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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 2,632 | $238.3K | 0.00% | −23−0.9% | Reduced |
| Motley Fool Asset Management LLC | 2,668 | $241.5K | 0.02% | −246−8.4% | Reduced |
| Petrus Trust Company, LTA | 2,670 | $241.7K | 0.02% | −1,271−32.3% | Reduced |
| Oracle Alpha Inc. | 2,676 | $242.3K | 0.31% | +2,676 | New |
| Armistice Capital, LLC | 2,682 | $242.8K | 0.01% | +2,682 | New |
| CAPROCK Group, Inc. | 2,701 | $244.5K | 0.02% | −44−1.6% | Reduced |
| Geneos Wealth Management Inc. | 2,737 | $247.8K | 0.01% | −4,132−60.2% | Reduced |
| Impax Asset Management Group plc | 2,789 | $252.5K | 0.00% | −474−14.5% | Reduced |
| Banque Cantonale Vaudoise | 2,811 | $255.0K | 0.01% | +663+30.9% | Added |
| EPIQ Capital Group, LLC | 2,840 | $257.1K | 0.12% | +2,840 | New |
| Galvin, Gaustad & Stein, LLC | 2,850 | $258.0K | 0.02% | −300−9.5% | Reduced |
| Brighton Jones LLC | 2,886 | $261.3K | 0.01% | −1,852−39.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,015 | $262.3K | 0.05% | −375−11.1% | Reduced |
| FRG Family Wealth Advisors LLC | 2,900 | $262.5K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,902 | $262.7K | 0.01% | +2,902 | New |
| Metis Global Partners, LLC | 2,972 | $269.1K | 0.01% | −335−10.1% | Reduced |
| RSM US Wealth Management LLC | 2,997 | $271.3K | 0.01% | −369−11.0% | Reduced |
| Sonen Capital LLC | 3,000 | $271.6K | 0.51% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,015 | $272.9K | 0.07% | +5+0.2% | Added |
| Awm Capital, LLC | 3,018 | $273.2K | 0.05% | −2−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 3,123 | $282.0K | 0.02% | −1,186−27.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,182 | $288.1K | 0.00% | +3,182 | New |
| Kingswood Wealth Advisors, LLC | 3,193 | $289.1K | 0.03% | +463+17.0% | Added |
| Woodline Partners LP | 3,218 | $291.3K | 0.00% | −471−12.8% | Reduced |
| Fisher Asset Management, LLC | 3,269 | $296.0K | 0.00% | +3,269 | New |
| American Trust | 3,284 | $297.3K | 0.02% | −509−13.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,299 | $298.7K | 0.00% | +11+0.3% | Added |
| MetLife Investment Management | 3,378 | $305.8K | 0.00% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,391 | $307.0K | 0.12% | −14−0.4% | Reduced |
| National Asset Management, Inc. | 3,405 | $308.3K | 0.01% | +556+19.5% | Added |
| Resonant Capital Advisors, LLC | 3,406 | $308.3K | 0.03% | +3,406 | New |
| Parallel Advisors, LLC | 3,473 | $314.4K | 0.01% | −276,288−98.8% | Reduced |
| Qtron Investments LLC | 3,494 | $316.3K | 0.05% | +3,494 | New |
| Tower Research Capital LLC (TRC) | 3,502 | $317.0K | 0.00% | +3,110+793.4% | Added |
| Vestcor Inc | 3,511 | $318.0K | 0.01% | −37−1.0% | Reduced |
| Angeles Investment Advisors, LLC | 3,563 | $322.6K | 0.02% | +3,563 | New |
| Asahi Life Asset Management Co., Ltd. | 3,595 | $325.5K | 0.18% | +3,595 | New |
| Investment Management Corp of Ontario | 3,617 | $327.4K | 0.01% | +3,617 | New |
| Frank, Rimerman Advisors LLC | 3,647 | $330.2K | 0.07% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 3,678 | $333.0K | 0.25% | +3,678 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,732 | $337.9K | 0.02% | −1,189−24.2% | Reduced |
| Courier Capital LLC | 3,738 | $338.4K | 0.03% | +26+0.7% | Added |
| Commerce Bank | 3,831 | $346.8K | 0.00% | +11+0.3% | Added |
| Signaturefd, LLC | 3,861 | $349.5K | 0.01% | −1,487−27.8% | Reduced |
| Pingora Partners LLC | 3,865 | $349.9K | 0.31% | +3,865 | New |
| Vectors Research Management, LLC | 3,880 | $351.0K | 0.10% | +15+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,931 | $355.9K | 0.00% | +1,080+37.9% | Added |
| Mission Wealth Management, LP | 3,969 | $359.3K | 0.01% | −2,009−33.6% | Reduced |
| Independent Financial Group, LLC | 3,984 | $360.7K | 0.02% | +250+6.7% | Added |
| Flagship Harbor Advisors, LLC | 4,032 | $365.0K | 0.03% | +85+2.2% | Added |
| Clark Capital Management Group, Inc. | 4,068 | $368.3K | 0.00% | −100−2.4% | Reduced |
| Waldron Private Wealth LLC | 4,069 | $368.4K | 0.02% | +45+1.1% | Added |
| Rakuten Securities, Inc. | 4,109 | $372.0K | 0.29% | +4,109 | New |
| Pier 88 Investment Partners LLC | 4,130 | $373.9K | 0.09% | −14,600−77.9% | Reduced |
| Mercer Global Advisors Inc | 4,135 | $374.0K | 0.00% | +782+23.3% | Added |
| Balentine LLC | 4,166 | $377.1K | 0.01% | −667−13.8% | Reduced |
| Verition Fund Management LLC | 4,182 | $378.6K | 0.00% | −7,260−63.5% | Reduced |
| GWM Advisors LLC | 4,234 | $383.3K | 0.00% | +574+15.7% | Added |
| Empowered Funds, LLC | 4,294 | $388.7K | 0.01% | +430+11.1% | Added |
| Triumph Capital Management | 4,365 | $395.1K | 0.17% | −328−7.0% | Reduced |
| CIBC World Markets Corp | 4,367 | $395.3K | 0.00% | +4,367 | New |
| Natixis | 4,588 | $415.4K | 0.00% | −1,205−20.8% | Reduced |
| Mezzasalma Advisors, LLC | 4,620 | $418.2K | 0.23% | −60−1.3% | Reduced |
| Boston Private Wealth LLC | 4,621 | $418.3K | 0.01% | −105−2.2% | Reduced |
| Toroso Investments, LLC | 4,671 | $422.9K | 0.01% | +186+4.1% | Added |
| Pathstone Holdings, LLC | 4,663 | $423.2K | 0.00% | +4,663 | New |
| BluePath Capital Management, LLC | 5,108 | $428.8K | 0.38% | −63−1.2% | Reduced |
| Atom Investors LP | 4,740 | $429.1K | 0.08% | +1,797+61.1% | Added |
| Brevan Howard Capital Management LP | 4,793 | $433.9K | 0.04% | +4,793 | New |
| Clear Creek Financial Management, LLC | 4,796 | $434.2K | 0.07% | +28+0.6% | Added |
| Graham Capital Management, L.P. | 4,808 | $435.3K | 0.01% | −9,169−65.6% | Reduced |
| CIBC Asset Management Inc | 4,854 | $439.4K | 0.00% | −360−6.9% | Reduced |
| Vinva Investment Management Ltd | 4,861 | $444.0K | 0.03% | +711+17.1% | Added |
| Achmea Investment Management B.V. | 4,905 | $444.0K | 0.01% | −3,518−41.8% | Reduced |
| Wolverine Trading, LLC | 4,918 | $445.2K | 0.00% | −7,007−58.8% | Reduced |
| Miracle Mile Advisors, LLC | 4,955 | $448.6K | 0.01% | +900+22.2% | Added |
| Rockline Wealth Management, LLC | 5,051 | $457.3K | 0.19% | +5,051 | New |
| Blue Zone Wealth Advisors, LLC | 5,142 | $465.5K | 0.19% | +134+2.7% | Added |
| ORG Partners LLC | 5,299 | $479.7K | 0.08% | +548+11.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,300 | $479.8K | 0.01% | +5,300 | New |
| Bristlecone Advisors, LLC | 5,411 | $489.9K | 0.05% | +8+0.1% | Added |
| Capstone Investment Advisors, LLC | 5,424 | $491.0K | 0.01% | +5,424 | New |
| Mach-1 Financial Group, Inc. | 5,468 | $495.0K | 0.19% | −1,082−16.5% | Reduced |
| Jefferies Financial Group Inc. | 5,473 | $495.5K | 0.01% | +5,473 | New |
| Cutler Group LP | 5,567 | $503.0K | 0.07% | −22,387−80.1% | Reduced |
| Perpetual Ltd | 5,574 | $504.6K | 0.01% | +5,574 | New |
| Atria Wealth Solutions, Inc. | 5,580 | $505.1K | 0.01% | +3,116+126.5% | Added |
| Rather & Kittrell, Inc. | 5,628 | $509.5K | 0.18% | −1,082−16.1% | Reduced |
| Ci Investments Inc. | 5,648 | $511.0K | 0.00% | +702+14.2% | Added |
| Aviva PLC | 5,647 | $511.2K | 0.00% | −9−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,656 | $512.0K | 0.00% | −1,076−16.0% | Reduced |
| Smith Group Asset Management, LLC | 5,670 | $513.3K | 0.03% | +5,670 | New |
| Independent Advisor Alliance | 5,687 | $514.9K | 0.02% | −8−0.1% | Reduced |
| Perigon Wealth Management, LLC | 5,712 | $517.1K | 0.02% | −734−11.4% | Reduced |
| Blueshift Asset Management, LLC | 5,746 | $520.2K | 0.28% | +5,746 | New |
| Mutual of America Capital Management LLC | 5,773 | $522.6K | 0.01% | −639−10.0% | Reduced |
| Versor Investments LP | 5,788 | $524.0K | 0.11% | +1,945+50.6% | Added |
| Baker Avenue Asset Management, LP | 525,095 | $533.6K | 0.02% | +380.0% | Added |
| Advisory Services Network, LLC | 5,899 | $534.1K | 0.01% | −164−2.7% | Reduced |
| Synergy Financial Group, LTD | 5,906 | $534.7K | 0.66% | −23−0.4% | Reduced |