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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 3,278 | $282.7K | 0.02% | +238+7.8% | Added |
| Greenleaf Trust | 3,305 | $285.0K | 0.00% | +261+8.6% | Added |
| Red Wave Investments LLC | 3,405 | $293.6K | 0.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,410 | $294.1K | 0.01% | −57−1.6% | Reduced |
| Lazard Asset Management LLC | 3,445 | $297.0K | 0.00% | +1,148+50.0% | Added |
| Mackenzie Financial Corp | 3,472 | $299.4K | 0.00% | −24,512−87.6% | Reduced |
| Cipher Capital LP | 3,514 | $303.0K | 0.06% | −5,499−61.0% | Reduced |
| Vestcor Inc | 3,576 | $308.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 3,581 | $308.8K | 0.02% | +3,581 | New |
| Sciencast Management LP | 4,151 | $314.4K | 0.42% | +4,151 | New |
| Veriti Management LLC | 3,670 | $316.5K | 0.04% | +687+23.0% | Added |
| CM Wealth Advisors LLC | 4,717 | $327.0K | 0.06% | +4,717 | New |
| Independent Financial Group, LLC | 3,930 | $338.9K | 0.03% | +308+8.5% | Added |
| HNP Capital LLC | 3,940 | $339.8K | 0.09% | −98−2.4% | Reduced |
| MetLife Investment Management | 3,953 | $340.9K | 0.00% | +9+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,010 | $345.8K | 0.01% | −1,465−26.8% | Reduced |
| Vectors Research Management, LLC | 4,049 | $349.0K | 0.09% | −34−0.8% | Reduced |
| Waldron Private Wealth LLC | 4,086 | $352.4K | 0.02% | +4,086 | New |
| Miracle Mile Advisors, LLC | 4,094 | $353.1K | 0.01% | +39+1.0% | Added |
| Bridgewater Associates, LP | 4,101 | $353.7K | 0.00% | −15,543−79.1% | Reduced |
| Clark Capital Management Group, Inc. | 4,161 | $358.8K | 0.00% | +26+0.6% | Added |
| Flagship Harbor Advisors, LLC | 4,177 | $360.2K | 0.03% | −23−0.5% | Reduced |
| Brighton Jones LLC | 4,179 | $360.4K | 0.02% | +234+5.9% | Added |
| AtonRa Partners | 4,181 | $360.6K | 0.53% | −227−5.1% | Reduced |
| Griffin Asset Management, Inc. | 4,217 | $363.7K | 0.05% | +280+7.1% | Added |
| Swiss Life Asset Management Ltd | 4,264 | $367.9K | 0.01% | +423+11.0% | Added |
| Sowell Financial Services LLC | 4,284 | $369.0K | 0.03% | +4,284 | New |
| Commerce Bank | 4,330 | $373.4K | 0.00% | +786+22.2% | Added |
| Cerity Partners LLC | 4,373 | $377.1K | 0.00% | −1,983−31.2% | Reduced |
| Seaport Global Advisors, LLC | 4,397 | $379.2K | 1.20% | +1,318+42.8% | Added |
| Blue Zone Wealth Advisors, LLC | 4,419 | $381.1K | 0.20% | +125+2.9% | Added |
| Clear Creek Financial Management, LLC | 4,450 | $383.8K | 0.07% | +1,163+35.4% | Added |
| Perigon Wealth Management, LLC | 4,521 | $389.9K | 0.02% | +1,182+35.4% | Added |
| Mezzasalma Advisors, LLC | 4,680 | $403.6K | 0.29% | −270−5.5% | Reduced |
| Centiva Capital, LP | 4,797 | $413.7K | 0.02% | −2,603−35.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,800 | $414.0K | 0.03% | +55+1.2% | Added |
| Triumph Capital Management | 4,837 | $417.1K | 0.21% | −4,317−47.2% | Reduced |
| National Asset Management, Inc. | 4,837 | $417.1K | 0.01% | −218−4.3% | Reduced |
| MML Investors Services, LLC | 4,943 | $426.0K | 0.00% | −945−16.0% | Reduced |
| CIBC Asset Management Inc | 4,969 | $428.5K | 0.00% | +265+5.6% | Added |
| Achmea Investment Management B.V. | 5,107 | $440.0K | 0.01% | 00.0% | Unchanged |
| IAM Advisory, LLC | 5,123 | $441.8K | 0.15% | +5,123 | New |
| Boothbay Fund Management, LLC | 5,129 | $442.3K | 0.01% | −12,331−70.6% | Reduced |
| Thoroughbred Financial Services, LLC | 5,199 | $448.0K | 0.07% | −578−10.0% | Reduced |
| Boston Private Wealth LLC | 5,232 | $451.2K | 0.01% | +5,232 | New |
| Signaturefd, LLC | 5,293 | $456.5K | 0.01% | −224−4.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,365 | $460.8K | 0.01% | −2,231−29.4% | Reduced |
| Mutual of America Capital Management LLC | 5,406 | $466.2K | 0.01% | +1,490+38.0% | Added |
| Balentine LLC | 5,429 | $468.2K | 0.02% | +223+4.3% | Added |
| Aj Wealth Strategies, LLC | 5,546 | $478.3K | 0.02% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 5,602 | $483.1K | 0.05% | +525+10.3% | Added |
| Cutler Group LP | 5,640 | $486.0K | 0.08% | −6,619−54.0% | Reduced |
| Metis Global Partners, LLC | 5,645 | $486.8K | 0.03% | +282+5.3% | Added |
| CenterBook Partners LP | 5,681 | $489.9K | 0.07% | −73−1.3% | Reduced |
| Valmark Advisers, Inc. | 5,791 | $499.4K | 0.01% | +1,279+28.3% | Added |
| Gsa Capital Partners LLP | 5,820 | $502.0K | 0.05% | +5,820 | New |
| Castleark Management LLC | 5,960 | $514.0K | 0.03% | +5,960 | New |
| Eqis Capital Management, Inc. | 5,974 | $515.2K | 0.06% | −3,351−35.9% | Reduced |
| Kestra Advisory Services, LLC | 5,984 | $516.1K | 0.01% | −37−0.6% | Reduced |
| Ci Investments Inc. | 6,008 | $518.0K | 0.00% | +80+1.3% | Added |
| Synergy Financial Group, LTD | 6,038 | $520.7K | 0.85% | −22−0.4% | Reduced |
| Wealthfront Advisers LLC | 6,063 | $522.9K | 0.00% | −861−12.4% | Reduced |
| Baker Avenue Asset Management, LP | 525,012 | $526.0K | 0.03% | −270.0% | Reduced |
| Advisory Services Network, LLC | 6,192 | $534.0K | 0.01% | −9,319−60.1% | Reduced |
| E. Ohman J:or Asset Management AB | 6,300 | $543.3K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,404 | $552.3K | 0.04% | +951+17.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,426 | $554.0K | 0.01% | +2,715+73.2% | Added |
| World Equity Group, Inc. | 43,437 | $564.2K | 0.10% | +43,437 | New |
| Aigen Investment Management, LP | 6,563 | $566.0K | 0.08% | +6,563 | New |
| Washington Capital Management Inc | 6,600 | $569.2K | 0.51% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,910 | $595.9K | 0.04% | −295−4.1% | Reduced |
| Ameritas Advisory Services, LLC | 8,095 | $597.6K | 0.03% | −109−1.3% | Reduced |
| Woodline Partners LP | 6,930 | $597.6K | 0.01% | −393,210−98.3% | Reduced |
| Frank, Rimerman Advisors LLC | 6,930 | $597.6K | 0.17% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,953 | $599.6K | 0.01% | +302+4.5% | Added |
| Captrust Financial Advisors | 6,961 | $600.3K | 0.00% | +1,096+18.7% | Added |
| Baader Bank INC | 7,130 | $612.4K | 0.05% | −2,870−28.7% | Reduced |
| M&T Bank Corp | 7,191 | $619.6K | 0.00% | +688+10.6% | Added |
| Xponance, Inc. | 7,382 | $636.6K | 0.01% | −10.0% | Reduced |
| Wetherby Asset Management Inc | 7,424 | $640.2K | 0.04% | +577+8.4% | Added |
| Riverbridge Partners LLC | 7,695 | $663.6K | 0.01% | −52−0.7% | Reduced |
| Cetera Advisor Networks LLC | 7,707 | $664.7K | 0.00% | +7,707 | New |
| Raymond James Financial Services Advisors, Inc. | 7,728 | $666.5K | 0.00% | −4,241−35.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,784 | $671.3K | 0.00% | −482−5.8% | Reduced |
| Palo Alto Wealth Advisors, LLC | 7,890 | $680.4K | 0.55% | −300−3.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,955 | $686.0K | 0.01% | −2,683−25.2% | Reduced |
| Cetera Investment Advisers | 8,059 | $695.0K | 0.01% | −296−3.5% | Reduced |
| Yarbrough Capital, LLC | 8,216 | $708.5K | 0.06% | +4,400+115.3% | Added |
| AQR Capital Management LLC | 8,412 | $717.3K | 0.00% | +8,412 | New |
| Bamco Inc | 8,360 | $721.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,481 | $731.4K | 0.01% | −821−8.8% | Reduced |
| Retireful, LLC | 8,632 | $744.4K | 0.24% | +8,632 | New |
| Schwab Charitable Fund | 8,775 | $756.8K | 0.07% | −447−4.8% | Reduced |
| Prudential PLC | 8,964 | $773.1K | 0.01% | −340−3.7% | Reduced |
| Independent Advisor Alliance | 9,106 | $785.3K | 0.04% | +9,106 | New |
| River & Mercantile Asset Management LLP | 9,150 | $789.0K | 0.16% | +4,450+94.7% | Added |
| Public Sector Pension Investment Board | 9,182 | $791.9K | 0.01% | +1,082+13.4% | Added |
| Fred Alger Management, LLC | 9,275 | $799.9K | 0.00% | +3,007+48.0% | Added |
| TD Waterhouse Canada Inc. | 9,595 | $801.0K | 0.01% | −26,700−73.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,491 | $818.5K | 0.00% | +9,491 | New |