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, Q2 2023
Institutional positions in Okta, Inc. as of Jun 30, 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
- 618
- −18 vs. Q1 2023
- Shares held
- 127.3M
- +2.16M (+1.7%) vs. Q1 2023
- Total value
- $8.81B
- −$1.94B (−18.1%) vs. Q1 2023
- New holders
- 83
- 204 more added
- Sold out
- 101
- 209 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 781 | $1 | 0.00% | +781 | New |
| Global Financial Private Client, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $70 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $139 | 0.00% | −65−97.0% | Reduced |
| Tortoise Investment Management, LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $209 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6 | $416 | 0.00% | +6 | New |
| Impact Partnership Wealth, LLC | 8 | $555 | 0.00% | +8 | New |
| PayPay Securities Corp | 9 | $624 | 0.04% | −10−52.6% | Reduced |
| Private Ocean, LLC | 9 | $624 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $625 | 0.00% | +2+28.6% | Added |
| Berkshire Capital Holdings Inc | 10 | $694 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10 | $694 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $694 | 0.00% | +4+66.7% | Added |
| Raffa Wealth Management, LLC | 12 | $832 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 14 | $971 | 0.00% | −44−75.9% | Reduced |
| Motco | 14 | $971 | 0.00% | +14 | New |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $1.04K | 0.00% | +15 | New |
| 25 LLC | 15 | $1.10K | 0.00% | −7−31.8% | Reduced |
| BerganKDV Wealth Management, LLC | 16 | $1.11K | 0.00% | −9−36.0% | Reduced |
| City Holding Co | 18 | $1.25K | 0.00% | −300−94.3% | Reduced |
| Red Tortoise LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.53K | 0.00% | −996−97.8% | Reduced |
| Lee Financial Co | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $1.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 28 | $1.94K | 0.00% | −11−28.2% | Reduced |
| Bartlett & Co. LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 29 | $2.00K | 0.00% | +8+38.1% | Added |
| Field & Main Bank | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.08K | 0.01% | +30 | New |
| Sound Income Strategies, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 34 | $2.36K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 37 | $2.57K | 0.00% | −106−74.1% | Reduced |
| JCIC Asset Management Inc. | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.98K | 0.00% | +16+59.3% | Added |
| ClariVest Asset Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 44 | $3.05K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $3.47K | 0.00% | +50 | New |
| Colonial Trust Advisors | 51 | $3.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $3.88K | 0.00% | +14+33.3% | Added |
| Earnest Partners LLC | 57 | $3.95K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 59 | $4.09K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $4.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $4.23K | 0.00% | +4+7.0% | Added |
| Nemes Rush Group LLC | 72 | $4.99K | 0.00% | +72 | New |
| Avion Wealth | 82 | $5.00K | 0.00% | +7+9.3% | Added |
| Elequin Capital LP | 73 | $5.06K | 0.00% | +73 | New |
| Farther Finance Advisors, LLC | 74 | $5.13K | 0.00% | −31−29.5% | Reduced |
| Contravisory Investment Management, Inc. | 75 | $5.20K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 80 | $5.55K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 80 | $5.55K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 81 | $5.62K | 0.00% | +81 | New |
| AdvisorNet Financial, Inc | 82 | $5.69K | 0.00% | −5−5.7% | Reduced |
| Thompson Investment Management, Inc. | 82 | $5.69K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $6.00K | 0.00% | −34−31.8% | Reduced |
| SOA Wealth Advisors, LLC. | 93 | $6.45K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $7.07K | 0.00% | −5−4.7% | Reduced |
| Heritage Wealth Advisors | 104 | $7.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $7.28K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 121 | $8.39K | 0.00% | +121 | New |
| Private Trust Co NA | 128 | $8.88K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.50K | 0.01% | – | New |
| Parkside Financial Bank & Trust | 141 | $9.78K | 0.00% | −15−9.6% | Reduced |
| Harbor Investment Advisory, LLC | 147 | $10.2K | 0.00% | +7+5.0% | Added |
| Sofos Investments, Inc. | 69 | $10.3K | 0.05% | −17−19.8% | Reduced |
| Financial Perspectives, Inc | 151 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $10.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 154 | $10.7K | 0.00% | +154 | New |
| Harbour Investments, Inc. | 161 | $11.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 161 | $11.2K | 0.02% | +21+15.0% | Added |
| Covestor Ltd | 168 | $12.0K | 0.01% | −17−9.2% | Reduced |
| Truvestments Capital LLC | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 196 | $14.0K | 0.00% | −4−2.0% | Reduced |
| Riverview Trust Co | 206 | $14.3K | 0.01% | +206 | New |
| Addison Advisors LLC | 225 | $15.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 233 | $16.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 254 | $17.6K | 0.00% | −29−10.2% | Reduced |
| Itau Unibanco Holding S.A. | 287 | $19.9K | 0.00% | −32−10.0% | Reduced |