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 |
|---|---|---|---|---|---|
| Ardsley Advisory Partners LP | 21,500 | $1.95M | 0.42% | +6,500+43.3% | Added |
| Raymond James & Associates | 21,502 | $1.95M | 0.00% | −3,819−15.1% | Reduced |
| Private Advisor Group, LLC | 21,818 | $1.98M | 0.02% | +21,818 | New |
| Hood River Capital Management LLC | 21,928 | $1.99M | 0.05% | +21,928 | New |
| Keybank National Association | 21,967 | $1.99M | 0.01% | −1,482−6.3% | Reduced |
| MML Investors Services, LLC | 21,991 | $1.99M | 0.01% | +692+3.2% | Added |
| Mariner, LLC | 22,125 | $2.00M | 0.00% | −1,200−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 23,056 | $2.09M | 0.00% | −922−3.8% | Reduced |
| Concentric Capital Strategies, LP | 23,916 | $2.17M | 0.28% | +23,916 | New |
| Raymond James Financial Services Advisors, Inc. | 23,971 | $2.17M | 0.00% | +4,404+22.5% | Added |
| SWS Partners | 24,631 | $2.23M | 0.73% | +7,639+45.0% | Added |
| DnB Asset Management AS | 24,772 | $2.24M | 0.01% | −396−1.6% | Reduced |
| Wellington Management Group LLP | 25,054 | $2.27M | 0.00% | −3,230,748−99.2% | Reduced |
| Tredje AP-fonden | 25,364 | $2.30M | 0.03% | −448−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,514 | $2.31M | 0.03% | +24,874+3,886.6% | Added |
| Nisa Investment Advisors, LLC | 26,380 | $2.39M | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 26,697 | $2.42M | 0.01% | +18,490+225.3% | Added |
| Slow Capital, Inc. | 27,095 | $2.45M | 0.43% | −503−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 27,617 | $2.50M | 0.00% | −685−2.4% | Reduced |
| Clarity Capital Partners LLC | 27,795 | $2.52M | 1.77% | +27,795 | New |
| Utah Retirement Systems | 28,642 | $2.59M | 0.03% | +200+0.7% | Added |
| Alps Advisors Inc | 28,889 | $2.62M | 0.02% | +4,131+16.7% | Added |
| DekaBank Deutsche Girozentrale | 28,905 | $2.66M | 0.01% | −6,053−17.3% | Reduced |
| Forsta Ap-Fonden | 30,100 | $2.72M | 0.03% | −14,800−33.0% | Reduced |
| IFM Investors Pty Ltd | 31,118 | $2.82M | 0.03% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 31,145 | $2.82M | 0.02% | +31,145 | New |
| Rosenblum Silverman Sutton S F Inc | 31,665 | $2.87M | 0.91% | −4,635−12.8% | Reduced |
| Rafferty Asset Management, LLC | 31,808 | $2.88M | 0.01% | −6,406−16.8% | Reduced |
| Rockefeller Capital Management L.P. | 31,823 | $2.88M | 0.01% | −6,637−17.3% | Reduced |
| Cresset Asset Management, LLC | 32,542 | $2.95M | 0.02% | −358−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 32,566 | $2.95M | 0.00% | −879−2.6% | Reduced |
| Occidental Asset Management, LLC | 33,501 | $3.03M | 0.63% | 00.0% | Unchanged |
| Zacks Investment Management | 34,082 | $3.09M | 0.04% | −2,746−7.5% | Reduced |
| TD Asset Management Inc | 34,810 | $3.15M | 0.00% | +15,039+76.1% | Added |
| S&CO Inc | 34,925 | $3.16M | 0.24% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,000 | $3.26M | 0.04% | 00.0% | Unchanged |
| Formula Growth Ltd | 36,000 | $3.26M | 1.04% | −4,000−10.0% | Reduced |
| USS Investment Management Ltd | 36,012 | $3.26M | 0.03% | +1,859+5.4% | Added |
| Russell Investments Group, Ltd. | 36,962 | $3.35M | 0.01% | −234,604−86.4% | Reduced |
| Andar Capital Management HK Ltd | 39,001 | $3.53M | 4.98% | +39,001 | New |
| Washington Harbour Partners LP | 39,180 | $3.55M | 6.80% | +10,966+38.9% | Added |
| Holocene Advisors, LP | 39,655 | $3.59M | 0.01% | +39,655 | New |
| La Banque Postale Asset Management SA | 40,466 | $3.66M | 0.08% | +9,375+30.2% | Added |
| Victory Capital Management Inc | 41,098 | $3.72M | 0.00% | −16,715−28.9% | Reduced |
| Jasper Ridge Partners, L.P. | 41,134 | $3.72M | 0.15% | 00.0% | Unchanged |
| Clarius Group, LLC | 41,577 | $3.76M | 0.31% | −1,265−3.0% | Reduced |
| Arizona State Retirement System | 43,082 | $3.90M | 0.03% | +779+1.8% | Added |
| LPL Financial LLC | 43,412 | $3.93M | 0.00% | +2,601+6.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 45,230 | $4.09M | 1.04% | +3,763+9.1% | Added |
| Selective Wealth Management, Inc. | 49,566 | $4.13M | 2.08% | −3,797−7.1% | Reduced |
| Brown Advisory Inc | 46,440 | $4.20M | 0.01% | −447−1.0% | Reduced |
| Ameriprise Financial Inc | 46,704 | $4.23M | 0.00% | −7,422−13.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 48,060 | $4.35M | 0.03% | −4,509−8.6% | Reduced |
| Granahan Investment Management Inc | 49,106 | $4.45M | 0.15% | −2,783−5.4% | Reduced |
| Titan Global Capital Management USA LLC | 50,331 | $4.56M | 0.93% | +2,228+4.6% | Added |
| Summit Trail Advisors, LLC | 51,637 | $4.67M | 0.15% | +4,852+10.4% | Added |
| Degroof Petercam Asset Management | 53,985 | $4.89M | 0.06% | +53,985 | New |
| CenterBook Partners LP | 55,309 | $5.01M | 0.61% | +55,309 | New |
| Royal London Asset Management Ltd | 59,293 | $5.37M | 0.02% | +1,440+2.5% | Added |
| Parallax Volatility Advisers, L.P. | 60,015 | $5.43M | 0.15% | −6,185−9.3% | Reduced |
| Beacon Pointe Advisors, LLC | 61,303 | $5.55M | 0.07% | +27,329+80.4% | Added |
| BNP Paribas Arbitrage, SA | 62,423 | $5.65M | 0.01% | +13,470+27.5% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 62,953 | $5.70M | 1.54% | +62,953 | New |
| Public Employees Retirement System of Ohio | 64,038 | $5.80M | 0.02% | −17,024−21.0% | Reduced |
| Ieq Capital, LLC | 64,056 | $5.80M | 0.10% | −2,707−4.1% | Reduced |
| Los Angeles Capital Management LLC | 65,015 | $5.89M | 0.02% | −13,496−17.2% | Reduced |
| Quantinno Capital Management LP | 65,147 | $5.90M | 0.21% | +109+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,399 | $5.90M | 0.01% | +7,254+11.5% | Added |
| Two Sigma Investments, LP | 66,000 | $5.97M | 0.01% | +46,100+231.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,171 | $6.08M | 0.02% | +844+1.3% | Added |
| Candriam Luxembourg S.C.A. | 68,942 | $6.24M | 0.04% | +3,660+5.6% | Added |
| Leuthold Group, LLC | 70,408 | $6.37M | 0.80% | −46−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,751 | $6.41M | 0.02% | +1,733+2.5% | Added |
| HighTower Advisors, LLC | 71,105 | $6.44M | 0.01% | +6,531+10.1% | Added |
| KBC Group NV | 73,219 | $6.63M | 0.02% | −1,533−2.1% | Reduced |
| Man Group plc | 73,404 | $6.65M | 0.02% | – | – |
| SQN Investors LP | 75,000 | $6.79M | 4.25% | +75,000 | New |
| RPG Investment Advisory, LLC | 77,269 | $7.00M | 1.14% | +28,119+57.2% | Added |
| Treasurer of the State of North Carolina | 78,865 | $7.14M | 0.03% | −4,660−5.6% | Reduced |
| SVB Financial Group | 79,152 | $7.17M | 6.35% | 00.0% | Unchanged |
| Huntington National Bank | 80,294 | $7.27M | 0.07% | +190.0% | Added |
| State of Wisconsin Investment Board | 80,900 | $7.32M | 0.02% | −21,104−20.7% | Reduced |
| Stanley-Laman Group, Ltd. | 82,271 | $7.45M | 1.14% | −4,591−5.3% | Reduced |
| Davy Global Fund Management Ltd | 83,449 | $7.55M | 0.89% | +6,254+8.1% | Added |
| UBS Oconnor LLC | 85,000 | $7.70M | 0.24% | −17,500−17.1% | Reduced |
| D. E. Shaw & Co., Inc. | 85,512 | $7.74M | 0.01% | −267,352−75.8% | Reduced |
| Gratus Capital LLC | 86,261 | $7.81M | 0.44% | −1,199−1.4% | Reduced |
| Founders Circle Capital LLC | 89,471 | $8.10M | 8.31% | 00.0% | Unchanged |
| Comerica Bank | 89,866 | $8.14M | 0.04% | −30,844−25.6% | Reduced |
| Schroder Investment Management Group | 89,976 | $8.15M | 0.01% | +582+0.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 90,000 | $8.15M | 0.11% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 90,383 | $8.18M | 4.11% | +271+0.3% | Added |
| State of New Jersey Common Pension Fund D | 90,398 | $8.18M | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 90,679 | $8.21M | 0.02% | +3,772+4.3% | Added |
| AE Wealth Management LLC | 101,324 | $8.59M | 0.04% | −6,107−5.7% | Reduced |
| Twenty Acre Capital LP | 96,041 | $8.69M | 8.27% | +15,600+19.4% | Added |
| Price T Rowe Associates Inc | 96,256 | $8.71M | 0.00% | −67−0.1% | Reduced |
| PEAK6 Investments LLC | 99,180 | $8.98M | 0.39% | −169,421−63.1% | Reduced |
| US Bancorp | 99,446 | $9.00M | 0.01% | +2,902+3.0% | Added |
| Motley Fool Wealth Management, LLC | 100,919 | $9.09M | 0.48% | −8,040−7.4% | Reduced |