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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 4,251 | $295.0K | 0.00% | +4,251 | New |
| Griffin Asset Management, Inc. | 4,217 | $292.4K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 4,168 | $289.1K | 0.00% | +7+0.2% | Added |
| National Bank of Canada | 4,147 | $287.3K | 0.00% | −11,557−73.6% | Reduced |
| Gilbert & Cook, Inc. | 4,136 | $286.8K | 0.05% | +4,136 | New |
| Miracle Mile Advisors, LLC | 4,104 | $284.6K | 0.01% | +10+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,010 | $278.1K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,009 | $278.0K | 0.01% | −77−1.9% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $277.4K | 0.03% | +4,000 | New |
| Flagship Harbor Advisors, LLC | 3,972 | $275.5K | 0.02% | −205−4.9% | Reduced |
| Independent Financial Group, LLC | 3,952 | $274.1K | 0.02% | +22+0.6% | Added |
| Teza Capital Management LLC | 3,873 | $268.6K | 0.04% | +3,873 | New |
| AtonRa Partners | 3,832 | $265.7K | 0.41% | −349−8.3% | Reduced |
| Vectors Research Management, LLC | 3,793 | $263.0K | 0.07% | −256−6.3% | Reduced |
| Jump Financial, LLC | 3,745 | $259.7K | 0.01% | +3,745 | New |
| Toroso Investments, LLC | 3,740 | $259.0K | 0.01% | +1,404+60.1% | Added |
| GWM Advisors LLC | 3,734 | $259.0K | 0.00% | −10,759−74.2% | Reduced |
| NinePointTwo Capital | 3,709 | $257.0K | 0.10% | +3,709 | New |
| Keebeck Alpha, LP | 3,675 | $254.9K | 0.25% | +3,675 | New |
| Commerce Bank | 3,650 | $253.1K | 0.00% | −680−15.7% | Reduced |
| Prelude Capital Management, LLC | 3,647 | $252.9K | 0.02% | +3,647 | New |
| Seven Eight Capital, LP | 3,642 | $252.6K | 0.04% | +3,642 | New |
| Courier Capital LLC | 3,640 | $252.5K | 0.02% | +3,640 | New |
| National Asset Management, Inc. | 3,598 | $249.5K | 0.01% | −1,239−25.6% | 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 |
| CAPROCK Group, Inc. | 3,568 | $247.4K | 0.02% | −2,836−44.3% | Reduced |
| Prosperity Wealth Management, Inc. | 3,535 | $245.2K | 0.16% | +3,535 | New |
| Vestcor Inc | 3,537 | $245.0K | 0.01% | −39−1.1% | Reduced |
| Sigma Planning Corp | 3,467 | $240.4K | 0.01% | +3,467 | New |
| Red Wave Investments LLC | 3,405 | $236.1K | 0.10% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,390 | $235.1K | 0.05% | +1,015+42.7% | Added |
| Veriti Management LLC | 3,383 | $234.6K | 0.03% | −287−7.8% | Reduced |
| MetLife Investment Management | 3,374 | $234.0K | 0.00% | −579−14.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,306 | $229.3K | 0.00% | +99+3.1% | Added |
| Mercer Global Advisors Inc | 3,278 | $227.0K | 0.00% | +235+7.7% | Added |
| Metis Global Partners, LLC | 3,241 | $224.8K | 0.01% | −2,404−42.6% | Reduced |
| Greenleaf Trust | 3,220 | $223.3K | 0.00% | −85−2.6% | Reduced |
| RSM US Wealth Management LLC | 3,206 | $222.3K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 3,150 | $218.5K | 0.02% | +3,150 | New |
| DF Dent & Co Inc | 3,129 | $217.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,127 | $216.9K | 0.08% | +3,127 | New |
| Ingalls & Snyder LLC | 3,063 | $212.0K | 0.01% | +3,063 | New |
| Opes Wealth Management LLC | 3,010 | $208.7K | 0.06% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,006 | $208.5K | 0.11% | +3,006 | New |
| 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 |
| Meiji Yasuda Life Insurance Co | 3,005 | $208.0K | 0.01% | −4,950−62.2% | Reduced |
| Adviser Investments LLC | 2,988 | $207.2K | 0.00% | −16,482−84.7% | Reduced |
| Motley Fool Asset Management LLC | 2,968 | $205.8K | 0.02% | +2,968 | New |
| Ossiam | 2,965 | $205.6K | 0.00% | +1,648+125.1% | Added |
| FRG Family Wealth Advisors LLC | 2,900 | $201.1K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,898 | $201.0K | 0.03% | +59+2.1% | Added |
| Siemens Fonds Invest GmbH | 2,912 | $201.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,478 | $171.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,420 | $168.0K | 0.00% | +386+19.0% | Added |
| Quent Capital, LLC | 2,372 | $164.5K | 0.03% | +9+0.4% | Added |
| Wahed Invest LLC | 2,191 | $151.9K | 0.05% | +256+13.2% | Added |
| Stephens Inc | 2,026 | $140.5K | 0.00% | +684+51.0% | Added |
| Tower Research Capital LLC (TRC) | 1,864 | $129.3K | 0.00% | −14,393−88.5% | Reduced |
| Lazard Asset Management LLC | 1,805 | $125.0K | 0.00% | −1,640−47.6% | Reduced |
| Creative Financial Designs Inc | 1,782 | $123.6K | 0.01% | +100+5.9% | Added |
| Acima Private Wealth, LLC | 1,579 | $109.5K | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,536 | $106.5K | 0.00% | +1,424+1,271.4% | Added |
| American International Group, Inc. | 1,432 | $99.3K | 0.00% | −190−11.7% | Reduced |
| Ancora Advisors, LLC | 1,420 | $98.5K | 0.00% | +100+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,307 | $90.6K | 0.00% | +811+163.5% | Added |
| Ostrum Asset Management | 1,270 | $88.1K | 0.01% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $86.7K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,157 | $80.2K | 0.02% | +1,157 | New |
| Spire Wealth Management | 1,142 | $79.2K | 0.00% | −15−1.3% | Reduced |
| Quadrant Capital Group LLC | 1,133 | $78.6K | 0.01% | −432−27.6% | Reduced |
| Natixis Investment Managers International | 1,121 | $77.7K | 0.01% | −70−5.9% | Reduced |
| UniSuper Management Pty Ltd | 1,100 | $76.3K | 0.00% | +1,100 | New |
| Cary Street Partner Investment Advisory LLC | 1,013 | $70.3K | 0.00% | +1,009+25,225.0% | Added |
| Albion Financial Group | 1,002 | $69.5K | 0.01% | +2+0.2% | Added |
| Credit Agricole S A | 990 | $68.7K | 0.00% | +734+286.7% | Added |
| Silicon Valley Capital Partners | 947 | $65.7K | 0.01% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 892 | $62.0K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 862 | $59.8K | 0.03% | +255+42.0% | Added |
| Clearstead Advisors, LLC | 831 | $57.6K | 0.00% | +331+66.2% | Added |
| Advisors Asset Management, Inc. | 723 | $50.1K | 0.00% | −1,255−63.4% | Reduced |
| IFP Advisors, Inc | 830 | $47.6K | 0.00% | +391+89.1% | Added |
| GPS Wealth Strategies Group, LLC | 685 | $47.5K | 0.01% | +228+49.9% | Added |
| Kapitalo Investimentos Ltda | 683 | $47.4K | 0.01% | +683 | New |
| Coppell Advisory Solutions LLC | 658 | $46.3K | 0.01% | +658 | New |
| Fiduciary Alliance LLC | 665 | $46.1K | 0.01% | +665 | New |
| Western Pacific Wealth Management, LP | 635 | $44.0K | 0.03% | +635 | New |
| First Manhattan Co | 622 | $43.1K | 0.00% | +82+15.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 619 | $42.9K | 0.00% | +17+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 604 | $41.9K | 0.00% | −108−15.2% | Reduced |
| Anchor Investment Management, LLC | 600 | $41.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 596 | $41.3K | 0.00% | −33−5.2% | Reduced |
| DuPont Capital Management Corp | 576 | $39.9K | 0.00% | +448+350.0% | Added |
| EverSource Wealth Advisors, LLC | 551 | $38.2K | 0.00% | −31−5.3% | Reduced |
| Fifth Third Bancorp | 550 | $38.1K | 0.00% | −164−23.0% | Reduced |
| Global Trust Asset Management, LLC | 512 | $35.5K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 511 | $35.4K | 0.00% | +84+19.7% | Added |
| Lindbrook Capital, LLC | 508 | $35.2K | 0.00% | −22−4.2% | Reduced |