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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 4,837 | $417.1K | 0.01% | −218−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,800 | $414.0K | 0.03% | +55+1.2% | Added |
| Centiva Capital, LP | 4,797 | $413.7K | 0.02% | −2,603−35.2% | Reduced |
| Mezzasalma Advisors, LLC | 4,680 | $403.6K | 0.29% | −270−5.5% | Reduced |
| Perigon Wealth Management, LLC | 4,521 | $389.9K | 0.02% | +1,182+35.4% | Added |
| Clear Creek Financial Management, LLC | 4,450 | $383.8K | 0.07% | +1,163+35.4% | Added |
| Blue Zone Wealth Advisors, LLC | 4,419 | $381.1K | 0.20% | +125+2.9% | Added |
| Seaport Global Advisors, LLC | 4,397 | $379.2K | 1.20% | +1,318+42.8% | Added |
| Cerity Partners LLC | 4,373 | $377.1K | 0.00% | −1,983−31.2% | Reduced |
| Commerce Bank | 4,330 | $373.4K | 0.00% | +786+22.2% | Added |
| Sowell Financial Services LLC | 4,284 | $369.0K | 0.03% | +4,284 | New |
| Swiss Life Asset Management Ltd | 4,264 | $367.9K | 0.01% | +423+11.0% | Added |
| Griffin Asset Management, Inc. | 4,217 | $363.7K | 0.05% | +280+7.1% | Added |
| AtonRa Partners | 4,181 | $360.6K | 0.53% | −227−5.1% | Reduced |
| Brighton Jones LLC | 4,179 | $360.4K | 0.02% | +234+5.9% | Added |
| Flagship Harbor Advisors, LLC | 4,177 | $360.2K | 0.03% | −23−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,161 | $358.8K | 0.00% | +26+0.6% | Added |
| Bridgewater Associates, LP | 4,101 | $353.7K | 0.00% | −15,543−79.1% | Reduced |
| Miracle Mile Advisors, LLC | 4,094 | $353.1K | 0.01% | +39+1.0% | Added |
| Waldron Private Wealth LLC | 4,086 | $352.4K | 0.02% | +4,086 | New |
| Vectors Research Management, LLC | 4,049 | $349.0K | 0.09% | −34−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,010 | $345.8K | 0.01% | −1,465−26.8% | Reduced |
| MetLife Investment Management | 3,953 | $340.9K | 0.00% | +9+0.2% | Added |
| HNP Capital LLC | 3,940 | $339.8K | 0.09% | −98−2.4% | Reduced |
| Independent Financial Group, LLC | 3,930 | $338.9K | 0.03% | +308+8.5% | Added |
| CM Wealth Advisors LLC | 4,717 | $327.0K | 0.06% | +4,717 | New |
| Veriti Management LLC | 3,670 | $316.5K | 0.04% | +687+23.0% | Added |
| Sciencast Management LP | 4,151 | $314.4K | 0.42% | +4,151 | New |
| American Trust | 3,581 | $308.8K | 0.02% | +3,581 | New |
| Vestcor Inc | 3,576 | $308.0K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 3,514 | $303.0K | 0.06% | −5,499−61.0% | Reduced |
| Mackenzie Financial Corp | 3,472 | $299.4K | 0.00% | −24,512−87.6% | Reduced |
| Lazard Asset Management LLC | 3,445 | $297.0K | 0.00% | +1,148+50.0% | Added |
| Bradley Foster & Sargent Inc | 3,410 | $294.1K | 0.01% | −57−1.6% | Reduced |
| Red Wave Investments LLC | 3,405 | $293.6K | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 3,305 | $285.0K | 0.00% | +261+8.6% | Added |
| Ellevest, Inc. | 3,278 | $282.7K | 0.02% | +238+7.8% | Added |
| Banque Cantonale Vaudoise | 3,269 | $282.0K | 0.01% | +464+16.5% | Added |
| Machina Capital S.A.S. | 3,240 | $279.4K | 0.25% | +3,240 | New |
| Lyell Wealth Management, LP | 3,229 | $278.5K | 0.04% | −435−11.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,217 | $277.4K | 0.01% | −16−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,207 | $277.0K | 0.01% | +3,207 | New |
| RSM US Wealth Management LLC | 3,206 | $276.5K | 0.01% | +3,206 | New |
| Robeco Institutional Asset Management B.V. | 3,134 | $270.3K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,129 | $269.8K | 0.00% | −95,273−96.8% | Reduced |
| Tiger Management L.L.C. | 3,100 | $267.3K | 0.16% | +3,100 | New |
| Atria Wealth Solutions, Inc. | 3,094 | $266.8K | 0.00% | −37−1.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,060 | $263.9K | 0.02% | +3,060 | New |
| Mercer Global Advisors Inc | 3,043 | $262.0K | 0.00% | +94+3.2% | Added |
| Opes Wealth Management LLC | 3,010 | $259.6K | 0.08% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,005 | $259.2K | 0.07% | 00.0% | Unchanged |
| Sonen Capital LLC | 3,000 | $258.7K | 0.44% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,971 | $256.2K | 0.00% | +19+0.6% | Added |
| PVG Asset Management Corp | 2,940 | $253.5K | 0.81% | +2,940 | New |
| New York Life Investment Management LLC | 2,933 | $252.9K | 0.00% | −105−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 2,912 | $251.1K | 0.03% | +2,912 | New |
| FRG Family Wealth Advisors LLC | 2,900 | $250.1K | 0.06% | +2,900 | New |
| Kovack Advisors, Inc. | 2,839 | $244.8K | 0.03% | −122−4.1% | Reduced |
| Qsemble Capital Management, LP | 2,800 | $241.5K | 0.16% | +2,800 | New |
| Ballentine Partners, LLC | 2,792 | $240.8K | 0.01% | +2,792 | New |
| Moors & Cabot, Inc. | 2,777 | $239.5K | 0.02% | +2,777 | New |
| Vista Wealth Management Group, LLC | 2,695 | $232.4K | 0.03% | +2,695 | New |
| Sepio Capital, LP | 2,686 | $231.6K | 0.02% | +2,686 | New |
| V Wealth Advisors LLC | 2,553 | $220.2K | 0.04% | +2,553 | New |
| Independent Solutions Wealth Management, LLC | 2,551 | $220.0K | 0.06% | +2,551 | New |
| M Holdings Securities, Inc. | 2,537 | $219.0K | 0.02% | +2,537 | New |
| HM Payson & Co | 2,478 | $213.7K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,462 | $212.3K | 0.09% | +2,462 | New |
| Gladstone Institutional Advisory LLC | 2,460 | $212.2K | 0.01% | +2,460 | New |
| Harvest Fund Management Co., Ltd | 2,382 | $205.0K | 0.05% | +1,188+99.5% | Added |
| Inspirion Wealth Advisors, LLC | 2,375 | $204.8K | 0.04% | +2,375 | New |
| Quent Capital, LLC | 2,363 | $203.8K | 0.03% | +22+0.9% | Added |
| Toroso Investments, LLC | 2,336 | $201.0K | 0.01% | +2,336 | New |
| CWM, LLC | 2,034 | $175.0K | 0.00% | −2−0.1% | Reduced |
| Advisors Asset Management, Inc. | 1,978 | $170.6K | 0.00% | −1,568−44.2% | Reduced |
| Wahed Invest LLC | 1,935 | $166.9K | 0.07% | −7−0.4% | Reduced |
| Creative Financial Designs Inc | 1,682 | $145.1K | 0.02% | +70+4.3% | Added |
| American International Group, Inc. | 1,622 | $139.9K | 0.00% | −37−2.2% | Reduced |
| Knuff & Co LLC | 2,000 | $136.7K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,579 | $136.2K | 0.07% | +1,579 | New |
| Quadrant Capital Group LLC | 1,565 | $135.0K | 0.01% | +136+9.5% | Added |
| Stephens Inc | 1,342 | $115.7K | 0.00% | +1,342 | New |
| Ancora Advisors, LLC | 1,320 | $113.8K | 0.00% | −84−6.0% | Reduced |
| Ossiam | 1,317 | $113.6K | 0.00% | +14+1.1% | Added |
| Ostrum Asset Management | 1,269 | $109.4K | 0.01% | +1,269 | New |
| HHM Wealth Advisors, LLC | 1,250 | $107.8K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,249 | $107.7K | 0.09% | +1,249 | New |
| Natixis Investment Managers International | 1,191 | $102.7K | 0.01% | +374+45.8% | Added |
| Spire Wealth Management | 1,157 | $99.8K | 0.00% | +27+2.4% | Added |
| Baldwin Brothers Inc | 1,110 | $95.7K | 0.01% | +39+3.6% | Added |
| AM Squared Ltd | 1,100 | $94.9K | 0.07% | +400+57.1% | Added |
| Dark Forest Capital Management LP | 1,087 | $93.7K | 0.02% | +1,087 | New |
| C M Bidwell & Associates Ltd | 1,018 | $87.8K | 0.07% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $86.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 972 | $84.0K | 0.01% | +972 | New |
| Silicon Valley Capital Partners | 947 | $81.7K | 0.02% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 892 | $77.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 845 | $72.9K | 0.01% | +845 | New |
| Fifth Third Bancorp | 714 | $61.6K | 0.00% | +391+121.1% | Added |
| Sunbelt Securities, Inc. | 729 | $61.5K | 0.01% | −3,199−81.4% | Reduced |