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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 3,734 | $259.0K | 0.00% | −10,759−74.2% | Reduced |
| Toroso Investments, LLC | 3,740 | $259.0K | 0.01% | +1,404+60.1% | Added |
| Jump Financial, LLC | 3,745 | $259.7K | 0.01% | +3,745 | New |
| Vectors Research Management, LLC | 3,793 | $263.0K | 0.07% | −256−6.3% | Reduced |
| AtonRa Partners | 3,832 | $265.7K | 0.41% | −349−8.3% | Reduced |
| Teza Capital Management LLC | 3,873 | $268.6K | 0.04% | +3,873 | New |
| Independent Financial Group, LLC | 3,952 | $274.1K | 0.02% | +22+0.6% | Added |
| Flagship Harbor Advisors, LLC | 3,972 | $275.5K | 0.02% | −205−4.9% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $277.4K | 0.03% | +4,000 | New |
| Waldron Private Wealth LLC | 4,009 | $278.0K | 0.01% | −77−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,010 | $278.1K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,104 | $284.6K | 0.01% | +10+0.2% | Added |
| Gilbert & Cook, Inc. | 4,136 | $286.8K | 0.05% | +4,136 | New |
| National Bank of Canada | 4,147 | $287.3K | 0.00% | −11,557−73.6% | Reduced |
| Clark Capital Management Group, Inc. | 4,168 | $289.1K | 0.00% | +7+0.2% | Added |
| Griffin Asset Management, Inc. | 4,217 | $292.4K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,251 | $295.0K | 0.00% | +4,251 | New |
| Triumph Capital Management | 4,256 | $295.2K | 0.13% | −581−12.0% | Reduced |
| Brighton Jones LLC | 4,296 | $297.9K | 0.02% | +117+2.8% | Added |
| Perigon Wealth Management, LLC | 4,310 | $298.9K | 0.01% | −211−4.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,313 | $299.1K | 0.02% | −487−10.1% | Reduced |
| Clear Creek Financial Management, LLC | 4,454 | $308.9K | 0.05% | +4+0.1% | Added |
| Delphia (USA) Inc. | 4,527 | $313.9K | 0.50% | −5,559−55.1% | Reduced |
| Machina Capital S.A.S. | 4,534 | $314.4K | 0.18% | +1,294+39.9% | Added |
| Fox Run Management, L.L.C. | 4,550 | $315.5K | 0.09% | −9,127−66.7% | Reduced |
| ORG Partners LLC | 4,657 | $322.5K | 0.05% | +4,657 | New |
| Mezzasalma Advisors, LLC | 4,680 | $324.6K | 0.20% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,823 | $334.5K | 0.00% | +1,852+62.3% | Added |
| Signaturefd, LLC | 4,855 | $336.7K | 0.01% | −438−8.3% | Reduced |
| Eqis Capital Management, Inc. | 4,935 | $342.3K | 0.04% | −1,039−17.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,941 | $342.7K | 0.16% | +522+11.8% | Added |
| CIBC Asset Management Inc | 4,972 | $344.8K | 0.00% | +3+0.1% | Added |
| Vetamer Capital Management, L.P. | 4,990 | $346.1K | 0.53% | −5,814−53.8% | Reduced |
| Boston Private Wealth LLC | 5,005 | $347.1K | 0.01% | −227−4.3% | Reduced |
| Gladstone Institutional Advisory LLC | 5,024 | $348.4K | 0.02% | +2,564+104.2% | Added |
| CM Wealth Advisors LLC | 4,717 | $349.0K | 0.11% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,056 | $351.0K | 0.01% | −1,370−21.3% | Reduced |
| Simplex Trading, LLC | 5,217 | $361.0K | 0.02% | −30,825−85.5% | Reduced |
| Ci Investments Inc. | 5,327 | $369.0K | 0.00% | −681−11.3% | Reduced |
| Thoroughbred Financial Services, LLC | 5,366 | $372.0K | 0.05% | +167+3.2% | Added |
| Affinity Investment Advisors, LLC | 5,400 | $374.5K | 0.22% | −5,118−48.7% | Reduced |
| Balentine LLC | 5,437 | $377.1K | 0.01% | +8+0.1% | Added |
| Bristlecone Advisors, LLC | 5,461 | $378.7K | 0.04% | −141−2.5% | Reduced |
| CenterBook Partners LP | 5,501 | $381.5K | 0.05% | −180−3.2% | Reduced |
| Inceptionr LLC | 5,593 | $387.9K | 0.21% | +5,593 | New |
| Pearl River Capital, LLC | 5,646 | $391.6K | 0.06% | +5,646 | New |
| Aj Wealth Strategies, LLC | 5,650 | $391.8K | 0.02% | +104+1.9% | Added |
| CWM Advisors, LLC | 5,661 | $392.6K | 0.05% | +5,661 | New |
| Wealthfront Advisers LLC | 5,684 | $394.2K | 0.00% | −379−6.3% | Reduced |
| Aviva PLC | 5,712 | $396.1K | 0.00% | −71,140−92.6% | Reduced |
| Pier 88 Investment Partners LLC | 5,900 | $409.2K | 0.10% | −6,768−53.4% | Reduced |
| Mission Wealth Management, LP | 5,973 | $414.2K | 0.02% | +5,973 | New |
| Captrust Financial Advisors | 6,020 | $417.5K | 0.00% | −941−13.5% | Reduced |
| Synergy Financial Group, LTD | 6,038 | $418.7K | 0.56% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,093 | $422.6K | 0.03% | +6,093 | New |
| Qsemble Capital Management, LP | 6,200 | $430.0K | 0.31% | +3,400+121.4% | Added |
| E. Ohman J:or Asset Management AB | 6,300 | $436.9K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 6,307 | $437.4K | 0.01% | −1,075−14.6% | Reduced |
| Mutual of America Capital Management LLC | 6,412 | $444.7K | 0.01% | +1,006+18.6% | Added |
| Kestra Advisory Services, LLC | 6,537 | $453.3K | 0.00% | +553+9.2% | Added |
| Valmark Advisers, Inc. | 6,694 | $464.2K | 0.01% | +903+15.6% | Added |
| Rather & Kittrell, Inc. | 6,710 | $465.3K | 0.19% | −4,794−41.7% | Reduced |
| Frank, Rimerman Advisors LLC | 6,930 | $480.6K | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 6,962 | $482.0K | 0.00% | −229−3.2% | Reduced |
| Wetherby Asset Management Inc | 7,082 | $491.1K | 0.03% | −342−4.6% | Reduced |
| Prudential Financial Inc | 7,097 | $492.2K | 0.00% | −206,920−96.7% | Reduced |
| Prudential PLC | 7,133 | $494.7K | 0.01% | −1,831−20.4% | Reduced |
| Geneos Wealth Management Inc. | 7,288 | $505.4K | 0.03% | +378+5.5% | Added |
| Janney Montgomery Scott LLC | 7,295 | $506.0K | 0.00% | +7,295 | New |
| Blueshift Asset Management, LLC | 7,378 | $511.7K | 0.20% | +4,916+199.7% | Added |
| Mach-1 Financial Group, Inc. | 7,552 | $523.7K | 0.21% | +7,502+15,004.0% | Added |
| Palo Alto Wealth Advisors, LLC | 7,570 | $525.0K | 0.42% | −320−4.1% | Reduced |
| Baker Avenue Asset Management, LP | 525,002 | $525.1K | 0.03% | −100.0% | Reduced |
| Riverbridge Partners LLC | 7,614 | $528.0K | 0.01% | −81−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,595 | $534.0K | 0.01% | +2,230+41.6% | Added |
| Cetera Advisor Networks LLC | 7,734 | $536.4K | 0.00% | +27+0.4% | Added |
| Petrus Trust Company, LTA | 7,776 | $539.3K | 0.06% | +7,776 | New |
| Tybourne Capital Management (HK) Ltd | 7,800 | $540.9K | 0.06% | +7,800 | New |
| The PNC Financial Services Group, Inc. | 7,898 | $547.7K | 0.00% | +114+1.5% | Added |
| Banque Cantonale Vaudoise | 8,100 | $562.0K | 0.03% | +4,831+147.8% | Added |
| Yarbrough Capital, LLC | 8,216 | $569.8K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 8,332 | $577.0K | 0.01% | +8,332 | New |
| Achmea Investment Management B.V. | 8,625 | $598.0K | 0.01% | +3,518+68.9% | Added |
| Concentric Capital Strategies, LP | 8,668 | $601.1K | 0.13% | −19,276−69.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,766 | $607.9K | 0.00% | −943−9.7% | Reduced |
| Schwab Charitable Fund | 8,775 | $608.5K | 0.04% | 00.0% | Unchanged |
| Corton Capital Inc. | 8,781 | $609.0K | 0.29% | −3,665−29.4% | Reduced |
| Woodline Partners LP | 9,040 | $626.9K | 0.01% | +2,110+30.4% | Added |
| XTX Topco Ltd | 9,079 | $629.6K | 0.11% | +9,079 | New |
| Oak Thistle LLC | 9,412 | $652.7K | 0.34% | +9,412 | New |
| Ethic Inc. | 9,426 | $653.7K | 0.02% | −4,052−30.1% | Reduced |
| Public Sector Pension Investment Board | 9,582 | $664.5K | 0.00% | +400+4.4% | Added |
| Coastal Bridge Advisors, LLC | 9,609 | $666.4K | 0.16% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,663 | $669.9K | 0.01% | +68+0.7% | Added |
| Jefferies Financial Group Inc. | 10,000 | $693.5K | 0.01% | −55,594−84.8% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $693.5K | 0.83% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 10,180 | $706.0K | 0.08% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 10,248 | $710.7K | 0.47% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,413 | $722.1K | 0.00% | +40.0% | Added |
| Cipher Capital LP | 10,534 | $730.5K | 0.12% | +7,020+199.8% | Added |