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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 426 | $34.7K | 0.01% | +31+7.8% | Added |
| Optimum Investment Advisors | 450 | $36.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 464 | $37.4K | 0.00% | −9,199−95.2% | Reduced |
| Sunbelt Securities, Inc. | 468 | $38.1K | 0.01% | −27−5.5% | Reduced |
| Harvest Fund Management Co., Ltd | 478 | $39.0K | 0.01% | +478 | New |
| Lindbrook Capital, LLC | 484 | $39.4K | 0.00% | −24−4.7% | Reduced |
| Cedar Wealth Management, LLC | 484 | $39.5K | 0.02% | +17+3.6% | Added |
| Arcadia Investment Management Corp | 500 | $40.8K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 512 | $41.7K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 545 | $44.4K | 0.00% | −77−12.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 584 | $47.6K | 0.00% | −20−3.3% | Reduced |
| Sandy Spring Bank | 596 | $48.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 615 | $50.1K | 0.00% | −216−26.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 619 | $50.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 635 | $51.8K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 640 | $52.2K | 0.00% | −667−51.0% | Reduced |
| Fifth Third Bancorp | 664 | $54.1K | 0.00% | +114+20.7% | Added |
| Acadian Asset Management LLC | 716 | $58.0K | 0.00% | −11,007−93.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 716 | $58.0K | 0.00% | −4,340−85.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 756 | $61.6K | 0.01% | +71+10.4% | Added |
| Quarry LP | 762 | $62.1K | 0.04% | +762 | New |
| Kelly Financial Services LLC | 772 | $62.9K | 0.03% | −90−10.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 784 | $63.9K | 0.00% | +784 | New |
| Tucker Asset Management LLC | 800 | $65.2K | 0.02% | +800 | New |
| IFP Advisors, Inc | 812 | $66.2K | 0.00% | −18−2.2% | Reduced |
| Advisors Asset Management, Inc. | 825 | $67.2K | 0.00% | +102+14.1% | Added |
| Richelieu Gestion PLC | 892 | $73.0K | 0.07% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 947 | $77.2K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $81.5K | 0.01% | −2−0.2% | Reduced |
| Spire Wealth Management | 1,020 | $83.1K | 0.00% | −122−10.7% | Reduced |
| Natixis Investment Managers International | 1,052 | $85.7K | 0.01% | −69−6.2% | Reduced |
| Quadrant Capital Group LLC | 1,060 | $86.4K | 0.01% | −73−6.4% | Reduced |
| UniSuper Management Pty Ltd | 1,100 | $89.7K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $97.8K | 0.05% | +1,200 | New |
| Cary Street Partner Investment Advisory LLC | 1,207 | $98.4K | 0.01% | +194+19.2% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $101.9K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,341 | $109.3K | 0.00% | −1,624−54.8% | Reduced |
| American International Group, Inc. | 1,353 | $110.3K | 0.00% | −79−5.5% | Reduced |
| Ancora Advisors, LLC | 1,420 | $115.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,479 | $120.5K | 0.01% | +968+189.4% | Added |
| Acima Private Wealth, LLC | 1,579 | $128.7K | 0.06% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,628 | $132.7K | 0.00% | +92+6.0% | Added |
| Nikko Asset Management Americas, Inc. | 1,643 | $133.9K | 0.00% | −41,533−96.2% | Reduced |
| Counterpoint Mutual Funds LLC | 1,659 | $135.2K | 0.11% | +1,659 | New |
| Creative Financial Designs Inc | 1,788 | $145.7K | 0.02% | +6+0.3% | Added |
| Banque Cantonale Vaudoise | 2,148 | $175.0K | 0.01% | −5,952−73.5% | Reduced |
| Lazard Asset Management LLC | 2,303 | $187.0K | 0.00% | +498+27.6% | Added |
| Quent Capital, LLC | 2,335 | $190.3K | 0.03% | −37−1.6% | Reduced |
| Wahed Invest LLC | 2,399 | $195.5K | 0.06% | +208+9.5% | Added |
| HM Payson & Co | 2,450 | $199.7K | 0.00% | −28−1.1% | Reduced |
| Verus Capital Partners, LLC | 2,459 | $200.4K | 0.03% | +2,459 | New |
| Atria Wealth Solutions, Inc. | 2,464 | $200.8K | 0.00% | +2,464 | New |
| Stephens Inc | 2,492 | $203.1K | 0.00% | +466+23.0% | Added |
| Ostrum Asset Management | 2,515 | $205.0K | 0.02% | +1,245+98.0% | Added |
| CWM, LLC | 2,582 | $210.0K | 0.00% | +162+6.7% | Added |
| New York Life Investment Management LLC | 2,602 | $212.1K | 0.00% | +2,602 | New |
| O'Shaughnessy Asset Management, LLC | 2,655 | $216.4K | 0.00% | +2,655 | New |
| Ballentine Partners, LLC | 2,727 | $222.3K | 0.01% | +2,727 | New |
| Kingswood Wealth Advisors, LLC | 2,730 | $222.5K | 0.04% | +2,730 | New |
| CAPROCK Group, Inc. | 2,745 | $223.7K | 0.02% | −823−23.1% | Reduced |
| Vista Wealth Management Group, LLC | 2,782 | $226.8K | 0.02% | +2,782 | New |
| Veriti Management LLC | 2,784 | $226.9K | 0.03% | −599−17.7% | Reduced |
| Kovack Advisors, Inc. | 2,829 | $230.6K | 0.03% | −69−2.4% | Reduced |
| National Asset Management, Inc. | 2,849 | $232.2K | 0.01% | −749−20.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,851 | $232.4K | 0.00% | −1,159−28.9% | Reduced |
| FRG Family Wealth Advisors LLC | 2,900 | $236.4K | 0.05% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 2,914 | $237.5K | 0.02% | −54−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,939 | $239.5K | 0.00% | +2,939 | New |
| Atom Investors LP | 2,943 | $239.9K | 0.05% | +2,943 | New |
| Cetera Advisor Networks LLC | 2,953 | $240.7K | 0.00% | −4,781−61.8% | Reduced |
| AtonRa Partners | 2,962 | $241.4K | 0.51% | −870−22.7% | Reduced |
| Cipher Capital LP | 2,978 | $242.7K | 0.17% | −7,556−71.7% | Reduced |
| Greenleaf Trust | 2,991 | $243.8K | 0.00% | −229−7.1% | Reduced |
| Sonen Capital LLC | 3,000 | $244.5K | 0.48% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,004 | $244.9K | 0.02% | −2,020−40.2% | Reduced |
| Opes Wealth Management LLC | 3,010 | $245.3K | 0.07% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,020 | $246.2K | 0.05% | +20+0.7% | Added |
| Galvin, Gaustad & Stein, LLC | 3,150 | $256.8K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,209 | $261.6K | 0.00% | +3,209 | New |
| Occudo Quantitative Strategies LP | 3,218 | $262.3K | 0.03% | −10,008−75.7% | Reduced |
| Impax Asset Management Group plc | 3,263 | $266.0K | 0.00% | −1,560−32.3% | Reduced |
| Westpac Banking Corp | 3,267 | $266.3K | 0.02% | +2,900+790.2% | Added |
| Integrated Wealth Concepts LLC | 3,288 | $268.0K | 0.00% | −18−0.5% | Reduced |
| AdvisorShares Investments LLC | 3,300 | $269.0K | 0.07% | +3,300 | New |
| Metis Global Partners, LLC | 3,307 | $269.6K | 0.01% | +66+2.0% | Added |
| Mercer Global Advisors Inc | 3,353 | $273.0K | 0.00% | +75+2.3% | Added |
| RSM US Wealth Management LLC | 3,366 | $274.4K | 0.01% | +160+5.0% | Added |
| MetLife Investment Management | 3,378 | $275.3K | 0.00% | +4+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 3,390 | $276.3K | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 3,486 | $277.0K | 0.00% | −661−15.9% | Reduced |
| Red Wave Investments LLC | 3,405 | $277.5K | 0.12% | 00.0% | Unchanged |
| Sciencast Management LP | 3,447 | $281.0K | 0.13% | +3,447 | New |
| Lombard Odier Asset Management (USA) Corp | 3,461 | $282.0K | 0.05% | +3,461 | New |
| Vestcor Inc | 3,548 | $289.0K | 0.01% | +11+0.3% | Added |
| GTS Securities LLC | 3,639 | $296.6K | 0.01% | +3,639 | New |
| Frank, Rimerman Advisors LLC | 3,647 | $297.3K | 0.07% | −3,283−47.4% | Reduced |
| GWM Advisors LLC | 3,660 | $298.4K | 0.00% | −74−2.0% | Reduced |
| Woodline Partners LP | 3,689 | $300.7K | 0.00% | −5,351−59.2% | Reduced |
| Centiva Capital, LP | 3,703 | $301.8K | 0.02% | +3,703 | New |
| Vectors Research Management, LLC | 3,865 | $302.0K | 0.10% | +72+1.9% | Added |