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, Q3 2023
Institutional positions in Okta, Inc. as of Sep 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
- 601
- −11 vs. Q2 2023
- Shares held
- 127.3M
- +926.9K (+0.7%) vs. Q2 2023
- Total value
- $10.3B
- +$1.60B (+18.3%) vs. Q2 2023
- New holders
- 77
- 197 more added
- Sold out
- 88
- 220 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $82 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 1 | $82 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $163 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $245 | 0.00% | +3 | New |
| Whittier Trust Co | 4 | $326 | 0.00% | +4 | New |
| Impact Partnership Wealth, LLC | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9 | $734 | 0.00% | −50−84.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $815 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $978 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.14K | 0.00% | +5+55.6% | Added |
| City Holding Co | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.63K | 0.00% | −62−75.6% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $2.36K | 0.00% | −14−32.6% | Reduced |
| Sound Income Strategies, LLC | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 49 | $3.00K | 0.00% | +49 | New |
| Authentikos Wealth Advisory, LLC | 39 | $3.18K | 0.00% | +39 | New |
| JCIC Asset Management Inc. | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 42 | $3.42K | 0.00% | +36+600.0% | Added |
| Versant Capital Management, Inc | 44 | $3.59K | 0.00% | −12−21.4% | Reduced |
| Proequities, Inc. | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $4.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 51 | $4.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $4.40K | 0.00% | +54 | New |
| Earnest Partners LLC | 57 | $4.65K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $4.89K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $5.00K | 0.00% | −30−34.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 59 | $5.00K | 0.00% | +30+103.4% | Added |
| JFS Wealth Advisors, LLC | 68 | $5.54K | 0.00% | +7+11.5% | Added |
| Northwest Capital Management Inc | 70 | $5.71K | 0.00% | −51−42.1% | Reduced |
| Nemes Rush Group LLC | 72 | $5.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $6.00K | 0.00% | +19+26.0% | Added |
| Avion Wealth | 81 | $6.00K | 0.00% | −1−1.2% | Reduced |
| Chesapeake Asset Management LLC | 80 | $6.52K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 80 | $6.52K | 0.00% | +80 | New |
| Thompson Investment Management, Inc. | 82 | $6.68K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $7.25K | 0.00% | −13−12.7% | Reduced |
| Allworth Financial LP | 96 | $7.83K | 0.00% | −158−62.2% | Reduced |
| City State Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $8.15K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 104 | $8.48K | 0.01% | −50−32.5% | Reduced |
| Zions Bancorporation, N.A. | 105 | $8.56K | 0.00% | +4+4.0% | Added |
| Loomis Sayles & Co L P | 114 | $9.00K | 0.00% | −4,137−97.3% | Reduced |
| TSFG, LLC | 115 | $9.00K | 0.00% | +115 | New |
| Private Trust Co NA | 128 | $10.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 143 | $11.7K | 0.00% | +2+1.4% | Added |
| Harbor Investment Advisory, LLC | 144 | $11.7K | 0.00% | −3−2.0% | Reduced |
| Macroview Investment Management LLC | 144 | $11.7K | 0.02% | −17−10.6% | Reduced |
| Financial Perspectives, Inc | 151 | $12.3K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 161 | $13.0K | 0.01% | +161 | New |
| Venturi Wealth Management, LLC | 165 | $13.4K | 0.00% | +137+489.3% | Added |
| Covestor Ltd | 168 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 184 | $15.0K | 0.00% | +110+148.6% | Added |
| Wolff Wiese Magana LLC | 185 | $15.1K | 0.01% | +158+585.2% | Added |
| Truvestments Capital LLC | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $16.3K | 0.00% | +200 | New |
| Riverview Trust Co | 206 | $16.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 208 | $16.9K | 0.00% | −343−62.3% | Reduced |
| Harbour Investments, Inc. | 208 | $17.0K | 0.00% | +47+29.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 202 | $17.0K | 0.00% | +6+3.1% | Added |
| Credit Agricole S A | 224 | $18.3K | 0.00% | −766−77.4% | Reduced |
| Addison Advisors LLC | 225 | $18.3K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 264 | $21.3K | 0.00% | +264 | New |
| Capital Advisors, Ltd. LLC | 284 | $23.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 299 | $24.4K | 0.00% | +66+28.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $24.4K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 362 | $24.5K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 302 | $24.6K | 0.00% | +265+716.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 324 | $26.0K | 0.00% | −43−11.7% | Reduced |
| NBC Securities, Inc. | 342 | $27.0K | 0.00% | +342 | New |
| Global Retirement Partners, LLC | 347 | $27.1K | 0.00% | +2+0.6% | Added |
| Raleigh Capital Management Inc. | 346 | $28.2K | 0.01% | +4+1.2% | Added |
| Brown Brothers Harriman & Co | 368 | $30.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 380 | $31.0K | 0.00% | +93+32.4% | Added |
| Glassman Wealth Services | 388 | $31.6K | 0.01% | +89+29.8% | Added |
| Tower Research Capital LLC (TRC) | 392 | $32.0K | 0.00% | −1,472−79.0% | Reduced |
| GoalVest Advisory LLC | 410 | $33.4K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 413 | $33.7K | 0.00% | +46+12.5% | Added |