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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 198 | $17.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $17.2K | 0.01% | −33−14.2% | Reduced |
| Addison Advisors LLC | 225 | $19.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 233 | $20.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 255 | $22.0K | 0.01% | +255 | New |
| Credit Agricole S A | 256 | $22.1K | 0.00% | −867−77.2% | Reduced |
| Raleigh Capital Management Inc. | 274 | $23.6K | 0.01% | +60+28.0% | Added |
| Glassman Wealth Services | 279 | $24.1K | 0.00% | −82−22.7% | Reduced |
| Allworth Financial LP | 283 | $24.4K | 0.00% | +10+3.7% | Added |
| IFP Advisors, Inc | 439 | $25.2K | 0.00% | −1,305−74.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 384 | $26.9K | 0.00% | +7+1.9% | Added |
| City Holding Co | 318 | $27.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 319 | $27.5K | 0.00% | −4−1.2% | Reduced |
| Belpointe Asset Management LLC | 320 | $27.6K | 0.00% | +9+2.9% | Added |
| First Horizon Advisors, Inc. | 364 | $31.4K | 0.00% | +8+2.2% | Added |
| Brown Brothers Harriman & Co | 368 | $31.7K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 362 | $32.0K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 375 | $32.3K | 0.01% | +124+49.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 389 | $34.0K | 0.00% | −120−23.6% | Reduced |
| GoalVest Advisory LLC | 410 | $35.4K | 0.02% | +168+69.4% | Added |
| Desjardins Global Asset Management Inc. | 427 | $37.0K | 0.00% | −42−9.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 457 | $39.4K | 0.01% | +457 | New |
| Steward Partners Investment Advisory, LLC | 496 | $42.8K | 0.00% | −180−26.6% | Reduced |
| Arcadia Investment Management Corp | 500 | $43.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $43.1K | 0.00% | +500 | New |
| Global Trust Asset Management, LLC | 512 | $44.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 530 | $45.7K | 0.01% | +8+1.5% | Added |
| First Manhattan Co | 540 | $46.6K | 0.00% | +424+365.5% | Added |
| EverSource Wealth Advisors, LLC | 582 | $50.2K | 0.01% | −39−6.3% | Reduced |
| Anchor Investment Management, LLC | 600 | $51.7K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 600 | $51.7K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 602 | $51.9K | 0.00% | +2+0.3% | Added |
| Kelly Financial Services LLC | 607 | $52.3K | 0.03% | −49−7.5% | Reduced |
| Sandy Spring Bank | 629 | $54.2K | 0.00% | −150−19.3% | Reduced |
| Optimum Investment Advisors | 700 | $60.4K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 712 | $61.4K | 0.00% | −4,891−87.3% | Reduced |
| Sunbelt Securities, Inc. | 729 | $61.5K | 0.01% | −3,199−81.4% | Reduced |
| Fifth Third Bancorp | 714 | $61.6K | 0.00% | +391+121.1% | Added |
| Manchester Capital Management LLC | 845 | $72.9K | 0.01% | +845 | New |
| Richelieu Gestion PLC | 892 | $77.0K | 0.07% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 947 | $81.7K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 972 | $84.0K | 0.01% | +972 | New |
| Albion Financial Group | 1,000 | $86.2K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,018 | $87.8K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,087 | $93.7K | 0.02% | +1,087 | New |
| AM Squared Ltd | 1,100 | $94.9K | 0.07% | +400+57.1% | Added |
| Baldwin Brothers Inc | 1,110 | $95.7K | 0.01% | +39+3.6% | Added |
| Spire Wealth Management | 1,157 | $99.8K | 0.00% | +27+2.4% | Added |
| Natixis Investment Managers International | 1,191 | $102.7K | 0.01% | +374+45.8% | Added |
| Counterpoint Mutual Funds LLC | 1,249 | $107.7K | 0.09% | +1,249 | New |
| HHM Wealth Advisors, LLC | 1,250 | $107.8K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,269 | $109.4K | 0.01% | +1,269 | New |
| Ossiam | 1,317 | $113.6K | 0.00% | +14+1.1% | Added |
| Ancora Advisors, LLC | 1,320 | $113.8K | 0.00% | −84−6.0% | Reduced |
| Stephens Inc | 1,342 | $115.7K | 0.00% | +1,342 | New |
| Quadrant Capital Group LLC | 1,565 | $135.0K | 0.01% | +136+9.5% | Added |
| Acima Private Wealth, LLC | 1,579 | $136.2K | 0.07% | +1,579 | New |
| Knuff & Co LLC | 2,000 | $136.7K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 1,622 | $139.9K | 0.00% | −37−2.2% | Reduced |
| Creative Financial Designs Inc | 1,682 | $145.1K | 0.02% | +70+4.3% | Added |
| Wahed Invest LLC | 1,935 | $166.9K | 0.07% | −7−0.4% | Reduced |
| Advisors Asset Management, Inc. | 1,978 | $170.6K | 0.00% | −1,568−44.2% | Reduced |
| CWM, LLC | 2,034 | $175.0K | 0.00% | −2−0.1% | Reduced |
| Toroso Investments, LLC | 2,336 | $201.0K | 0.01% | +2,336 | New |
| Quent Capital, LLC | 2,363 | $203.8K | 0.03% | +22+0.9% | Added |
| Inspirion Wealth Advisors, LLC | 2,375 | $204.8K | 0.04% | +2,375 | New |
| Harvest Fund Management Co., Ltd | 2,382 | $205.0K | 0.05% | +1,188+99.5% | Added |
| Gladstone Institutional Advisory LLC | 2,460 | $212.2K | 0.01% | +2,460 | New |
| Blueshift Asset Management, LLC | 2,462 | $212.3K | 0.09% | +2,462 | New |
| HM Payson & Co | 2,478 | $213.7K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 2,537 | $219.0K | 0.02% | +2,537 | New |
| Independent Solutions Wealth Management, LLC | 2,551 | $220.0K | 0.06% | +2,551 | New |
| V Wealth Advisors LLC | 2,553 | $220.2K | 0.04% | +2,553 | New |
| Sepio Capital, LP | 2,686 | $231.6K | 0.02% | +2,686 | New |
| Vista Wealth Management Group, LLC | 2,695 | $232.4K | 0.03% | +2,695 | New |
| Moors & Cabot, Inc. | 2,777 | $239.5K | 0.02% | +2,777 | New |
| Ballentine Partners, LLC | 2,792 | $240.8K | 0.01% | +2,792 | New |
| Qsemble Capital Management, LP | 2,800 | $241.5K | 0.16% | +2,800 | New |
| Kovack Advisors, Inc. | 2,839 | $244.8K | 0.03% | −122−4.1% | Reduced |
| FRG Family Wealth Advisors LLC | 2,900 | $250.1K | 0.06% | +2,900 | New |
| Siemens Fonds Invest GmbH | 2,912 | $251.1K | 0.03% | +2,912 | New |
| New York Life Investment Management LLC | 2,933 | $252.9K | 0.00% | −105−3.5% | Reduced |
| PVG Asset Management Corp | 2,940 | $253.5K | 0.81% | +2,940 | New |
| Impax Asset Management Group plc | 2,971 | $256.2K | 0.00% | +19+0.6% | Added |
| Sonen Capital LLC | 3,000 | $258.7K | 0.44% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,005 | $259.2K | 0.07% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,010 | $259.6K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,043 | $262.0K | 0.00% | +94+3.2% | Added |
| Steel Peak Wealth Management LLC | 3,060 | $263.9K | 0.02% | +3,060 | New |
| Atria Wealth Solutions, Inc. | 3,094 | $266.8K | 0.00% | −37−1.2% | Reduced |
| Tiger Management L.L.C. | 3,100 | $267.3K | 0.16% | +3,100 | New |
| DF Dent & Co Inc | 3,129 | $269.8K | 0.00% | −95,273−96.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,134 | $270.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,206 | $276.5K | 0.01% | +3,206 | New |
| Integrated Wealth Concepts LLC | 3,207 | $277.0K | 0.01% | +3,207 | New |
| Carnegie Capital Asset Management, LLC | 3,217 | $277.4K | 0.01% | −16−0.5% | Reduced |
| Lyell Wealth Management, LP | 3,229 | $278.5K | 0.04% | −435−11.9% | Reduced |
| Machina Capital S.A.S. | 3,240 | $279.4K | 0.25% | +3,240 | New |
| Banque Cantonale Vaudoise | 3,269 | $282.0K | 0.01% | +464+16.5% | Added |