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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 13,800 | $1.19M | 0.07% | +13,800 | New |
| Fox Run Management, L.L.C. | 13,677 | $1.18M | 0.38% | +13,677 | New |
| British Columbia Investment Management Corp | 13,520 | $1.17M | 0.01% | +249+1.9% | Added |
| Ethic Inc. | 13,478 | $1.16M | 0.05% | +2,054+18.0% | Added |
| Crestline Management, LP | 13,471 | $1.16M | 0.14% | +13,471 | New |
| Fiera Capital Corp | 13,118 | $1.13M | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 12,944 | $1.12M | 0.02% | +2,251+21.1% | Added |
| Two Sigma Investments, LP | 12,900 | $1.11M | 0.00% | −64,604−83.4% | Reduced |
| Prospera Financial Services Inc | 12,736 | $1.10M | 0.05% | −463−3.5% | Reduced |
| Pier 88 Investment Partners LLC | 12,668 | $1.09M | 0.26% | +6,798+115.8% | Added |
| Vident Investment Advisory, LLC | 12,456 | $1.07M | 0.03% | +1,262+11.3% | Added |
| Corton Capital Inc. | 12,446 | $1.07M | 0.74% | +729+6.2% | Added |
| Profund Advisors LLC | 12,411 | $1.07M | 0.07% | −2,933−19.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,344 | $1.06M | 0.12% | +12,344 | New |
| Elo Mutual Pension Insurance Co | 12,181 | $1.05M | 0.03% | +640+5.5% | Added |
| Nations Financial Group Inc, | 12,000 | $1.03M | 0.11% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,963 | $1.03M | 0.02% | +398+3.4% | Added |
| CI Private Wealth, LLC | 11,657 | $1.01M | 0.00% | +5,461+88.1% | Added |
| Rather & Kittrell, Inc. | 11,504 | $992.1K | 0.45% | +11,504 | New |
| Manufacturers Life Insurance Company, The | 11,221 | $962.2K | 0.00% | +5,562+98.3% | Added |
| Global Endowment Management, LP | 10,985 | $947.3K | 0.10% | +10,985 | New |
| Nordea Investment Management AB | 11,073 | $944.2K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,925 | $942.2K | 0.01% | +1,537+16.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,808 | $932.1K | 0.02% | 00.0% | Unchanged |
| Vetamer Capital Management, L.P. | 10,804 | $931.7K | 1.28% | +10,804 | New |
| Bain Capital Public Equity, LP | 10,798 | $931.2K | 1.01% | +10,798 | New |
| La Banque Postale Asset Management SA | 10,789 | $930.4K | 0.02% | −751−6.5% | Reduced |
| Affinity Investment Advisors, LLC | 10,518 | $907.1K | 0.48% | −4,282−28.9% | Reduced |
| Franklin Resources Inc | 10,409 | $897.7K | 0.00% | +1,561+17.6% | Added |
| Brandywine Managers, LLC | 10,248 | $883.8K | 0.63% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 10,180 | $877.9K | 0.11% | −547−5.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,088 | $870.0K | 0.01% | +3,859+62.0% | Added |
| Delphia (USA) Inc. | 10,086 | $869.8K | 1.07% | −680−6.3% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $862.4K | 0.94% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 9,827 | $847.5K | 0.37% | −52−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,709 | $837.3K | 0.00% | +432+4.7% | Added |
| Coastal Bridge Advisors, LLC | 9,609 | $828.7K | 0.21% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 9,491 | $818.5K | 0.00% | +9,491 | New |
| TD Waterhouse Canada Inc. | 9,595 | $801.0K | 0.01% | −26,700−73.6% | Reduced |
| Fred Alger Management, LLC | 9,275 | $799.9K | 0.00% | +3,007+48.0% | Added |
| Public Sector Pension Investment Board | 9,182 | $791.9K | 0.01% | +1,082+13.4% | Added |
| River & Mercantile Asset Management LLP | 9,150 | $789.0K | 0.16% | +4,450+94.7% | Added |
| Independent Advisor Alliance | 9,106 | $785.3K | 0.04% | +9,106 | New |
| Prudential PLC | 8,964 | $773.1K | 0.01% | −340−3.7% | Reduced |
| Schwab Charitable Fund | 8,775 | $756.8K | 0.07% | −447−4.8% | Reduced |
| Retireful, LLC | 8,632 | $744.4K | 0.24% | +8,632 | New |
| Intech Investment Management LLC | 8,481 | $731.4K | 0.01% | −821−8.8% | Reduced |
| Bamco Inc | 8,360 | $721.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,412 | $717.3K | 0.00% | +8,412 | New |
| Yarbrough Capital, LLC | 8,216 | $708.5K | 0.06% | +4,400+115.3% | Added |
| Cetera Investment Advisers | 8,059 | $695.0K | 0.01% | −296−3.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,955 | $686.0K | 0.01% | −2,683−25.2% | Reduced |
| Palo Alto Wealth Advisors, LLC | 7,890 | $680.4K | 0.55% | −300−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,784 | $671.3K | 0.00% | −482−5.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,728 | $666.5K | 0.00% | −4,241−35.4% | Reduced |
| Cetera Advisor Networks LLC | 7,707 | $664.7K | 0.00% | +7,707 | New |
| Riverbridge Partners LLC | 7,695 | $663.6K | 0.01% | −52−0.7% | Reduced |
| Wetherby Asset Management Inc | 7,424 | $640.2K | 0.04% | +577+8.4% | Added |
| Xponance, Inc. | 7,382 | $636.6K | 0.01% | −10.0% | Reduced |
| M&T Bank Corp | 7,191 | $619.6K | 0.00% | +688+10.6% | Added |
| Baader Bank INC | 7,130 | $612.4K | 0.05% | −2,870−28.7% | Reduced |
| Captrust Financial Advisors | 6,961 | $600.3K | 0.00% | +1,096+18.7% | Added |
| Oppenheimer & Co Inc | 6,953 | $599.6K | 0.01% | +302+4.5% | Added |
| 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 |
| Ameritas Advisory Services, LLC | 8,095 | $597.6K | 0.03% | −109−1.3% | Reduced |
| Geneos Wealth Management Inc. | 6,910 | $595.9K | 0.04% | −295−4.1% | Reduced |
| Washington Capital Management Inc | 6,600 | $569.2K | 0.51% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,563 | $566.0K | 0.08% | +6,563 | New |
| World Equity Group, Inc. | 43,437 | $564.2K | 0.10% | +43,437 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,426 | $554.0K | 0.01% | +2,715+73.2% | Added |
| CAPROCK Group, Inc. | 6,404 | $552.3K | 0.04% | +951+17.4% | Added |
| E. Ohman J:or Asset Management AB | 6,300 | $543.3K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,192 | $534.0K | 0.01% | −9,319−60.1% | Reduced |
| Baker Avenue Asset Management, LP | 525,012 | $526.0K | 0.03% | −270.0% | Reduced |
| Wealthfront Advisers LLC | 6,063 | $522.9K | 0.00% | −861−12.4% | Reduced |
| Synergy Financial Group, LTD | 6,038 | $520.7K | 0.85% | −22−0.4% | Reduced |
| Ci Investments Inc. | 6,008 | $518.0K | 0.00% | +80+1.3% | Added |
| Kestra Advisory Services, LLC | 5,984 | $516.1K | 0.01% | −37−0.6% | Reduced |
| Eqis Capital Management, Inc. | 5,974 | $515.2K | 0.06% | −3,351−35.9% | Reduced |
| Castleark Management LLC | 5,960 | $514.0K | 0.03% | +5,960 | New |
| Gsa Capital Partners LLP | 5,820 | $502.0K | 0.05% | +5,820 | New |
| Valmark Advisers, Inc. | 5,791 | $499.4K | 0.01% | +1,279+28.3% | Added |
| CenterBook Partners LP | 5,681 | $489.9K | 0.07% | −73−1.3% | Reduced |
| Metis Global Partners, LLC | 5,645 | $486.8K | 0.03% | +282+5.3% | Added |
| Cutler Group LP | 5,640 | $486.0K | 0.08% | −6,619−54.0% | Reduced |
| Bristlecone Advisors, LLC | 5,602 | $483.1K | 0.05% | +525+10.3% | Added |
| Aj Wealth Strategies, LLC | 5,546 | $478.3K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 5,429 | $468.2K | 0.02% | +223+4.3% | Added |
| Mutual of America Capital Management LLC | 5,406 | $466.2K | 0.01% | +1,490+38.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,365 | $460.8K | 0.01% | −2,231−29.4% | Reduced |
| Signaturefd, LLC | 5,293 | $456.5K | 0.01% | −224−4.1% | Reduced |
| Boston Private Wealth LLC | 5,232 | $451.2K | 0.01% | +5,232 | New |
| Thoroughbred Financial Services, LLC | 5,199 | $448.0K | 0.07% | −578−10.0% | Reduced |
| Boothbay Fund Management, LLC | 5,129 | $442.3K | 0.01% | −12,331−70.6% | Reduced |
| IAM Advisory, LLC | 5,123 | $441.8K | 0.15% | +5,123 | New |
| Achmea Investment Management B.V. | 5,107 | $440.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,969 | $428.5K | 0.00% | +265+5.6% | Added |
| MML Investors Services, LLC | 4,943 | $426.0K | 0.00% | −945−16.0% | Reduced |
| Triumph Capital Management | 4,837 | $417.1K | 0.21% | −4,317−47.2% | Reduced |