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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 28,889 | $2.62M | 0.02% | +4,131+16.7% | Added |
| Utah Retirement Systems | 28,642 | $2.59M | 0.03% | +200+0.7% | Added |
| Clarity Capital Partners LLC | 27,795 | $2.52M | 1.77% | +27,795 | New |
| Commonwealth Equity Services, LLC | 27,617 | $2.50M | 0.00% | −685−2.4% | Reduced |
| Slow Capital, Inc. | 27,095 | $2.45M | 0.43% | −503−1.8% | Reduced |
| Wealthfront Advisers LLC | 26,697 | $2.42M | 0.01% | +18,490+225.3% | Added |
| Nisa Investment Advisors, LLC | 26,380 | $2.39M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25,514 | $2.31M | 0.03% | +24,874+3,886.6% | Added |
| Tredje AP-fonden | 25,364 | $2.30M | 0.03% | −448−1.7% | Reduced |
| Wellington Management Group LLP | 25,054 | $2.27M | 0.00% | −3,230,748−99.2% | Reduced |
| DnB Asset Management AS | 24,772 | $2.24M | 0.01% | −396−1.6% | Reduced |
| SWS Partners | 24,631 | $2.23M | 0.73% | +7,639+45.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,971 | $2.17M | 0.00% | +4,404+22.5% | Added |
| Concentric Capital Strategies, LP | 23,916 | $2.17M | 0.28% | +23,916 | New |
| Advisor Group Holdings, Inc. | 23,056 | $2.09M | 0.00% | −922−3.8% | Reduced |
| Mariner, LLC | 22,125 | $2.00M | 0.00% | −1,200−5.1% | Reduced |
| MML Investors Services, LLC | 21,991 | $1.99M | 0.01% | +692+3.2% | Added |
| Keybank National Association | 21,967 | $1.99M | 0.01% | −1,482−6.3% | Reduced |
| Hood River Capital Management LLC | 21,928 | $1.99M | 0.05% | +21,928 | New |
| Private Advisor Group, LLC | 21,818 | $1.98M | 0.02% | +21,818 | New |
| Raymond James & Associates | 21,502 | $1.95M | 0.00% | −3,819−15.1% | Reduced |
| Ardsley Advisory Partners LP | 21,500 | $1.95M | 0.42% | +6,500+43.3% | Added |
| Cubist Systematic Strategies, LLC | 21,499 | $1.95M | 0.02% | +21,499 | New |
| Toronto Dominion Bank | 21,462 | $1.94M | 0.00% | −9,161−29.9% | Reduced |
| CIBC World Markets Inc. | 21,376 | $1.94M | 0.01% | −54,375−71.8% | Reduced |
| Strategic Planning Group, LLC | 20,805 | $1.88M | 0.62% | +20,805 | New |
| Handelsbanken Fonder AB | 20,476 | $1.85M | 0.01% | −6,550−24.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 19,692 | $1.80M | 0.04% | −694−3.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 19,843 | $1.80M | 0.35% | −256−1.3% | Reduced |
| CWM Advisors, LLC | 19,831 | $1.80M | 0.20% | +313+1.6% | Added |
| Diversified Trust Co | 19,613 | $1.78M | 0.06% | −689−3.4% | Reduced |
| Balyasny Asset Management LLC | 19,600 | $1.77M | 0.00% | +1,177+6.4% | Added |
| Maytus Capital Management, LLC | 19,500 | $1.77M | 0.71% | +19,500 | New |
| Adviser Investments LLC | 19,472 | $1.76M | 0.03% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 18,904 | $1.71M | 0.01% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 18,700 | $1.69M | 0.21% | −11,500−38.1% | Reduced |
| British Columbia Investment Management Corp | 18,050 | $1.63M | 0.01% | +3,952+28.0% | Added |
| Lecap Asset Management Ltd | 17,857 | $1.62M | 0.59% | +17,857 | New |
| Nissay Asset Management Corp | 17,776 | $1.61M | 0.01% | −219−1.2% | Reduced |
| Allianz Asset Management GmbH | 17,498 | $1.58M | 0.00% | −4,787−21.5% | Reduced |
| Cerity Partners LLC | 3,172,223 | $1.49M | 0.00% | +3,121,809+6,192.3% | Added |
| Stonegate Investment Group, LLC | 16,408 | $1.49M | 0.05% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 16,185 | $1.47M | 0.30% | −56−0.3% | Reduced |
| PDT Partners, LLC | 16,077 | $1.46M | 0.16% | +5,300+49.2% | Added |
| Davenport & Co LLC | 15,818 | $1.43M | 0.01% | −1,320−7.7% | Reduced |
| Vident Advisory, LLC | 15,456 | $1.40M | 0.04% | +2,662+20.8% | 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 |
| Profund Advisors LLC | 15,248 | $1.38M | 0.06% | +1,285+9.2% | Added |
| Gilbert & Cook, Inc. | 15,196 | $1.38M | 0.19% | +2,676+21.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,136 | $1.37M | 0.03% | +189+1.3% | Added |
| Janus Henderson Group PLC | 15,085 | $1.37M | 0.00% | −110−0.7% | Reduced |
| Amalgamated Bank | 15,048 | $1.36M | 0.01% | −596−3.8% | Reduced |
| JustInvest LLC | 14,902 | $1.35M | 0.03% | −2,214−12.9% | Reduced |
| Leonteq Securities AG | 14,622 | $1.32M | 0.17% | −4,783−24.6% | Reduced |
| TrueMark Investments, LLC | 14,621 | $1.32M | 1.32% | +14,621 | New |
| Natixis Advisors, L.P. | 14,449 | $1.31M | 0.00% | −171−1.2% | Reduced |
| Alerus Financial NA | 14,391 | $1.30M | 0.11% | −1,201−7.7% | Reduced |
| Prospera Financial Services Inc | 14,070 | $1.27M | 0.04% | +353+2.6% | Added |
| Semanteon Capital Management, LP | 14,064 | $1.27M | 0.86% | +14,064 | New |
| Cullinan Associates Inc | 14,000 | $1.27M | 0.07% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,686 | $1.24M | 0.03% | +708+5.5% | Added |
| Daiwa Securities Group Inc. | 9,895 | $1.23M | 0.01% | −762−7.2% | Reduced |
| Gulf International Bank (UK) Ltd | 13,393 | $1.21M | 0.03% | −1,529−10.2% | Reduced |
| River & Mercantile Asset Management LLP | 13,368 | $1.21M | 0.23% | −125−0.9% | Reduced |
| Fiera Capital Corp | 13,118 | $1.19M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,113 | $1.19M | 0.01% | −915−6.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 12,978 | $1.19M | 0.04% | −27,451−67.9% | Reduced |
| Guggenheim Capital LLC | 12,672 | $1.15M | 0.01% | −1,402−10.0% | Reduced |
| Aquatic Capital Management LLC | 12,300 | $1.11M | 0.03% | +500+4.2% | Added |
| STRS Ohio | 11,711 | $1.06M | 0.00% | +1,025+9.6% | Added |
| Highland Capital Management, LLC | 11,519 | $1.04M | 0.06% | −39−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,470 | $1.04M | 0.05% | −1,063−8.5% | Reduced |
| Maryland State Retirement & Pension System | 11,463 | $1.04M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,424 | $1.03M | 0.00% | +809+7.6% | Added |
| Nordea Investment Management AB | 11,433 | $1.03M | 0.00% | +646+6.0% | Added |
| Intech Investment Management LLC | 11,074 | $1.00M | 0.01% | +1,954+21.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,776 | $975.6K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 13,181 | $949.2K | 0.19% | −12,497−48.7% | Reduced |
| Brandywine Managers, LLC | 10,248 | $927.8K | 1.02% | 00.0% | Unchanged |
| Creative Planning | 10,231 | $926.2K | 0.00% | −31,408−75.4% | Reduced |
| Principal Financial Group Inc | 10,219 | $925.1K | 0.00% | −2,120−17.2% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $905.3K | 1.32% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,962 | $901.9K | 0.00% | −15,710−61.2% | Reduced |
| Mackenzie Financial Corp | 9,667 | $875.2K | 0.00% | +630+7.0% | Added |
| Coastal Bridge Advisors, LLC | 9,609 | $869.9K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,586 | $868.0K | 0.01% | −2,520−20.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,438 | $853.5K | 0.01% | +2,334+32.9% | Added |
| Eisler Capital (UK) Ltd. | 9,241 | $836.6K | 0.08% | +9,241 | New |
| Cetera Investment Advisers | 9,214 | $834.1K | 0.01% | −534−5.5% | Reduced |
| CI Private Wealth, LLC | 9,128 | $826.4K | 0.00% | −1,935−17.5% | Reduced |
| Oppenheimer & Co Inc | 8,924 | $807.9K | 0.01% | −8,256−48.1% | Reduced |
| Schwab Charitable Fund | 8,775 | $794.4K | 0.04% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 8,655 | $783.5K | 0.59% | +1,700+24.4% | Added |
| Panagora Asset Management Inc | 8,487 | $768.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,462 | $766.1K | 0.00% | −79,835−90.4% | Reduced |
| Williamson Legacy Group, LLC | 8,232 | $745.2K | 0.69% | +8,232 | New |
| Pitcairn Co | 8,210 | $743.3K | 0.05% | +8,210 | New |
| Yarbrough Capital, LLC | 8,116 | $734.7K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,879 | $713.3K | 0.00% | +7,879 | New |