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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 11,925 | $972.0K | 0.01% | +678+6.0% | Added |
| Teacher Retirement System of Texas | 12,010 | $979.0K | 0.01% | +367+3.2% | Added |
| SG Americas Securities, LLC | 12,106 | $987.0K | 0.01% | −24,485−66.9% | Reduced |
| Principal Financial Group Inc | 12,339 | $1.01M | 0.00% | +694+6.0% | Added |
| Gilbert & Cook, Inc. | 12,520 | $1.02M | 0.16% | +8,384+202.7% | Added |
| Beacon Investment Advisory Services, Inc. | 12,533 | $1.02M | 0.05% | −386−3.0% | Reduced |
| Bangor Savings Bank | 12,669 | $1.03M | 0.12% | −242−1.9% | Reduced |
| Vident Advisory, LLC | 12,794 | $1.04M | 0.03% | +12,794 | New |
| Elo Mutual Pension Insurance Co | 12,978 | $1.06M | 0.03% | +264+2.1% | Added |
| Fiera Capital Corp | 13,118 | $1.07M | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 13,493 | $1.10M | 0.26% | +1,323+10.9% | Added |
| Harbor Capital Advisors, Inc. | 13,570 | $1.11M | 0.24% | −1,237−8.4% | Reduced |
| Prospera Financial Services Inc | 13,717 | $1.12M | 0.04% | +73+0.5% | Added |
| Profund Advisors LLC | 13,963 | $1.14M | 0.06% | −1,362−8.9% | Reduced |
| Graham Capital Management, L.P. | 13,977 | $1.14M | 0.03% | −22,858−62.1% | Reduced |
| Cullinan Associates Inc | 14,000 | $1.14M | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,028 | $1.14M | 0.01% | −995−6.6% | Reduced |
| Guggenheim Capital LLC | 14,074 | $1.15M | 0.01% | +3,089+28.1% | Added |
| British Columbia Investment Management Corp | 14,098 | $1.15M | 0.01% | +221+1.6% | Added |
| Penserra Capital Management LLC | 14,342 | $1.17M | 0.02% | +14,342 | New |
| Edgestream Partners, L.P. | 14,419 | $1.18M | 0.09% | +14,419 | New |
| Natixis Advisors, L.P. | 14,620 | $1.19M | 0.00% | −215−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 14,922 | $1.22M | 0.03% | −1,275−7.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,947 | $1.22M | 0.05% | +4,403+41.8% | Added |
| Ardsley Advisory Partners LP | 15,000 | $1.22M | 0.33% | +15,000 | New |
| Janus Henderson Group PLC | 15,195 | $1.24M | 0.00% | −1,383−8.3% | Reduced |
| Alerus Financial NA | 15,592 | $1.27M | 0.11% | −229−1.4% | Reduced |
| Amalgamated Bank | 15,644 | $1.27M | 0.01% | +1,000+6.8% | Added |
| Knollwood Investment Advisory, LLC | 16,241 | $1.32M | 0.62% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 16,408 | $1.34M | 0.05% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 16,905 | $1.38M | 0.02% | −425−2.5% | Reduced |
| SWS Partners | 16,992 | $1.39M | 0.51% | +16,992 | New |
| JustInvest LLC | 17,116 | $1.40M | 0.04% | −43−0.3% | Reduced |
| Davenport & Co LLC | 17,138 | $1.40M | 0.01% | −1,821−9.6% | Reduced |
| Oppenheimer & Co Inc | 17,180 | $1.40M | 0.03% | +2,189+14.6% | Added |
| Nissay Asset Management Corp | 17,995 | $1.47M | 0.01% | +687+4.0% | Added |
| Balyasny Asset Management LLC | 18,423 | $1.50M | 0.00% | −696,855−97.4% | Reduced |
| Pier 88 Investment Partners LLC | 18,730 | $1.53M | 0.38% | +12,830+217.5% | Added |
| Fort Washington Investment Advisors Inc | 18,904 | $1.54M | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 19,405 | $1.58M | 0.17% | −11,460−37.1% | Reduced |
| Adviser Investments LLC | 19,472 | $1.59M | 0.03% | +16,484+551.7% | Added |
| CWM Advisors, LLC | 19,518 | $1.59M | 0.20% | +13,857+244.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,567 | $1.59M | 0.00% | +6,350+48.0% | Added |
| TD Asset Management Inc | 19,771 | $1.61M | 0.00% | +1,581+8.7% | Added |
| Two Sigma Investments, LP | 19,900 | $1.62M | 0.00% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 20,000 | $1.63M | 0.03% | −48,000−70.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 20,099 | $1.64M | 0.35% | +48+0.2% | Added |
| Diversified Trust Co | 20,302 | $1.65M | 0.06% | −1,898−8.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 20,386 | $1.66M | 0.04% | +108+0.5% | Added |
| DC Investments Management, LLC | 20,967 | $1.71M | 2.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,299 | $1.74M | 0.01% | +89+0.4% | Added |
| Allianz Asset Management GmbH | 22,285 | $1.82M | 0.00% | −26,192−54.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,718 | $1.85M | 0.22% | +22,718 | New |
| Mariner, LLC | 23,325 | $1.90M | 0.01% | +3,829+19.6% | Added |
| Keybank National Association | 23,449 | $1.91M | 0.01% | +70.0% | Added |
| First Republic Investment Management, Inc. | 23,664 | $1.93M | 0.01% | −19,371−45.0% | Reduced |
| Sycomore Asset Management | 24,000 | $1.94M | 0.50% | −20,000−45.5% | Reduced |
| Advisor Group Holdings, Inc. | 23,978 | $1.95M | 0.00% | +776+3.3% | Added |
| Alps Advisors Inc | 24,758 | $2.02M | 0.02% | −4,816−16.3% | Reduced |
| DnB Asset Management AS | 25,168 | $2.05M | 0.01% | +2,895+13.0% | Added |
| Raymond James & Associates | 25,321 | $2.06M | 0.00% | −769−2.9% | Reduced |
| Stifel Financial Corp | 25,672 | $2.09M | 0.00% | +8,942+53.4% | Added |
| Tredje AP-fonden | 25,812 | $2.10M | 0.03% | −1,982−7.1% | Reduced |
| BIT Capital GmbH | 25,979 | $2.12M | 0.28% | −76,844−74.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 26,088 | $2.13M | 0.10% | +6,394+32.5% | Added |
| Y.D. More Investments Ltd | 25,678 | $2.13M | 0.44% | +1,415+5.8% | Added |
| Nisa Investment Advisors, LLC | 26,380 | $2.15M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 27,026 | $2.20M | 0.01% | −3,655−11.9% | Reduced |
| Slow Capital, Inc. | 27,598 | $2.25M | 0.41% | +682+2.5% | Added |
| Cutler Group LP | 27,954 | $2.28M | 0.36% | +13,469+93.0% | Added |
| AQR Capital Management LLC | 28,117 | $2.29M | 0.00% | +11,021+64.5% | Added |
| Washington Harbour Partners LP | 28,214 | $2.30M | 5.35% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,302 | $2.31M | 0.00% | +333+1.2% | Added |
| Utah Retirement Systems | 28,442 | $2.32M | 0.03% | 00.0% | Unchanged |
| Greenland Capital Management LP | 29,156 | $2.38M | 0.28% | +18,475+173.0% | Added |
| Royal Fund Management, LLC | 30,200 | $2.46M | 0.35% | +2,300+8.2% | Added |
| Toronto Dominion Bank | 30,623 | $2.50M | 0.00% | −7,378−19.4% | Reduced |
| La Banque Postale Asset Management SA | 31,091 | $2.53M | 0.06% | +18,370+144.4% | Added |
| IFM Investors Pty Ltd | 31,118 | $2.54M | 0.03% | +3,537+12.8% | Added |
| Bleakley Financial Group, LLC | 32,867 | $2.68M | 0.09% | −1,062−3.1% | Reduced |
| Sawtooth Solutions, LLC | 32,867 | $2.68M | 0.09% | −1,058−3.1% | Reduced |
| Cresset Asset Management, LLC | 32,900 | $2.68M | 0.02% | −1,048−3.1% | Reduced |
| Daiwa Securities Group Inc. | 10,657 | $2.70M | 0.02% | +300+2.9% | Added |
| Manufacturers Life Insurance Company, The | 33,445 | $2.73M | 0.00% | +22,299+200.1% | Added |
| Occidental Asset Management, LLC | 33,501 | $2.73M | 0.63% | −2,900−8.0% | Reduced |
| HRT Financial LP | 33,665 | $2.74M | 0.03% | +25,333+304.0% | Added |
| Gotham Asset Management, LLC | 33,667 | $2.74M | 0.06% | +33,667 | New |
| Beacon Pointe Advisors, LLC | 33,974 | $2.77M | 0.03% | +33,974 | New |
| USS Investment Management Ltd | 34,153 | $2.78M | 0.03% | +4,719+16.0% | Added |
| S&CO Inc | 34,925 | $2.85M | 0.23% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 34,958 | $2.88M | 0.01% | +7,811+28.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,000 | $2.93M | 0.04% | +2,900+8.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 36,300 | $2.96M | 1.01% | 00.0% | Unchanged |
| Zacks Investment Management | 36,828 | $3.00M | 0.04% | −2,395−6.1% | Reduced |
| Rafferty Asset Management, LLC | 38,214 | $3.11M | 0.02% | +40.0% | Added |
| Rockefeller Capital Management L.P. | 38,460 | $3.13M | 0.01% | −1,621−4.0% | Reduced |
| Formula Growth Ltd | 40,000 | $3.26M | 1.11% | −50,000−55.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 40,429 | $3.29M | 0.11% | −7,826−16.2% | Reduced |
| LPL Financial LLC | 40,811 | $3.33M | 0.00% | −976−2.3% | Reduced |
| Bienville Capital Management, LLC | 40,969 | $3.34M | 1.06% | +40,969 | New |