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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 40,811 | $3.33M | 0.00% | −976−2.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 40,429 | $3.29M | 0.11% | −7,826−16.2% | Reduced |
| Formula Growth Ltd | 40,000 | $3.26M | 1.11% | −50,000−55.6% | Reduced |
| Rockefeller Capital Management L.P. | 38,460 | $3.13M | 0.01% | −1,621−4.0% | Reduced |
| Rafferty Asset Management, LLC | 38,214 | $3.11M | 0.02% | +40.0% | Added |
| Zacks Investment Management | 36,828 | $3.00M | 0.04% | −2,395−6.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 36,300 | $2.96M | 1.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,000 | $2.93M | 0.04% | +2,900+8.8% | Added |
| DekaBank Deutsche Girozentrale | 34,958 | $2.88M | 0.01% | +7,811+28.8% | Added |
| S&CO Inc | 34,925 | $2.85M | 0.23% | 00.0% | Unchanged |
| USS Investment Management Ltd | 34,153 | $2.78M | 0.03% | +4,719+16.0% | Added |
| Beacon Pointe Advisors, LLC | 33,974 | $2.77M | 0.03% | +33,974 | New |
| Gotham Asset Management, LLC | 33,667 | $2.74M | 0.06% | +33,667 | New |
| HRT Financial LP | 33,665 | $2.74M | 0.03% | +25,333+304.0% | Added |
| Occidental Asset Management, LLC | 33,501 | $2.73M | 0.63% | −2,900−8.0% | Reduced |
| Manufacturers Life Insurance Company, The | 33,445 | $2.73M | 0.00% | +22,299+200.1% | Added |
| Daiwa Securities Group Inc. | 10,657 | $2.70M | 0.02% | +300+2.9% | Added |
| Cresset Asset Management, LLC | 32,900 | $2.68M | 0.02% | −1,048−3.1% | Reduced |
| 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 |
| IFM Investors Pty Ltd | 31,118 | $2.54M | 0.03% | +3,537+12.8% | Added |
| La Banque Postale Asset Management SA | 31,091 | $2.53M | 0.06% | +18,370+144.4% | Added |
| Toronto Dominion Bank | 30,623 | $2.50M | 0.00% | −7,378−19.4% | Reduced |
| Royal Fund Management, LLC | 30,200 | $2.46M | 0.35% | +2,300+8.2% | Added |
| Greenland Capital Management LP | 29,156 | $2.38M | 0.28% | +18,475+173.0% | Added |
| Utah Retirement Systems | 28,442 | $2.32M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,302 | $2.31M | 0.00% | +333+1.2% | Added |
| Washington Harbour Partners LP | 28,214 | $2.30M | 5.35% | 00.0% | Unchanged |
| AQR Capital Management LLC | 28,117 | $2.29M | 0.00% | +11,021+64.5% | Added |
| Cutler Group LP | 27,954 | $2.28M | 0.36% | +13,469+93.0% | Added |
| Slow Capital, Inc. | 27,598 | $2.25M | 0.41% | +682+2.5% | Added |
| Handelsbanken Fonder AB | 27,026 | $2.20M | 0.01% | −3,655−11.9% | Reduced |
| Nisa Investment Advisors, LLC | 26,380 | $2.15M | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 25,678 | $2.13M | 0.44% | +1,415+5.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,088 | $2.13M | 0.10% | +6,394+32.5% | Added |
| BIT Capital GmbH | 25,979 | $2.12M | 0.28% | −76,844−74.7% | Reduced |
| Tredje AP-fonden | 25,812 | $2.10M | 0.03% | −1,982−7.1% | Reduced |
| Stifel Financial Corp | 25,672 | $2.09M | 0.00% | +8,942+53.4% | Added |
| Raymond James & Associates | 25,321 | $2.06M | 0.00% | −769−2.9% | Reduced |
| DnB Asset Management AS | 25,168 | $2.05M | 0.01% | +2,895+13.0% | Added |
| Alps Advisors Inc | 24,758 | $2.02M | 0.02% | −4,816−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 23,978 | $1.95M | 0.00% | +776+3.3% | Added |
| Sycomore Asset Management | 24,000 | $1.94M | 0.50% | −20,000−45.5% | Reduced |
| First Republic Investment Management, Inc. | 23,664 | $1.93M | 0.01% | −19,371−45.0% | Reduced |
| Keybank National Association | 23,449 | $1.91M | 0.01% | +70.0% | Added |
| Mariner, LLC | 23,325 | $1.90M | 0.01% | +3,829+19.6% | Added |
| Campbell & CO Investment Adviser LLC | 22,718 | $1.85M | 0.22% | +22,718 | New |
| Allianz Asset Management GmbH | 22,285 | $1.82M | 0.00% | −26,192−54.0% | Reduced |
| MML Investors Services, LLC | 21,299 | $1.74M | 0.01% | +89+0.4% | Added |
| DC Investments Management, LLC | 20,967 | $1.71M | 2.14% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 20,386 | $1.66M | 0.04% | +108+0.5% | Added |
| Diversified Trust Co | 20,302 | $1.65M | 0.06% | −1,898−8.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 20,099 | $1.64M | 0.35% | +48+0.2% | Added |
| Liontrust Investment Partners LLP | 20,000 | $1.63M | 0.03% | −48,000−70.6% | Reduced |
| Two Sigma Investments, LP | 19,900 | $1.62M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 19,771 | $1.61M | 0.00% | +1,581+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,567 | $1.59M | 0.00% | +6,350+48.0% | Added |
| CWM Advisors, LLC | 19,518 | $1.59M | 0.20% | +13,857+244.8% | Added |
| Adviser Investments LLC | 19,472 | $1.59M | 0.03% | +16,484+551.7% | Added |
| Leonteq Securities AG | 19,405 | $1.58M | 0.17% | −11,460−37.1% | Reduced |
| Fort Washington Investment Advisors Inc | 18,904 | $1.54M | 0.01% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 18,730 | $1.53M | 0.38% | +12,830+217.5% | Added |
| Balyasny Asset Management LLC | 18,423 | $1.50M | 0.00% | −696,855−97.4% | Reduced |
| Nissay Asset Management Corp | 17,995 | $1.47M | 0.01% | +687+4.0% | Added |
| Oppenheimer & Co Inc | 17,180 | $1.40M | 0.03% | +2,189+14.6% | Added |
| Davenport & Co LLC | 17,138 | $1.40M | 0.01% | −1,821−9.6% | Reduced |
| JustInvest LLC | 17,116 | $1.40M | 0.04% | −43−0.3% | Reduced |
| SWS Partners | 16,992 | $1.39M | 0.51% | +16,992 | New |
| Swiss Life Asset Management Ltd | 16,905 | $1.38M | 0.02% | −425−2.5% | Reduced |
| Stonegate Investment Group, LLC | 16,408 | $1.34M | 0.05% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 16,241 | $1.32M | 0.62% | 00.0% | Unchanged |
| Amalgamated Bank | 15,644 | $1.27M | 0.01% | +1,000+6.8% | Added |
| Alerus Financial NA | 15,592 | $1.27M | 0.11% | −229−1.4% | Reduced |
| Janus Henderson Group PLC | 15,195 | $1.24M | 0.00% | −1,383−8.3% | Reduced |
| Ardsley Advisory Partners LP | 15,000 | $1.22M | 0.33% | +15,000 | New |
| Benjamin F. Edwards & Company, Inc. | 14,947 | $1.22M | 0.05% | +4,403+41.8% | Added |
| Gulf International Bank (UK) Ltd | 14,922 | $1.22M | 0.03% | −1,275−7.9% | Reduced |
| Natixis Advisors, L.P. | 14,620 | $1.19M | 0.00% | −215−1.4% | Reduced |
| Edgestream Partners, L.P. | 14,419 | $1.18M | 0.09% | +14,419 | New |
| Penserra Capital Management LLC | 14,342 | $1.17M | 0.02% | +14,342 | New |
| British Columbia Investment Management Corp | 14,098 | $1.15M | 0.01% | +221+1.6% | Added |
| Guggenheim Capital LLC | 14,074 | $1.15M | 0.01% | +3,089+28.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,028 | $1.14M | 0.01% | −995−6.6% | Reduced |
| Cullinan Associates Inc | 14,000 | $1.14M | 0.07% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 13,977 | $1.14M | 0.03% | −22,858−62.1% | Reduced |
| Profund Advisors LLC | 13,963 | $1.14M | 0.06% | −1,362−8.9% | Reduced |
| Prospera Financial Services Inc | 13,717 | $1.12M | 0.04% | +73+0.5% | Added |
| Harbor Capital Advisors, Inc. | 13,570 | $1.11M | 0.24% | −1,237−8.4% | Reduced |
| River & Mercantile Asset Management LLP | 13,493 | $1.10M | 0.26% | +1,323+10.9% | Added |
| Fiera Capital Corp | 13,118 | $1.07M | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 12,978 | $1.06M | 0.03% | +264+2.1% | Added |
| Vident Advisory, LLC | 12,794 | $1.04M | 0.03% | +12,794 | New |
| Bangor Savings Bank | 12,669 | $1.03M | 0.12% | −242−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,533 | $1.02M | 0.05% | −386−3.0% | Reduced |
| Gilbert & Cook, Inc. | 12,520 | $1.02M | 0.16% | +8,384+202.7% | Added |
| Principal Financial Group Inc | 12,339 | $1.01M | 0.00% | +694+6.0% | Added |
| SG Americas Securities, LLC | 12,106 | $987.0K | 0.01% | −24,485−66.9% | Reduced |
| Teacher Retirement System of Texas | 12,010 | $979.0K | 0.01% | +367+3.2% | Added |
| Wolverine Trading, LLC | 11,925 | $972.0K | 0.01% | +678+6.0% | Added |
| Aquatic Capital Management LLC | 11,800 | $962.0K | 0.04% | −13,100−52.6% | Reduced |