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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 3,916 | $267.6K | 0.00% | +1,853+89.8% | Added |
| Swiss Life Asset Management Ltd | 3,841 | $263.4K | 0.00% | −648−14.4% | Reduced |
| Yarbrough Capital, LLC | 3,816 | $260.7K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,772 | $257.7K | 0.04% | −5,851−60.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,711 | $254.0K | 0.01% | +3,711 | New |
| Lyell Wealth Management, LP | 3,664 | $250.4K | 0.04% | −119−3.1% | Reduced |
| Oak Thistle LLC | 3,655 | $249.7K | 0.54% | +3,655 | New |
| Independent Financial Group, LLC | 3,622 | $247.5K | 0.02% | +3,622 | New |
| Pearl River Capital, LLC | 3,595 | $245.6K | 0.04% | −9,611−72.8% | Reduced |
| Vestcor Inc | 3,576 | $244.0K | 0.01% | +26+0.7% | Added |
| Advisors Asset Management, Inc. | 3,546 | $242.3K | 0.00% | −1,415−28.5% | Reduced |
| Commerce Bank | 3,544 | $242.2K | 0.00% | +3,544 | New |
| Bradley Foster & Sargent Inc | 3,467 | $236.9K | 0.01% | +3,467 | New |
| Red Wave Investments LLC | 3,405 | $232.7K | 0.10% | +3,405 | New |
| Perigon Wealth Management, LLC | 3,339 | $228.2K | 0.01% | −4,978−59.9% | Reduced |
| Clear Creek Financial Management, LLC | 3,287 | $224.6K | 0.05% | +3,287 | New |
| BBR Partners, LLC | 3,262 | $222.9K | 0.03% | +3,262 | New |
| Carnegie Capital Asset Management, LLC | 3,233 | $220.9K | 0.01% | −2,590−44.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,134 | $214.1K | 0.00% | +30+1.0% | Added |
| Atria Wealth Solutions, Inc. | 3,131 | $213.9K | 0.00% | +3,131 | New |
| Seaport Global Advisors, LLC | 3,079 | $210.4K | 0.73% | +40+1.3% | Added |
| Greenleaf Trust | 3,044 | $208.0K | 0.00% | +3,044 | New |
| Ellevest, Inc. | 3,040 | $207.7K | 0.02% | +1,661+120.4% | Added |
| New York Life Investment Management LLC | 3,038 | $207.6K | 0.00% | +3,038 | New |
| Jefferies Financial Group Inc. | 3,037 | $207.5K | 0.00% | +3,037 | New |
| Opes Wealth Management LLC | 3,010 | $205.7K | 0.07% | +3,010 | New |
| Awm Capital, LLC | 3,005 | $205.3K | 0.07% | +3,005 | New |
| Sonen Capital LLC | 3,000 | $205.0K | 0.34% | +3,000 | New |
| Laurel Wealth Advisors, Inc. | 2,985 | $204.0K | 0.02% | +2,985 | New |
| Veriti Management LLC | 2,983 | $203.8K | 0.03% | +2,983 | New |
| Kovack Advisors, Inc. | 2,961 | $202.3K | 0.03% | −1,617−35.3% | Reduced |
| Impax Asset Management Group plc | 2,952 | $201.7K | 0.00% | −4,559−60.7% | Reduced |
| Mercer Global Advisors Inc | 2,949 | $201.0K | 0.00% | +2,949 | New |
| Banque Cantonale Vaudoise | 2,805 | $191.0K | 0.01% | −33−1.2% | Reduced |
| HM Payson & Co | 2,478 | $169.3K | 0.00% | −72−2.8% | Reduced |
| Quent Capital, LLC | 2,341 | $160.0K | 0.03% | +1,305+126.0% | Added |
| Lazard Asset Management LLC | 2,297 | $156.0K | 0.00% | +2,261+6,280.6% | Added |
| Seeyond | 2,192 | $149.8K | 0.01% | −4−0.2% | Reduced |
| Burleson & Company, LLC | 2,100 | $143.5K | 0.04% | −17,400−89.2% | Reduced |
| CWM, LLC | 2,036 | $139.0K | 0.00% | +370+22.2% | Added |
| Knuff & Co LLC | 2,000 | $136.7K | 0.06% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,942 | $132.7K | 0.07% | +167+9.4% | Added |
| IFP Advisors, Inc | 1,744 | $132.0K | 0.00% | −1,432−45.1% | Reduced |
| Gyon Technologies Capital Management, LP | 1,746 | $119.3K | 0.04% | −12,344−87.6% | Reduced |
| American International Group, Inc. | 1,659 | $113.4K | 0.00% | −9,268−84.8% | Reduced |
| Creative Financial Designs Inc | 1,612 | $110.1K | 0.02% | −5−0.3% | Reduced |
| Cribstone Capital Management, LLC | 1,500 | $102.5K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,429 | $97.6K | 0.01% | +681+91.0% | Added |
| Ancora Advisors, LLC | 1,404 | $96.0K | 0.00% | +84+6.4% | Added |
| Ossiam | 1,303 | $89.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,250 | $85.4K | 0.02% | −122−8.9% | Reduced |
| High Net Worth Advisory Group LLC | 1,230 | $84.0K | 0.03% | −1,000−44.8% | Reduced |
| National Bank of Canada | 1,227 | $83.8K | 0.00% | −100,274−98.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,194 | $81.0K | 0.02% | +1,165+4,017.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,145 | $78.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,130 | $77.0K | 0.00% | −211−15.7% | Reduced |
| Credit Agricole S A | 1,123 | $76.7K | 0.00% | −1,044−48.2% | Reduced |
| Baldwin Brothers Inc | 1,071 | $73.2K | 0.01% | +711+197.5% | Added |
| C M Bidwell & Associates Ltd | 1,018 | $69.6K | 0.05% | +996+4,527.3% | Added |
| Albion Financial Group | 1,000 | $68.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 947 | $64.7K | 0.01% | +947 | New |
| CenterStar Asset Management, LLC | – | $62.0K | 0.12% | – | New |
| Richelieu Gestion PLC | 892 | $61.0K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 885 | $60.5K | 0.00% | +863+3,922.7% | Added |
| Natixis Investment Managers International | 817 | $55.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 779 | $53.2K | 0.00% | −105−11.9% | Reduced |
| Optimum Investment Advisors | 700 | $47.8K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 700 | $47.8K | 0.03% | +700 | New |
| Resurgent Financial Advisors LLC | 684 | $46.7K | 0.02% | +684 | New |
| Steward Partners Investment Advisory, LLC | 676 | $46.2K | 0.00% | −440−39.4% | Reduced |
| Kelly Financial Services LLC | 656 | $44.8K | 0.02% | +161+32.5% | Added |
| EverSource Wealth Advisors, LLC | 621 | $42.4K | 0.01% | +621 | New |
| 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 |
| Lindbrook Capital, LLC | 522 | $35.7K | 0.00% | +270+107.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 509 | $35.0K | 0.00% | −91−15.2% | Reduced |
| Global Trust Asset Management, LLC | 512 | $35.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 469 | $32.0K | 0.01% | +110+30.6% | Added |
| Global Retirement Partners, LLC | 377 | $25.8K | 0.00% | −323−46.1% | Reduced |
| Brown Brothers Harriman & Co | 368 | $25.1K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 362 | $25.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 361 | $24.7K | 0.00% | +217+150.7% | Added |
| First Horizon Advisors, Inc. | 356 | $24.3K | 0.00% | +235+194.2% | Added |
| 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 |
| City Holding Co | 318 | $21.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 311 | $21.3K | 0.00% | +311 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 292 | $20.0K | 0.00% | −26,910−98.9% | Reduced |
| Sutton Wealth Advisors Inc. | 278 | $19.0K | 0.01% | +266+2,216.7% | Added |
| FIL Ltd | 276 | $18.9K | 0.00% | −1,174,422−100.0% | Reduced |
| Allworth Financial LP | 273 | $18.7K | 0.00% | −236−46.4% | Reduced |
| Cedar Wealth Management, LLC | 251 | $17.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 242 | $16.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 233 | $16.0K | 0.00% | −143−38.0% | Reduced |
| Truvestments Capital LLC | 233 | $15.9K | 0.01% | +33+16.5% | Added |
| Addison Advisors LLC | 225 | $15.4K | 0.01% | −4−1.7% | Reduced |
| Raleigh Capital Management Inc. | 214 | $14.6K | 0.01% | +214 | New |