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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 500 | $34.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 495 | $34.3K | 0.00% | −234−32.1% | Reduced |
| Cedar Wealth Management, LLC | 467 | $32.4K | 0.01% | +92+24.5% | Added |
| Optimum Investment Advisors | 450 | $31.2K | 0.02% | −250−35.7% | Reduced |
| GoalVest Advisory LLC | 410 | $28.4K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 400 | $27.7K | 0.00% | +202+102.0% | Added |
| Manchester Capital Management LLC | 395 | $27.4K | 0.00% | −450−53.3% | Reduced |
| Brown Brothers Harriman & Co | 368 | $25.5K | 0.00% | 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 |
| Gordian Capital Singapore Pte Ltd | 362 | $25.1K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 367 | $25.0K | 0.00% | −22−5.7% | Reduced |
| Global Retirement Partners, LLC | 345 | $23.9K | 0.00% | −39−10.2% | Reduced |
| Raleigh Capital Management Inc. | 342 | $23.7K | 0.01% | +68+24.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 299 | $20.7K | 0.00% | +20+7.2% | Added |
| Capital Advisors, Ltd. LLC | 284 | $20.0K | 0.00% | +260+1,083.3% | Added |
| Itau Unibanco Holding S.A. | 287 | $19.9K | 0.00% | −32−10.0% | Reduced |
| Allworth Financial LP | 254 | $17.6K | 0.00% | −29−10.2% | Reduced |
| Umb Bank N A | 233 | $16.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $15.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 206 | $14.3K | 0.01% | +206 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 196 | $14.0K | 0.00% | −4−2.0% | Reduced |
| Truvestments Capital LLC | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 168 | $12.0K | 0.01% | −17−9.2% | Reduced |
| Macroview Investment Management LLC | 161 | $11.2K | 0.02% | +21+15.0% | Added |
| Harbour Investments, Inc. | 161 | $11.2K | 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 |
| Financial Perspectives, Inc | 151 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 69 | $10.3K | 0.05% | −17−19.8% | Reduced |
| Harbor Investment Advisory, LLC | 147 | $10.2K | 0.00% | +7+5.0% | Added |
| Parkside Financial Bank & Trust | 141 | $9.78K | 0.00% | −15−9.6% | Reduced |
| Live Oak Investment Partners | – | $9.50K | 0.01% | – | New |
| Private Trust Co NA | 128 | $8.88K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 121 | $8.39K | 0.00% | +121 | New |
| CVA Family Office, LLC | 105 | $7.28K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 104 | $7.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $7.07K | 0.00% | −5−4.7% | Reduced |
| Zions Bancorporation, N.A. | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $7.00K | 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 |
| SOA Wealth Advisors, LLC. | 93 | $6.45K | 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 |
| AdvisorNet Financial, Inc | 82 | $5.69K | 0.00% | −5−5.7% | Reduced |
| Thompson Investment Management, Inc. | 82 | $5.69K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 81 | $5.62K | 0.00% | +81 | New |
| Chesapeake Asset Management LLC | 80 | $5.55K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 80 | $5.55K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 75 | $5.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 74 | $5.13K | 0.00% | −31−29.5% | Reduced |
| Elequin Capital LP | 73 | $5.06K | 0.00% | +73 | New |
| Avion Wealth | 82 | $5.00K | 0.00% | +7+9.3% | Added |
| Nemes Rush Group LLC | 72 | $4.99K | 0.00% | +72 | New |
| JFS Wealth Advisors, LLC | 61 | $4.23K | 0.00% | +4+7.0% | Added |
| Barrett & Company, Inc. | 60 | $4.16K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 59 | $4.09K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 57 | $3.95K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $3.88K | 0.00% | +14+33.3% | Added |
| Colonial Trust Advisors | 51 | $3.54K | 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 |
| JJJ Advisors Inc. | 44 | $3.05K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 44 | $3.05K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.98K | 0.00% | +16+59.3% | Added |
| 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 |
| Core Alternative Capital | 37 | $2.57K | 0.00% | −106−74.1% | Reduced |
| NewSquare Capital LLC | 34 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.08K | 0.01% | +30 | New |
| 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 |
| Venturi Wealth Management, LLC | 28 | $1.94K | 0.00% | −11−28.2% | Reduced |
| Wolff Wiese Magana LLC | 27 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.53K | 0.00% | −996−97.8% | Reduced |
| ICA Group Wealth Management, LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 18 | $1.25K | 0.00% | −300−94.3% | Reduced |
| Red Tortoise LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $1.11K | 0.00% | −9−36.0% | Reduced |
| 25 LLC | 15 | $1.10K | 0.00% | −7−31.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $1.04K | 0.00% | +15 | New |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 14 | $971 | 0.00% | −44−75.9% | Reduced |
| Motco | 14 | $971 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 12 | $832 | 0.00% | 00.0% | Unchanged |