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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 3,182 | $288.1K | 0.00% | +3,182 | New |
| Thoroughbred Financial Services, LLC | 3,123 | $282.0K | 0.02% | −1,186−27.5% | Reduced |
| Awm Capital, LLC | 3,018 | $273.2K | 0.05% | −2−0.1% | Reduced |
| Opes Wealth Management LLC | 3,015 | $272.9K | 0.07% | +5+0.2% | Added |
| Sonen Capital LLC | 3,000 | $271.6K | 0.51% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,997 | $271.3K | 0.01% | −369−11.0% | Reduced |
| Metis Global Partners, LLC | 2,972 | $269.1K | 0.01% | −335−10.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,902 | $262.7K | 0.01% | +2,902 | New |
| FRG Family Wealth Advisors LLC | 2,900 | $262.5K | 0.05% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,015 | $262.3K | 0.05% | −375−11.1% | Reduced |
| Brighton Jones LLC | 2,886 | $261.3K | 0.01% | −1,852−39.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,850 | $258.0K | 0.02% | −300−9.5% | Reduced |
| EPIQ Capital Group, LLC | 2,840 | $257.1K | 0.12% | +2,840 | New |
| Banque Cantonale Vaudoise | 2,811 | $255.0K | 0.01% | +663+30.9% | Added |
| Impax Asset Management Group plc | 2,789 | $252.5K | 0.00% | −474−14.5% | Reduced |
| Geneos Wealth Management Inc. | 2,737 | $247.8K | 0.01% | −4,132−60.2% | Reduced |
| CAPROCK Group, Inc. | 2,701 | $244.5K | 0.02% | −44−1.6% | Reduced |
| Armistice Capital, LLC | 2,682 | $242.8K | 0.01% | +2,682 | New |
| Oracle Alpha Inc. | 2,676 | $242.3K | 0.31% | +2,676 | New |
| Petrus Trust Company, LTA | 2,670 | $241.7K | 0.02% | −1,271−32.3% | Reduced |
| Motley Fool Asset Management LLC | 2,668 | $241.5K | 0.02% | −246−8.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,632 | $238.3K | 0.00% | −23−0.9% | Reduced |
| Wahed Invest LLC | 2,606 | $235.9K | 0.07% | +207+8.6% | Added |
| TownSquare Capital, LLC | 2,603 | $235.6K | 0.00% | +2,603 | New |
| New York Life Investment Management LLC | 2,568 | $232.5K | 0.00% | −34−1.3% | Reduced |
| Greenleaf Trust | 2,539 | $229.9K | 0.00% | −452−15.1% | Reduced |
| AtonRa Partners | 2,520 | $228.1K | 0.45% | −442−14.9% | Reduced |
| Verus Capital Partners, LLC | 2,519 | $228.0K | 0.03% | +60+2.4% | Added |
| Alpha Square Group S, LLC | 2,500 | $226.3K | 0.27% | +2,500 | New |
| Ballentine Partners, LLC | 2,481 | $224.6K | 0.00% | −246−9.0% | Reduced |
| Forum Financial Management, LP | 2,475 | $224.1K | 0.00% | +2,475 | New |
| Veriti Management LLC | 2,460 | $222.7K | 0.02% | −324−11.6% | Reduced |
| HM Payson & Co | 2,450 | $221.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,430 | $220.0K | 0.02% | +2,430 | New |
| XTX Topco Ltd | 2,430 | $220.0K | 0.05% | +2,430 | New |
| Quent Capital, LLC | 2,405 | $217.7K | 0.03% | +70+3.0% | Added |
| Engineers Gate Manager LP | 2,398 | $217.1K | 0.01% | −62,948−96.3% | Reduced |
| Cetera Advisor Networks LLC | 2,397 | $217.0K | 0.00% | −556−18.8% | Reduced |
| CWM, LLC | 2,398 | $217.0K | 0.00% | −184−7.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,332 | $211.1K | 0.01% | −672−22.4% | Reduced |
| Stephens Inc | 2,327 | $210.7K | 0.00% | −165−6.6% | Reduced |
| Teza Capital Management LLC | 2,312 | $209.3K | 0.03% | +2,312 | New |
| Two Sigma Advisers, LP | 2,300 | $208.2K | 0.00% | +2,300 | New |
| Lazard Asset Management LLC | 2,287 | $207.0K | 0.00% | −16−0.7% | Reduced |
| Schulz Wealth, LTD. | 2,284 | $206.8K | 0.20% | +2,284 | New |
| Independent Solutions Wealth Management, LLC | 2,261 | $204.7K | 0.05% | +2,261 | New |
| Baker Tilly Wealth Management, LLC | 2,243 | $203.1K | 0.03% | +2,243 | New |
| Lombard Odier Asset Management (USA) Corp | 2,241 | $202.9K | 0.03% | −1,220−35.2% | Reduced |
| Creative Financial Designs Inc | 1,926 | $174.4K | 0.02% | +138+7.7% | Added |
| Groupama Asset Managment | 1,847 | $167.3K | 0.00% | +1,847 | New |
| Ostrum Asset Management | 1,835 | $166.1K | 0.01% | −680−27.0% | Reduced |
| State of Wyoming | 1,831 | $165.8K | 0.03% | +1,831 | New |
| AM Squared Ltd | 1,800 | $163.0K | 0.34% | +1,800 | New |
| Acima Private Wealth, LLC | 1,579 | $142.9K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,552 | $139.0K | 0.00% | +836+116.8% | Added |
| Pacer Advisors, Inc. | 1,529 | $138.4K | 0.00% | −99−6.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,501 | $135.9K | 0.01% | +22+1.5% | Added |
| Nikko Asset Management Americas, Inc. | 1,493 | $135.1K | 0.00% | −150−9.1% | Reduced |
| American International Group, Inc. | 1,343 | $121.6K | 0.00% | −10−0.7% | Reduced |
| Ossiam | 1,341 | $121.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $120.0K | 0.00% | −95−6.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $113.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,240 | $112.3K | 0.05% | +1,240 | New |
| National Bank of Canada | 1,173 | $102.0K | 0.00% | −2,313−66.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,122 | $101.6K | 0.00% | +538+92.1% | Added |
| Quadrant Capital Group LLC | 1,111 | $100.6K | 0.01% | +51+4.8% | Added |
| UniSuper Management Pty Ltd | 1,100 | $99.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 947 | $85.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 921 | $83.4K | 0.00% | +109+13.4% | Added |
| Plato Investment Management Ltd | 870 | $78.8K | 0.10% | +870 | New |
| Covestor Ltd | 864 | $78.0K | 0.05% | +696+414.3% | Added |
| Advisors Asset Management, Inc. | 843 | $76.3K | 0.00% | +18+2.2% | Added |
| Kelly Financial Services LLC | 824 | $74.6K | 0.03% | +52+6.7% | Added |
| Natixis Investment Managers International | 802 | $72.6K | 0.01% | −250−23.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 783 | $70.9K | 0.00% | −1−0.1% | Reduced |
| Lindbrook Capital, LLC | 782 | $70.8K | 0.01% | +298+61.6% | Added |
| Umb Bank N A | 749 | $67.8K | 0.00% | +450+150.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 716 | $65.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | – | $63.4K | 0.18% | – | New |
| Coppell Advisory Solutions LLC | 691 | $62.6K | 0.01% | +691 | New |
| Fifth Third Bancorp | 688 | $62.3K | 0.00% | +24+3.6% | Added |
| GPS Wealth Strategies Group, LLC | 680 | $61.6K | 0.01% | −76−10.1% | Reduced |
| Penserra Capital Management LLC | 676 | $61.0K | 0.00% | −13,666−95.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 659 | $59.7K | 0.00% | +40+6.5% | Added |
| Western Pacific Wealth Management, LP | 635 | $57.5K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 627 | $56.8K | 0.00% | +31+5.2% | Added |
| Cedar Wealth Management, LLC | 588 | $53.2K | 0.02% | +104+21.5% | Added |
| First Manhattan Co | 547 | $49.5K | 0.00% | +2+0.4% | Added |
| Castleview Partners, LLC | 540 | $48.9K | 0.03% | +540 | New |
| Spire Wealth Management | 595 | $48.4K | 0.00% | −425−41.7% | Reduced |
| Farther Finance Advisors, LLC | 529 | $47.9K | 0.00% | +345+187.5% | Added |
| Principal Securities, Inc. | 526 | $47.6K | 0.00% | +526 | New |
| Global Trust Asset Management, LLC | 512 | $46.4K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $45.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 487 | $44.1K | 0.00% | +74+17.9% | Added |
| Sunbelt Securities, Inc. | 464 | $42.0K | 0.01% | −4−0.9% | Reduced |
| Clearstead Advisors, LLC | 460 | $41.6K | 0.00% | −155−25.2% | Reduced |
| Optimum Investment Advisors | 450 | $40.7K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 410 | $37.1K | 0.02% | 00.0% | Unchanged |