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 |
|---|---|---|---|---|---|
| Seaport Global Advisors, LLC | 3,039 | $173.0K | 0.71% | +659+27.7% | Added |
| Sumitomo Life Insurance Co | 2,968 | $169.0K | 0.01% | −145−4.7% | Reduced |
| Toroso Investments, LLC | 2,866 | $163.0K | 0.01% | +165+6.1% | Added |
| Banque Cantonale Vaudoise | 2,838 | $162.0K | 0.01% | +5+0.2% | Added |
| Catalyst Capital Advisors LLC | 2,820 | $161.0K | 0.01% | −5,364−65.5% | Reduced |
| HM Payson & Co | 2,550 | $145.0K | 0.00% | −10.0% | Reduced |
| Signaturefd, LLC | 2,344 | $133.0K | 0.00% | −374−13.8% | Reduced |
| Freemont Management S.A. | 2,244 | $128.0K | 0.02% | +833+59.0% | Added |
| High Net Worth Advisory Group LLC | 2,230 | $127.0K | 0.05% | +765+52.2% | Added |
| 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 |
| Mutual of America Capital Management LLC | 2,063 | $117.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,046 | $116.0K | 0.01% | −12,409−85.8% | Reduced |
| Knuff & Co LLC | 2,000 | $114.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,909 | $108.6K | 0.00% | −27−1.4% | Reduced |
| Wahed Invest LLC | 1,775 | $101.0K | 0.06% | +449+33.9% | Added |
| Group One Trading, L.P. | 1,750 | $100.0K | 0.00% | +1,750 | New |
| CWM, LLC | 1,666 | $95.0K | 0.00% | +657+65.1% | Added |
| Creative Financial Designs Inc | 1,617 | $92.0K | 0.02% | +43+2.7% | Added |
| Cribstone Capital Management, LLC | 1,500 | $85.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 1,341 | $76.0K | 0.00% | −344−20.4% | Reduced |
| Ancora Advisors, LLC | 1,320 | $75.0K | 0.00% | +285+27.5% | Added |
| Ossiam | 1,303 | $74.0K | 0.00% | +1,303 | New |
| Exos TFP Holdings LLC | 1,242 | $71.0K | 0.03% | +1,242 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,145 | $65.0K | 0.02% | −355−23.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,116 | $63.0K | 0.00% | +170+18.0% | Added |
| Quent Capital, LLC | 1,036 | $59.0K | 0.01% | +26+2.6% | Added |
| Albion Financial Group | 1,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Advent Capital Management | 890 | $51.0K | 0.00% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 892 | $51.0K | 0.06% | +625+234.1% | Added |
| Sandy Spring Bank | 884 | $50.0K | 0.00% | +25+2.9% | Added |
| Natixis Investment Managers International | 817 | $46.0K | 0.00% | +330+67.8% | Added |
| Quadrant Capital Group LLC | 748 | $43.0K | 0.01% | −209−21.8% | Reduced |
| SRS Capital Advisors, Inc. | 740 | $42.0K | 0.01% | −10−1.3% | Reduced |
| Alpha Paradigm Partners, LLC | 719 | $41.0K | 0.02% | +719 | New |
| Wipfli Financial Advisors LLC, | 723 | $41.0K | 0.00% | +723 | New |
| Federation des caisses Desjardins du Quebec | 712 | $40.5K | 0.00% | +500+235.8% | 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 |
| Global Retirement Partners, LLC | 700 | $39.0K | 0.00% | +36+5.4% | Added |
| Fifth Third Bancorp | 646 | $37.0K | 0.00% | +332+105.7% | Added |
| Gordian Capital Singapore Pte Ltd | 362 | $36.0K | 0.05% | +10+2.8% | Added |
| Anchor Investment Management, LLC | 600 | $34.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| ICICI Prudential Asset Management Co Ltd | 553 | $31.0K | 0.00% | +104+23.2% | Added |
| Accel Wealth Management | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 533 | $30.0K | 0.03% | +533 | New |
| 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 |
| Kelly Financial Services LLC | 495 | $28.2K | 0.02% | +146+41.8% | Added |
| Arcadia Investment Management Corp | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 263 | $24.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 376 | $22.0K | 0.00% | +143+61.4% | Added |
| 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 |
| Desjardins Global Asset Management Inc. | 359 | $20.0K | 0.00% | −83−18.8% | Reduced |
| Federated Hermes, Inc. | 330 | $19.0K | 0.00% | −16−4.6% | Reduced |
| City Holding Co | 318 | $18.0K | 0.00% | +318 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.0K | 0.00% | −800−72.7% | Reduced |
| Itau Unibanco Holding S.A. | 276 | $16.0K | 0.00% | +272+6,800.0% | Added |
| 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 |
| Addison Advisors LLC | 229 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 220 | $13.0K | 0.00% | +220 | New |
| Proequities, Inc. | 209 | $12.0K | 0.00% | −202−49.1% | Reduced |
| Montag A & Associates Inc | 203 | $12.0K | 0.00% | −179−46.9% | Reduced |
| Covington Capital Management | 205 | $12.0K | 0.00% | +137+201.5% | Added |
| Community Bank, N.A. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 187 | $11.0K | 0.00% | +187 | New |
| DuPont Capital Management Corp | 182 | $10.0K | 0.00% | +182 | New |
| AlphaMark Advisors, LLC | 170 | $10.0K | 0.00% | +170 | New |
| First Manhattan Co | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $9.00K | 0.01% | +20+14.9% | Added |
| Harbor Investment Advisory, LLC | 152 | $9.00K | 0.00% | +58+61.7% | Added |
| Glassman Wealth Services | 144 | $8.00K | 0.00% | −61−29.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 148 | $8.00K | 0.00% | −2−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 132 | $8.00K | 0.00% | −26−16.5% | Reduced |
| Covestor Ltd | 133 | $8.00K | 0.01% | +8+6.4% | Added |
| First Horizon Advisors, Inc. | 121 | $7.00K | 0.00% | −237−66.2% | Reduced |
| Parkside Financial Bank & Trust | 122 | $7.00K | 0.00% | −28−18.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 127 | $7.00K | 0.00% | −20−13.6% | Reduced |
| Private Trust Co NA | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 130 | $7.00K | 0.00% | +130 | New |
| Ronald Blue Trust, Inc. | 63 | $6.00K | 0.00% | −28−30.8% | Reduced |
| Sargent Bickham Lagudis LLC | 99 | $6.00K | 0.00% | +16+19.3% | Added |
| Crewe Advisors LLC | 104 | $6.00K | 0.00% | +14+15.6% | Added |
| IAG Wealth Partners, LLC | 100 | $6.00K | 0.00% | +100 | New |
| RE Dickinson Investment Advisors, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 82 | $5.00K | 0.00% | +82 | New |
| Performa Ltd (US), LLC | 90 | $5.00K | 0.00% | +90 | New |
| SOA Wealth Advisors, LLC. | 93 | $5.00K | 0.00% | +93 | New |
| Barrett & Company, Inc. | 60 | $4.10K | 0.00% | +60 | New |