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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 284 | $20.0K | 0.00% | +260+1,083.3% | Added |
| Glassman Wealth Services | 299 | $20.7K | 0.00% | +20+7.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 342 | $23.7K | 0.01% | +68+24.8% | Added |
| Global Retirement Partners, LLC | 345 | $23.9K | 0.00% | −39−10.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 367 | $25.0K | 0.00% | −22−5.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 362 | $25.1K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 367 | $25.5K | 0.00% | −12,577−97.2% | Reduced |
| First Horizon Advisors, Inc. | 367 | $25.5K | 0.00% | +3+0.8% | Added |
| Brown Brothers Harriman & Co | 368 | $25.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 395 | $27.4K | 0.00% | −450−53.3% | Reduced |
| Compagnie Lombard Odier SCmA | 400 | $27.7K | 0.00% | +202+102.0% | Added |
| GoalVest Advisory LLC | 410 | $28.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 450 | $31.2K | 0.02% | −250−35.7% | Reduced |
| Cedar Wealth Management, LLC | 467 | $32.4K | 0.01% | +92+24.5% | Added |
| Sunbelt Securities, Inc. | 495 | $34.3K | 0.00% | −234−32.1% | Reduced |
| Arcadia Investment Management Corp | 500 | $34.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 508 | $35.2K | 0.00% | −22−4.2% | Reduced |
| Desjardins Global Asset Management Inc. | 511 | $35.4K | 0.00% | +84+19.7% | Added |
| Global Trust Asset Management, LLC | 512 | $35.5K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 550 | $38.1K | 0.00% | −164−23.0% | Reduced |
| EverSource Wealth Advisors, LLC | 551 | $38.2K | 0.00% | −31−5.3% | Reduced |
| DuPont Capital Management Corp | 576 | $39.9K | 0.00% | +448+350.0% | Added |
| Sandy Spring Bank | 596 | $41.3K | 0.00% | −33−5.2% | Reduced |
| Anchor Investment Management, LLC | 600 | $41.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 604 | $41.9K | 0.00% | −108−15.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 619 | $42.9K | 0.00% | +17+2.8% | Added |
| First Manhattan Co | 622 | $43.1K | 0.00% | +82+15.2% | Added |
| Western Pacific Wealth Management, LP | 635 | $44.0K | 0.03% | +635 | New |
| Fiduciary Alliance LLC | 665 | $46.1K | 0.01% | +665 | New |
| Coppell Advisory Solutions LLC | 658 | $46.3K | 0.01% | +658 | New |
| Kapitalo Investimentos Ltda | 683 | $47.4K | 0.01% | +683 | New |
| GPS Wealth Strategies Group, LLC | 685 | $47.5K | 0.01% | +228+49.9% | Added |
| IFP Advisors, Inc | 830 | $47.6K | 0.00% | +391+89.1% | Added |
| Advisors Asset Management, Inc. | 723 | $50.1K | 0.00% | −1,255−63.4% | Reduced |
| Clearstead Advisors, LLC | 831 | $57.6K | 0.00% | +331+66.2% | Added |
| Kelly Financial Services LLC | 862 | $59.8K | 0.03% | +255+42.0% | Added |
| Richelieu Gestion PLC | 892 | $62.0K | 0.05% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 947 | $65.7K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 990 | $68.7K | 0.00% | +734+286.7% | Added |
| Albion Financial Group | 1,002 | $69.5K | 0.01% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,013 | $70.3K | 0.00% | +1,009+25,225.0% | Added |
| UniSuper Management Pty Ltd | 1,100 | $76.3K | 0.00% | +1,100 | New |
| Natixis Investment Managers International | 1,121 | $77.7K | 0.01% | −70−5.9% | Reduced |
| Quadrant Capital Group LLC | 1,133 | $78.6K | 0.01% | −432−27.6% | Reduced |
| Spire Wealth Management | 1,142 | $79.2K | 0.00% | −15−1.3% | Reduced |
| State of Wyoming | 1,157 | $80.2K | 0.02% | +1,157 | New |
| HHM Wealth Advisors, LLC | 1,250 | $86.7K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,270 | $88.1K | 0.01% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,307 | $90.6K | 0.00% | +811+163.5% | Added |
| Ancora Advisors, LLC | 1,420 | $98.5K | 0.00% | +100+7.6% | Added |
| American International Group, Inc. | 1,432 | $99.3K | 0.00% | −190−11.7% | Reduced |
| Pacer Advisors, Inc. | 1,536 | $106.5K | 0.00% | +1,424+1,271.4% | Added |
| Acima Private Wealth, LLC | 1,579 | $109.5K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,782 | $123.6K | 0.01% | +100+5.9% | Added |
| Lazard Asset Management LLC | 1,805 | $125.0K | 0.00% | −1,640−47.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,864 | $129.3K | 0.00% | −14,393−88.5% | Reduced |
| Stephens Inc | 2,026 | $140.5K | 0.00% | +684+51.0% | Added |
| Wahed Invest LLC | 2,191 | $151.9K | 0.05% | +256+13.2% | Added |
| Quent Capital, LLC | 2,372 | $164.5K | 0.03% | +9+0.4% | Added |
| CWM, LLC | 2,420 | $168.0K | 0.00% | +386+19.0% | Added |
| HM Payson & Co | 2,478 | $171.8K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,912 | $201.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,898 | $201.0K | 0.03% | +59+2.1% | Added |
| FRG Family Wealth Advisors LLC | 2,900 | $201.1K | 0.04% | 00.0% | Unchanged |
| Ossiam | 2,965 | $205.6K | 0.00% | +1,648+125.1% | Added |
| Motley Fool Asset Management LLC | 2,968 | $205.8K | 0.02% | +2,968 | New |
| Adviser Investments LLC | 2,988 | $207.2K | 0.00% | −16,482−84.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,005 | $208.0K | 0.01% | −4,950−62.2% | Reduced |
| Awm Capital, LLC | 3,000 | $208.1K | 0.05% | −5−0.2% | Reduced |
| Sonen Capital LLC | 3,000 | $208.1K | 0.34% | 00.0% | Unchanged |
| Axq Capital, LP | 3,000 | $208.1K | 0.26% | +3,000 | New |
| Bridgefront Capital, LLC | 3,006 | $208.5K | 0.11% | +3,006 | New |
| Opes Wealth Management LLC | 3,010 | $208.7K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,063 | $212.0K | 0.01% | +3,063 | New |
| Clare Market Investments LLC | 3,127 | $216.9K | 0.08% | +3,127 | New |
| DF Dent & Co Inc | 3,129 | $217.0K | 0.00% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 3,150 | $218.5K | 0.02% | +3,150 | New |
| RSM US Wealth Management LLC | 3,206 | $222.3K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,220 | $223.3K | 0.00% | −85−2.6% | Reduced |
| Metis Global Partners, LLC | 3,241 | $224.8K | 0.01% | −2,404−42.6% | Reduced |
| Mercer Global Advisors Inc | 3,278 | $227.0K | 0.00% | +235+7.7% | Added |
| Integrated Wealth Concepts LLC | 3,306 | $229.3K | 0.00% | +99+3.1% | Added |
| MetLife Investment Management | 3,374 | $234.0K | 0.00% | −579−14.6% | Reduced |
| Veriti Management LLC | 3,383 | $234.6K | 0.03% | −287−7.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,390 | $235.1K | 0.05% | +1,015+42.7% | Added |
| Red Wave Investments LLC | 3,405 | $236.1K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,467 | $240.4K | 0.01% | +3,467 | New |
| Vestcor Inc | 3,537 | $245.0K | 0.01% | −39−1.1% | Reduced |
| Prosperity Wealth Management, Inc. | 3,535 | $245.2K | 0.16% | +3,535 | New |
| CAPROCK Group, Inc. | 3,568 | $247.4K | 0.02% | −2,836−44.3% | Reduced |
| Empowered Funds, LLC | 3,579 | $248.2K | 0.01% | +3,579 | New |
| EA Series Trust | 3,579 | $248.2K | 0.01% | +3,579 | New |
| National Asset Management, Inc. | 3,598 | $249.5K | 0.01% | −1,239−25.6% | Reduced |
| Courier Capital LLC | 3,640 | $252.5K | 0.02% | +3,640 | New |
| Seven Eight Capital, LP | 3,642 | $252.6K | 0.04% | +3,642 | New |
| Prelude Capital Management, LLC | 3,647 | $252.9K | 0.02% | +3,647 | New |
| Commerce Bank | 3,650 | $253.1K | 0.00% | −680−15.7% | Reduced |
| Keebeck Alpha, LP | 3,675 | $254.9K | 0.25% | +3,675 | New |
| NinePointTwo Capital | 3,709 | $257.0K | 0.10% | +3,709 | New |