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 |
|---|---|---|---|---|---|
| Tybourne Capital Management (HK) Ltd | 11,592 | $944.9K | 0.13% | +3,792+48.6% | Added |
| Highland Capital Management, LLC | 11,558 | $942.1K | 0.06% | +44+0.4% | Added |
| Maryland State Retirement & Pension System | 11,463 | $934.3K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,442 | $932.6K | 0.01% | +11,442 | New |
| Aigen Investment Management, LP | 11,326 | $923.2K | 0.17% | +11,326 | New |
| CI Private Wealth, LLC | 11,063 | $902.1K | 0.00% | +382+3.6% | Added |
| Ingalls & Snyder LLC | 11,037 | $900.0K | 0.04% | +7,974+260.3% | Added |
| Nordea Investment Management AB | 10,787 | $895.0K | 0.00% | −286−2.6% | Reduced |
| PDT Partners, LLC | 10,777 | $878.4K | 0.11% | −3,923−26.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,776 | $878.4K | 0.01% | −32−0.3% | Reduced |
| STRS Ohio | 10,686 | $871.0K | 0.00% | +10,686 | New |
| Franklin Resources Inc | 10,615 | $865.2K | 0.00% | +202+1.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,565 | $861.2K | 0.08% | +10,565 | New |
| Brandywine Managers, LLC | 10,248 | $835.3K | 1.41% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 10,174 | $829.3K | 0.10% | −6−0.1% | Reduced |
| O'Neil Global Advisors, Inc. | 10,146 | $827.0K | 0.75% | +10,146 | New |
| Firsthand Capital Management, Inc. | 10,000 | $815.1K | 1.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,748 | $794.6K | 0.01% | −8,437−46.4% | Reduced |
| Coastal Bridge Advisors, LLC | 9,609 | $783.2K | 0.21% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 9,561 | $779.3K | 0.07% | +9,561 | New |
| Intech Investment Management LLC | 9,120 | $743.4K | 0.01% | −5,880−39.2% | Reduced |
| Schwab Charitable Fund | 8,775 | $715.3K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,037 | $712.5K | 0.00% | −1,925−17.6% | Reduced |
| Panagora Asset Management Inc | 8,487 | $691.8K | 0.00% | −26,337−75.6% | Reduced |
| Achmea Investment Management B.V. | 8,423 | $686.0K | 0.01% | −202−2.3% | Reduced |
| Wealthfront Advisers LLC | 8,207 | $669.0K | 0.00% | +2,523+44.4% | Added |
| Yarbrough Capital, LLC | 8,116 | $661.5K | 0.04% | −100−1.2% | Reduced |
| Headlands Technologies LLC | 7,811 | $636.7K | 0.31% | +7,811 | New |
| The PNC Financial Services Group, Inc. | 7,811 | $636.7K | 0.00% | −87−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 7,670 | $625.2K | 0.03% | +7,670 | New |
| M&T Bank Corp | 7,496 | $611.4K | 0.00% | +534+7.7% | Added |
| Alpha DNA Investment Management LLC | 7,378 | $601.4K | 0.39% | −3,485−32.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,352 | $599.3K | 0.01% | −19,548−72.7% | Reduced |
| Wellington Shields & Co., LLC | 7,350 | $599.1K | 0.15% | +7,350 | New |
| Janney Montgomery Scott LLC | 7,271 | $593.0K | 0.00% | −24−0.3% | Reduced |
| Kestra Advisory Services, LLC | 7,218 | $588.3K | 0.01% | +681+10.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,104 | $581.6K | 0.01% | −491−6.5% | Reduced |
| Prudential PLC | 7,107 | $579.3K | 0.01% | −26−0.4% | Reduced |
| Palo Alto Wealth Advisors, LLC | 6,955 | $566.9K | 0.47% | −615−8.1% | Reduced |
| Geneos Wealth Management Inc. | 6,869 | $559.9K | 0.03% | −419−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,732 | $548.7K | 0.00% | −2,034−23.2% | Reduced |
| Rather & Kittrell, Inc. | 6,710 | $546.9K | 0.22% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,577 | $536.1K | 0.01% | −117−1.7% | Reduced |
| Mach-1 Financial Group, Inc. | 6,550 | $533.9K | 0.22% | −1,002−13.3% | Reduced |
| Baker Avenue Asset Management, LP | 525,057 | $529.7K | 0.03% | +550.0% | Added |
| Wetherby Asset Management Inc | 6,493 | $529.2K | 0.03% | −589−8.3% | Reduced |
| Fox Run Management, L.L.C. | 6,461 | $526.6K | 0.16% | +1,911+42.0% | Added |
| Perigon Wealth Management, LLC | 6,446 | $525.4K | 0.02% | +2,136+49.6% | Added |
| Xponance, Inc. | 6,424 | $523.6K | 0.01% | +117+1.9% | Added |
| Mutual of America Capital Management LLC | 6,412 | $522.6K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 6,338 | $516.6K | 0.02% | −12,558−66.5% | Reduced |
| Prelude Capital Management, LLC | 6,337 | $516.5K | 0.05% | +2,690+73.8% | Added |
| Assenagon Asset Management S.A. | 6,241 | $508.7K | 0.00% | −12,159−66.1% | Reduced |
| Ethic Inc. | 6,178 | $503.6K | 0.02% | −3,248−34.5% | Reduced |
| Corton Capital Inc. | 6,169 | $502.8K | 0.25% | −2,612−29.7% | Reduced |
| Advisory Services Network, LLC | 6,063 | $494.2K | 0.01% | −9,202−60.3% | Reduced |
| Mission Wealth Management, LP | 5,978 | $487.3K | 0.02% | +5+0.1% | Added |
| Synergy Financial Group, LTD | 5,929 | $483.3K | 0.67% | −109−1.8% | Reduced |
| Natixis | 5,793 | $472.2K | 0.00% | −11,962−67.4% | Reduced |
| Independent Advisor Alliance | 5,695 | $464.2K | 0.02% | −19,253−77.2% | Reduced |
| Aviva PLC | 5,656 | $461.0K | 0.00% | −56−1.0% | Reduced |
| Bristlecone Advisors, LLC | 5,403 | $440.4K | 0.05% | −58−1.1% | Reduced |
| Signaturefd, LLC | 5,348 | $435.9K | 0.01% | +493+10.2% | Added |
| CIBC Asset Management Inc | 5,214 | $425.0K | 0.00% | +242+4.9% | Added |
| BluePath Capital Management, LLC | 5,171 | $421.5K | 0.39% | +5,171 | New |
| Riverbridge Partners LLC | 5,050 | $411.6K | 0.01% | −2,564−33.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 5,008 | $408.2K | 0.18% | +67+1.4% | Added |
| Levin Capital Strategies, L.P. | 5,000 | $407.6K | 0.05% | +1,000+25.0% | Added |
| Ci Investments Inc. | 4,946 | $403.0K | 0.00% | −381−7.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,921 | $401.1K | 0.03% | +608+14.1% | Added |
| Cantor Fitzgerald, L. P. | 4,840 | $394.5K | 0.01% | +4,840 | New |
| Balentine LLC | 4,833 | $393.9K | 0.01% | −604−11.1% | Reduced |
| Captrust Financial Advisors | 4,901 | $391.3K | 0.00% | −1,119−18.6% | Reduced |
| Clear Creek Financial Management, LLC | 4,768 | $388.6K | 0.07% | +314+7.0% | Added |
| ORG Partners LLC | 4,751 | $387.2K | 0.11% | +94+2.0% | Added |
| Brighton Jones LLC | 4,738 | $386.2K | 0.02% | +442+10.3% | Added |
| Boston Private Wealth LLC | 4,726 | $385.2K | 0.01% | −279−5.6% | Reduced |
| Triumph Capital Management | 4,693 | $382.5K | 0.17% | +437+10.3% | Added |
| Mezzasalma Advisors, LLC | 4,680 | $381.5K | 0.24% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,658 | $379.7K | 0.00% | −17,699−79.2% | Reduced |
| Toroso Investments, LLC | 4,485 | $365.6K | 0.01% | +745+19.9% | Added |
| Woodward Diversified Capital, LLC | 4,360 | $355.4K | 0.26% | +4,360 | New |
| Thoroughbred Financial Services, LLC | 4,309 | $351.0K | 0.03% | −1,057−19.7% | Reduced |
| Sigma Planning Corp | 4,177 | $340.5K | 0.01% | +710+20.5% | Added |
| Clark Capital Management Group, Inc. | 4,168 | $339.7K | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,150 | $338.1K | 0.03% | +4,150 | New |
| Miracle Mile Advisors, LLC | 4,055 | $330.5K | 0.01% | −49−1.2% | Reduced |
| Waldron Private Wealth LLC | 4,024 | $328.0K | 0.02% | +15+0.4% | Added |
| Wellington Shields Capital Management, LLC | 4,000 | $326.0K | 0.04% | +4,000 | New |
| Flagship Harbor Advisors, LLC | 3,947 | $321.7K | 0.03% | −25−0.6% | Reduced |
| Petrus Trust Company, LTA | 3,941 | $321.2K | 0.03% | −3,835−49.3% | Reduced |
| Empowered Funds, LLC | 3,864 | $315.0K | 0.01% | +285+8.0% | Added |
| Versor Investments LP | 3,843 | $313.2K | 0.06% | +3,843 | New |
| Prosperity Wealth Management, Inc. | 3,820 | $311.4K | 0.20% | +285+8.1% | Added |
| Commerce Bank | 3,820 | $311.4K | 0.00% | +170+4.7% | Added |
| American Trust | 3,793 | $309.2K | 0.02% | +3,793 | New |
| Independent Financial Group, LLC | 3,734 | $304.4K | 0.02% | −218−5.5% | Reduced |
| Gsa Capital Partners LLP | 3,724 | $304.0K | 0.03% | +3,724 | New |
| Courier Capital LLC | 3,712 | $302.6K | 0.03% | +72+2.0% | Added |
| Vectors Research Management, LLC | 3,865 | $302.0K | 0.10% | +72+1.9% | Added |