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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 259 | $27.1K | 0.00% | +30+13.1% | Added |
| GAMMA Investing LLC | 262 | $27.4K | 0.01% | −93−26.2% | Reduced |
| Capital Advisors, Ltd. LLC | 265 | $28.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $31.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 341 | $31.7K | 0.00% | +142+71.4% | Added |
| Global Retirement Partners, LLC | 313 | $32.7K | 0.00% | +3+1.0% | Added |
| Manchester Capital Management LLC | 337 | $35.3K | 0.00% | −3−0.9% | Reduced |
| Optimum Investment Advisors | 350 | $36.6K | 0.02% | −100−22.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 362 | $37.9K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 367 | $38.4K | 0.00% | −5,574−93.8% | Reduced |
| Brown Brothers Harriman & Co | 368 | $38.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 391 | $40.9K | 0.00% | +131+50.4% | Added |
| GoalVest Advisory LLC | 410 | $42.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 454 | $47.5K | 0.00% | −467−50.7% | Reduced |
| First Horizon Advisors, Inc. | 465 | $48.6K | 0.00% | −22−4.5% | Reduced |
| Nemes Rush Group LLC | 496 | $51.9K | 0.01% | +424+588.9% | Added |
| Arcadia Investment Management Corp | 500 | $52.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 506 | $53.0K | 0.00% | −89−15.0% | Reduced |
| Global Trust Asset Management, LLC | 512 | $53.6K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 540 | $56.5K | 0.00% | −7−1.3% | Reduced |
| Farther Finance Advisors, LLC | 552 | $57.1K | 0.00% | +23+4.3% | Added |
| CIBC Private Wealth Group, LLC | 564 | $58.4K | 0.00% | +564 | New |
| Cedar Wealth Management, LLC | 598 | $62.6K | 0.02% | +10+1.7% | Added |
| Future Financial Wealth Managment LLC | 600 | $62.8K | 0.05% | +600 | New |
| GPS Wealth Strategies Group, LLC | 608 | $63.6K | 0.01% | −72−10.6% | Reduced |
| Kelly Financial Services LLC | 626 | $65.5K | 0.03% | −198−24.0% | Reduced |
| Sandy Spring Bank | 627 | $65.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 663 | $69.4K | 0.00% | +4+0.6% | Added |
| Lindbrook Capital, LLC | 752 | $78.6K | 0.01% | −30−3.8% | Reduced |
| Fifth Third Bancorp | 779 | $81.5K | 0.00% | +91+13.2% | Added |
| Natixis Investment Managers International | 802 | $83.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 896 | $93.7K | 0.01% | −215−19.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 918 | $96.0K | 0.00% | −24,596−96.4% | Reduced |
| Ancora Advisors, LLC | 925 | $96.8K | 0.00% | −400−30.2% | Reduced |
| Silicon Valley Capital Partners | 947 | $99.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,045 | $109.0K | 0.01% | +1,045 | New |
| Advisors Asset Management, Inc. | 1,042 | $109.0K | 0.00% | +199+23.6% | Added |
| Covestor Ltd | 1,088 | $114.0K | 0.07% | +224+25.9% | Added |
| National Bank of Canada | 1,185 | $115.4K | 0.00% | +12+1.0% | Added |
| Umb Bank N A | 1,202 | $125.8K | 0.00% | +453+60.5% | Added |
| Quarry LP | 1,246 | $130.4K | 0.05% | +1,011+430.2% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $130.8K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,311 | $137.0K | 0.00% | −4,337−76.8% | Reduced |
| American International Group, Inc. | 1,342 | $140.4K | 0.00% | −1−0.1% | Reduced |
| Allworth Financial LP | 1,361 | $142.3K | 0.00% | +1,160+577.1% | Added |
| Rakuten Investment Management, Inc. | 1,368 | $143.1K | 0.00% | +1,256+1,121.4% | Added |
| Nikko Asset Management Americas, Inc. | 1,393 | $145.7K | 0.00% | −100−6.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,400 | $146.5K | 0.04% | +1,400 | New |
| FNY Investment Advisers, LLC | 1,514 | $158.0K | 0.10% | +1,514 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,540 | $161.1K | 0.07% | +300+24.2% | Added |
| Western Pacific Wealth Management, LP | 1,578 | $165.1K | 0.12% | +943+148.5% | Added |
| Acima Private Wealth, LLC | 1,579 | $165.2K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,588 | $166.1K | 0.01% | +1,062+201.9% | Added |
| Sunbelt Securities, Inc. | 1,903 | $199.1K | 0.02% | +1,439+310.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,930 | $201.9K | 0.02% | +1,930 | New |
| Federation des caisses Desjardins du Quebec | 2,032 | $204.6K | 0.00% | +910+81.1% | Added |
| Leavell Investment Management, Inc. | 1,975 | $207.0K | 0.01% | +1,975 | New |
| Claret Asset Management Corp | 1,981 | $207.0K | 0.03% | +1,981 | New |
| Yousif Capital Management, LLC | 1,985 | $207.7K | 0.00% | +1,985 | New |
| EPIQ Capital Group, LLC | 2,000 | $209.2K | 0.08% | −840−29.6% | Reduced |
| West Tower Group, LLC | 2,000 | $209.2K | 0.63% | +1,890+1,718.2% | Added |
| Legal Advantage Investments, Inc. | 2,000 | $209.2K | 0.12% | +2,000 | New |
| Abbrea Capital, LLC | 2,015 | $211.0K | 0.03% | +2,015 | New |
| Prelude Capital Management, LLC | 2,019 | $211.2K | 0.01% | +2,019 | New |
| Lombard Odier Asset Management (USA) Corp | 2,041 | $213.5K | 0.03% | −200−8.9% | Reduced |
| Sequoia Financial Advisors, LLC | 2,048 | $214.2K | 0.00% | +2,048 | New |
| Chicago Trust Co NA | 2,089 | $218.6K | 0.05% | +2,089 | New |
| Symmetry Partners, LLC | 2,110 | $221.0K | 0.02% | +2,110 | New |
| Apollon Wealth Management, LLC | 2,150 | $224.9K | 0.01% | +2,150 | New |
| Aaron Wealth Advisors | 2,210 | $231.2K | 0.03% | +2,210 | New |
| National Asset Management, Inc. | 2,849 | $232.2K | 0.01% | −556−16.3% | Reduced |
| Ostrum Asset Management | 2,233 | $233.6K | 0.02% | +398+21.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,233 | $233.6K | 0.01% | +2,233 | New |
| Baker Tilly Wealth Management, LLC | 2,243 | $234.7K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,261 | $236.5K | 0.02% | +335+17.4% | Added |
| Schulz Wealth, LTD. | 2,284 | $239.0K | 0.20% | 00.0% | Unchanged |
| Stephens Inc | 2,290 | $239.6K | 0.00% | −37−1.6% | Reduced |
| UniSuper Management Pty Ltd | 2,300 | $240.6K | 0.00% | +1,200+109.1% | Added |
| Quent Capital, LLC | 2,324 | $243.1K | 0.03% | −81−3.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,326 | $243.3K | 0.03% | −867−27.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,350 | $245.9K | 0.02% | −500−17.5% | Reduced |
| Bramshill Investments, LLC | 2,365 | $247.4K | 0.03% | +2,365 | New |
| Greenleaf Trust | 2,389 | $249.9K | 0.00% | −150−5.9% | Reduced |
| Oracle Alpha Inc. | 2,418 | $253.0K | 0.45% | −258−9.6% | Reduced |
| Aigen Investment Management, LP | 2,447 | $256.0K | 0.06% | +2,447 | New |
| Independent Solutions Wealth Management, LLC | 2,449 | $256.2K | 0.06% | +188+8.3% | Added |
| HM Payson & Co | 2,450 | $256.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,470 | $258.4K | 0.10% | +2,270+1,135.0% | Added |
| Forum Financial Management, LP | 2,473 | $258.7K | 0.00% | −2−0.1% | Reduced |
| Investment Management Corp of Ontario | 2,517 | $263.3K | 0.01% | −1,100−30.4% | Reduced |
| New York Life Investment Management LLC | 2,560 | $267.8K | 0.00% | −8−0.3% | Reduced |
| Verus Capital Partners, LLC | 2,578 | $269.7K | 0.03% | +59+2.3% | Added |
| Inceptionr LLC | 2,586 | $270.5K | 0.07% | +2,586 | New |
| Motley Fool Asset Management LLC | 2,605 | $272.5K | 0.02% | −63−2.4% | Reduced |
| Ossiam | 2,605 | $272.5K | 0.00% | +1,264+94.3% | Added |
| BCJ Capital Management, LLC | 2,634 | $275.6K | 0.02% | +2,634 | New |
| Ballentine Partners, LLC | 2,651 | $277.3K | 0.01% | +170+6.9% | Added |
| CAPROCK Group, Inc. | 2,727 | $285.3K | 0.02% | +26+1.0% | Added |
| RSM US Wealth Management LLC | 2,748 | $287.5K | 0.01% | −249−8.3% | Reduced |
| CWM, LLC | 2,763 | $289.0K | 0.00% | +365+15.2% | Added |