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Livermore
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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, Q1 2023

Institutional positions in Okta, Inc. as of Mar 31, 2023. 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
638
+63 vs. Q4 2022
Shares held
125.9M
+943.8K (+0.8%) vs. Q4 2022
Total value
$10.8B
+$2.31B (+27.2%) vs. Q4 2022
New holders
113
217 more added
Sold out
50
204 more reduced

9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 638 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ1 2023: $10.8B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2022.

Institutions holding OKTA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co7$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
First Command Advisory Services, Inc.1$00.00%+1New
Centerpoint Advisors, LLC3$00.00%+3New
Values First Advisors, Inc.0$60.00%0New
Global Financial Private Client, LLC1$830.00%00.0%Unchanged
True Wealth Design, LLC1$870.00%00.0%Unchanged
Tortoise Investment Management, LLC2$1720.00%00.0%Unchanged
Montag A & Associates Inc3$2590.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$2590.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC4$3450.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$3450.00%+4New
Sofos Investments, Inc.86$3890.02%+18+26.5%Added
Disciplined Investments, LLC6$5170.00%00.0%Unchanged
Hexagon Capital Partners LLC6$5170.00%+6New
SJS Investment Consulting Inc.7$6040.00%+1+16.7%Added
Ridgewood Investments LLC8$6900.00%+8New
Private Ocean, LLC9$7760.00%+9New
Berkshire Capital Holdings Inc10$8620.00%−58,060−100.0%Reduced
WealthPlan Investment Management, LLC10$8620.00%+10New
Assetmark, Inc11$9490.00%+11New
Asset Dedication, LLC12$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$1.03K0.00%00.0%Unchanged
Red Tortoise LLC18$1.55K0.00%00.0%Unchanged
PayPay Securities Corp19$1.64K0.11%−7−26.9%Reduced
Financial Freedom, LLC19$1.64K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC20$1.73K0.00%00.0%Unchanged
25 LLC22$1.74K0.00%+22New
Psagot Value Holdings Ltd. / (Israel)21$2.00K0.00%−1,124−98.2%Reduced
Bartlett & Co. LLC25$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC24$2.00K0.00%−199−89.2%Reduced
Lee Financial Co24$2.07K0.00%+24New
BerganKDV Wealth Management, LLC25$2.16K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC25$2.16K0.00%00.0%Unchanged
Schubert & Co25$2.16K0.00%+10+66.7%Added
Massmutual Trust Co FSB27$2.33K0.00%00.0%Unchanged
Wolff Wiese Magana LLC27$2.33K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$2.59K0.00%00.0%Unchanged
Field & Main Bank30$2.59K0.00%00.0%Unchanged
NewSquare Capital LLC34$2.93K0.00%+6+21.4%Added
Front Row Advisors LLC40$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC36$3.00K0.00%+36New
JJJ Advisors Inc.44$3.27K0.00%+37+528.6%Added
Venturi Wealth Management, LLC39$3.36K0.00%+39New
Sutton Wealth Advisors Inc.40$3.45K0.00%−238−85.6%Reduced
TCI Wealth Advisors, Inc.40$3.45K0.00%−90−69.2%Reduced
JCIC Asset Management Inc.40$3.45K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC40$3.45K0.00%00.0%Unchanged
New Hampshire Trust40$3.45K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC40$3.45K0.00%00.0%Unchanged
Versant Capital Management, Inc42$3.62K0.00%−19−31.1%Reduced
Proequities, Inc.44$3.79K0.00%−165−78.9%Reduced
ClariVest Asset Management LLC40$4.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC50$4.31K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.50$4.31K0.00%+50New
Mach-1 Financial Group, Inc.50$4.31K0.03%+50New
Colonial Trust Advisors51$4.40K0.00%00.0%Unchanged
Kalos Management, Inc.54$4.66K0.01%+54New
Earnest Partners LLC57$4.92K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC57$4.92K0.00%+7+14.0%Added
Avion Wealth75$5.00K0.00%00.0%Unchanged
Bokf, NA58$5.00K0.00%+58New
Focused Wealth Management, Inc59$5.09K0.00%00.0%Unchanged
Barrett & Company, Inc.60$5.17K0.00%00.0%Unchanged
Crewe Advisors LLC67$5.78K0.00%−23−25.6%Reduced
SRS Capital Advisors, Inc.74$6.38K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.75$6.47K0.00%+75New
Chesapeake Asset Management LLC80$6.90K0.01%+80New
WealthPLAN Partners, LLC80$6.90K0.00%+80New
RE Dickinson Investment Advisors, LLC80$7.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.84$7.00K0.00%+25+42.4%Added
Close Asset Management Ltd86$7.00K0.00%+30+53.6%Added
Ronald Blue Trust, Inc.107$7.00K0.00%+75+234.4%Added
Thompson Investment Management, Inc.82$7.07K0.00%+82New
AdvisorNet Financial, Inc87$7.50K0.00%+2+2.4%Added
Pacifica Partners Inc.95$7.57K0.00%+95New
AlphaMark Advisors, LLC90$8.00K0.00%−60−40.0%Reduced
SOA Wealth Advisors, LLC.93$8.02K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$8.62K0.00%00.0%Unchanged
Carmel Capital Partners, LLC100$8.62K0.01%+100New
Trivant Custom Portfolio Group, LLC100$8.62K0.01%+100New
Zions Bancorporation, N.A.101$8.71K0.00%−10−9.0%Reduced
Heritage Wealth Advisors104$8.97K0.00%00.0%Unchanged
City State Bank100$9.00K0.01%+100New
Farther Finance Advisors, LLC105$9.05K0.00%−81−43.5%Reduced
CVA Family Office, LLC105$9.05K0.00%00.0%Unchanged
Bell Investment Advisors, Inc107$9.23K0.00%−5−4.5%Reduced
Pacer Advisors, Inc.112$9.66K0.00%+8+7.7%Added
DuPont Capital Management Corp128$11.0K0.00%−6,833−98.2%Reduced
Private Trust Co NA128$11.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC140$12.1K0.00%+26+22.8%Added
Macroview Investment Management LLC140$12.1K0.02%+140New
Core Alternative Capital143$12.3K0.00%+128+853.3%Added
Financial Perspectives, Inc151$13.0K0.01%00.0%Unchanged
Rise Advisors, LLC154$13.3K0.01%00.0%Unchanged
Parkside Financial Bank & Trust156$13.5K0.00%+5+3.3%Added
Harbour Investments, Inc.161$13.9K0.00%−42−20.7%Reduced
Covestor Ltd185$16.0K0.01%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich200$17.0K0.00%00.0%Unchanged