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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 7,783 | $704.6K | 0.01% | +565+7.8% | Added |
| Harbor Capital Advisors, Inc. | 7,687 | $695.9K | 0.14% | −5,883−43.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,669 | $694.3K | 0.00% | −142−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,355 | $665.8K | 0.00% | +4,416+150.3% | Added |
| Janney Montgomery Scott LLC | 7,174 | $649.0K | 0.00% | −97−1.3% | Reduced |
| Teacher Retirement System of Texas | 7,125 | $645.0K | 0.00% | −4,885−40.7% | Reduced |
| Prudential PLC | 7,107 | $643.4K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,076 | $640.6K | 0.00% | +2,175+44.4% | Added |
| Swiss Life Asset Management Ltd | 6,984 | $633.3K | 0.01% | −9,921−58.7% | Reduced |
| Simplex Trading, LLC | 6,997 | $633.0K | 0.02% | +6,997 | New |
| Focus Financial Network Inc | 6,910 | $625.6K | 0.02% | +6,910 | New |
| Ethic Inc. | 6,842 | $619.4K | 0.02% | +664+10.7% | Added |
| M&T Bank Corp | 6,667 | $604.5K | 0.00% | −829−11.1% | Reduced |
| Valmark Advisers, Inc. | 6,487 | $587.3K | 0.01% | −90−1.4% | Reduced |
| Xponance, Inc. | 6,457 | $584.6K | 0.01% | +33+0.5% | Added |
| Alpha DNA Investment Management LLC | 6,181 | $559.6K | 0.33% | −1,197−16.2% | Reduced |
| Great Lakes Advisors, LLC | 6,155 | $557.2K | 0.01% | +6,155 | New |
| Corton Capital Inc. | 6,118 | $553.9K | 0.18% | −51−0.8% | Reduced |
| Wetherby Asset Management Inc | 6,109 | $553.0K | 0.03% | −384−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,043 | $547.1K | 0.05% | −16,675−73.4% | Reduced |
| Entropy Technologies, LP | 5,953 | $538.9K | 0.10% | +5,953 | New |
| Westpac Banking Corp | 5,941 | $537.8K | 0.04% | +2,674+81.8% | Added |
| Synergy Financial Group, LTD | 5,906 | $534.7K | 0.66% | −23−0.4% | Reduced |
| Advisory Services Network, LLC | 5,899 | $534.1K | 0.01% | −164−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 525,095 | $533.6K | 0.02% | +380.0% | Added |
| Versor Investments LP | 5,788 | $524.0K | 0.11% | +1,945+50.6% | Added |
| Mutual of America Capital Management LLC | 5,773 | $522.6K | 0.01% | −639−10.0% | Reduced |
| Blueshift Asset Management, LLC | 5,746 | $520.2K | 0.28% | +5,746 | New |
| Perigon Wealth Management, LLC | 5,712 | $517.1K | 0.02% | −734−11.4% | Reduced |
| Independent Advisor Alliance | 5,687 | $514.9K | 0.02% | −8−0.1% | Reduced |
| Smith Group Asset Management, LLC | 5,670 | $513.3K | 0.03% | +5,670 | New |
| Northwestern Mutual Wealth Management Co | 5,656 | $512.0K | 0.00% | −1,076−16.0% | Reduced |
| Aviva PLC | 5,647 | $511.2K | 0.00% | −9−0.2% | Reduced |
| Ci Investments Inc. | 5,648 | $511.0K | 0.00% | +702+14.2% | Added |
| Rather & Kittrell, Inc. | 5,628 | $509.5K | 0.18% | −1,082−16.1% | Reduced |
| Atria Wealth Solutions, Inc. | 5,580 | $505.1K | 0.01% | +3,116+126.5% | Added |
| Perpetual Ltd | 5,574 | $504.6K | 0.01% | +5,574 | New |
| Cutler Group LP | 5,567 | $503.0K | 0.07% | −22,387−80.1% | Reduced |
| Jefferies Financial Group Inc. | 5,473 | $495.5K | 0.01% | +5,473 | New |
| Mach-1 Financial Group, Inc. | 5,468 | $495.0K | 0.19% | −1,082−16.5% | Reduced |
| Capstone Investment Advisors, LLC | 5,424 | $491.0K | 0.01% | +5,424 | New |
| Bristlecone Advisors, LLC | 5,411 | $489.9K | 0.05% | +8+0.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,300 | $479.8K | 0.01% | +5,300 | New |
| ORG Partners LLC | 5,299 | $479.7K | 0.08% | +548+11.5% | Added |
| Blue Zone Wealth Advisors, LLC | 5,142 | $465.5K | 0.19% | +134+2.7% | Added |
| Rockline Wealth Management, LLC | 5,051 | $457.3K | 0.19% | +5,051 | New |
| Miracle Mile Advisors, LLC | 4,955 | $448.6K | 0.01% | +900+22.2% | Added |
| Wolverine Trading, LLC | 4,918 | $445.2K | 0.00% | −7,007−58.8% | Reduced |
| Achmea Investment Management B.V. | 4,905 | $444.0K | 0.01% | −3,518−41.8% | Reduced |
| Vinva Investment Management Ltd | 4,861 | $444.0K | 0.03% | +711+17.1% | Added |
| CIBC Asset Management Inc | 4,854 | $439.4K | 0.00% | −360−6.9% | Reduced |
| Graham Capital Management, L.P. | 4,808 | $435.3K | 0.01% | −9,169−65.6% | Reduced |
| Clear Creek Financial Management, LLC | 4,796 | $434.2K | 0.07% | +28+0.6% | Added |
| Brevan Howard Capital Management LP | 4,793 | $433.9K | 0.04% | +4,793 | New |
| Atom Investors LP | 4,740 | $429.1K | 0.08% | +1,797+61.1% | Added |
| BluePath Capital Management, LLC | 5,108 | $428.8K | 0.38% | −63−1.2% | Reduced |
| Pathstone Holdings, LLC | 4,663 | $423.2K | 0.00% | +4,663 | New |
| Toroso Investments, LLC | 4,671 | $422.9K | 0.01% | +186+4.1% | Added |
| Boston Private Wealth LLC | 4,621 | $418.3K | 0.01% | −105−2.2% | Reduced |
| Mezzasalma Advisors, LLC | 4,620 | $418.2K | 0.23% | −60−1.3% | Reduced |
| Natixis | 4,588 | $415.4K | 0.00% | −1,205−20.8% | Reduced |
| CIBC World Markets Corp | 4,367 | $395.3K | 0.00% | +4,367 | New |
| Triumph Capital Management | 4,365 | $395.1K | 0.17% | −328−7.0% | Reduced |
| Empowered Funds, LLC | 4,294 | $388.7K | 0.01% | +430+11.1% | Added |
| GWM Advisors LLC | 4,234 | $383.3K | 0.00% | +574+15.7% | Added |
| Verition Fund Management LLC | 4,182 | $378.6K | 0.00% | −7,260−63.5% | Reduced |
| Balentine LLC | 4,166 | $377.1K | 0.01% | −667−13.8% | Reduced |
| Mercer Global Advisors Inc | 4,135 | $374.0K | 0.00% | +782+23.3% | Added |
| Pier 88 Investment Partners LLC | 4,130 | $373.9K | 0.09% | −14,600−77.9% | Reduced |
| Rakuten Securities, Inc. | 4,109 | $372.0K | 0.29% | +4,109 | New |
| Waldron Private Wealth LLC | 4,069 | $368.4K | 0.02% | +45+1.1% | Added |
| Clark Capital Management Group, Inc. | 4,068 | $368.3K | 0.00% | −100−2.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,032 | $365.0K | 0.03% | +85+2.2% | Added |
| Independent Financial Group, LLC | 3,984 | $360.7K | 0.02% | +250+6.7% | Added |
| Mission Wealth Management, LP | 3,969 | $359.3K | 0.01% | −2,009−33.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,931 | $355.9K | 0.00% | +1,080+37.9% | Added |
| Vectors Research Management, LLC | 3,880 | $351.0K | 0.10% | +15+0.4% | Added |
| Pingora Partners LLC | 3,865 | $349.9K | 0.31% | +3,865 | New |
| Signaturefd, LLC | 3,861 | $349.5K | 0.01% | −1,487−27.8% | Reduced |
| Commerce Bank | 3,831 | $346.8K | 0.00% | +11+0.3% | Added |
| Courier Capital LLC | 3,738 | $338.4K | 0.03% | +26+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,732 | $337.9K | 0.02% | −1,189−24.2% | Reduced |
| BluePointe Capital Management, LLC | 3,678 | $333.0K | 0.25% | +3,678 | New |
| Frank, Rimerman Advisors LLC | 3,647 | $330.2K | 0.07% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,617 | $327.4K | 0.01% | +3,617 | New |
| Asahi Life Asset Management Co., Ltd. | 3,595 | $325.5K | 0.18% | +3,595 | New |
| Angeles Investment Advisors, LLC | 3,563 | $322.6K | 0.02% | +3,563 | New |
| Vestcor Inc | 3,511 | $318.0K | 0.01% | −37−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,502 | $317.0K | 0.00% | +3,110+793.4% | Added |
| Qtron Investments LLC | 3,494 | $316.3K | 0.05% | +3,494 | New |
| Parallel Advisors, LLC | 3,473 | $314.4K | 0.01% | −276,288−98.8% | Reduced |
| Resonant Capital Advisors, LLC | 3,406 | $308.3K | 0.03% | +3,406 | New |
| National Asset Management, Inc. | 3,405 | $308.3K | 0.01% | +556+19.5% | Added |
| Red Wave Investments LLC | 3,391 | $307.0K | 0.12% | −14−0.4% | Reduced |
| MetLife Investment Management | 3,378 | $305.8K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,299 | $298.7K | 0.00% | +11+0.3% | Added |
| American Trust | 3,284 | $297.3K | 0.02% | −509−13.4% | Reduced |
| Fisher Asset Management, LLC | 3,269 | $296.0K | 0.00% | +3,269 | New |
| Woodline Partners LP | 3,218 | $291.3K | 0.00% | −471−12.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,193 | $289.1K | 0.03% | +463+17.0% | Added |