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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 11,760 | $815.3K | 0.03% | −696−5.6% | Reduced |
| Acadian Asset Management LLC | 11,723 | $810.0K | 0.00% | −43,257−78.7% | Reduced |
| Principal Financial Group Inc | 11,645 | $807.6K | 0.00% | −3,615−23.7% | Reduced |
| Teacher Retirement System of Texas | 11,643 | $807.0K | 0.01% | −5,246−31.1% | Reduced |
| Virtu Financial LLC | 11,584 | $803.0K | 0.06% | +11,584 | New |
| Highland Capital Management, LLC | 11,514 | $798.5K | 0.05% | +11,514 | New |
| Maryland State Retirement & Pension System | 11,463 | $795.0K | 0.02% | −500−4.2% | Reduced |
| Nordea Investment Management AB | 11,073 | $778.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,247 | $778.0K | 0.01% | +11,247 | New |
| Manufacturers Life Insurance Company, The | 11,146 | $772.5K | 0.00% | −75−0.7% | Reduced |
| Guggenheim Capital LLC | 10,985 | $761.8K | 0.01% | +60+0.5% | Added |
| Mackenzie Financial Corp | 10,962 | $759.2K | 0.00% | +7,490+215.7% | Added |
| Alpha DNA Investment Management LLC | 10,863 | $753.3K | 0.43% | −5,412−33.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,808 | $749.5K | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 10,681 | $740.7K | 0.11% | +10,681 | New |
| CI Private Wealth, LLC | 10,681 | $740.4K | 0.00% | −976−8.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,544 | $731.0K | 0.03% | −5,813−35.5% | Reduced |
| Cipher Capital LP | 10,534 | $730.5K | 0.12% | +7,020+199.8% | Added |
| Franklin Resources Inc | 10,413 | $722.1K | 0.00% | +40.0% | Added |
| Brandywine Managers, LLC | 10,248 | $710.7K | 0.47% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 10,180 | $706.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 9,663 | $669.9K | 0.01% | +68+0.7% | Added |
| Coastal Bridge Advisors, LLC | 9,609 | $666.4K | 0.16% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 9,582 | $664.5K | 0.00% | +400+4.4% | Added |
| Ethic Inc. | 9,426 | $653.7K | 0.02% | −4,052−30.1% | Reduced |
| Oak Thistle LLC | 9,412 | $652.7K | 0.34% | +9,412 | New |
| XTX Topco Ltd | 9,079 | $629.6K | 0.11% | +9,079 | New |
| Woodline Partners LP | 9,040 | $626.9K | 0.01% | +2,110+30.4% | Added |
| Corton Capital Inc. | 8,781 | $609.0K | 0.29% | −3,665−29.4% | Reduced |
| Schwab Charitable Fund | 8,775 | $608.5K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,766 | $607.9K | 0.00% | −943−9.7% | Reduced |
| Concentric Capital Strategies, LP | 8,668 | $601.1K | 0.13% | −19,276−69.0% | Reduced |
| Achmea Investment Management B.V. | 8,625 | $598.0K | 0.01% | +3,518+68.9% | Added |
| HRT Financial LP | 8,332 | $577.0K | 0.01% | +8,332 | New |
| Yarbrough Capital, LLC | 8,216 | $569.8K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,100 | $562.0K | 0.03% | +4,831+147.8% | Added |
| The PNC Financial Services Group, Inc. | 7,898 | $547.7K | 0.00% | +114+1.5% | Added |
| Tybourne Capital Management (HK) Ltd | 7,800 | $540.9K | 0.06% | +7,800 | New |
| Petrus Trust Company, LTA | 7,776 | $539.3K | 0.06% | +7,776 | New |
| Cetera Advisor Networks LLC | 7,734 | $536.4K | 0.00% | +27+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,595 | $534.0K | 0.01% | +2,230+41.6% | Added |
| Riverbridge Partners LLC | 7,614 | $528.0K | 0.01% | −81−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 525,002 | $525.1K | 0.03% | −100.0% | Reduced |
| Palo Alto Wealth Advisors, LLC | 7,570 | $525.0K | 0.42% | −320−4.1% | Reduced |
| Mach-1 Financial Group, Inc. | 7,552 | $523.7K | 0.21% | +7,502+15,004.0% | Added |
| Blueshift Asset Management, LLC | 7,378 | $511.7K | 0.20% | +4,916+199.7% | Added |
| Janney Montgomery Scott LLC | 7,295 | $506.0K | 0.00% | +7,295 | New |
| Geneos Wealth Management Inc. | 7,288 | $505.4K | 0.03% | +378+5.5% | Added |
| Prudential PLC | 7,133 | $494.7K | 0.01% | −1,831−20.4% | Reduced |
| Prudential Financial Inc | 7,097 | $492.2K | 0.00% | −206,920−96.7% | Reduced |
| Wetherby Asset Management Inc | 7,082 | $491.1K | 0.03% | −342−4.6% | Reduced |
| M&T Bank Corp | 6,962 | $482.0K | 0.00% | −229−3.2% | Reduced |
| Frank, Rimerman Advisors LLC | 6,930 | $480.6K | 0.11% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 6,710 | $465.3K | 0.19% | −4,794−41.7% | Reduced |
| Valmark Advisers, Inc. | 6,694 | $464.2K | 0.01% | +903+15.6% | Added |
| Kestra Advisory Services, LLC | 6,537 | $453.3K | 0.00% | +553+9.2% | Added |
| Mutual of America Capital Management LLC | 6,412 | $444.7K | 0.01% | +1,006+18.6% | Added |
| Xponance, Inc. | 6,307 | $437.4K | 0.01% | −1,075−14.6% | Reduced |
| E. Ohman J:or Asset Management AB | 6,300 | $436.9K | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 6,200 | $430.0K | 0.31% | +3,400+121.4% | Added |
| Two Sigma Securities, LLC | 6,093 | $422.6K | 0.03% | +6,093 | New |
| Synergy Financial Group, LTD | 6,038 | $418.7K | 0.56% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,020 | $417.5K | 0.00% | −941−13.5% | Reduced |
| Mission Wealth Management, LP | 5,973 | $414.2K | 0.02% | +5,973 | New |
| Pier 88 Investment Partners LLC | 5,900 | $409.2K | 0.10% | −6,768−53.4% | Reduced |
| Aviva PLC | 5,712 | $396.1K | 0.00% | −71,140−92.6% | Reduced |
| Wealthfront Advisers LLC | 5,684 | $394.2K | 0.00% | −379−6.3% | Reduced |
| CWM Advisors, LLC | 5,661 | $392.6K | 0.05% | +5,661 | New |
| Aj Wealth Strategies, LLC | 5,650 | $391.8K | 0.02% | +104+1.9% | Added |
| Pearl River Capital, LLC | 5,646 | $391.6K | 0.06% | +5,646 | New |
| Inceptionr LLC | 5,593 | $387.9K | 0.21% | +5,593 | New |
| CenterBook Partners LP | 5,501 | $381.5K | 0.05% | −180−3.2% | Reduced |
| Bristlecone Advisors, LLC | 5,461 | $378.7K | 0.04% | −141−2.5% | Reduced |
| Balentine LLC | 5,437 | $377.1K | 0.01% | +8+0.1% | Added |
| Affinity Investment Advisors, LLC | 5,400 | $374.5K | 0.22% | −5,118−48.7% | Reduced |
| Thoroughbred Financial Services, LLC | 5,366 | $372.0K | 0.05% | +167+3.2% | Added |
| Ci Investments Inc. | 5,327 | $369.0K | 0.00% | −681−11.3% | Reduced |
| Simplex Trading, LLC | 5,217 | $361.0K | 0.02% | −30,825−85.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,056 | $351.0K | 0.01% | −1,370−21.3% | Reduced |
| CM Wealth Advisors LLC | 4,717 | $349.0K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,024 | $348.4K | 0.02% | +2,564+104.2% | Added |
| Boston Private Wealth LLC | 5,005 | $347.1K | 0.01% | −227−4.3% | Reduced |
| Vetamer Capital Management, L.P. | 4,990 | $346.1K | 0.53% | −5,814−53.8% | Reduced |
| CIBC Asset Management Inc | 4,972 | $344.8K | 0.00% | +3+0.1% | Added |
| Blue Zone Wealth Advisors, LLC | 4,941 | $342.7K | 0.16% | +522+11.8% | Added |
| Eqis Capital Management, Inc. | 4,935 | $342.3K | 0.04% | −1,039−17.4% | Reduced |
| Signaturefd, LLC | 4,855 | $336.7K | 0.01% | −438−8.3% | Reduced |
| Impax Asset Management Group plc | 4,823 | $334.5K | 0.00% | +1,852+62.3% | Added |
| Mezzasalma Advisors, LLC | 4,680 | $324.6K | 0.20% | 00.0% | Unchanged |
| ORG Partners LLC | 4,657 | $322.5K | 0.05% | +4,657 | New |
| Fox Run Management, L.L.C. | 4,550 | $315.5K | 0.09% | −9,127−66.7% | Reduced |
| Machina Capital S.A.S. | 4,534 | $314.4K | 0.18% | +1,294+39.9% | Added |
| Delphia (USA) Inc. | 4,527 | $313.9K | 0.50% | −5,559−55.1% | Reduced |
| Clear Creek Financial Management, LLC | 4,454 | $308.9K | 0.05% | +4+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,313 | $299.1K | 0.02% | −487−10.1% | Reduced |
| Perigon Wealth Management, LLC | 4,310 | $298.9K | 0.01% | −211−4.7% | Reduced |
| Brighton Jones LLC | 4,296 | $297.9K | 0.02% | +117+2.8% | Added |
| Triumph Capital Management | 4,256 | $295.2K | 0.13% | −581−12.0% | Reduced |