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 |
|---|---|---|---|---|---|
| Brandywine Managers, LLC | 10,248 | $583.0K | 1.92% | +1,198+13.2% | Added |
| Independent Advisor Alliance | 10,026 | $570.0K | 0.03% | −698−6.5% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $569.0K | 0.52% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 10,000 | $569.0K | 0.99% | +5,000+100.0% | Added |
| Elite Wealth Management, Inc. | 9,804 | $558.0K | 0.30% | −386−3.8% | Reduced |
| Nordea Investment Management AB | 9,636 | $555.0K | 0.00% | +644+7.2% | Added |
| Two Sigma Securities, LLC | 9,623 | $547.0K | 0.08% | −3,770−28.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 9,400 | $535.0K | 0.02% | +357+3.9% | Added |
| The PNC Financial Services Group, Inc. | 9,410 | $534.0K | 0.00% | +1,096+13.2% | Added |
| Synergy Financial Group, LTD | 9,330 | $531.0K | 0.80% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 9,331 | $531.0K | 0.00% | +9,331 | New |
| Baker Avenue Asset Management, LP | 525,006 | $525.0K | 0.03% | −250.0% | Reduced |
| Schwab Charitable Fund | 9,222 | $524.0K | 0.11% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,162 | $521.0K | 0.02% | −5,757−38.6% | Reduced |
| Van Eck Associates Corp | 9,117 | $518.0K | 0.00% | +9,117 | New |
| Highland Capital Management, LLC | 8,862 | $504.0K | 0.04% | −102−1.1% | Reduced |
| Intech Investment Management LLC | 8,800 | $500.5K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 8,404 | $478.0K | 0.01% | −5,650−40.2% | Reduced |
| Franklin Resources Inc | 8,390 | $477.0K | 0.00% | −2,049,337−99.6% | Reduced |
| Perigon Wealth Management, LLC | 8,317 | $473.0K | 0.04% | +2,577+44.9% | Added |
| Louisiana State Employees Retirement System | 8,100 | $461.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,969 | $460.4K | 0.01% | −129−1.6% | Reduced |
| Harvest Volatility Management LLC | 7,872 | $447.0K | 0.08% | −193−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,834 | $446.0K | 0.03% | +26+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,582 | $445.0K | 0.01% | +7,582 | New |
| Riverbridge Partners LLC | 7,747 | $441.0K | 0.01% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 7,700 | $438.0K | 0.70% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 7,511 | $427.0K | 0.00% | −6,348−45.8% | Reduced |
| Gsa Capital Partners LLP | 7,099 | $404.0K | 0.05% | +2,981+72.4% | Added |
| Aptus Capital Advisors, LLC | 7,079 | $403.0K | 0.01% | +7,079 | New |
| Blueshift Asset Management, LLC | 7,058 | $401.0K | 0.09% | +4,826+216.2% | Added |
| Panagora Asset Management Inc | 6,975 | $397.0K | 0.00% | +243+3.6% | Added |
| Ethic Inc. | 6,957 | $396.0K | 0.03% | −1,177−14.5% | Reduced |
| MML Investors Services, LLC | 6,944 | $395.0K | 0.00% | −1,651−19.2% | Reduced |
| Frank, Rimerman Advisors LLC | 6,930 | $394.1K | 0.14% | +6,930 | New |
| Synovus Financial Corp | 6,926 | $394.0K | 0.00% | −52−0.7% | Reduced |
| Washington Capital Management Inc | 6,600 | $375.3K | 0.38% | +6,600 | New |
| Bridgewater Associates, LP | 6,351 | $361.0K | 0.00% | +6,351 | New |
| E. Ohman J:or Asset Management AB | 6,300 | $358.3K | 0.02% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 6,290 | $358.0K | 0.41% | −1,372−17.9% | Reduced |
| Corton Capital Inc. | 6,175 | $351.0K | 0.43% | −700−10.2% | Reduced |
| Aj Wealth Strategies, LLC | 6,096 | $347.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,045 | $344.0K | 0.00% | +712+13.4% | Added |
| Acadian Asset Management LLC | 6,119 | $344.0K | 0.00% | +6,119 | New |
| Manufacturers Life Insurance Company, The | 6,045 | $343.8K | 0.00% | −4,277−41.4% | Reduced |
| Cetera Investment Advisers | 5,897 | $335.0K | 0.01% | +615+11.6% | Added |
| Carnegie Capital Asset Management, LLC | 5,823 | $331.0K | 0.02% | −1,905−24.7% | Reduced |
| Geneos Wealth Management Inc. | 5,828 | $331.0K | 0.02% | +721+14.1% | Added |
| M&T Bank Corp | 5,790 | $330.0K | 0.00% | −1,576−21.4% | Reduced |
| Mezzasalma Advisors, LLC | 5,810 | $330.0K | 0.26% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,757 | $327.0K | 0.01% | +974+20.4% | Added |
| Coastal Bridge Advisors, LLC | 5,582 | $317.0K | 0.09% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 5,497 | $313.0K | 0.00% | +230+4.4% | Added |
| Eqis Capital Management, Inc. | 5,500 | $312.8K | 0.04% | −703−11.3% | Reduced |
| Prudential Financial Inc | 5,389 | $306.0K | 0.00% | −6,615−55.1% | Reduced |
| Captrust Financial Advisors | 5,296 | $301.0K | 0.00% | −657−11.0% | Reduced |
| Wetherby Asset Management Inc | 5,260 | $299.0K | 0.02% | +991+23.2% | Added |
| National Asset Management, Inc. | 5,114 | $291.0K | 0.01% | −526−9.3% | Reduced |
| Achmea Investment Management B.V. | 5,107 | $290.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 5,045 | $287.0K | 0.01% | +1,012+25.1% | Added |
| GWM Advisors LLC | 5,025 | $286.0K | 0.00% | −241−4.6% | Reduced |
| Pacer Advisors, Inc. | 5,006 | $285.0K | 0.00% | +124+2.5% | Added |
| Collaborative Holdings Management LP | 5,000 | $284.0K | 1.75% | +5,000 | New |
| Advisors Asset Management, Inc. | 4,961 | $282.0K | 0.01% | −2,866−36.6% | Reduced |
| Vectors Research Management, LLC | 4,917 | $280.0K | 0.08% | −253−4.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,925 | $280.0K | 0.01% | +650+15.2% | Added |
| AtonRa Partners | 4,874 | $277.0K | 0.27% | −499−9.3% | Reduced |
| CAPROCK Group, Inc. | 4,872 | $277.0K | 0.03% | +2,464+102.3% | Added |
| Cerity Partners LLC | 4,858 | $276.0K | 0.00% | −1,264−20.6% | 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 |
| HNP Capital LLC | 4,701 | $267.0K | 0.08% | −262−5.3% | Reduced |
| Avestar Capital, LLC | 4,654 | $265.0K | 0.07% | −3,922−45.7% | Reduced |
| Ci Investments Inc. | 4,650 | $264.0K | 0.00% | +441+10.5% | Added |
| Kovack Advisors, Inc. | 4,578 | $260.0K | 0.04% | −739−13.9% | Reduced |
| Swiss Life Asset Management Ltd | 4,489 | $255.1K | 0.00% | −9,567−68.1% | Reduced |
| Jefferies Group LLC | 4,351 | $247.4K | 0.01% | +1,062+32.3% | Added |
| Flagship Harbor Advisors, LLC | 4,334 | $246.0K | 0.03% | +173+4.2% | Added |
| Bristlecone Advisors, LLC | 4,287 | $244.0K | 0.03% | +622+17.0% | Added |
| Los Angeles Capital Management LLC | 4,276 | $243.0K | 0.00% | −40,587−90.5% | Reduced |
| Cetera Advisor Networks LLC | 4,182 | $238.0K | 0.00% | +92+2.2% | Added |
| Moody National Bank Trust Division | 4,161 | $236.0K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 4,135 | $235.0K | 0.00% | −1,100−21.0% | Reduced |
| XTX Topco Ltd | 4,050 | $230.0K | 0.06% | +4,050 | New |
| Miracle Mile Advisors, LLC | 4,029 | $229.0K | 0.01% | +4,029 | New |
| Griffin Asset Management, Inc. | 3,937 | $224.0K | 0.04% | +240+6.5% | Added |
| MetLife Investment Management | 3,908 | $222.2K | 0.00% | +601+18.2% | Added |
| IFP Advisors, Inc | 3,176 | $222.0K | 0.01% | +1,268+66.5% | Added |
| Blue Zone Wealth Advisors, LLC | 3,894 | $221.0K | 0.11% | −10,936−73.7% | Reduced |
| Corient Capital Partners, LLC | 2,430 | $220.0K | 0.02% | +40+1.7% | Added |
| Yarbrough Capital, LLC | 3,816 | $217.0K | 0.02% | +3,816 | New |
| 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 |
| Independent Solutions Wealth Management, LLC | 3,683 | $209.4K | 0.07% | −211−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,600 | $205.0K | 0.02% | −11,043−75.4% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 3,317 | $188.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,104 | $177.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,042 | $173.0K | 0.01% | −226−6.9% | Reduced |