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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 368 | $25.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 377 | $25.8K | 0.00% | −323−46.1% | Reduced |
| Desjardins Global Asset Management Inc. | 469 | $32.0K | 0.01% | +110+30.6% | Added |
| Arcadia Investment Management Corp | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 512 | $35.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 509 | $35.0K | 0.00% | −91−15.2% | Reduced |
| Lindbrook Capital, LLC | 522 | $35.7K | 0.00% | +270+107.1% | Added |
| Anchor Investment Management, LLC | 600 | $41.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 600 | $41.0K | 0.02% | +100+20.0% | Added |
| EverSource Wealth Advisors, LLC | 621 | $42.4K | 0.01% | +621 | New |
| Kelly Financial Services LLC | 656 | $44.8K | 0.02% | +161+32.5% | Added |
| Steward Partners Investment Advisory, LLC | 676 | $46.2K | 0.00% | −440−39.4% | Reduced |
| Resurgent Financial Advisors LLC | 684 | $46.7K | 0.02% | +684 | New |
| Optimum Investment Advisors | 700 | $47.8K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 700 | $47.8K | 0.03% | +700 | New |
| Sandy Spring Bank | 779 | $53.2K | 0.00% | −105−11.9% | Reduced |
| Natixis Investment Managers International | 817 | $55.8K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 885 | $60.5K | 0.00% | +863+3,922.7% | Added |
| Richelieu Gestion PLC | 892 | $61.0K | 0.06% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $62.0K | 0.12% | – | New |
| Silicon Valley Capital Partners | 947 | $64.7K | 0.01% | +947 | New |
| Albion Financial Group | 1,000 | $68.3K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,018 | $69.6K | 0.05% | +996+4,527.3% | Added |
| Baldwin Brothers Inc | 1,071 | $73.2K | 0.01% | +711+197.5% | Added |
| Credit Agricole S A | 1,123 | $76.7K | 0.00% | −1,044−48.2% | Reduced |
| Spire Wealth Management | 1,130 | $77.0K | 0.00% | −211−15.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,145 | $78.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,194 | $81.0K | 0.02% | +1,165+4,017.2% | Added |
| National Bank of Canada | 1,227 | $83.8K | 0.00% | −100,274−98.8% | Reduced |
| High Net Worth Advisory Group LLC | 1,230 | $84.0K | 0.03% | −1,000−44.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $85.4K | 0.02% | −122−8.9% | Reduced |
| Ossiam | 1,303 | $89.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,404 | $96.0K | 0.00% | +84+6.4% | Added |
| Quadrant Capital Group LLC | 1,429 | $97.6K | 0.01% | +681+91.0% | Added |
| Cribstone Capital Management, LLC | 1,500 | $102.5K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,612 | $110.1K | 0.02% | −5−0.3% | Reduced |
| American International Group, Inc. | 1,659 | $113.4K | 0.00% | −9,268−84.8% | Reduced |
| Gyon Technologies Capital Management, LP | 1,746 | $119.3K | 0.04% | −12,344−87.6% | Reduced |
| IFP Advisors, Inc | 1,744 | $132.0K | 0.00% | −1,432−45.1% | Reduced |
| Wahed Invest LLC | 1,942 | $132.7K | 0.07% | +167+9.4% | Added |
| Knuff & Co LLC | 2,000 | $136.7K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 2,036 | $139.0K | 0.00% | +370+22.2% | Added |
| Burleson & Company, LLC | 2,100 | $143.5K | 0.04% | −17,400−89.2% | Reduced |
| Seeyond | 2,192 | $149.8K | 0.01% | −4−0.2% | Reduced |
| Lazard Asset Management LLC | 2,297 | $156.0K | 0.00% | +2,261+6,280.6% | Added |
| Quent Capital, LLC | 2,341 | $160.0K | 0.03% | +1,305+126.0% | Added |
| HM Payson & Co | 2,478 | $169.3K | 0.00% | −72−2.8% | Reduced |
| Banque Cantonale Vaudoise | 2,805 | $191.0K | 0.01% | −33−1.2% | Reduced |
| Mercer Global Advisors Inc | 2,949 | $201.0K | 0.00% | +2,949 | New |
| Impax Asset Management Group plc | 2,952 | $201.7K | 0.00% | −4,559−60.7% | Reduced |
| Kovack Advisors, Inc. | 2,961 | $202.3K | 0.03% | −1,617−35.3% | Reduced |
| Veriti Management LLC | 2,983 | $203.8K | 0.03% | +2,983 | New |
| Laurel Wealth Advisors, Inc. | 2,985 | $204.0K | 0.02% | +2,985 | New |
| Sonen Capital LLC | 3,000 | $205.0K | 0.34% | +3,000 | New |
| Awm Capital, LLC | 3,005 | $205.3K | 0.07% | +3,005 | New |
| Opes Wealth Management LLC | 3,010 | $205.7K | 0.07% | +3,010 | New |
| Jefferies Financial Group Inc. | 3,037 | $207.5K | 0.00% | +3,037 | New |
| New York Life Investment Management LLC | 3,038 | $207.6K | 0.00% | +3,038 | New |
| Ellevest, Inc. | 3,040 | $207.7K | 0.02% | +1,661+120.4% | Added |
| Greenleaf Trust | 3,044 | $208.0K | 0.00% | +3,044 | New |
| Seaport Global Advisors, LLC | 3,079 | $210.4K | 0.73% | +40+1.3% | Added |
| Atria Wealth Solutions, Inc. | 3,131 | $213.9K | 0.00% | +3,131 | New |
| Robeco Institutional Asset Management B.V. | 3,134 | $214.1K | 0.00% | +30+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,233 | $220.9K | 0.01% | −2,590−44.5% | Reduced |
| BBR Partners, LLC | 3,262 | $222.9K | 0.03% | +3,262 | New |
| Clear Creek Financial Management, LLC | 3,287 | $224.6K | 0.05% | +3,287 | New |
| Perigon Wealth Management, LLC | 3,339 | $228.2K | 0.01% | −4,978−59.9% | Reduced |
| Red Wave Investments LLC | 3,405 | $232.7K | 0.10% | +3,405 | New |
| Bradley Foster & Sargent Inc | 3,467 | $236.9K | 0.01% | +3,467 | New |
| Commerce Bank | 3,544 | $242.2K | 0.00% | +3,544 | New |
| Advisors Asset Management, Inc. | 3,546 | $242.3K | 0.00% | −1,415−28.5% | Reduced |
| Vestcor Inc | 3,576 | $244.0K | 0.01% | +26+0.7% | Added |
| Pearl River Capital, LLC | 3,595 | $245.6K | 0.04% | −9,611−72.8% | Reduced |
| Independent Financial Group, LLC | 3,622 | $247.5K | 0.02% | +3,622 | New |
| Oak Thistle LLC | 3,655 | $249.7K | 0.54% | +3,655 | New |
| Lyell Wealth Management, LP | 3,664 | $250.4K | 0.04% | −119−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,711 | $254.0K | 0.01% | +3,711 | New |
| Two Sigma Securities, LLC | 3,772 | $257.7K | 0.04% | −5,851−60.8% | Reduced |
| Yarbrough Capital, LLC | 3,816 | $260.7K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,841 | $263.4K | 0.00% | −648−14.4% | Reduced |
| Natixis | 3,916 | $267.6K | 0.00% | −129,231−97.1% | Reduced |
| Mutual of America Capital Management LLC | 3,916 | $267.6K | 0.00% | +1,853+89.8% | Added |
| Sunbelt Securities, Inc. | 3,928 | $268.4K | 0.05% | +151+4.0% | Added |
| Griffin Asset Management, Inc. | 3,937 | $269.0K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 3,944 | $269.5K | 0.00% | +36+0.9% | Added |
| Brighton Jones LLC | 3,945 | $269.6K | 0.02% | +3,945 | New |
| GWM Advisors LLC | 4,176 | $270.4K | 0.01% | −849−16.9% | Reduced |
| HNP Capital LLC | 4,038 | $275.9K | 0.08% | −663−14.1% | Reduced |
| Miracle Mile Advisors, LLC | 4,055 | $277.1K | 0.01% | +26+0.6% | Added |
| Vectors Research Management, LLC | 4,083 | $279.0K | 0.07% | −834−17.0% | Reduced |
| Clark Capital Management Group, Inc. | 4,135 | $282.5K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,200 | $287.0K | 0.03% | −134−3.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,294 | $293.4K | 0.16% | +400+10.3% | Added |
| ProShare Advisors LLC | 4,315 | $294.8K | 0.00% | −129,463−96.8% | Reduced |
| AtonRa Partners | 4,408 | $301.2K | 0.38% | −466−9.6% | Reduced |
| Valmark Advisers, Inc. | 4,512 | $308.3K | 0.01% | +4,512 | New |
| River & Mercantile Asset Management LLP | 4,700 | $320.0K | 0.07% | +4,700 | New |
| CIBC Asset Management Inc | 4,704 | $321.4K | 0.00% | −18,751−79.9% | Reduced |
| Bleakley Financial Group, LLC | 4,738 | $323.8K | 0.01% | +4,738 | New |