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Livermore
ZHEN

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.

Institutional holdersQ4 2023: 623 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ4 2023: $11.8B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2023.

Institutions holding OKTA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NBC Securities, Inc.407$36.0K0.00%+65+19.0%Added
Brown Brothers Harriman & Co368$33.3K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd362$32.8K0.03%00.0%Unchanged
Raleigh Capital Management Inc.342$30.9K0.01%−4−1.2%Reduced
Manchester Capital Management LLC340$30.8K0.00%−86−20.2%Reduced
GAMMA Investing LLC355$29.3K0.01%+355New
LM Advisors LLC300$27.2K0.01%+300New
Livforsakringsbolaget Skandia, Omsesidigt300$27.2K0.00%00.0%Unchanged
Global Retirement Partners, LLC310$25.6K0.00%−37−10.7%Reduced
Glassman Wealth Services279$25.3K0.00%−109−28.1%Reduced
Capital Advisors, Ltd. LLC265$24.0K0.00%−19−6.7%Reduced
Venturi Wealth Management, LLC260$23.5K0.00%+95+57.6%Added
Centiva Capital, LP237$21.5K0.00%−3,466−93.6%Reduced
Quarry LP235$21.3K0.01%−527−69.2%Reduced
Harbour Investments, Inc.229$20.7K0.00%+21+10.1%Added
Tennessee Valley Asset Management Partners210$19.0K0.01%+210New
Bangor Savings Bank203$18.4K0.00%−12,466−98.4%Reduced
Allworth Financial LP201$18.2K0.00%+105+109.4%Added
Truvestments Capital LLC200$18.1K0.01%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich200$18.1K0.00%−2−1.0%Reduced
EverSource Wealth Advisors, LLC199$18.0K0.00%−9−4.3%Reduced
Harel Insurance Investments & Financial Services Ltd.194$18.0K0.00%−130−40.1%Reduced
Ronald Blue Trust, Inc.218$18.0K0.00%+126+137.0%Added
Wolff Wiese Magana LLC185$16.7K0.02%00.0%Unchanged
Hexagon Capital Partners LLC170$15.4K0.00%+170New
Bear Mountain Capital, Inc.186$15.4K0.01%+186New
Financial Perspectives, Inc151$13.7K0.01%00.0%Unchanged
Loomis Sayles & Co L P139$13.0K0.00%+25+21.9%Added
Private Trust Co NA128$11.6K0.00%00.0%Unchanged
Macroview Investment Management LLC118$10.7K0.01%−26−18.1%Reduced
Rakuten Investment Management, Inc.112$10.2K0.00%+112New
TSFG, LLC115$10.0K0.00%00.0%Unchanged
West Tower Group, LLC110$9.96K0.02%+110New
Zions Bancorporation, N.A.105$9.51K0.00%00.0%Unchanged
CVA Family Office, LLC105$9.51K0.00%+105New
Harbor Investment Advisory, LLC103$9.32K0.00%−41−28.5%Reduced
Addison Advisors LLC100$9.05K0.00%−125−55.6%Reduced
Trivant Custom Portfolio Group, LLC100$9.05K0.01%00.0%Unchanged
Rothschild Investment LLC100$9.05K0.00%+100New
City State Bank100$9.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC99$8.96K0.01%+99New
Bell Investment Advisors, Inc89$8.06K0.00%00.0%Unchanged
AlphaMark Advisors, LLC90$8.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)92$8.00K0.00%+33+55.9%Added
Thompson Investment Management, Inc.82$7.42K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$7.06K0.00%+10+14.7%Added
Avion Wealth75$7.00K0.00%−6−7.4%Reduced
Credit Agricole S A77$6.97K0.00%−147−65.6%Reduced
Rise Advisors, LLC74$6.70K0.00%−30−28.8%Reduced
Nemes Rush Group LLC72$6.52K0.00%00.0%Unchanged
Northwest Capital Management Inc70$6.34K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC66$5.97K0.00%+66New
Barrett & Company, Inc.60$5.43K0.00%00.0%Unchanged
Private Wealth Management Group, LLC60$5.43K0.00%+60New
Parkside Financial Bank & Trust56$5.07K0.00%−87−60.8%Reduced
Hantz Financial Services, Inc.59$5.00K0.00%−25−29.8%Reduced
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.56$5.00K0.00%+56New
Winthrop Capital Management, LLC55$4.98K0.00%+55New
Colonial Trust Advisors51$4.62K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC51$4.62K0.00%+51New
Bourgeon Capital Management LLC50$4.53K0.00%00.0%Unchanged
Chesapeake Asset Management LLC50$4.53K0.00%−30−37.5%Reduced
JJJ Advisors Inc.44$3.98K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.43$3.89K0.00%+43New
Plante Moran Financial Advisors, LLC42$3.80K0.00%+42New
TD Waterhouse Canada Inc.44$3.67K0.00%−420−90.5%Reduced
Tradewinds Capital Management, LLC40$3.62K0.00%00.0%Unchanged
Proequities, Inc.40$3.62K0.00%−4−9.1%Reduced
JCIC Asset Management Inc.40$3.62K0.00%00.0%Unchanged
Naples Money Management LLC40$3.62K0.00%+40New
Annis Gardner Whiting Capital Advisors, LLC34$3.08K0.00%+34New
Versant Capital Management, Inc33$2.99K0.00%−11−25.0%Reduced
Core Alternative Capital30$2.72K0.00%−272−90.1%Reduced
Sound Income Strategies, LLC30$2.72K0.00%00.0%Unchanged
Creekmur Asset Management LLC30$2.72K0.00%+30New
Field & Main Bank30$2.71K0.00%00.0%Unchanged
Insight Financial Services30$2.71K0.00%00.0%Unchanged
Massmutual Trust Co FSB29$2.63K0.00%00.0%Unchanged
Westside Investment Management, Inc.29$2.63K0.00%+29New
VisionPoint Advisory Group, LLC28$2.54K0.00%−14−33.3%Reduced
AdvisorNet Financial, Inc26$2.35K0.00%+6+30.0%Added
Strategic Investment Solutions, Inc.25$2.26K0.00%+25New
Sachetta, LLC24$2.17K0.00%+24New
Wiser Advisor Group LLC24$2.17K0.00%+24New
Caldwell Sutter Capital, Inc.23$2.08K0.00%+23New
Asset Dedication, LLC20$2.00K0.00%+8+66.7%Added
Valley National Advisers Inc25$2.00K0.00%+25New
C M Bidwell & Associates Ltd22$1.99K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$1.99K0.00%+22New
Cullen/Frost Bankers, Inc.20$1.81K0.00%+20New
City Holding Co18$1.63K0.00%00.0%Unchanged
Valued Wealth Advisors LLC19$1.55K0.00%+19New
Pacifica Partners Inc.20$1.45K0.00%+20New
SJS Investment Consulting Inc.16$1.45K0.00%+2+14.3%Added
McGlone Suttner Wealth Management, Inc.15$1.36K0.00%+15New
PayPay Securities Corp14$1.32K0.06%+5+55.6%Added
Motco14$1.27K0.00%00.0%Unchanged
Bokf, NA14$1.27K0.00%+14New
Raffa Wealth Management, LLC12$1.09K0.00%00.0%Unchanged