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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 410 | $33.4K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 392 | $32.0K | 0.00% | −1,472−79.0% | Reduced |
| Glassman Wealth Services | 388 | $31.6K | 0.01% | +89+29.8% | Added |
| Itau Unibanco Holding S.A. | 380 | $31.0K | 0.00% | +93+32.4% | Added |
| Brown Brothers Harriman & Co | 368 | $30.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 346 | $28.2K | 0.01% | +4+1.2% | Added |
| Global Retirement Partners, LLC | 347 | $27.1K | 0.00% | +2+0.6% | Added |
| NBC Securities, Inc. | 342 | $27.0K | 0.00% | +342 | New |
| Harel Insurance Investments & Financial Services Ltd. | 324 | $26.0K | 0.00% | −43−11.7% | Reduced |
| Core Alternative Capital | 302 | $24.6K | 0.00% | +265+716.2% | Added |
| Gordian Capital Singapore Pte Ltd | 362 | $24.5K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $24.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 299 | $24.4K | 0.00% | +66+28.3% | Added |
| Capital Advisors, Ltd. LLC | 284 | $23.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 264 | $21.3K | 0.00% | +264 | New |
| Addison Advisors LLC | 225 | $18.3K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 224 | $18.3K | 0.00% | −766−77.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 202 | $17.0K | 0.00% | +6+3.1% | Added |
| Harbour Investments, Inc. | 208 | $17.0K | 0.00% | +47+29.2% | Added |
| EverSource Wealth Advisors, LLC | 208 | $16.9K | 0.00% | −343−62.3% | Reduced |
| Riverview Trust Co | 206 | $16.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $16.3K | 0.00% | +200 | New |
| Wolff Wiese Magana LLC | 185 | $15.1K | 0.01% | +158+585.2% | Added |
| Farther Finance Advisors, LLC | 184 | $15.0K | 0.00% | +110+148.6% | Added |
| Covestor Ltd | 168 | $14.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 165 | $13.4K | 0.00% | +137+489.3% | Added |
| Strengthening Families & Communities, LLC | 161 | $13.0K | 0.01% | +161 | New |
| Financial Perspectives, Inc | 151 | $12.3K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 144 | $11.7K | 0.02% | −17−10.6% | Reduced |
| Harbor Investment Advisory, LLC | 144 | $11.7K | 0.00% | −3−2.0% | Reduced |
| Parkside Financial Bank & Trust | 143 | $11.7K | 0.00% | +2+1.4% | Added |
| Private Trust Co NA | 128 | $10.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 114 | $9.00K | 0.00% | −4,137−97.3% | Reduced |
| TSFG, LLC | 115 | $9.00K | 0.00% | +115 | New |
| Zions Bancorporation, N.A. | 105 | $8.56K | 0.00% | +4+4.0% | Added |
| Rise Advisors, LLC | 104 | $8.48K | 0.01% | −50−32.5% | Reduced |
| Carmel Capital Partners, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $8.15K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $7.83K | 0.00% | −158−62.2% | Reduced |
| Bell Investment Advisors, Inc | 89 | $7.25K | 0.00% | −13−12.7% | Reduced |
| Hantz Financial Services, Inc. | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 82 | $6.68K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 80 | $6.52K | 0.00% | +80 | New |
| Chesapeake Asset Management LLC | 80 | $6.52K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $6.00K | 0.00% | +19+26.0% | Added |
| Avion Wealth | 81 | $6.00K | 0.00% | −1−1.2% | Reduced |
| Nemes Rush Group LLC | 72 | $5.87K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 70 | $5.71K | 0.00% | −51−42.1% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $5.54K | 0.00% | +7+11.5% | Added |
| Close Asset Management Ltd | 56 | $5.00K | 0.00% | −30−34.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 59 | $5.00K | 0.00% | +30+103.4% | Added |
| Barrett & Company, Inc. | 60 | $4.89K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 57 | $4.65K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $4.40K | 0.00% | +54 | New |
| Colonial Trust Advisors | 51 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $4.08K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $3.59K | 0.00% | −12−21.4% | Reduced |
| Proequities, Inc. | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 42 | $3.42K | 0.00% | +36+600.0% | Added |
| Tradewinds Capital Management, LLC | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 39 | $3.18K | 0.00% | +39 | New |
| Steward Financial Group LLC | 49 | $3.00K | 0.00% | +49 | New |
| Sound Income Strategies, LLC | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $2.36K | 0.00% | −14−32.6% | Reduced |
| Lee Financial Co | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.63K | 0.00% | −62−75.6% | Reduced |
| Financial Freedom, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.14K | 0.00% | +5+55.6% | Added |
| Motco | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $978 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $815 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9 | $734 | 0.00% | −50−84.7% | Reduced |
| Impact Partnership Wealth, LLC | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4 | $326 | 0.00% | +4 | New |
| Montag A & Associates Inc | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $245 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $163 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $82 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 1 | $82 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | – | – | 00.0% | Unchanged |