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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 712 | $61.4K | 0.00% | −4,891−87.3% | Reduced |
| Optimum Investment Advisors | 700 | $60.4K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 629 | $54.2K | 0.00% | −150−19.3% | Reduced |
| Kelly Financial Services LLC | 607 | $52.3K | 0.03% | −49−7.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 602 | $51.9K | 0.00% | +2+0.3% | Added |
| Anchor Investment Management, LLC | 600 | $51.7K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 600 | $51.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 582 | $50.2K | 0.01% | −39−6.3% | Reduced |
| First Manhattan Co | 540 | $46.6K | 0.00% | +424+365.5% | Added |
| Lindbrook Capital, LLC | 530 | $45.7K | 0.01% | +8+1.5% | Added |
| Global Trust Asset Management, LLC | 512 | $44.2K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $43.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $43.1K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 496 | $42.8K | 0.00% | −180−26.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 457 | $39.4K | 0.01% | +457 | New |
| Desjardins Global Asset Management Inc. | 427 | $37.0K | 0.00% | −42−9.0% | Reduced |
| GoalVest Advisory LLC | 410 | $35.4K | 0.02% | +168+69.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 389 | $34.0K | 0.00% | −120−23.6% | Reduced |
| Cedar Wealth Management, LLC | 375 | $32.3K | 0.01% | +124+49.4% | Added |
| Gordian Capital Singapore Pte Ltd | 362 | $32.0K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 368 | $31.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 364 | $31.4K | 0.00% | +8+2.2% | Added |
| Belpointe Asset Management LLC | 320 | $27.6K | 0.00% | +9+2.9% | Added |
| Itau Unibanco Holding S.A. | 319 | $27.5K | 0.00% | −4−1.2% | Reduced |
| City Holding Co | 318 | $27.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 384 | $26.9K | 0.00% | +7+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 439 | $25.2K | 0.00% | −1,305−74.8% | Reduced |
| Allworth Financial LP | 283 | $24.4K | 0.00% | +10+3.7% | Added |
| Glassman Wealth Services | 279 | $24.1K | 0.00% | −82−22.7% | Reduced |
| Raleigh Capital Management Inc. | 274 | $23.6K | 0.01% | +60+28.0% | Added |
| Credit Agricole S A | 256 | $22.1K | 0.00% | −867−77.2% | Reduced |
| Quarry LP | 255 | $22.0K | 0.01% | +255 | New |
| Umb Bank N A | 233 | $20.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $19.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $17.2K | 0.01% | −33−14.2% | Reduced |
| Compagnie Lombard Odier SCmA | 198 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 185 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 161 | $13.9K | 0.00% | −42−20.7% | Reduced |
| Parkside Financial Bank & Trust | 156 | $13.5K | 0.00% | +5+3.3% | Added |
| Rise Advisors, LLC | 154 | $13.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 151 | $13.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 143 | $12.3K | 0.00% | +128+853.3% | Added |
| Harbor Investment Advisory, LLC | 140 | $12.1K | 0.00% | +26+22.8% | Added |
| Macroview Investment Management LLC | 140 | $12.1K | 0.02% | +140 | New |
| DuPont Capital Management Corp | 128 | $11.0K | 0.00% | −6,833−98.2% | Reduced |
| Private Trust Co NA | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 112 | $9.66K | 0.00% | +8+7.7% | Added |
| Bell Investment Advisors, Inc | 107 | $9.23K | 0.00% | −5−4.5% | Reduced |
| Farther Finance Advisors, LLC | 105 | $9.05K | 0.00% | −81−43.5% | Reduced |
| CVA Family Office, LLC | 105 | $9.05K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $9.00K | 0.01% | +100 | New |
| Heritage Wealth Advisors | 104 | $8.97K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 101 | $8.71K | 0.00% | −10−9.0% | Reduced |
| IAG Wealth Partners, LLC | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $8.62K | 0.01% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $8.62K | 0.01% | +100 | New |
| SOA Wealth Advisors, LLC. | 93 | $8.02K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 90 | $8.00K | 0.00% | −60−40.0% | Reduced |
| Pacifica Partners Inc. | 95 | $7.57K | 0.00% | +95 | New |
| AdvisorNet Financial, Inc | 87 | $7.50K | 0.00% | +2+2.4% | Added |
| Thompson Investment Management, Inc. | 82 | $7.07K | 0.00% | +82 | New |
| RE Dickinson Investment Advisors, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 84 | $7.00K | 0.00% | +25+42.4% | Added |
| Close Asset Management Ltd | 86 | $7.00K | 0.00% | +30+53.6% | Added |
| Ronald Blue Trust, Inc. | 107 | $7.00K | 0.00% | +75+234.4% | Added |
| Chesapeake Asset Management LLC | 80 | $6.90K | 0.01% | +80 | New |
| WealthPLAN Partners, LLC | 80 | $6.90K | 0.00% | +80 | New |
| Contravisory Investment Management, Inc. | 75 | $6.47K | 0.00% | +75 | New |
| SRS Capital Advisors, Inc. | 74 | $6.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 67 | $5.78K | 0.00% | −23−25.6% | Reduced |
| Barrett & Company, Inc. | 60 | $5.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 59 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 58 | $5.00K | 0.00% | +58 | New |
| Avion Wealth | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 57 | $4.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $4.92K | 0.00% | +7+14.0% | Added |
| Kalos Management, Inc. | 54 | $4.66K | 0.01% | +54 | New |
| Colonial Trust Advisors | 51 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $4.31K | 0.00% | +50 | New |
| Mach-1 Financial Group, Inc. | 50 | $4.31K | 0.03% | +50 | New |
| ClariVest Asset Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 44 | $3.79K | 0.00% | −165−78.9% | Reduced |
| Versant Capital Management, Inc | 42 | $3.62K | 0.00% | −19−31.1% | Reduced |
| Sutton Wealth Advisors Inc. | 40 | $3.45K | 0.00% | −238−85.6% | Reduced |
| TCI Wealth Advisors, Inc. | 40 | $3.45K | 0.00% | −90−69.2% | Reduced |
| JCIC Asset Management Inc. | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 39 | $3.36K | 0.00% | +39 | New |
| JJJ Advisors Inc. | 44 | $3.27K | 0.00% | +37+528.6% | Added |
| Front Row Advisors LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| NewSquare Capital LLC | 34 | $2.93K | 0.00% | +6+21.4% | Added |
| Sound Income Strategies, LLC | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $2.33K | 0.00% | 00.0% | Unchanged |