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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 218 | $18.0K | 0.00% | +126+137.0% | Added |
| EverSource Wealth Advisors, LLC | 199 | $18.0K | 0.00% | −9−4.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $18.1K | 0.00% | −2−1.0% | Reduced |
| Truvestments Capital LLC | 200 | $18.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 201 | $18.2K | 0.00% | +105+109.4% | Added |
| Bangor Savings Bank | 203 | $18.4K | 0.00% | −12,466−98.4% | Reduced |
| Tennessee Valley Asset Management Partners | 210 | $19.0K | 0.01% | +210 | New |
| Harbour Investments, Inc. | 229 | $20.7K | 0.00% | +21+10.1% | Added |
| Quarry LP | 235 | $21.3K | 0.01% | −527−69.2% | Reduced |
| Centiva Capital, LP | 237 | $21.5K | 0.00% | −3,466−93.6% | Reduced |
| Venturi Wealth Management, LLC | 260 | $23.5K | 0.00% | +95+57.6% | Added |
| Capital Advisors, Ltd. LLC | 265 | $24.0K | 0.00% | −19−6.7% | Reduced |
| Glassman Wealth Services | 279 | $25.3K | 0.00% | −109−28.1% | Reduced |
| Global Retirement Partners, LLC | 310 | $25.6K | 0.00% | −37−10.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $27.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 300 | $27.2K | 0.01% | +300 | New |
| GAMMA Investing LLC | 355 | $29.3K | 0.01% | +355 | New |
| Manchester Capital Management LLC | 340 | $30.8K | 0.00% | −86−20.2% | Reduced |
| Raleigh Capital Management Inc. | 342 | $30.9K | 0.01% | −4−1.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 362 | $32.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 368 | $33.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 407 | $36.0K | 0.00% | +65+19.0% | Added |
| GoalVest Advisory LLC | 410 | $37.1K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 450 | $40.7K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 460 | $41.6K | 0.00% | −155−25.2% | Reduced |
| Sunbelt Securities, Inc. | 464 | $42.0K | 0.01% | −4−0.9% | Reduced |
| First Horizon Advisors, Inc. | 487 | $44.1K | 0.00% | +74+17.9% | Added |
| Arcadia Investment Management Corp | 500 | $45.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 512 | $46.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 526 | $47.6K | 0.00% | +526 | New |
| Farther Finance Advisors, LLC | 529 | $47.9K | 0.00% | +345+187.5% | Added |
| Spire Wealth Management | 595 | $48.4K | 0.00% | −425−41.7% | Reduced |
| Castleview Partners, LLC | 540 | $48.9K | 0.03% | +540 | New |
| First Manhattan Co | 547 | $49.5K | 0.00% | +2+0.4% | Added |
| Cedar Wealth Management, LLC | 588 | $53.2K | 0.02% | +104+21.5% | Added |
| Sandy Spring Bank | 627 | $56.8K | 0.00% | +31+5.2% | Added |
| Western Pacific Wealth Management, LP | 635 | $57.5K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 659 | $59.7K | 0.00% | +40+6.5% | Added |
| Penserra Capital Management LLC | 676 | $61.0K | 0.00% | −13,666−95.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 680 | $61.6K | 0.01% | −76−10.1% | Reduced |
| Fifth Third Bancorp | 688 | $62.3K | 0.00% | +24+3.6% | Added |
| Coppell Advisory Solutions LLC | 691 | $62.6K | 0.01% | +691 | New |
| nVerses Capital, LLC | – | $63.4K | 0.18% | – | New |
| BI Asset Management Fondsmaeglerselskab A/S | 716 | $65.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 749 | $67.8K | 0.00% | +450+150.5% | Added |
| Lindbrook Capital, LLC | 782 | $70.8K | 0.01% | +298+61.6% | Added |
| Quintet Private Bank (Europe) S.A. | 783 | $70.9K | 0.00% | −1−0.1% | Reduced |
| Natixis Investment Managers International | 802 | $72.6K | 0.01% | −250−23.8% | Reduced |
| Kelly Financial Services LLC | 824 | $74.6K | 0.03% | +52+6.7% | Added |
| Advisors Asset Management, Inc. | 843 | $76.3K | 0.00% | +18+2.2% | Added |
| Covestor Ltd | 864 | $78.0K | 0.05% | +696+414.3% | Added |
| Plato Investment Management Ltd | 870 | $78.8K | 0.10% | +870 | New |
| IFP Advisors, Inc | 921 | $83.4K | 0.00% | +109+13.4% | Added |
| Silicon Valley Capital Partners | 947 | $85.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,100 | $99.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,111 | $100.6K | 0.01% | +51+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,122 | $101.6K | 0.00% | +538+92.1% | Added |
| National Bank of Canada | 1,173 | $102.0K | 0.00% | −2,313−66.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,240 | $112.3K | 0.05% | +1,240 | New |
| HHM Wealth Advisors, LLC | 1,250 | $113.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $120.0K | 0.00% | −95−6.7% | Reduced |
| Ossiam | 1,341 | $121.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,343 | $121.6K | 0.00% | −10−0.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,493 | $135.1K | 0.00% | −150−9.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,501 | $135.9K | 0.01% | +22+1.5% | Added |
| Pacer Advisors, Inc. | 1,529 | $138.4K | 0.00% | −99−6.1% | Reduced |
| Acadian Asset Management LLC | 1,552 | $139.0K | 0.00% | +836+116.8% | Added |
| Acima Private Wealth, LLC | 1,579 | $142.9K | 0.06% | 00.0% | Unchanged |
| AM Squared Ltd | 1,800 | $163.0K | 0.34% | +1,800 | New |
| State of Wyoming | 1,831 | $165.8K | 0.03% | +1,831 | New |
| Ostrum Asset Management | 1,835 | $166.1K | 0.01% | −680−27.0% | Reduced |
| Groupama Asset Managment | 1,847 | $167.3K | 0.00% | +1,847 | New |
| Creative Financial Designs Inc | 1,926 | $174.4K | 0.02% | +138+7.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,241 | $202.9K | 0.03% | −1,220−35.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,243 | $203.1K | 0.03% | +2,243 | New |
| Independent Solutions Wealth Management, LLC | 2,261 | $204.7K | 0.05% | +2,261 | New |
| Schulz Wealth, LTD. | 2,284 | $206.8K | 0.20% | +2,284 | New |
| Lazard Asset Management LLC | 2,287 | $207.0K | 0.00% | −16−0.7% | Reduced |
| Two Sigma Advisers, LP | 2,300 | $208.2K | 0.00% | +2,300 | New |
| Teza Capital Management LLC | 2,312 | $209.3K | 0.03% | +2,312 | New |
| Stephens Inc | 2,327 | $210.7K | 0.00% | −165−6.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,332 | $211.1K | 0.01% | −672−22.4% | Reduced |
| Cetera Advisor Networks LLC | 2,397 | $217.0K | 0.00% | −556−18.8% | Reduced |
| CWM, LLC | 2,398 | $217.0K | 0.00% | −184−7.1% | Reduced |
| Engineers Gate Manager LP | 2,398 | $217.1K | 0.01% | −62,948−96.3% | Reduced |
| Quent Capital, LLC | 2,405 | $217.7K | 0.03% | +70+3.0% | Added |
| Landscape Capital Management, L.L.C. | 2,430 | $220.0K | 0.02% | +2,430 | New |
| XTX Topco Ltd | 2,430 | $220.0K | 0.05% | +2,430 | New |
| HM Payson & Co | 2,450 | $221.8K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 2,460 | $222.7K | 0.02% | −324−11.6% | Reduced |
| Forum Financial Management, LP | 2,475 | $224.1K | 0.00% | +2,475 | New |
| Ballentine Partners, LLC | 2,481 | $224.6K | 0.00% | −246−9.0% | Reduced |
| Alpha Square Group S, LLC | 2,500 | $226.3K | 0.27% | +2,500 | New |
| Verus Capital Partners, LLC | 2,519 | $228.0K | 0.03% | +60+2.4% | Added |
| AtonRa Partners | 2,520 | $228.1K | 0.45% | −442−14.9% | Reduced |
| Greenleaf Trust | 2,539 | $229.9K | 0.00% | −452−15.1% | Reduced |
| New York Life Investment Management LLC | 2,568 | $232.5K | 0.00% | −34−1.3% | Reduced |
| TownSquare Capital, LLC | 2,603 | $235.6K | 0.00% | +2,603 | New |
| Wahed Invest LLC | 2,606 | $235.9K | 0.07% | +207+8.6% | Added |