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 |
|---|---|---|---|---|---|
| Pier 88 Investment Partners LLC | 6,290 | $658.1K | 0.16% | +2,160+52.3% | Added |
| Petrus Trust Company, LTA | 6,332 | $662.5K | 0.06% | +3,662+137.2% | Added |
| Bridgefront Capital, LLC | 6,333 | $662.6K | 0.50% | +6,333 | New |
| CIBC World Markets Corp | 6,471 | $677.0K | 0.00% | +2,104+48.2% | Added |
| Atria Wealth Solutions, Inc. | 6,545 | $684.7K | 0.01% | +965+17.3% | Added |
| Stifel Financial Corp | 6,563 | $686.6K | 0.00% | −3,399−34.1% | Reduced |
| Gsa Capital Partners LLP | 6,776 | $709.0K | 0.06% | +6,776 | New |
| M&T Bank Corp | 6,891 | $721.1K | 0.00% | +224+3.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,992 | $731.5K | 0.19% | +6,992 | New |
| Janney Montgomery Scott LLC | 7,013 | $734.0K | 0.00% | −161−2.2% | Reduced |
| Ameritas Advisory Services, LLC | 7,165 | $746.2K | 0.03% | +7,165 | New |
| Captrust Financial Advisors | 7,177 | $750.8K | 0.00% | +101+1.4% | Added |
| Boothbay Fund Management, LLC | 7,230 | $756.4K | 0.02% | +7,230 | New |
| Independent Financial Group, LLC | 7,291 | $762.8K | 0.04% | +3,307+83.0% | Added |
| Manufacturers Life Insurance Company, The | 7,438 | $778.2K | 0.00% | −25,128−77.2% | Reduced |
| Oak Thistle LLC | 7,503 | $785.0K | 0.70% | +7,503 | New |
| Canada Pension Plan Investment Board | 7,600 | $795.1K | 0.00% | −116,200−93.9% | Reduced |
| Vinva Investment Management Ltd | 7,871 | $823.5K | 0.05% | +3,010+61.9% | Added |
| Kapitalo Investimentos Ltda | 7,959 | $832.7K | 0.18% | +7,959 | New |
| Oppenheimer & Co Inc | 8,103 | $847.7K | 0.01% | −821−9.2% | Reduced |
| Yarbrough Capital, LLC | 8,116 | $849.1K | 0.04% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 8,185 | $856.3K | 0.47% | +2,004+32.4% | Added |
| Williamson Legacy Group, LLC | 8,314 | $869.8K | 0.67% | +82+1.0% | Added |
| Prudential Financial Inc | 8,318 | $870.2K | 0.00% | −144−1.7% | Reduced |
| Eschler Asset Management LLP | 8,371 | $875.8K | 0.57% | +8,371 | New |
| Acadian Asset Management LLC | 8,476 | $883.0K | 0.00% | +6,924+446.1% | Added |
| Panagora Asset Management Inc | 8,487 | $887.9K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,670 | $907.1K | 0.16% | +8,670 | New |
| Schwab Charitable Fund | 8,775 | $918.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,828 | $923.6K | 0.01% | +1,045+13.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 8,831 | $923.9K | 0.03% | −4,147−32.0% | Reduced |
| Fox Run Management, L.L.C. | 8,869 | $927.9K | 0.20% | +8,869 | New |
| STRS Ohio | 8,875 | $928.0K | 0.00% | −2,836−24.2% | Reduced |
| Amalgamated Bank | 8,890 | $930.0K | 0.01% | −6,158−40.9% | Reduced |
| Wellington Management Group LLP | 8,963 | $937.7K | 0.00% | −16,091−64.2% | Reduced |
| Verition Fund Management LLC | 9,060 | $947.9K | 0.01% | +4,878+116.6% | Added |
| Geneos Wealth Management Inc. | 9,149 | $957.2K | 0.04% | +6,412+234.3% | Added |
| Sherbrooke Park Advisers LLC | 9,155 | $957.8K | 0.19% | +9,155 | New |
| Lecap Asset Management Ltd | 9,194 | $961.9K | 0.20% | −8,663−48.5% | Reduced |
| Brevan Howard Capital Management LP | 9,201 | $962.6K | 0.09% | +4,408+92.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,233 | $965.9K | 0.00% | +1,878+25.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,240 | $966.9K | 0.01% | −198−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 9,412 | $985.0K | 0.03% | +9,412 | New |
| Coastal Bridge Advisors, LLC | 9,519 | $995.9K | 0.23% | −90−0.9% | Reduced |
| Pitcairn Co | 9,741 | $1.02M | 0.07% | +1,531+18.6% | Added |
| Beacon Investment Advisory Services, Inc. | 9,770 | $1.02M | 0.04% | −1,700−14.8% | Reduced |
| Palo Alto Wealth Advisors, LLC | 9,928 | $1.04M | 0.73% | +1,273+14.7% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $1.05M | 1.70% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 10,248 | $1.07M | 1.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,382 | $1.09M | 0.10% | +7,259+232.4% | Added |
| Leonteq Securities AG | 10,645 | $1.11M | 0.15% | −3,977−27.2% | Reduced |
| Maryland State Retirement & Pension System | 11,993 | $1.13M | 0.02% | +530+4.6% | Added |
| LMG Wealth Partners, LLC | 10,791 | $1.13M | 0.28% | +10,791 | New |
| CI Private Wealth, LLC | 10,829 | $1.13M | 0.00% | +1,701+18.6% | Added |
| Intech Investment Management LLC | 11,085 | $1.16M | 0.02% | +11+0.1% | Added |
| Franklin Resources Inc | 11,116 | $1.16M | 0.00% | −308−2.7% | Reduced |
| Virtu Financial LLC | 11,205 | $1.17M | 0.09% | +11,205 | New |
| Highland Capital Management, LLC | 11,292 | $1.18M | 0.07% | −227−2.0% | Reduced |
| Ethic Inc. | 11,391 | $1.19M | 0.03% | +4,549+66.5% | Added |
| Semanteon Capital Management, LP | 11,431 | $1.20M | 0.76% | −2,633−18.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,535 | $1.21M | 0.02% | −3,601−23.8% | Reduced |
| Guggenheim Capital LLC | 11,546 | $1.21M | 0.01% | −1,126−8.9% | Reduced |
| Creative Planning | 11,825 | $1.24M | 0.00% | +1,594+15.6% | Added |
| Nordea Investment Management AB | 12,068 | $1.26M | 0.00% | +635+5.6% | Added |
| Colony Group, LLC | 12,134 | $1.27M | 0.01% | +12,134 | New |
| Y.D. More Investments Ltd | 12,254 | $1.28M | 0.23% | −927−7.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,305 | $1.29M | 0.02% | +11,589+1,618.6% | Added |
| GMT Capital Corp | 12,500 | $1.31M | 0.05% | +12,500 | New |
| ClariVest Asset Management LLC | 12,948 | $1.35M | 0.14% | +12,939+143,766.7% | Added |
| Principal Financial Group Inc | 13,144 | $1.38M | 0.00% | +2,925+28.6% | Added |
| Centiva Capital, LP | 13,157 | $1.38M | 0.08% | +12,920+5,451.5% | Added |
| River & Mercantile Asset Management LLP | 13,217 | $1.38M | 0.35% | −151−1.1% | Reduced |
| Prospera Financial Services Inc | 13,378 | $1.40M | 0.04% | −692−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 13,393 | $1.40M | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,642 | $1.43M | 0.06% | −1,606−10.5% | Reduced |
| Xponance, Inc. | 13,928 | $1.46M | 0.02% | +7,471+115.7% | Added |
| Cullinan Associates Inc | 14,000 | $1.46M | 0.08% | 00.0% | Unchanged |
| Alerus Financial NA | 14,211 | $1.49M | 0.11% | −180−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,306 | $1.50M | 0.02% | +3,530+32.8% | Added |
| Illinois Municipal Retirement Fund | 14,407 | $1.51M | 0.02% | +14,407 | New |
| Elo Mutual Pension Insurance Co | 14,441 | $1.51M | 0.04% | +755+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,564 | $1.52M | 0.01% | +1,451+11.1% | Added |
| Allianz Asset Management GmbH | 14,684 | $1.54M | 0.00% | −2,814−16.1% | Reduced |
| Mackenzie Financial Corp | 14,966 | $1.57M | 0.00% | +5,299+54.8% | Added |
| Daiwa Securities Group Inc. | 15,004 | $1.57M | 0.01% | +5,109+51.6% | Added |
| Janus Henderson Group PLC | 15,093 | $1.58M | 0.00% | +8+0.1% | Added |
| Gainplan LLC | 15,099 | $1.58M | 0.76% | +15,099 | New |
| AQR Capital Management LLC | 15,388 | $1.61M | 0.00% | −163,720−91.4% | Reduced |
| Gilbert & Cook, Inc. | 15,437 | $1.61M | 0.22% | +241+1.6% | Added |
| Crestline Management, LP | 15,671 | $1.64M | 0.16% | +15,671 | New |
| JustInvest LLC | 15,701 | $1.64M | 0.04% | +799+5.4% | Added |
| Ardsley Advisory Partners LP | 15,950 | $1.67M | 0.24% | −5,550−25.8% | Reduced |
| Toronto Dominion Bank | 16,160 | $1.69M | 0.00% | −5,302−24.7% | Reduced |
| Stonegate Investment Group, LLC | 16,408 | $1.72M | 0.05% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 16,597 | $1.74M | 1.59% | +1,976+13.5% | Added |
| Jump Financial, LLC | 16,613 | $1.74M | 0.05% | +16,613 | New |
| Cetera Investment Advisers | 17,265 | $1.81M | 0.00% | +8,051+87.4% | Added |
| Moore Capital Management, LP | 17,526 | $1.83M | 0.04% | +17,526 | New |
| Nissay Asset Management Corp | 18,201 | $1.90M | 0.01% | +425+2.4% | Added |
| Knollwood Investment Advisory, LLC | 18,369 | $1.92M | 0.35% | +2,184+13.5% | Added |