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, Q1 2024
Institutional positions in Okta, Inc. as of Mar 31, 2024. 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
- 655
- +41 vs. Q4 2023
- Shares held
- 134.1M
- −319.4K (−0.2%) vs. Q4 2023
- Total value
- $13.9B
- +$2.12B (+17.9%) vs. Q4 2023
- New holders
- 106
- 241 more added
- Sold out
- 65
- 208 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Assetmark, Inc | 0 | $3 | 0.00% | 0 | New |
| Larson Financial Group LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4 | $375 | 0.00% | −73−94.8% | Reduced |
| True Wealth Design, LLC | 5 | $524 | 0.00% | +4+400.0% | Added |
| South State Corp. | 7 | $732 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 8 | $837 | 0.00% | +7+700.0% | Added |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | −8−40.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10 | $1.05K | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 12 | $1.25K | 0.00% | −30−71.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $1.25K | 0.00% | −11−47.8% | Reduced |
| PayPay Securities Corp | 12 | $1.25K | 0.06% | −2−14.3% | Reduced |
| Raffa Wealth Management, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13 | $1.28K | 0.00% | +13 | New |
| FSA Wealth Management LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 14 | $1.47K | 0.00% | −189−93.1% | Reduced |
| AdvisorNet Financial, Inc | 14 | $1.47K | 0.00% | −12−46.2% | Reduced |
| TD Private Client Wealth LLC | 14 | $1.47K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 15 | $1.57K | 0.00% | −327−95.6% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $1.77K | 0.00% | +17 | New |
| City Holding Co | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $2.17K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 24 | $2.51K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24 | $2.51K | 0.00% | −3,478−99.3% | Reduced |
| First PREMIER Bank | 31 | $3.00K | 0.00% | +31 | New |
| Westside Investment Management, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 30 | $3.14K | 0.00% | +2+7.1% | Added |
| Massmutual Trust Co FSB | 34 | $3.56K | 0.00% | +5+17.2% | Added |
| Cullen/Frost Bankers, Inc. | 37 | $3.87K | 0.00% | +17+85.0% | Added |
| Smartleaf Asset Management LLC | 37 | $3.88K | 0.00% | +37 | New |
| Valley National Advisers Inc | 40 | $4.00K | 0.00% | +15+60.0% | Added |
| Proequities, Inc. | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 44 | $4.51K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 51 | $4.61K | 0.00% | +51 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $4.92K | 0.00% | +13+38.2% | Added |
| Clearstead Advisors, LLC | 50 | $4.92K | 0.00% | −410−89.1% | Reduced |
| Elequin Capital LP | 48 | $5.02K | 0.00% | +48 | New |
| JJJ Advisors Inc. | 49 | $5.13K | 0.00% | +5+11.4% | Added |
| Quantbot Technologies LP | 50 | $5.23K | 0.00% | +50 | New |
| Colonial Trust Advisors | 51 | $5.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $5.44K | 0.00% | +19+57.6% | Added |
| Parkside Financial Bank & Trust | 56 | $5.86K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $6.28K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 60 | $6.28K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 60 | $6.28K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 66 | $6.91K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 70 | $7.32K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 74 | $7.74K | 0.00% | −144−66.1% | Reduced |
| Rise Advisors, LLC | 74 | $7.74K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 76 | $7.95K | 0.00% | −27−26.2% | Reduced |
| JFS Wealth Advisors, LLC | 78 | $8.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 79 | $8.27K | 0.00% | +79 | New |
| Thompson Investment Management, Inc. | 82 | $8.58K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 83 | $8.68K | 0.01% | −102−55.1% | Reduced |
| AlphaMark Advisors, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $9.00K | 0.00% | +11+14.7% | Added |
| Zions Bancorporation, N.A. | 87 | $9.10K | 0.00% | −18−17.1% | Reduced |
| Meeder Asset Management Inc | 88 | $9.21K | 0.00% | +88 | New |
| Bell Investment Advisors, Inc | 89 | $9.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 99 | $10.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 109 | $11.4K | 0.01% | −9−7.6% | Reduced |
| TSFG, LLC | 115 | $12.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 124 | $12.8K | 0.02% | −5,175−97.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 126 | $13.0K | 0.00% | −68−35.1% | Reduced |
| Private Trust Co NA | 125 | $13.1K | 0.00% | −3−2.3% | Reduced |
| Financial Perspectives, Inc | 151 | $15.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 153 | $16.1K | 0.01% | +133+665.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 157 | $16.4K | 0.00% | −3,575−95.8% | Reduced |
| Jones Financial Companies LLLP | 162 | $16.9K | 0.00% | +162 | New |
| Hexagon Capital Partners LLC | 170 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $20.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 200 | $20.9K | 0.02% | +200 | New |
| NBC Securities, Inc. | 195 | $21.0K | 0.00% | −212−52.1% | Reduced |
| Riverview Trust Co | 206 | $21.6K | 0.02% | +206 | New |
| CoreCap Advisors, LLC | 217 | $22.7K | 0.00% | +217 | New |
| City State Bank | 260 | $27.0K | 0.01% | +160+160.0% | Added |