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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 3,712 | $302.6K | 0.03% | +72+2.0% | Added |
| Gsa Capital Partners LLP | 3,724 | $304.0K | 0.03% | +3,724 | New |
| Independent Financial Group, LLC | 3,734 | $304.4K | 0.02% | −218−5.5% | Reduced |
| American Trust | 3,793 | $309.2K | 0.02% | +3,793 | New |
| Commerce Bank | 3,820 | $311.4K | 0.00% | +170+4.7% | Added |
| Prosperity Wealth Management, Inc. | 3,820 | $311.4K | 0.20% | +285+8.1% | Added |
| Versor Investments LP | 3,843 | $313.2K | 0.06% | +3,843 | New |
| Empowered Funds, LLC | 3,864 | $315.0K | 0.01% | +285+8.0% | Added |
| Petrus Trust Company, LTA | 3,941 | $321.2K | 0.03% | −3,835−49.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,947 | $321.7K | 0.03% | −25−0.6% | Reduced |
| Wellington Shields Capital Management, LLC | 4,000 | $326.0K | 0.04% | +4,000 | New |
| Waldron Private Wealth LLC | 4,024 | $328.0K | 0.02% | +15+0.4% | Added |
| Miracle Mile Advisors, LLC | 4,055 | $330.5K | 0.01% | −49−1.2% | Reduced |
| Vinva Investment Management Ltd | 4,150 | $338.1K | 0.03% | +4,150 | New |
| Clark Capital Management Group, Inc. | 4,168 | $339.7K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,177 | $340.5K | 0.01% | +710+20.5% | Added |
| Thoroughbred Financial Services, LLC | 4,309 | $351.0K | 0.03% | −1,057−19.7% | Reduced |
| Woodward Diversified Capital, LLC | 4,360 | $355.4K | 0.26% | +4,360 | New |
| Toroso Investments, LLC | 4,485 | $365.6K | 0.01% | +745+19.9% | Added |
| Echo Street Capital Management LLC | 4,658 | $379.7K | 0.00% | −17,699−79.2% | Reduced |
| Mezzasalma Advisors, LLC | 4,680 | $381.5K | 0.24% | 00.0% | Unchanged |
| Triumph Capital Management | 4,693 | $382.5K | 0.17% | +437+10.3% | Added |
| Boston Private Wealth LLC | 4,726 | $385.2K | 0.01% | −279−5.6% | Reduced |
| Brighton Jones LLC | 4,738 | $386.2K | 0.02% | +442+10.3% | Added |
| ORG Partners LLC | 4,751 | $387.2K | 0.11% | +94+2.0% | Added |
| Clear Creek Financial Management, LLC | 4,768 | $388.6K | 0.07% | +314+7.0% | Added |
| Captrust Financial Advisors | 4,901 | $391.3K | 0.00% | −1,119−18.6% | Reduced |
| Balentine LLC | 4,833 | $393.9K | 0.01% | −604−11.1% | Reduced |
| Cantor Fitzgerald, L. P. | 4,840 | $394.5K | 0.01% | +4,840 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,921 | $401.1K | 0.03% | +608+14.1% | Added |
| Ci Investments Inc. | 4,946 | $403.0K | 0.00% | −381−7.2% | Reduced |
| Levin Capital Strategies, L.P. | 5,000 | $407.6K | 0.05% | +1,000+25.0% | Added |
| Blue Zone Wealth Advisors, LLC | 5,008 | $408.2K | 0.18% | +67+1.4% | Added |
| Riverbridge Partners LLC | 5,050 | $411.6K | 0.01% | −2,564−33.7% | Reduced |
| BluePath Capital Management, LLC | 5,171 | $421.5K | 0.39% | +5,171 | New |
| CIBC Asset Management Inc | 5,214 | $425.0K | 0.00% | +242+4.9% | Added |
| Signaturefd, LLC | 5,348 | $435.9K | 0.01% | +493+10.2% | Added |
| Bristlecone Advisors, LLC | 5,403 | $440.4K | 0.05% | −58−1.1% | Reduced |
| Aviva PLC | 5,656 | $461.0K | 0.00% | −56−1.0% | Reduced |
| Independent Advisor Alliance | 5,695 | $464.2K | 0.02% | −19,253−77.2% | Reduced |
| Natixis | 5,793 | $472.2K | 0.00% | −11,962−67.4% | Reduced |
| Synergy Financial Group, LTD | 5,929 | $483.3K | 0.67% | −109−1.8% | Reduced |
| Mission Wealth Management, LP | 5,978 | $487.3K | 0.02% | +5+0.1% | Added |
| Advisory Services Network, LLC | 6,063 | $494.2K | 0.01% | −9,202−60.3% | Reduced |
| Corton Capital Inc. | 6,169 | $502.8K | 0.25% | −2,612−29.7% | Reduced |
| Ethic Inc. | 6,178 | $503.6K | 0.02% | −3,248−34.5% | Reduced |
| Assenagon Asset Management S.A. | 6,241 | $508.7K | 0.00% | −12,159−66.1% | Reduced |
| Prelude Capital Management, LLC | 6,337 | $516.5K | 0.05% | +2,690+73.8% | Added |
| Twin Tree Management, LP | 6,338 | $516.6K | 0.02% | −12,558−66.5% | Reduced |
| Mutual of America Capital Management LLC | 6,412 | $522.6K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 6,424 | $523.6K | 0.01% | +117+1.9% | Added |
| Perigon Wealth Management, LLC | 6,446 | $525.4K | 0.02% | +2,136+49.6% | Added |
| Fox Run Management, L.L.C. | 6,461 | $526.6K | 0.16% | +1,911+42.0% | Added |
| Wetherby Asset Management Inc | 6,493 | $529.2K | 0.03% | −589−8.3% | Reduced |
| Baker Avenue Asset Management, LP | 525,057 | $529.7K | 0.03% | +550.0% | Added |
| Mach-1 Financial Group, Inc. | 6,550 | $533.9K | 0.22% | −1,002−13.3% | Reduced |
| Valmark Advisers, Inc. | 6,577 | $536.1K | 0.01% | −117−1.7% | Reduced |
| Rather & Kittrell, Inc. | 6,710 | $546.9K | 0.22% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,732 | $548.7K | 0.00% | −2,034−23.2% | Reduced |
| Geneos Wealth Management Inc. | 6,869 | $559.9K | 0.03% | −419−5.7% | Reduced |
| Palo Alto Wealth Advisors, LLC | 6,955 | $566.9K | 0.47% | −615−8.1% | Reduced |
| Prudential PLC | 7,107 | $579.3K | 0.01% | −26−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,104 | $581.6K | 0.01% | −491−6.5% | Reduced |
| Kestra Advisory Services, LLC | 7,218 | $588.3K | 0.01% | +681+10.4% | Added |
| Janney Montgomery Scott LLC | 7,271 | $593.0K | 0.00% | −24−0.3% | Reduced |
| Wellington Shields & Co., LLC | 7,350 | $599.1K | 0.15% | +7,350 | New |
| Schonfeld Strategic Advisors LLC | 7,352 | $599.3K | 0.01% | −19,548−72.7% | Reduced |
| Alpha DNA Investment Management LLC | 7,378 | $601.4K | 0.39% | −3,485−32.1% | Reduced |
| M&T Bank Corp | 7,496 | $611.4K | 0.00% | +534+7.7% | Added |
| Ameritas Advisory Services, LLC | 7,670 | $625.2K | 0.03% | +7,670 | New |
| The PNC Financial Services Group, Inc. | 7,811 | $636.7K | 0.00% | −87−1.1% | Reduced |
| Headlands Technologies LLC | 7,811 | $636.7K | 0.31% | +7,811 | New |
| Yarbrough Capital, LLC | 8,116 | $661.5K | 0.04% | −100−1.2% | Reduced |
| Wealthfront Advisers LLC | 8,207 | $669.0K | 0.00% | +2,523+44.4% | Added |
| Achmea Investment Management B.V. | 8,423 | $686.0K | 0.01% | −202−2.3% | Reduced |
| Panagora Asset Management Inc | 8,487 | $691.8K | 0.00% | −26,337−75.6% | Reduced |
| Mackenzie Financial Corp | 9,037 | $712.5K | 0.00% | −1,925−17.6% | Reduced |
| Schwab Charitable Fund | 8,775 | $715.3K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,120 | $743.4K | 0.01% | −5,880−39.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,561 | $779.3K | 0.07% | +9,561 | New |
| Coastal Bridge Advisors, LLC | 9,609 | $783.2K | 0.21% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,748 | $794.6K | 0.01% | −8,437−46.4% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $815.1K | 1.18% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 10,146 | $827.0K | 0.75% | +10,146 | New |
| Kinneret Advisory, LLC | 10,174 | $829.3K | 0.10% | −6−0.1% | Reduced |
| Brandywine Managers, LLC | 10,248 | $835.3K | 1.41% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,565 | $861.2K | 0.08% | +10,565 | New |
| Franklin Resources Inc | 10,615 | $865.2K | 0.00% | +202+1.9% | Added |
| STRS Ohio | 10,686 | $871.0K | 0.00% | +10,686 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,776 | $878.4K | 0.01% | −32−0.3% | Reduced |
| PDT Partners, LLC | 10,777 | $878.4K | 0.11% | −3,923−26.7% | Reduced |
| Nordea Investment Management AB | 10,787 | $895.0K | 0.00% | −286−2.6% | Reduced |
| Ingalls & Snyder LLC | 11,037 | $900.0K | 0.04% | +7,974+260.3% | Added |
| CI Private Wealth, LLC | 11,063 | $902.1K | 0.00% | +382+3.6% | Added |
| Aigen Investment Management, LP | 11,326 | $923.2K | 0.17% | +11,326 | New |
| Verition Fund Management LLC | 11,442 | $932.6K | 0.01% | +11,442 | New |
| Maryland State Retirement & Pension System | 11,463 | $934.3K | 0.02% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 11,558 | $942.1K | 0.06% | +44+0.4% | Added |
| Tybourne Capital Management (HK) Ltd | 11,592 | $944.9K | 0.13% | +3,792+48.6% | Added |
| Aquatic Capital Management LLC | 11,800 | $962.0K | 0.04% | −13,100−52.6% | Reduced |