Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Okta, Inc. as of Dec 31, 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
623
+26 vs. Q3 2023
Shares held
134.6M
+7.34M (+5.8%) vs. Q3 2023
Total value
$11.8B
+$1.50B (+14.5%) vs. Q3 2023
New holders
116
184 more added
Sold out
90
236 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 623 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ4 2023: $11.8B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2023.

Institutions holding OKTA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0New
True Wealth Design, LLC1$910.00%00.0%Unchanged
MV Capital Management, Inc.1$910.00%+1New
Larson Financial Group LLC1$910.00%+1New
Tortoise Investment Management, LLC2$1810.00%00.0%Unchanged
Vima LLC3$2710.00%+3New
Montag A & Associates Inc3$2720.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$2720.00%00.0%Unchanged
Cornerstone Planning Group LLC3$2720.00%00.0%Unchanged
Baystate Wealth Management LLC3$3170.00%+2+200.0%Added
Johnson Financial Group, Inc.4$3630.00%+4New
SRS Capital Advisors, Inc.4$3630.00%+4New
Lee Financial Co8$7250.00%−16−66.7%Reduced
ClariVest Asset Management LLC9$8150.00%−31−77.5%Reduced
Focused Wealth Management, Inc9$8150.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$9050.00%−30−75.0%Reduced
Berkshire Capital Holdings Inc10$9050.00%00.0%Unchanged
McIlrath & Eck, LLC10$9050.00%+10New
DiNuzzo Private Wealth, Inc.10$9060.00%+10New
Abound Wealth Management11$9960.00%+11New
Financial Management Professionals, Inc.16$1.00K0.00%00.0%Unchanged
FSA Wealth Management LLC13$1.00K0.00%+13New
Raffa Wealth Management, LLC12$1.09K0.00%00.0%Unchanged
Motco14$1.27K0.00%00.0%Unchanged
Bokf, NA14$1.27K0.00%+14New
PayPay Securities Corp14$1.32K0.06%+5+55.6%Added
McGlone Suttner Wealth Management, Inc.15$1.36K0.00%+15New
SJS Investment Consulting Inc.16$1.45K0.00%+2+14.3%Added
Pacifica Partners Inc.20$1.45K0.00%+20New
Valued Wealth Advisors LLC19$1.55K0.00%+19New
City Holding Co18$1.63K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.20$1.81K0.00%+20New
C M Bidwell & Associates Ltd22$1.99K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$1.99K0.00%+22New
Asset Dedication, LLC20$2.00K0.00%+8+66.7%Added
Valley National Advisers Inc25$2.00K0.00%+25New
Caldwell Sutter Capital, Inc.23$2.08K0.00%+23New
Wiser Advisor Group LLC24$2.17K0.00%+24New
Sachetta, LLC24$2.17K0.00%+24New
Strategic Investment Solutions, Inc.25$2.26K0.00%+25New
AdvisorNet Financial, Inc26$2.35K0.00%+6+30.0%Added
VisionPoint Advisory Group, LLC28$2.54K0.00%−14−33.3%Reduced
Massmutual Trust Co FSB29$2.63K0.00%00.0%Unchanged
Westside Investment Management, Inc.29$2.63K0.00%+29New
Field & Main Bank30$2.71K0.00%00.0%Unchanged
Insight Financial Services30$2.71K0.00%00.0%Unchanged
Core Alternative Capital30$2.72K0.00%−272−90.1%Reduced
Sound Income Strategies, LLC30$2.72K0.00%00.0%Unchanged
Creekmur Asset Management LLC30$2.72K0.00%+30New
Versant Capital Management, Inc33$2.99K0.00%−11−25.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC34$3.08K0.00%+34New
Proequities, Inc.40$3.62K0.00%−4−9.1%Reduced
JCIC Asset Management Inc.40$3.62K0.00%00.0%Unchanged
Naples Money Management LLC40$3.62K0.00%+40New
Tradewinds Capital Management, LLC40$3.62K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.44$3.67K0.00%−420−90.5%Reduced
Plante Moran Financial Advisors, LLC42$3.80K0.00%+42New
Voisard Asset Management Group, Inc.43$3.89K0.00%+43New
JJJ Advisors Inc.44$3.98K0.00%00.0%Unchanged
Chesapeake Asset Management LLC50$4.53K0.00%−30−37.5%Reduced
Bourgeon Capital Management LLC50$4.53K0.00%00.0%Unchanged
Colonial Trust Advisors51$4.62K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC51$4.62K0.00%+51New
Winthrop Capital Management, LLC55$4.98K0.00%+55New
Hantz Financial Services, Inc.59$5.00K0.00%−25−29.8%Reduced
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.56$5.00K0.00%+56New
Parkside Financial Bank & Trust56$5.07K0.00%−87−60.8%Reduced
Barrett & Company, Inc.60$5.43K0.00%00.0%Unchanged
Private Wealth Management Group, LLC60$5.43K0.00%+60New
FinTrust Capital Advisors, LLC66$5.97K0.00%+66New
Northwest Capital Management Inc70$6.34K0.00%00.0%Unchanged
Nemes Rush Group LLC72$6.52K0.00%00.0%Unchanged
Rise Advisors, LLC74$6.70K0.00%−30−28.8%Reduced
Credit Agricole S A77$6.97K0.00%−147−65.6%Reduced
Avion Wealth75$7.00K0.00%−6−7.4%Reduced
JFS Wealth Advisors, LLC78$7.06K0.00%+10+14.7%Added
Thompson Investment Management, Inc.82$7.42K0.00%00.0%Unchanged
AlphaMark Advisors, LLC90$8.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)92$8.00K0.00%+33+55.9%Added
Bell Investment Advisors, Inc89$8.06K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC99$8.96K0.01%+99New
City State Bank100$9.00K0.00%00.0%Unchanged
Addison Advisors LLC100$9.05K0.00%−125−55.6%Reduced
Trivant Custom Portfolio Group, LLC100$9.05K0.01%00.0%Unchanged
Rothschild Investment LLC100$9.05K0.00%+100New
Harbor Investment Advisory, LLC103$9.32K0.00%−41−28.5%Reduced
Zions Bancorporation, N.A.105$9.51K0.00%00.0%Unchanged
CVA Family Office, LLC105$9.51K0.00%+105New
West Tower Group, LLC110$9.96K0.02%+110New
TSFG, LLC115$10.0K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.112$10.2K0.00%+112New
Macroview Investment Management LLC118$10.7K0.01%−26−18.1%Reduced
Private Trust Co NA128$11.6K0.00%00.0%Unchanged
Loomis Sayles & Co L P139$13.0K0.00%+25+21.9%Added
Financial Perspectives, Inc151$13.7K0.01%00.0%Unchanged
Bear Mountain Capital, Inc.186$15.4K0.01%+186New
Hexagon Capital Partners LLC170$15.4K0.00%+170New
Wolff Wiese Magana LLC185$16.7K0.02%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.194$18.0K0.00%−130−40.1%Reduced