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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 5,941 | $537.8K | 0.04% | +2,674+81.8% | Added |
| Entropy Technologies, LP | 5,953 | $538.9K | 0.10% | +5,953 | New |
| Campbell & CO Investment Adviser LLC | 6,043 | $547.1K | 0.05% | −16,675−73.4% | Reduced |
| Wetherby Asset Management Inc | 6,109 | $553.0K | 0.03% | −384−5.9% | Reduced |
| Corton Capital Inc. | 6,118 | $553.9K | 0.18% | −51−0.8% | Reduced |
| Great Lakes Advisors, LLC | 6,155 | $557.2K | 0.01% | +6,155 | New |
| Alpha DNA Investment Management LLC | 6,181 | $559.6K | 0.33% | −1,197−16.2% | Reduced |
| Xponance, Inc. | 6,457 | $584.6K | 0.01% | +33+0.5% | Added |
| Valmark Advisers, Inc. | 6,487 | $587.3K | 0.01% | −90−1.4% | Reduced |
| M&T Bank Corp | 6,667 | $604.5K | 0.00% | −829−11.1% | Reduced |
| Ethic Inc. | 6,842 | $619.4K | 0.02% | +664+10.7% | Added |
| Focus Financial Network Inc | 6,910 | $625.6K | 0.02% | +6,910 | New |
| Simplex Trading, LLC | 6,997 | $633.0K | 0.02% | +6,997 | New |
| Swiss Life Asset Management Ltd | 6,984 | $633.3K | 0.01% | −9,921−58.7% | Reduced |
| Captrust Financial Advisors | 7,076 | $640.6K | 0.00% | +2,175+44.4% | Added |
| Prudential PLC | 7,107 | $643.4K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,125 | $645.0K | 0.00% | −4,885−40.7% | Reduced |
| Janney Montgomery Scott LLC | 7,174 | $649.0K | 0.00% | −97−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,355 | $665.8K | 0.00% | +4,416+150.3% | Added |
| The PNC Financial Services Group, Inc. | 7,669 | $694.3K | 0.00% | −142−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 7,687 | $695.9K | 0.14% | −5,883−43.4% | Reduced |
| Kestra Advisory Services, LLC | 7,783 | $704.6K | 0.01% | +565+7.8% | Added |
| Bank of Nova Scotia | 7,879 | $713.3K | 0.00% | +7,879 | New |
| Yarbrough Capital, LLC | 8,116 | $734.7K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 8,210 | $743.3K | 0.05% | +8,210 | New |
| Williamson Legacy Group, LLC | 8,232 | $745.2K | 0.69% | +8,232 | New |
| Prudential Financial Inc | 8,462 | $766.1K | 0.00% | −79,835−90.4% | Reduced |
| Panagora Asset Management Inc | 8,487 | $768.3K | 0.00% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 8,655 | $783.5K | 0.59% | +1,700+24.4% | Added |
| Schwab Charitable Fund | 8,775 | $794.4K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,924 | $807.9K | 0.01% | −8,256−48.1% | Reduced |
| CI Private Wealth, LLC | 9,128 | $826.4K | 0.00% | −1,935−17.5% | Reduced |
| Cetera Investment Advisers | 9,214 | $834.1K | 0.01% | −534−5.5% | Reduced |
| Eisler Capital (UK) Ltd. | 9,241 | $836.6K | 0.08% | +9,241 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,438 | $853.5K | 0.01% | +2,334+32.9% | Added |
| SG Americas Securities, LLC | 9,586 | $868.0K | 0.01% | −2,520−20.8% | Reduced |
| Coastal Bridge Advisors, LLC | 9,609 | $869.9K | 0.22% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,667 | $875.2K | 0.00% | +630+7.0% | Added |
| Stifel Financial Corp | 9,962 | $901.9K | 0.00% | −15,710−61.2% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $905.3K | 1.32% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,219 | $925.1K | 0.00% | −2,120−17.2% | Reduced |
| Creative Planning | 10,231 | $926.2K | 0.00% | −31,408−75.4% | Reduced |
| Brandywine Managers, LLC | 10,248 | $927.8K | 1.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 13,181 | $949.2K | 0.19% | −12,497−48.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,776 | $975.6K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,074 | $1.00M | 0.01% | +1,954+21.4% | Added |
| Nordea Investment Management AB | 11,433 | $1.03M | 0.00% | +646+6.0% | Added |
| Franklin Resources Inc | 11,424 | $1.03M | 0.00% | +809+7.6% | Added |
| Maryland State Retirement & Pension System | 11,463 | $1.04M | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 11,470 | $1.04M | 0.05% | −1,063−8.5% | Reduced |
| Highland Capital Management, LLC | 11,519 | $1.04M | 0.06% | −39−0.3% | Reduced |
| STRS Ohio | 11,711 | $1.06M | 0.00% | +1,025+9.6% | Added |
| Aquatic Capital Management LLC | 12,300 | $1.11M | 0.03% | +500+4.2% | Added |
| Guggenheim Capital LLC | 12,672 | $1.15M | 0.01% | −1,402−10.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 12,978 | $1.19M | 0.04% | −27,451−67.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,113 | $1.19M | 0.01% | −915−6.5% | Reduced |
| Fiera Capital Corp | 13,118 | $1.19M | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 13,368 | $1.21M | 0.23% | −125−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 13,393 | $1.21M | 0.03% | −1,529−10.2% | Reduced |
| Daiwa Securities Group Inc. | 9,895 | $1.23M | 0.01% | −762−7.2% | Reduced |
| Elo Mutual Pension Insurance Co | 13,686 | $1.24M | 0.03% | +708+5.5% | Added |
| Cullinan Associates Inc | 14,000 | $1.27M | 0.07% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 14,064 | $1.27M | 0.86% | +14,064 | New |
| Prospera Financial Services Inc | 14,070 | $1.27M | 0.04% | +353+2.6% | Added |
| Alerus Financial NA | 14,391 | $1.30M | 0.11% | −1,201−7.7% | Reduced |
| Natixis Advisors, L.P. | 14,449 | $1.31M | 0.00% | −171−1.2% | Reduced |
| TrueMark Investments, LLC | 14,621 | $1.32M | 1.32% | +14,621 | New |
| Leonteq Securities AG | 14,622 | $1.32M | 0.17% | −4,783−24.6% | Reduced |
| JustInvest LLC | 14,902 | $1.35M | 0.03% | −2,214−12.9% | Reduced |
| Amalgamated Bank | 15,048 | $1.36M | 0.01% | −596−3.8% | Reduced |
| Janus Henderson Group PLC | 15,085 | $1.37M | 0.00% | −110−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,136 | $1.37M | 0.03% | +189+1.3% | Added |
| Gilbert & Cook, Inc. | 15,196 | $1.38M | 0.19% | +2,676+21.4% | Added |
| Profund Advisors LLC | 15,248 | $1.38M | 0.06% | +1,285+9.2% | Added |
| Sawtooth Solutions, LLC | 15,257 | $1.38M | 0.04% | −17,610−53.6% | Reduced |
| Bleakley Financial Group, LLC | 15,257 | $1.38M | 0.04% | −17,610−53.6% | Reduced |
| Vident Advisory, LLC | 15,456 | $1.40M | 0.04% | +2,662+20.8% | Added |
| Davenport & Co LLC | 15,818 | $1.43M | 0.01% | −1,320−7.7% | Reduced |
| PDT Partners, LLC | 16,077 | $1.46M | 0.16% | +5,300+49.2% | Added |
| Knollwood Investment Advisory, LLC | 16,185 | $1.47M | 0.30% | −56−0.3% | Reduced |
| Stonegate Investment Group, LLC | 16,408 | $1.49M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,172,223 | $1.49M | 0.00% | +3,121,809+6,192.3% | Added |
| Allianz Asset Management GmbH | 17,498 | $1.58M | 0.00% | −4,787−21.5% | Reduced |
| Nissay Asset Management Corp | 17,776 | $1.61M | 0.01% | −219−1.2% | Reduced |
| Lecap Asset Management Ltd | 17,857 | $1.62M | 0.59% | +17,857 | New |
| British Columbia Investment Management Corp | 18,050 | $1.63M | 0.01% | +3,952+28.0% | Added |
| Royal Fund Management, LLC | 18,700 | $1.69M | 0.21% | −11,500−38.1% | Reduced |
| Fort Washington Investment Advisors Inc | 18,904 | $1.71M | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 19,472 | $1.76M | 0.03% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 19,500 | $1.77M | 0.71% | +19,500 | New |
| Balyasny Asset Management LLC | 19,600 | $1.77M | 0.00% | +1,177+6.4% | Added |
| Diversified Trust Co | 19,613 | $1.78M | 0.06% | −689−3.4% | Reduced |
| CWM Advisors, LLC | 19,831 | $1.80M | 0.20% | +313+1.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 19,843 | $1.80M | 0.35% | −256−1.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 19,692 | $1.80M | 0.04% | −694−3.4% | Reduced |
| Handelsbanken Fonder AB | 20,476 | $1.85M | 0.01% | −6,550−24.2% | Reduced |
| Strategic Planning Group, LLC | 20,805 | $1.88M | 0.62% | +20,805 | New |
| CIBC World Markets Inc. | 21,376 | $1.94M | 0.01% | −54,375−71.8% | Reduced |
| Toronto Dominion Bank | 21,462 | $1.94M | 0.00% | −9,161−29.9% | Reduced |
| Cubist Systematic Strategies, LLC | 21,499 | $1.95M | 0.02% | +21,499 | New |