+29New
Focused Wealth Management, Inc59$3.00K0.00%−120−67.0%Reduced
AdvisorNet Financial, Inc59$3.00K0.00%−76−56.3%Reduced
Hantz Financial Services, Inc.59$3.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC50$3.00K0.00%00.0%Unchanged
Earnest Partners LLC57$3.00K0.00%00.0%Unchanged
Close Asset Management Ltd56$3.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC40$3.00K0.00%00.0%Unchanged
CVA Family Office, LLC45$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB60$3.00K0.00%+43+252.9%Added
Parallax Volatility Advisers, L.P.60$3.00K0.00%+60New
First PREMIER Bank49$3.00K0.00%+49New
TCI Wealth Advisors, Inc.66$4.00K0.00%−92−58.2%Reduced
Whittier Trust Co75$4.00K0.00%00.0%Unchanged
Avion Wealth75$4.00K0.00%00.0%Unchanged
Core Alternative Capital67$4.00K0.00%+28+71.8%Added
Evoke Wealth, LLC70$4.00K0.00%+35+100.0%Added
Barrett & Company, Inc.60$4.10K0.00%+60New
RE Dickinson Investment Advisors, LLC80$5.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC82$5.00K0.00%+82New
Performa Ltd (US), LLC90$5.00K0.00%+90New
SOA Wealth Advisors, LLC.93$5.00K0.00%+93New
Ronald Blue Trust, Inc.63$6.00K0.00%−28−30.8%Reduced
Sargent Bickham Lagudis LLC99$6.00K0.00%+16+19.3%Added
Crewe Advisors LLC104$6.00K0.00%+14+15.6%Added
IAG Wealth Partners, LLC100$6.00K0.00%+100New
First Horizon Advisors, Inc.121$7.00K0.00%−237−66.2%Reduced
Parkside Financial Bank & Trust122$7.00K0.00%−28−18.7%Reduced
GPS Wealth Strategies Group, LLC127$7.00K0.00%−20−13.6%Reduced
Private Trust Co NA128$7.00K0.00%00.0%Unchanged
North Star Investment Management Corp.130$7.00K0.00%00.0%Unchanged
MUFG Americas Holdings Corp130$7.00K0.00%+130New
Glassman Wealth Services144$8.00K0.00%−61−29.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich148$8.00K0.00%−2−1.3%Reduced
JFS Wealth Advisors, LLC132$8.00K0.00%−26−16.5%Reduced
Covestor Ltd133$8.00K0.01%+8+6.4%Added
First Manhattan Co166$9.00K0.00%00.0%Unchanged
Rise Advisors, LLC154$9.00K0.01%+20+14.9%Added
Harbor Investment Advisory, LLC152$9.00K0.00%+58+61.7%Added
DuPont Capital Management Corp182$10.0K0.00%+182New
AlphaMark Advisors, LLC170$10.0K0.00%+170New
Community Bank, N.A.200$11.0K0.00%00.0%Unchanged
Truvestments Capital LLC200$11.0K0.01%00.0%Unchanged
Asset Dedication, LLC187$11.0K0.00%+187New
Proequities, Inc.209$12.0K0.00%−202−49.1%Reduced
Montag A & Associates Inc203$12.0K0.00%−179−46.9%Reduced
Covington Capital Management205$12.0K0.00%+137+201.5%Added
Addison Advisors LLC229$13.0K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc220$13.0K0.00%+220New