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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 9,609 | $828.7K | 0.21% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,709 | $837.3K | 0.00% | +432+4.7% | Added |
| Elite Wealth Management, Inc. | 9,827 | $847.5K | 0.37% | −52−0.5% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $862.4K | 0.94% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 10,086 | $869.8K | 1.07% | −680−6.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,088 | $870.0K | 0.01% | +3,859+62.0% | Added |
| Kinneret Advisory, LLC | 10,180 | $877.9K | 0.11% | −547−5.1% | Reduced |
| Brandywine Managers, LLC | 10,248 | $883.8K | 0.63% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,409 | $897.7K | 0.00% | +1,561+17.6% | Added |
| Affinity Investment Advisors, LLC | 10,518 | $907.1K | 0.48% | −4,282−28.9% | Reduced |
| La Banque Postale Asset Management SA | 10,789 | $930.4K | 0.02% | −751−6.5% | Reduced |
| Bain Capital Public Equity, LP | 10,798 | $931.2K | 1.01% | +10,798 | New |
| Vetamer Capital Management, L.P. | 10,804 | $931.7K | 1.28% | +10,804 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,808 | $932.1K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,925 | $942.2K | 0.01% | +1,537+16.4% | Added |
| Nordea Investment Management AB | 11,073 | $944.2K | 0.00% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,985 | $947.3K | 0.10% | +10,985 | New |
| Manufacturers Life Insurance Company, The | 11,221 | $962.2K | 0.00% | +5,562+98.3% | Added |
| Rather & Kittrell, Inc. | 11,504 | $992.1K | 0.45% | +11,504 | New |
| CI Private Wealth, LLC | 11,657 | $1.01M | 0.00% | +5,461+88.1% | Added |
| Maryland State Retirement & Pension System | 11,963 | $1.03M | 0.02% | +398+3.4% | Added |
| Nations Financial Group Inc, | 12,000 | $1.03M | 0.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 12,181 | $1.05M | 0.03% | +640+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,344 | $1.06M | 0.12% | +12,344 | New |
| Profund Advisors LLC | 12,411 | $1.07M | 0.07% | −2,933−19.1% | Reduced |
| Corton Capital Inc. | 12,446 | $1.07M | 0.74% | +729+6.2% | Added |
| Vident Investment Advisory, LLC | 12,456 | $1.07M | 0.03% | +1,262+11.3% | Added |
| Pier 88 Investment Partners LLC | 12,668 | $1.09M | 0.26% | +6,798+115.8% | Added |
| Prospera Financial Services Inc | 12,736 | $1.10M | 0.05% | −463−3.5% | Reduced |
| Two Sigma Investments, LP | 12,900 | $1.11M | 0.00% | −64,604−83.4% | Reduced |
| Westpac Banking Corp | 12,944 | $1.12M | 0.02% | +2,251+21.1% | Added |
| Fiera Capital Corp | 13,118 | $1.13M | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 13,471 | $1.16M | 0.14% | +13,471 | New |
| Ethic Inc. | 13,478 | $1.16M | 0.05% | +2,054+18.0% | Added |
| British Columbia Investment Management Corp | 13,520 | $1.17M | 0.01% | +249+1.9% | Added |
| Fox Run Management, L.L.C. | 13,677 | $1.18M | 0.38% | +13,677 | New |
| Aquatic Capital Management LLC | 13,800 | $1.19M | 0.07% | +13,800 | New |
| GWM Advisors LLC | 14,493 | $1.20M | 0.02% | +10,317+247.1% | Added |
| Cullinan Associates Inc | 14,000 | $1.21M | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,646 | $1.26M | 0.01% | −3,061−17.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 15,174 | $1.31M | 0.31% | +159+1.1% | Added |
| Washington Harbour Partners LP | 15,214 | $1.31M | 2.50% | −6,089−28.6% | Reduced |
| National Bank of Canada | 15,704 | $1.31M | 0.00% | +14,477+1,179.9% | Added |
| Principal Financial Group Inc | 15,260 | $1.32M | 0.00% | +206+1.4% | Added |
| Baird Financial Group, Inc. | 15,347 | $1.32M | 0.00% | −255−1.6% | Reduced |
| Ardsley Advisory Partners LP | 15,500 | $1.34M | 0.29% | −9,900−39.0% | Reduced |
| Amalgamated Bank | 15,565 | $1.34M | 0.01% | +247+1.6% | Added |
| Stifel Financial Corp | 15,622 | $1.35M | 0.00% | −3,045−16.3% | Reduced |
| Occudo Quantitative Strategies LP | 15,659 | $1.35M | 0.12% | +15,659 | New |
| Knollwood Investment Advisory, LLC | 16,241 | $1.40M | 0.48% | +3,125+23.8% | Added |
| Tower Research Capital LLC (TRC) | 16,257 | $1.40M | 0.04% | +15,965+5,467.5% | Added |
| Alpha DNA Investment Management LLC | 16,275 | $1.40M | 0.72% | +16,275 | New |
| Royal Fund Management, LLC | 16,300 | $1.41M | 0.21% | +16,300 | New |
| Benjamin F. Edwards & Company, Inc. | 16,357 | $1.41M | 0.06% | −5,667−25.7% | Reduced |
| Stonegate Investment Group, LLC | 16,408 | $1.42M | 0.05% | +1,408+9.4% | Added |
| Dynamic Technology Lab Private Ltd | 16,820 | $1.45M | 0.13% | +16,820 | New |
| Teacher Retirement System of Texas | 16,889 | $1.46M | 0.01% | −48−0.3% | Reduced |
| SG Americas Securities, LLC | 17,095 | $1.47M | 0.02% | +10,812+172.1% | Added |
| Diversified Trust Co | 17,565 | $1.51M | 0.06% | +2,604+17.4% | Added |
| TD Asset Management Inc | 17,673 | $1.52M | 0.00% | −848−4.6% | Reduced |
| Davenport & Co LLC | 17,674 | $1.52M | 0.01% | +107+0.6% | Added |
| Nissay Asset Management Corp | 17,696 | $1.53M | 0.01% | −585−3.2% | Reduced |
| Bleakley Financial Group, LLC | 17,721 | $1.53M | 0.05% | +12,983+274.0% | Added |
| Sawtooth Solutions, LLC | 17,721 | $1.53M | 0.04% | +17,721 | New |
| Beacon Investment Advisory Services, Inc. | 17,761 | $1.53M | 0.07% | +553+3.2% | Added |
| Cookson Peirce & Co Inc | 17,809 | $1.54M | 0.10% | +6,032+51.2% | Added |
| DC Investments Management, LLC | 18,159 | $1.57M | 1.87% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 18,271 | $1.58M | 0.01% | +18,271 | New |
| Oversea-Chinese Banking CORP Ltd | 18,788 | $1.62M | 0.08% | +3,763+25.0% | Added |
| Fort Washington Investment Advisors Inc | 18,904 | $1.63M | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 19,000 | $1.64M | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 19,470 | $1.68M | 0.04% | −6,439−24.9% | Reduced |
| JustInvest LLC | 19,478 | $1.68M | 0.06% | −5,804−23.0% | Reduced |
| Two Sigma Advisers, LP | 19,700 | $1.70M | 0.00% | −54,660−73.5% | Reduced |
| Allianz Asset Management GmbH | 19,893 | $1.72M | 0.00% | +997+5.3% | Added |
| Alight Capital Management LP | 20,000 | $1.72M | 1.06% | +6,500+48.1% | Added |
| PDT Partners, LLC | 20,100 | $1.73M | 0.23% | −20,002−49.9% | Reduced |
| Gulf International Bank (UK) Ltd | 20,658 | $1.78M | 0.04% | −7,393−26.4% | Reduced |
| Freestone Capital Holdings, LLC | 21,769 | $1.88M | 0.08% | +1,004+4.8% | Added |
| Y.D. More Investments Ltd | 21,890 | $1.89M | 0.46% | +2,555+13.2% | Added |
| ExodusPoint Capital Management, LP | 22,241 | $1.92M | 0.02% | +22,241 | New |
| Migdal Insurance & Financial Holdings Ltd. | 23,053 | $1.94M | 0.04% | +7,565+48.8% | Added |
| Portolan Capital Management, LLC | 22,662 | $1.95M | 0.19% | −29,385−56.5% | Reduced |
| DnB Asset Management AS | 22,773 | $1.96M | 0.01% | −183−0.8% | Reduced |
| Point72 Middle East FZE | 23,039 | $1.99M | 0.11% | +40.0% | Added |
| Keybank National Association | 23,442 | $2.02M | 0.01% | −21,099−47.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 24,000 | $2.07M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 24,168 | $2.08M | 0.01% | +1,916+8.6% | Added |
| Handelsbanken Fonder AB | 24,247 | $2.09M | 0.01% | +9,978+69.9% | Added |
| Los Angeles Capital Management LLC | 24,378 | $2.10M | 0.01% | +24,378 | New |
| Alps Advisors Inc | 24,635 | $2.12M | 0.02% | −20,220−45.1% | Reduced |
| Schroder Investment Management Group | 25,403 | $2.19M | 0.00% | +4,102+19.3% | Added |
| Advisor Group Holdings, Inc. | 25,873 | $2.21M | 0.00% | −52−0.2% | Reduced |
| Cinctive Capital Management LP | 25,683 | $2.21M | 0.08% | +25,683 | New |
| IFM Investors Pty Ltd | 26,487 | $2.28M | 0.03% | +1,346+5.4% | Added |
| Slow Capital, Inc. | 27,357 | $2.36M | 0.44% | +8,222+43.0% | Added |
| Raymond James & Associates | 27,378 | $2.36M | 0.00% | +2,069+8.2% | Added |
| Hamilton Lane Advisors LLC | 27,508 | $2.37M | 0.79% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 27,659 | $2.39M | 0.02% | +5,391+24.2% | Added |
| CIBC Private Wealth Group, LLC | 37,554 | $2.39M | 0.01% | −3,345−8.2% | Reduced |