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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 10,829 | $1.13M | 0.00% | +1,701+18.6% | Added |
| LMG Wealth Partners, LLC | 10,791 | $1.13M | 0.28% | +10,791 | New |
| Maryland State Retirement & Pension System | 11,993 | $1.13M | 0.02% | +530+4.6% | Added |
| Leonteq Securities AG | 10,645 | $1.11M | 0.15% | −3,977−27.2% | Reduced |
| Thoroughbred Financial Services, LLC | 10,382 | $1.09M | 0.10% | +7,259+232.4% | Added |
| Brandywine Managers, LLC | 10,248 | $1.07M | 1.06% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 10,000 | $1.05M | 1.70% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 9,928 | $1.04M | 0.73% | +1,273+14.7% | Added |
| Beacon Investment Advisory Services, Inc. | 9,770 | $1.02M | 0.04% | −1,700−14.8% | Reduced |
| Pitcairn Co | 9,741 | $1.02M | 0.07% | +1,531+18.6% | Added |
| Coastal Bridge Advisors, LLC | 9,519 | $995.9K | 0.23% | −90−0.9% | Reduced |
| Commerzbank Aktiengesellschaft | 9,412 | $985.0K | 0.03% | +9,412 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,240 | $966.9K | 0.01% | −198−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,233 | $965.9K | 0.00% | +1,878+25.5% | Added |
| Brevan Howard Capital Management LP | 9,201 | $962.6K | 0.09% | +4,408+92.0% | Added |
| Lecap Asset Management Ltd | 9,194 | $961.9K | 0.20% | −8,663−48.5% | Reduced |
| Sherbrooke Park Advisers LLC | 9,155 | $957.8K | 0.19% | +9,155 | New |
| Geneos Wealth Management Inc. | 9,149 | $957.2K | 0.04% | +6,412+234.3% | Added |
| Verition Fund Management LLC | 9,060 | $947.9K | 0.01% | +4,878+116.6% | Added |
| Wellington Management Group LLP | 8,963 | $937.7K | 0.00% | −16,091−64.2% | Reduced |
| Amalgamated Bank | 8,890 | $930.0K | 0.01% | −6,158−40.9% | Reduced |
| STRS Ohio | 8,875 | $928.0K | 0.00% | −2,836−24.2% | Reduced |
| Fox Run Management, L.L.C. | 8,869 | $927.9K | 0.20% | +8,869 | New |
| Sumitomo Mitsui Financial Group, Inc. | 8,831 | $923.9K | 0.03% | −4,147−32.0% | Reduced |
| Kestra Advisory Services, LLC | 8,828 | $923.6K | 0.01% | +1,045+13.4% | Added |
| Schwab Charitable Fund | 8,775 | $918.0K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,670 | $907.1K | 0.16% | +8,670 | New |
| Panagora Asset Management Inc | 8,487 | $887.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,476 | $883.0K | 0.00% | +6,924+446.1% | Added |
| Eschler Asset Management LLP | 8,371 | $875.8K | 0.57% | +8,371 | New |
| Prudential Financial Inc | 8,318 | $870.2K | 0.00% | −144−1.7% | Reduced |
| Williamson Legacy Group, LLC | 8,314 | $869.8K | 0.67% | +82+1.0% | Added |
| Alpha DNA Investment Management LLC | 8,185 | $856.3K | 0.47% | +2,004+32.4% | Added |
| Yarbrough Capital, LLC | 8,116 | $849.1K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,103 | $847.7K | 0.01% | −821−9.2% | Reduced |
| Kapitalo Investimentos Ltda | 7,959 | $832.7K | 0.18% | +7,959 | New |
| Vinva Investment Management Ltd | 7,871 | $823.5K | 0.05% | +3,010+61.9% | Added |
| Canada Pension Plan Investment Board | 7,600 | $795.1K | 0.00% | −116,200−93.9% | Reduced |
| Oak Thistle LLC | 7,503 | $785.0K | 0.70% | +7,503 | New |
| Manufacturers Life Insurance Company, The | 7,438 | $778.2K | 0.00% | −25,128−77.2% | Reduced |
| Independent Financial Group, LLC | 7,291 | $762.8K | 0.04% | +3,307+83.0% | Added |
| Boothbay Fund Management, LLC | 7,230 | $756.4K | 0.02% | +7,230 | New |
| Captrust Financial Advisors | 7,177 | $750.8K | 0.00% | +101+1.4% | Added |
| Ameritas Advisory Services, LLC | 7,165 | $746.2K | 0.03% | +7,165 | New |
| Janney Montgomery Scott LLC | 7,013 | $734.0K | 0.00% | −161−2.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,992 | $731.5K | 0.19% | +6,992 | New |
| M&T Bank Corp | 6,891 | $721.1K | 0.00% | +224+3.4% | Added |
| Gsa Capital Partners LLP | 6,776 | $709.0K | 0.06% | +6,776 | New |
| Stifel Financial Corp | 6,563 | $686.6K | 0.00% | −3,399−34.1% | Reduced |
| Atria Wealth Solutions, Inc. | 6,545 | $684.7K | 0.01% | +965+17.3% | Added |
| CIBC World Markets Corp | 6,471 | $677.0K | 0.00% | +2,104+48.2% | Added |
| Bridgefront Capital, LLC | 6,333 | $662.6K | 0.50% | +6,333 | New |
| Petrus Trust Company, LTA | 6,332 | $662.5K | 0.06% | +3,662+137.2% | Added |
| Pier 88 Investment Partners LLC | 6,290 | $658.1K | 0.16% | +2,160+52.3% | Added |
| XTX Topco Ltd | 6,222 | $650.9K | 0.09% | +3,792+156.0% | Added |
| HRT Financial LP | 6,195 | $648.0K | 0.00% | +6,195 | New |
| Rockline Wealth Management, LLC | 6,187 | $647.3K | 0.23% | +1,136+22.5% | Added |
| Great Lakes Advisors, LLC | 6,173 | $645.8K | 0.01% | +18+0.3% | Added |
| Wetherby Asset Management Inc | 6,155 | $643.9K | 0.03% | +46+0.8% | Added |
| Independent Advisor Alliance | 6,091 | $637.2K | 0.02% | +404+7.1% | Added |
| Plato Investment Management Ltd | 6,042 | $632.1K | 0.07% | +5,172+594.5% | Added |
| Synergy Financial Group, LTD | 6,039 | $631.8K | 0.71% | +133+2.3% | Added |
| Sender Co & Partners, Inc. | 6,036 | $631.5K | 1.09% | +6,036 | New |
| The PNC Financial Services Group, Inc. | 6,001 | $627.8K | 0.00% | −1,668−21.7% | Reduced |
| Advisory Services Network, LLC | 5,961 | $623.6K | 0.01% | +62+1.1% | Added |
| Capstone Investment Advisors, LLC | 5,940 | $621.4K | 0.01% | +516+9.5% | Added |
| Mutual of America Capital Management LLC | 5,773 | $604.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,737 | $600.2K | 0.22% | −381−6.2% | Reduced |
| Comerica Bank | 5,670 | $593.2K | 0.00% | −84,196−93.7% | Reduced |
| Aviva PLC | 5,634 | $589.4K | 0.00% | −13−0.2% | Reduced |
| Rather & Kittrell, Inc. | 5,628 | $588.8K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,593 | $585.1K | 0.00% | −63−1.1% | Reduced |
| Versor Investments LP | 5,547 | $580.3K | 0.12% | −241−4.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 5,433 | $568.4K | 0.20% | +291+5.7% | Added |
| Toroso Investments, LLC | 5,405 | $565.5K | 0.01% | +734+15.7% | Added |
| Baker Avenue Asset Management, LP | 525,379 | $564.7K | 0.02% | +284+0.1% | Added |
| Twin Tree Management, LP | 5,337 | $558.4K | 0.01% | +5,337 | New |
| Susquehanna Portfolio Strategies, LLC | 5,300 | $554.5K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,296 | $554.1K | 0.02% | −416−7.3% | Reduced |
| Pathstone Holdings, LLC | 5,229 | $547.1K | 0.00% | +566+12.1% | Added |
| Clear Creek Financial Management, LLC | 5,207 | $544.8K | 0.07% | +411+8.6% | Added |
| Federated Hermes, Inc. | 5,201 | $544.1K | 0.00% | −399,899−98.7% | Reduced |
| Bristlecone Advisors, LLC | 5,110 | $534.6K | 0.05% | −301−5.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,907 | $513.4K | 0.01% | +4,907 | New |
| Achmea Investment Management B.V. | 4,905 | $513.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,864 | $508.9K | 0.00% | +10+0.2% | Added |
| Angeles Investment Advisors, LLC | 4,732 | $495.1K | 0.03% | +1,169+32.8% | Added |
| Harbor Capital Advisors, Inc. | 4,650 | $486.0K | 0.06% | −3,037−39.5% | Reduced |
| Stratos Wealth Partners, LTD. | 4,633 | $484.7K | 0.01% | +4,633 | New |
| Empowered Funds, LLC | 4,633 | $484.7K | 0.01% | +339+7.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,533 | $474.0K | 0.01% | −15,159−77.0% | Reduced |
| Boston Private Wealth LLC | 4,446 | $465.1K | 0.01% | −175−3.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,437 | $464.2K | 0.03% | +4,437 | New |
| Rakuten Securities, Inc. | 4,391 | $459.4K | 0.20% | +282+6.9% | Added |
| Avantax Advisory Services, Inc. | 4,373 | $457.5K | 0.00% | +4,373 | New |
| CM Wealth Advisors LLC | 4,560 | $449.4K | 0.13% | +4,560 | New |
| Miracle Mile Advisors, LLC | 4,164 | $435.6K | 0.01% | −791−16.0% | Reduced |
| National Wealth Management Group, LLC | 4,155 | $434.7K | 0.34% | +4,155 | New |
| BluePath Capital Management, LLC | 4,145 | $433.6K | 0.34% | −963−18.9% | Reduced |
| Balentine LLC | 4,100 | $428.9K | 0.01% | −66−1.6% | Reduced |