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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2,763 | $289.0K | 0.00% | +476+20.8% | Added |
| Veriti Management LLC | 2,848 | $298.0K | 0.02% | +388+15.8% | Added |
| Baird Financial Group, Inc. | 2,905 | $303.9K | 0.00% | +2,905 | New |
| Duality Advisers, LP | 2,930 | $306.5K | 0.03% | +2,930 | New |
| Banque Cantonale Vaudoise | 2,933 | $307.0K | 0.01% | +122+4.3% | Added |
| Metis Global Partners, LLC | 2,957 | $309.4K | 0.01% | −15−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 2,977 | $311.5K | 0.00% | −205−6.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,015 | $315.4K | 0.05% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,018 | $315.7K | 0.05% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,020 | $316.0K | 0.07% | +5+0.2% | Added |
| Wahed Invest LLC | 3,029 | $316.9K | 0.07% | +423+16.2% | Added |
| MCF Advisors LLC | 3,035 | $317.5K | 0.02% | +3,035 | New |
| Wesbanco Bank Inc | 3,051 | $319.2K | 0.01% | +3,051 | New |
| O'Shaughnessy Asset Management, LLC | 3,074 | $321.6K | 0.00% | +442+16.8% | Added |
| Qsemble Capital Management, LP | 3,077 | $321.9K | 0.07% | +3,077 | New |
| Natixis | 3,088 | $323.1K | 0.00% | −1,500−32.7% | Reduced |
| Triumph Capital Management | 3,175 | $328.5K | 0.13% | −1,190−27.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,200 | $334.8K | 0.02% | +3,200 | New |
| Mezzasalma Advisors, LLC | 3,230 | $337.9K | 0.16% | −1,390−30.1% | Reduced |
| Pacer Advisors, Inc. | 3,244 | $339.4K | 0.00% | +1,715+112.2% | Added |
| American Trust | 3,257 | $340.7K | 0.03% | −27−0.8% | Reduced |
| TownSquare Capital, LLC | 3,304 | $345.7K | 0.01% | +701+26.9% | Added |
| MetLife Investment Management | 3,386 | $354.2K | 0.00% | +8+0.2% | Added |
| Red Wave Investments LLC | 3,391 | $354.8K | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,443 | $360.2K | 0.01% | −30−0.9% | Reduced |
| Blueshift Asset Management, LLC | 3,450 | $360.9K | 0.19% | −2,296−40.0% | Reduced |
| Vestcor Inc | 3,485 | $365.0K | 0.01% | −26−0.7% | Reduced |
| Qtron Investments LLC | 3,494 | $365.5K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,525 | $368.8K | 0.00% | +3,525 | New |
| Integrated Wealth Concepts LLC | 3,622 | $378.9K | 0.01% | +323+9.8% | Added |
| Courier Capital LLC | 3,636 | $380.4K | 0.03% | −102−2.7% | Reduced |
| Frank, Rimerman Advisors LLC | 3,647 | $381.5K | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,653 | $382.2K | 0.00% | +384+11.7% | Added |
| Resonant Capital Advisors, LLC | 3,704 | $387.5K | 0.03% | +298+8.7% | Added |
| Mercer Global Advisors Inc | 3,561 | $388.0K | 0.00% | −574−13.9% | Reduced |
| Pingora Partners LLC | 3,715 | $388.7K | 0.28% | −150−3.9% | Reduced |
| Vectors Research Management, LLC | 3,728 | $390.0K | 0.11% | −152−3.9% | Reduced |
| Atom Investors LP | 3,858 | $403.6K | 0.05% | −882−18.6% | Reduced |
| Commerce Bank | 3,860 | $403.8K | 0.00% | +29+0.8% | Added |
| Bleakley Financial Group, LLC | 3,881 | $406.0K | 0.01% | −11,376−74.6% | Reduced |
| Simplicity Wealth,LLC | 3,881 | $406.0K | 0.01% | +3,881 | New |
| High Net Worth Advisory Group LLC | 3,885 | $406.4K | 0.13% | +3,885 | New |
| B. Metzler seel. Sohn & Co. AG | 3,931 | $411.3K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,977 | $416.1K | 0.02% | +1,075+37.0% | Added |
| Brighton Jones LLC | 3,990 | $417.5K | 0.02% | +1,104+38.3% | Added |
| Mission Wealth Management, LP | 3,995 | $417.9K | 0.01% | +26+0.7% | Added |
| Armistice Capital, LLC | 3,999 | $418.4K | 0.01% | +1,317+49.1% | Added |
| BluePointe Capital Management, LLC | 4,007 | $419.2K | 0.29% | +329+8.9% | Added |
| Teacher Retirement System of Texas | 4,018 | $420.0K | 0.00% | −3,107−43.6% | Reduced |
| Clark Capital Management Group, Inc. | 4,068 | $425.6K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,077 | $426.5K | 0.02% | +8+0.2% | Added |
| Signaturefd, LLC | 4,081 | $427.0K | 0.01% | +220+5.7% | Added |
| Flagship Harbor Advisors, LLC | 4,084 | $427.2K | 0.03% | +52+1.3% | Added |
| GWM Advisors LLC | 4,084 | $427.3K | 0.00% | −150−3.5% | Reduced |
| Balentine LLC | 4,100 | $428.9K | 0.01% | −66−1.6% | Reduced |
| BluePath Capital Management, LLC | 4,145 | $433.6K | 0.34% | −963−18.9% | Reduced |
| National Wealth Management Group, LLC | 4,155 | $434.7K | 0.34% | +4,155 | New |
| Miracle Mile Advisors, LLC | 4,164 | $435.6K | 0.01% | −791−16.0% | Reduced |
| CM Wealth Advisors LLC | 4,560 | $449.4K | 0.13% | +4,560 | New |
| Avantax Advisory Services, Inc. | 4,373 | $457.5K | 0.00% | +4,373 | New |
| Rakuten Securities, Inc. | 4,391 | $459.4K | 0.20% | +282+6.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,437 | $464.2K | 0.03% | +4,437 | New |
| Boston Private Wealth LLC | 4,446 | $465.1K | 0.01% | −175−3.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,533 | $474.0K | 0.01% | −15,159−77.0% | Reduced |
| Empowered Funds, LLC | 4,633 | $484.7K | 0.01% | +339+7.9% | Added |
| Stratos Wealth Partners, LTD. | 4,633 | $484.7K | 0.01% | +4,633 | New |
| Harbor Capital Advisors, Inc. | 4,650 | $486.0K | 0.06% | −3,037−39.5% | Reduced |
| Angeles Investment Advisors, LLC | 4,732 | $495.1K | 0.03% | +1,169+32.8% | Added |
| CIBC Asset Management Inc | 4,864 | $508.9K | 0.00% | +10+0.2% | Added |
| Achmea Investment Management B.V. | 4,905 | $513.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,907 | $513.4K | 0.01% | +4,907 | New |
| Bristlecone Advisors, LLC | 5,110 | $534.6K | 0.05% | −301−5.6% | Reduced |
| Federated Hermes, Inc. | 5,201 | $544.1K | 0.00% | −399,899−98.7% | Reduced |
| Clear Creek Financial Management, LLC | 5,207 | $544.8K | 0.07% | +411+8.6% | Added |
| Pathstone Holdings, LLC | 5,229 | $547.1K | 0.00% | +566+12.1% | Added |
| Perigon Wealth Management, LLC | 5,296 | $554.1K | 0.02% | −416−7.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,300 | $554.5K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 5,337 | $558.4K | 0.01% | +5,337 | New |
| Baker Avenue Asset Management, LP | 525,379 | $564.7K | 0.02% | +284+0.1% | Added |
| Toroso Investments, LLC | 5,405 | $565.5K | 0.01% | +734+15.7% | Added |
| Blue Zone Wealth Advisors, LLC | 5,433 | $568.4K | 0.20% | +291+5.7% | Added |
| Versor Investments LP | 5,547 | $580.3K | 0.12% | −241−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,593 | $585.1K | 0.00% | −63−1.1% | Reduced |
| Rather & Kittrell, Inc. | 5,628 | $588.8K | 0.18% | 00.0% | Unchanged |
| Aviva PLC | 5,634 | $589.4K | 0.00% | −13−0.2% | Reduced |
| Comerica Bank | 5,670 | $593.2K | 0.00% | −84,196−93.7% | Reduced |
| Corton Capital Inc. | 5,737 | $600.2K | 0.22% | −381−6.2% | Reduced |
| Mutual of America Capital Management LLC | 5,773 | $604.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,940 | $621.4K | 0.01% | +516+9.5% | Added |
| Advisory Services Network, LLC | 5,961 | $623.6K | 0.01% | +62+1.1% | Added |
| The PNC Financial Services Group, Inc. | 6,001 | $627.8K | 0.00% | −1,668−21.7% | Reduced |
| Sender Co & Partners, Inc. | 6,036 | $631.5K | 1.09% | +6,036 | New |
| Synergy Financial Group, LTD | 6,039 | $631.8K | 0.71% | +133+2.3% | Added |
| Plato Investment Management Ltd | 6,042 | $632.1K | 0.07% | +5,172+594.5% | Added |
| Independent Advisor Alliance | 6,091 | $637.2K | 0.02% | +404+7.1% | Added |
| Wetherby Asset Management Inc | 6,155 | $643.9K | 0.03% | +46+0.8% | Added |
| Great Lakes Advisors, LLC | 6,173 | $645.8K | 0.01% | +18+0.3% | Added |
| Rockline Wealth Management, LLC | 6,187 | $647.3K | 0.23% | +1,136+22.5% | Added |
| HRT Financial LP | 6,195 | $648.0K | 0.00% | +6,195 | New |
| XTX Topco Ltd | 6,222 | $650.9K | 0.09% | +3,792+156.0% | Added |