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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 209 | $14.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 203 | $13.9K | 0.00% | −60−22.8% | Reduced |
| Sofos Investments, Inc. | 68 | $13.5K | 0.14% | −445−86.7% | Reduced |
| Covestor Ltd | 185 | $13.0K | 0.01% | +52+39.1% | Added |
| Farther Finance Advisors, LLC | 186 | $12.7K | 0.00% | +186 | New |
| CoreCap Advisors, LLC | 165 | $11.3K | 0.00% | +165 | New |
| Rise Advisors, LLC | 154 | $10.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| AlphaMark Advisors, LLC | 150 | $10.0K | 0.01% | −20−11.8% | Reduced |
| Private Trust Co NA | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 130 | $8.88K | 0.00% | +64+97.0% | Added |
| First Manhattan Co | 116 | $7.93K | 0.00% | −50−30.1% | Reduced |
| Harbor Investment Advisory, LLC | 114 | $7.79K | 0.00% | −38−25.0% | Reduced |
| Bell Investment Advisors, Inc | 112 | $7.65K | 0.00% | +103+1,144.4% | Added |
| Zions Bancorporation, N.A. | 111 | $7.58K | 0.00% | +84+311.1% | Added |
| CVA Family Office, LLC | 105 | $7.17K | 0.00% | +60+133.3% | Added |
| Pacer Advisors, Inc. | 104 | $7.11K | 0.00% | −4,902−97.9% | Reduced |
| Heritage Wealth Advisors | 104 | $7.11K | 0.00% | +104 | New |
| IAG Wealth Partners, LLC | 100 | $6.83K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 93 | $6.36K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $6.15K | 0.00% | −14−13.5% | Reduced |
| AdvisorNet Financial, Inc | 85 | $5.81K | 0.00% | +26+44.1% | Added |
| Accurate Wealth Management, LLC | 85 | $5.78K | 0.00% | +85 | New |
| SRS Capital Advisors, Inc. | 74 | $5.06K | 0.00% | −666−90.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $4.17K | 0.00% | +41+205.0% | Added |
| Barrett & Company, Inc. | 60 | $4.10K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 59 | $4.03K | 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 |
| Earnest Partners LLC | 57 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 55 | $3.76K | 0.00% | −44−44.4% | Reduced |
| Colonial Trust Advisors | 51 | $3.48K | 0.00% | +51 | 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 |
| Beaird Harris Wealth Management, LLC | 44 | $3.01K | 0.00% | +44 | 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 |
| 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 |
| Romano Brothers and Company | 39 | $2.67K | 0.00% | +39 | New |
| Sound Income Strategies, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| 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 |
| NewSquare Capital LLC | 28 | $1.91K | 0.00% | +28 | New |
| Wolff Wiese Magana LLC | 27 | $1.84K | 0.00% | +5+22.7% | Added |
| PayPay Securities Corp | 26 | $1.78K | 0.12% | +26 | 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 |
| ICA Group Wealth Management, LLC | 20 | $1.37K | 0.00% | +20 | New |
| Financial Freedom, LLC | 19 | $1.30K | 0.00% | +19 | New |
| Red Tortoise LLC | 18 | $1.23K | 0.00% | +18 | New |
| Larson Financial Group LLC | 16 | $1.09K | 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 |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | −175−93.6% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $820 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $461 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 6 | $410 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $410 | 0.00% | +1+20.0% | Added |
| Gradient Investments LLC | 4 | $273 | 0.00% | −7−63.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4 | $273 | 0.00% | +4 | 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 |
| Tortoise Investment Management, LLC | 2 | $137 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $68 | 0.00% | +1 | New |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,270 | – | – | +1,270 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −576,684−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −440,381−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −391,800−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −287,494−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −105,822−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −73,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −71,624−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −62,556−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −55,736−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −40,320−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −26,943−100.0% | Sold out |