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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 3,703 | $301.8K | 0.02% | +3,703 | New |
| Woodline Partners LP | 3,689 | $300.7K | 0.00% | −5,351−59.2% | Reduced |
| GWM Advisors LLC | 3,660 | $298.4K | 0.00% | −74−2.0% | Reduced |
| Frank, Rimerman Advisors LLC | 3,647 | $297.3K | 0.07% | −3,283−47.4% | Reduced |
| GTS Securities LLC | 3,639 | $296.6K | 0.01% | +3,639 | New |
| Vestcor Inc | 3,548 | $289.0K | 0.01% | +11+0.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,461 | $282.0K | 0.05% | +3,461 | New |
| Sciencast Management LP | 3,447 | $281.0K | 0.13% | +3,447 | New |
| Red Wave Investments LLC | 3,405 | $277.5K | 0.12% | 00.0% | Unchanged |
| National Bank of Canada | 3,486 | $277.0K | 0.00% | −661−15.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,390 | $276.3K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 3,378 | $275.3K | 0.00% | +4+0.1% | Added |
| RSM US Wealth Management LLC | 3,366 | $274.4K | 0.01% | +160+5.0% | Added |
| Mercer Global Advisors Inc | 3,353 | $273.0K | 0.00% | +75+2.3% | Added |
| Metis Global Partners, LLC | 3,307 | $269.6K | 0.01% | +66+2.0% | Added |
| AdvisorShares Investments LLC | 3,300 | $269.0K | 0.07% | +3,300 | New |
| Integrated Wealth Concepts LLC | 3,288 | $268.0K | 0.00% | −18−0.5% | Reduced |
| Westpac Banking Corp | 3,267 | $266.3K | 0.02% | +2,900+790.2% | Added |
| Impax Asset Management Group plc | 3,263 | $266.0K | 0.00% | −1,560−32.3% | Reduced |
| Occudo Quantitative Strategies LP | 3,218 | $262.3K | 0.03% | −10,008−75.7% | Reduced |
| Pathstone Family Office, LLC | 3,209 | $261.6K | 0.00% | +3,209 | New |
| Galvin, Gaustad & Stein, LLC | 3,150 | $256.8K | 0.03% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,020 | $246.2K | 0.05% | +20+0.7% | Added |
| Opes Wealth Management LLC | 3,010 | $245.3K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,004 | $244.9K | 0.02% | −2,020−40.2% | Reduced |
| Sonen Capital LLC | 3,000 | $244.5K | 0.48% | 00.0% | Unchanged |
| Greenleaf Trust | 2,991 | $243.8K | 0.00% | −229−7.1% | Reduced |
| Cipher Capital LP | 2,978 | $242.7K | 0.17% | −7,556−71.7% | Reduced |
| AtonRa Partners | 2,962 | $241.4K | 0.51% | −870−22.7% | Reduced |
| Cetera Advisor Networks LLC | 2,953 | $240.7K | 0.00% | −4,781−61.8% | Reduced |
| Atom Investors LP | 2,943 | $239.9K | 0.05% | +2,943 | New |
| Wealth Enhancement Advisory Services, LLC | 2,939 | $239.5K | 0.00% | +2,939 | New |
| Motley Fool Asset Management LLC | 2,914 | $237.5K | 0.02% | −54−1.8% | Reduced |
| FRG Family Wealth Advisors LLC | 2,900 | $236.4K | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,851 | $232.4K | 0.00% | −1,159−28.9% | Reduced |
| National Asset Management, Inc. | 2,849 | $232.2K | 0.01% | −749−20.8% | Reduced |
| Kovack Advisors, Inc. | 2,829 | $230.6K | 0.03% | −69−2.4% | Reduced |
| Veriti Management LLC | 2,784 | $226.9K | 0.03% | −599−17.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,782 | $226.8K | 0.02% | +2,782 | New |
| CAPROCK Group, Inc. | 2,745 | $223.7K | 0.02% | −823−23.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,730 | $222.5K | 0.04% | +2,730 | New |
| Ballentine Partners, LLC | 2,727 | $222.3K | 0.01% | +2,727 | New |
| O'Shaughnessy Asset Management, LLC | 2,655 | $216.4K | 0.00% | +2,655 | New |
| New York Life Investment Management LLC | 2,602 | $212.1K | 0.00% | +2,602 | New |
| CWM, LLC | 2,582 | $210.0K | 0.00% | +162+6.7% | Added |
| Ostrum Asset Management | 2,515 | $205.0K | 0.02% | +1,245+98.0% | Added |
| Stephens Inc | 2,492 | $203.1K | 0.00% | +466+23.0% | Added |
| Atria Wealth Solutions, Inc. | 2,464 | $200.8K | 0.00% | +2,464 | New |
| Verus Capital Partners, LLC | 2,459 | $200.4K | 0.03% | +2,459 | New |
| HM Payson & Co | 2,450 | $199.7K | 0.00% | −28−1.1% | Reduced |
| Wahed Invest LLC | 2,399 | $195.5K | 0.06% | +208+9.5% | Added |
| Quent Capital, LLC | 2,335 | $190.3K | 0.03% | −37−1.6% | Reduced |
| Lazard Asset Management LLC | 2,303 | $187.0K | 0.00% | +498+27.6% | Added |
| Banque Cantonale Vaudoise | 2,148 | $175.0K | 0.01% | −5,952−73.5% | Reduced |
| Creative Financial Designs Inc | 1,788 | $145.7K | 0.02% | +6+0.3% | Added |
| Counterpoint Mutual Funds LLC | 1,659 | $135.2K | 0.11% | +1,659 | New |
| Nikko Asset Management Americas, Inc. | 1,643 | $133.9K | 0.00% | −41,533−96.2% | Reduced |
| Pacer Advisors, Inc. | 1,628 | $132.7K | 0.00% | +92+6.0% | Added |
| Acima Private Wealth, LLC | 1,579 | $128.7K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,479 | $120.5K | 0.01% | +968+189.4% | Added |
| Ancora Advisors, LLC | 1,420 | $115.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,353 | $110.3K | 0.00% | −79−5.5% | Reduced |
| Ossiam | 1,341 | $109.3K | 0.00% | −1,624−54.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $101.9K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,207 | $98.4K | 0.01% | +194+19.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $97.8K | 0.05% | +1,200 | New |
| UniSuper Management Pty Ltd | 1,100 | $89.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,060 | $86.4K | 0.01% | −73−6.4% | Reduced |
| Natixis Investment Managers International | 1,052 | $85.7K | 0.01% | −69−6.2% | Reduced |
| Spire Wealth Management | 1,020 | $83.1K | 0.00% | −122−10.7% | Reduced |
| Albion Financial Group | 1,000 | $81.5K | 0.01% | −2−0.2% | Reduced |
| Silicon Valley Capital Partners | 947 | $77.2K | 0.01% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 892 | $73.0K | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 825 | $67.2K | 0.00% | +102+14.1% | Added |
| IFP Advisors, Inc | 812 | $66.2K | 0.00% | −18−2.2% | Reduced |
| Tucker Asset Management LLC | 800 | $65.2K | 0.02% | +800 | New |
| Quintet Private Bank (Europe) S.A. | 784 | $63.9K | 0.00% | +784 | New |
| Kelly Financial Services LLC | 772 | $62.9K | 0.03% | −90−10.4% | Reduced |
| Quarry LP | 762 | $62.1K | 0.04% | +762 | New |
| GPS Wealth Strategies Group, LLC | 756 | $61.6K | 0.01% | +71+10.4% | 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 |
| Fifth Third Bancorp | 664 | $54.1K | 0.00% | +114+20.7% | Added |
| Steward Partners Investment Advisory, LLC | 640 | $52.2K | 0.00% | −667−51.0% | Reduced |
| Western Pacific Wealth Management, LP | 635 | $51.8K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 619 | $50.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 615 | $50.1K | 0.00% | −216−26.0% | Reduced |
| Sandy Spring Bank | 596 | $48.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 584 | $47.6K | 0.00% | −20−3.3% | Reduced |
| First Manhattan Co | 545 | $44.4K | 0.00% | −77−12.4% | Reduced |
| Global Trust Asset Management, LLC | 512 | $41.7K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $40.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 484 | $39.5K | 0.02% | +17+3.6% | Added |
| Lindbrook Capital, LLC | 484 | $39.4K | 0.00% | −24−4.7% | Reduced |
| Harvest Fund Management Co., Ltd | 478 | $39.0K | 0.01% | +478 | New |
| Sunbelt Securities, Inc. | 468 | $38.1K | 0.01% | −27−5.5% | Reduced |
| TD Waterhouse Canada Inc. | 464 | $37.4K | 0.00% | −9,199−95.2% | Reduced |
| Optimum Investment Advisors | 450 | $36.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 426 | $34.7K | 0.01% | +31+7.8% | Added |
| First Horizon Advisors, Inc. | 413 | $33.7K | 0.00% | +46+12.5% | Added |