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, Q4 2022
Institutional positions in Okta, Inc. as of Dec 31, 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
- 584
- +24 vs. Q3 2022
- Shares held
- 125.2M
- +6.44M (+5.4%) vs. Q3 2022
- Total value
- $8.52B
- +$1.79B (+26.7%) vs. Q3 2022
- New holders
- 120
- 194 more added
- Sold out
- 96
- 188 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 7 | $0 | 0.00% | −32−82.1% | Reduced |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $68 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $137 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $205 | 0.00% | −200−98.5% | Reduced |
| Institutional & Family Asset Management, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $273 | 0.00% | −7−63.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4 | $273 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 6 | $410 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $410 | 0.00% | +1+20.0% | Added |
| JJJ Advisors Inc. | 7 | $461 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 12 | $820 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | −175−93.6% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $1.02K | 0.00% | −52−77.6% | Reduced |
| Schubert & Co | 15 | $1.02K | 0.00% | +12+400.0% | Added |
| Larson Financial Group LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 18 | $1.23K | 0.00% | +18 | New |
| Financial Freedom, LLC | 19 | $1.30K | 0.00% | +19 | New |
| ICA Group Wealth Management, LLC | 20 | $1.37K | 0.00% | +20 | New |
| National Pension Service | 25 | $1.71K | 0.00% | −242,008−100.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $1.71K | 0.00% | +16+177.8% | Added |
| PayPay Securities Corp | 26 | $1.78K | 0.12% | +26 | New |
| Wolff Wiese Magana LLC | 27 | $1.84K | 0.00% | +5+22.7% | Added |
| NewSquare Capital LLC | 28 | $1.91K | 0.00% | +28 | New |
| Ronald Blue Trust, Inc. | 32 | $2.00K | 0.00% | −31−49.2% | Reduced |
| Massmutual Trust Co FSB | 27 | $2.00K | 0.00% | −33−55.0% | Reduced |
| Bartlett & Co. LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 223 | $2.00K | 0.00% | +204+1,073.7% | Added |
| Field & Main Bank | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 39 | $2.67K | 0.00% | +39 | New |
| Tradewinds Capital Management, LLC | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $2.73K | 0.00% | +10+33.3% | Added |
| New Hampshire Trust | 40 | $2.73K | 0.00% | +40 | New |
| ClariVest Asset Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 50 | $3.00K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 44 | $3.01K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 50 | $3.42K | 0.00% | −82−62.1% | Reduced |
| Bourgeon Capital Management LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 51 | $3.48K | 0.00% | +51 | New |
| Sargent Bickham Lagudis LLC | 55 | $3.76K | 0.00% | −44−44.4% | Reduced |
| Earnest Partners LLC | 57 | $3.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 59 | $4.03K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $4.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $4.17K | 0.00% | +41+205.0% | Added |
| RE Dickinson Investment Advisors, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $5.06K | 0.00% | −666−90.0% | Reduced |
| Accurate Wealth Management, LLC | 85 | $5.78K | 0.00% | +85 | New |
| AdvisorNet Financial, Inc | 85 | $5.81K | 0.00% | +26+44.1% | Added |
| Crewe Advisors LLC | 90 | $6.15K | 0.00% | −14−13.5% | Reduced |
| SOA Wealth Advisors, LLC. | 93 | $6.36K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $6.83K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 104 | $7.11K | 0.00% | −4,902−97.9% | Reduced |
| Heritage Wealth Advisors | 104 | $7.11K | 0.00% | +104 | New |
| CVA Family Office, LLC | 105 | $7.17K | 0.00% | +60+133.3% | Added |
| Zions Bancorporation, N.A. | 111 | $7.58K | 0.00% | +84+311.1% | Added |
| Bell Investment Advisors, Inc | 112 | $7.65K | 0.00% | +103+1,144.4% | Added |
| Harbor Investment Advisory, LLC | 114 | $7.79K | 0.00% | −38−25.0% | Reduced |
| First Manhattan Co | 116 | $7.93K | 0.00% | −50−30.1% | Reduced |
| TCI Wealth Advisors, Inc. | 130 | $8.88K | 0.00% | +64+97.0% | Added |
| Private Trust Co NA | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $10.0K | 0.01% | −20−11.8% | Reduced |
| Parkside Financial Bank & Trust | 151 | $10.3K | 0.00% | +29+23.8% | Added |
| Financial Perspectives, Inc | 151 | $10.3K | 0.01% | +147+3,675.0% | Added |
| Rise Advisors, LLC | 154 | $10.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 165 | $11.3K | 0.00% | +165 | New |
| Farther Finance Advisors, LLC | 186 | $12.7K | 0.00% | +186 | New |
| Covestor Ltd | 185 | $13.0K | 0.01% | +52+39.1% | Added |
| Sofos Investments, Inc. | 68 | $13.5K | 0.14% | −445−86.7% | Reduced |
| Harbour Investments, Inc. | 203 | $13.9K | 0.00% | −60−22.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $14.0K | 0.00% | +52+35.1% | Added |
| Compagnie Lombard Odier SCmA | 198 | $14.0K | 0.00% | +198 | New |
| Proequities, Inc. | 209 | $14.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 214 | $14.6K | 0.01% | +214 | New |
| Addison Advisors LLC | 225 | $15.4K | 0.01% | −4−1.7% | Reduced |
| Truvestments Capital LLC | 233 | $15.9K | 0.01% | +33+16.5% | Added |
| Umb Bank N A | 233 | $16.0K | 0.00% | −143−38.0% | Reduced |
| GoalVest Advisory LLC | 242 | $16.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 251 | $17.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 273 | $18.7K | 0.00% | −236−46.4% | Reduced |
| FIL Ltd | 276 | $18.9K | 0.00% | −1,174,422−100.0% | Reduced |
| Sutton Wealth Advisors Inc. | 278 | $19.0K | 0.01% | +266+2,216.7% | Added |
| Tower Research Capital LLC (TRC) | 292 | $20.0K | 0.00% | −26,910−98.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 311 | $21.3K | 0.00% | +311 | New |
| City Holding Co | 318 | $21.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 323 | $22.1K | 0.00% | −323−50.0% | Reduced |
| Itau Unibanco Holding S.A. | 323 | $22.1K | 0.00% | +47+17.0% | Added |
| First Horizon Advisors, Inc. | 356 | $24.3K | 0.00% | +235+194.2% | Added |
| Glassman Wealth Services | 361 | $24.7K | 0.00% | +217+150.7% | Added |
| Gordian Capital Singapore Pte Ltd | 362 | $25.0K | 0.04% | 00.0% | Unchanged |