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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 252 | $14.0K | 0.00% | −444−63.8% | Reduced |
| GoalVest Advisory LLC | 242 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 251 | $14.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 276 | $16.0K | 0.00% | +272+6,800.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.0K | 0.00% | −800−72.7% | Reduced |
| City Holding Co | 318 | $18.0K | 0.00% | +318 | New |
| Federated Hermes, Inc. | 330 | $19.0K | 0.00% | −16−4.6% | Reduced |
| Desjardins Global Asset Management Inc. | 359 | $20.0K | 0.00% | −83−18.8% | Reduced |
| Brown Brothers Harriman & Co | 368 | $21.0K | 0.00% | −67−15.4% | Reduced |
| Baldwin Brothers Inc | 360 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 374 | $21.0K | 0.00% | +374 | New |
| Umb Bank N A | 376 | $22.0K | 0.00% | +143+61.4% | Added |
| Harbour Investments, Inc. | 263 | $24.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 495 | $28.2K | 0.02% | +146+41.8% | Added |
| Global Trust Asset Management, LLC | 512 | $29.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 509 | $29.0K | 0.00% | +475+1,397.1% | Added |
| Accel Wealth Management | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 533 | $30.0K | 0.03% | +533 | New |
| ICICI Prudential Asset Management Co Ltd | 553 | $31.0K | 0.00% | +104+23.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $34.0K | 0.00% | −29−4.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $34.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 600 | $34.1K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 362 | $36.0K | 0.05% | +10+2.8% | Added |
| Fifth Third Bancorp | 646 | $37.0K | 0.00% | +332+105.7% | Added |
| Global Retirement Partners, LLC | 700 | $39.0K | 0.00% | +36+5.4% | Added |
| Optimum Investment Advisors | 700 | $40.0K | 0.02% | −100−12.5% | Reduced |
| Penserra Capital Management LLC | 716 | $40.0K | 0.00% | +18+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 712 | $40.5K | 0.00% | +500+235.8% | Added |
| Alpha Paradigm Partners, LLC | 719 | $41.0K | 0.02% | +719 | New |
| Wipfli Financial Advisors LLC, | 723 | $41.0K | 0.00% | +723 | New |
| SRS Capital Advisors, Inc. | 740 | $42.0K | 0.01% | −10−1.3% | Reduced |
| Quadrant Capital Group LLC | 748 | $43.0K | 0.01% | −209−21.8% | Reduced |
| Natixis Investment Managers International | 817 | $46.0K | 0.00% | +330+67.8% | Added |
| Sandy Spring Bank | 884 | $50.0K | 0.00% | +25+2.9% | Added |
| Advent Capital Management | 890 | $51.0K | 0.00% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 892 | $51.0K | 0.06% | +625+234.1% | Added |
| Albion Financial Group | 1,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,036 | $59.0K | 0.01% | +26+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,116 | $63.0K | 0.00% | +170+18.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,145 | $65.0K | 0.02% | −355−23.7% | Reduced |
| Exos TFP Holdings LLC | 1,242 | $71.0K | 0.03% | +1,242 | New |
| Ossiam | 1,303 | $74.0K | 0.00% | +1,303 | New |
| Ancora Advisors, LLC | 1,320 | $75.0K | 0.00% | +285+27.5% | Added |
| Spire Wealth Management | 1,341 | $76.0K | 0.00% | −344−20.4% | Reduced |
| Ellevest, Inc. | 1,379 | $78.0K | 0.01% | −525−27.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,372 | $78.0K | 0.02% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,500 | $85.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,617 | $92.0K | 0.02% | +43+2.7% | Added |
| CWM, LLC | 1,666 | $95.0K | 0.00% | +657+65.1% | Added |
| Group One Trading, L.P. | 1,750 | $100.0K | 0.00% | +1,750 | New |
| Wahed Invest LLC | 1,775 | $101.0K | 0.06% | +449+33.9% | Added |
| American Portfolios Advisors | 1,909 | $108.6K | 0.00% | −27−1.4% | Reduced |
| Knuff & Co LLC | 2,000 | $114.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 2,046 | $116.0K | 0.01% | −12,409−85.8% | Reduced |
| Mutual of America Capital Management LLC | 2,063 | $117.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 2,186 | $124.0K | 0.03% | −23,264−91.4% | Reduced |
| Seeyond | 2,196 | $124.0K | 0.01% | −122−5.3% | Reduced |
| Credit Agricole S A | 2,167 | $124.0K | 0.00% | +1,199+123.9% | Added |
| High Net Worth Advisory Group LLC | 2,230 | $127.0K | 0.05% | +765+52.2% | Added |
| Freemont Management S.A. | 2,244 | $128.0K | 0.02% | +833+59.0% | Added |
| Signaturefd, LLC | 2,344 | $133.0K | 0.00% | −374−13.8% | Reduced |
| HM Payson & Co | 2,550 | $145.0K | 0.00% | −10.0% | Reduced |
| Catalyst Capital Advisors LLC | 2,820 | $161.0K | 0.01% | −5,364−65.5% | Reduced |
| Banque Cantonale Vaudoise | 2,838 | $162.0K | 0.01% | +5+0.2% | Added |
| Toroso Investments, LLC | 2,866 | $163.0K | 0.01% | +165+6.1% | Added |
| Sumitomo Life Insurance Co | 2,968 | $169.0K | 0.01% | −145−4.7% | Reduced |
| Shell Asset Management Co | 3,042 | $173.0K | 0.01% | −226−6.9% | Reduced |
| Seaport Global Advisors, LLC | 3,039 | $173.0K | 0.71% | +659+27.7% | Added |
| Robeco Institutional Asset Management B.V. | 3,104 | $177.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,317 | $188.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,550 | $202.0K | 0.01% | +93+2.7% | Added |
| Bard Financial Services, Inc. | 3,550 | $202.0K | 0.02% | +800+29.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,600 | $205.0K | 0.02% | −11,043−75.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,683 | $209.4K | 0.07% | −211−5.4% | Reduced |
| Lyell Wealth Management, LP | 3,783 | $215.0K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,777 | $215.0K | 0.05% | +277+7.9% | Added |
| Yarbrough Capital, LLC | 3,816 | $217.0K | 0.02% | +3,816 | New |
| Corient Capital Partners, LLC | 2,430 | $220.0K | 0.02% | +40+1.7% | Added |
| Blue Zone Wealth Advisors, LLC | 3,894 | $221.0K | 0.11% | −10,936−73.7% | Reduced |
| IFP Advisors, Inc | 3,176 | $222.0K | 0.01% | +1,268+66.5% | Added |
| MetLife Investment Management | 3,908 | $222.2K | 0.00% | +601+18.2% | Added |
| Griffin Asset Management, Inc. | 3,937 | $224.0K | 0.04% | +240+6.5% | Added |
| Miracle Mile Advisors, LLC | 4,029 | $229.0K | 0.01% | +4,029 | New |
| XTX Topco Ltd | 4,050 | $230.0K | 0.06% | +4,050 | New |
| Clark Capital Management Group, Inc. | 4,135 | $235.0K | 0.00% | −1,100−21.0% | Reduced |
| Moody National Bank Trust Division | 4,161 | $236.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,182 | $238.0K | 0.00% | +92+2.2% | Added |
| Los Angeles Capital Management LLC | 4,276 | $243.0K | 0.00% | −40,587−90.5% | Reduced |
| Bristlecone Advisors, LLC | 4,287 | $244.0K | 0.03% | +622+17.0% | Added |
| Flagship Harbor Advisors, LLC | 4,334 | $246.0K | 0.03% | +173+4.2% | Added |
| Jefferies Group LLC | 4,351 | $247.4K | 0.01% | +1,062+32.3% | Added |
| Swiss Life Asset Management Ltd | 4,489 | $255.1K | 0.00% | −9,567−68.1% | Reduced |
| Kovack Advisors, Inc. | 4,578 | $260.0K | 0.04% | −739−13.9% | Reduced |
| Ci Investments Inc. | 4,650 | $264.0K | 0.00% | +441+10.5% | Added |
| Avestar Capital, LLC | 4,654 | $265.0K | 0.07% | −3,922−45.7% | Reduced |
| HNP Capital LLC | 4,701 | $267.0K | 0.08% | −262−5.3% | Reduced |
| Verition Fund Management LLC | 4,722 | $269.0K | 0.00% | −3,277−41.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,745 | $269.0K | 0.02% | +4,732+36,400.0% | Added |
| Cerity Partners LLC | 4,858 | $276.0K | 0.00% | −1,264−20.6% | Reduced |