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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 66 | $4.00K | 0.00% | −92−58.2% | Reduced |
| Whittier Trust Co | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 67 | $4.00K | 0.00% | +28+71.8% | Added |
| Evoke Wealth, LLC | 70 | $4.00K | 0.00% | +35+100.0% | Added |
| Focused Wealth Management, Inc | 59 | $3.00K | 0.00% | −120−67.0% | Reduced |
| AdvisorNet Financial, Inc | 59 | $3.00K | 0.00% | −76−56.3% | Reduced |
| Hantz Financial Services, Inc. | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $3.00K | 0.00% | +43+252.9% | Added |
| Parallax Volatility Advisers, L.P. | 60 | $3.00K | 0.00% | +60 | New |
| First PREMIER Bank | 49 | $3.00K | 0.00% | +49 | New |
| Lazard Asset Management LLC | 36 | $2.00K | 0.00% | −793−95.7% | Reduced |
| Meeder Asset Management Inc | 43 | $2.00K | 0.00% | −18−29.5% | Reduced |
| Mizuho Securities Co. Ltd. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 27 | $2.00K | 0.00% | −1−3.6% | Reduced |
| Sound Income Strategies, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 29 | $2.00K | 0.00% | +29 | New |
| Glen Eagle Advisors, LLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 23 | $1.31K | 0.00% | +23 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −72,400−100.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | −91−91.0% | Reduced |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | −23−71.9% | Reduced |
| Money Concepts Capital Corp | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $1.00K | 0.00% | −3−13.0% | Reduced |
| Bartlett & Co. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Gradient Investments LLC | 11 | $1.00K | 0.00% | −3−21.4% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.00K | 0.00% | +15+300.0% | Added |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | +19 | New |
| Standard Family Office LLC | 13 | $1.00K | 0.00% | +13 | New |
| Bellwether Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 12 | $682 | 0.00% | −1,329−99.1% | Reduced |
| Raffa Wealth Management, LLC | 12 | $682 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4 | $227 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $0 | 0.00% | −14−82.4% | Reduced |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Hallmark Capital Management Inc | 5 | $0 | 0.00% | +5 | New |
| Moser Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| St. Louis Trust Co | 1,638 | – | – | +1,638 | New |
| Sofos Investments, Inc. | 513 | – | – | −297−36.7% | Reduced |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −477,348−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −341,511−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −185,254−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −184,913−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −174,000−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −159,304−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −127,900−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −152,224−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −96,844−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −83,316−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −70,470−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −70,395−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −70,097−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −46,882−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −41,400−100.0% | Sold out |
| Brown University | 0 | $0 | 0.00% | −37,820−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −35,418−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,340−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −27,525−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,970−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −23,902−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,460−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −19,863−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −19,871−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −19,630−100.0% | Sold out |