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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 4,084 | $427.3K | 0.00% | −150−3.5% | Reduced |
| Flagship Harbor Advisors, LLC | 4,084 | $427.2K | 0.03% | +52+1.3% | Added |
| Signaturefd, LLC | 4,081 | $427.0K | 0.01% | +220+5.7% | Added |
| Waldron Private Wealth LLC | 4,077 | $426.5K | 0.02% | +8+0.2% | Added |
| Clark Capital Management Group, Inc. | 4,068 | $425.6K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,018 | $420.0K | 0.00% | −3,107−43.6% | Reduced |
| BluePointe Capital Management, LLC | 4,007 | $419.2K | 0.29% | +329+8.9% | Added |
| Armistice Capital, LLC | 3,999 | $418.4K | 0.01% | +1,317+49.1% | Added |
| Mission Wealth Management, LP | 3,995 | $417.9K | 0.01% | +26+0.7% | Added |
| Brighton Jones LLC | 3,990 | $417.5K | 0.02% | +1,104+38.3% | Added |
| Vestmark Advisory Solutions, Inc. | 3,977 | $416.1K | 0.02% | +1,075+37.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,931 | $411.3K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,885 | $406.4K | 0.13% | +3,885 | New |
| 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 |
| Commerce Bank | 3,860 | $403.8K | 0.00% | +29+0.8% | Added |
| Atom Investors LP | 3,858 | $403.6K | 0.05% | −882−18.6% | Reduced |
| Vectors Research Management, LLC | 3,728 | $390.0K | 0.11% | −152−3.9% | Reduced |
| Pingora Partners LLC | 3,715 | $388.7K | 0.28% | −150−3.9% | Reduced |
| Mercer Global Advisors Inc | 3,561 | $388.0K | 0.00% | −574−13.9% | Reduced |
| Resonant Capital Advisors, LLC | 3,704 | $387.5K | 0.03% | +298+8.7% | Added |
| Fisher Asset Management, LLC | 3,653 | $382.2K | 0.00% | +384+11.7% | Added |
| Frank, Rimerman Advisors LLC | 3,647 | $381.5K | 0.07% | 00.0% | Unchanged |
| Courier Capital LLC | 3,636 | $380.4K | 0.03% | −102−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,622 | $378.9K | 0.01% | +323+9.8% | Added |
| D.A. Davidson & Co. | 3,525 | $368.8K | 0.00% | +3,525 | New |
| Qtron Investments LLC | 3,494 | $365.5K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 3,485 | $365.0K | 0.01% | −26−0.7% | Reduced |
| Blueshift Asset Management, LLC | 3,450 | $360.9K | 0.19% | −2,296−40.0% | Reduced |
| Parallel Advisors, LLC | 3,443 | $360.2K | 0.01% | −30−0.9% | Reduced |
| Red Wave Investments LLC | 3,391 | $354.8K | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 3,386 | $354.2K | 0.00% | +8+0.2% | Added |
| TownSquare Capital, LLC | 3,304 | $345.7K | 0.01% | +701+26.9% | Added |
| American Trust | 3,257 | $340.7K | 0.03% | −27−0.8% | Reduced |
| Pacer Advisors, Inc. | 3,244 | $339.4K | 0.00% | +1,715+112.2% | Added |
| Mezzasalma Advisors, LLC | 3,230 | $337.9K | 0.16% | −1,390−30.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,200 | $334.8K | 0.02% | +3,200 | New |
| Triumph Capital Management | 3,175 | $328.5K | 0.13% | −1,190−27.3% | Reduced |
| Natixis | 3,088 | $323.1K | 0.00% | −1,500−32.7% | Reduced |
| Qsemble Capital Management, LP | 3,077 | $321.9K | 0.07% | +3,077 | New |
| O'Shaughnessy Asset Management, LLC | 3,074 | $321.6K | 0.00% | +442+16.8% | Added |
| Wesbanco Bank Inc | 3,051 | $319.2K | 0.01% | +3,051 | New |
| MCF Advisors LLC | 3,035 | $317.5K | 0.02% | +3,035 | New |
| Wahed Invest LLC | 3,029 | $316.9K | 0.07% | +423+16.2% | Added |
| Opes Wealth Management LLC | 3,020 | $316.0K | 0.07% | +5+0.2% | Added |
| Awm Capital, LLC | 3,018 | $315.7K | 0.05% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,015 | $315.4K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,977 | $311.5K | 0.00% | −205−6.4% | Reduced |
| Metis Global Partners, LLC | 2,957 | $309.4K | 0.01% | −15−0.5% | Reduced |
| Banque Cantonale Vaudoise | 2,933 | $307.0K | 0.01% | +122+4.3% | Added |
| Duality Advisers, LP | 2,930 | $306.5K | 0.03% | +2,930 | New |
| Baird Financial Group, Inc. | 2,905 | $303.9K | 0.00% | +2,905 | New |
| Veriti Management LLC | 2,848 | $298.0K | 0.02% | +388+15.8% | Added |
| CWM, LLC | 2,763 | $289.0K | 0.00% | +365+15.2% | Added |
| Lazard Asset Management LLC | 2,763 | $289.0K | 0.00% | +476+20.8% | Added |
| RSM US Wealth Management LLC | 2,748 | $287.5K | 0.01% | −249−8.3% | Reduced |
| CAPROCK Group, Inc. | 2,727 | $285.3K | 0.02% | +26+1.0% | Added |
| Ballentine Partners, LLC | 2,651 | $277.3K | 0.01% | +170+6.9% | Added |
| BCJ Capital Management, LLC | 2,634 | $275.6K | 0.02% | +2,634 | 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 |
| Inceptionr LLC | 2,586 | $270.5K | 0.07% | +2,586 | New |
| Verus Capital Partners, LLC | 2,578 | $269.7K | 0.03% | +59+2.3% | Added |
| New York Life Investment Management LLC | 2,560 | $267.8K | 0.00% | −8−0.3% | Reduced |
| Investment Management Corp of Ontario | 2,517 | $263.3K | 0.01% | −1,100−30.4% | Reduced |
| Forum Financial Management, LP | 2,473 | $258.7K | 0.00% | −2−0.1% | Reduced |
| Truvestments Capital LLC | 2,470 | $258.4K | 0.10% | +2,270+1,135.0% | Added |
| HM Payson & Co | 2,450 | $256.3K | 0.00% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,449 | $256.2K | 0.06% | +188+8.3% | Added |
| Aigen Investment Management, LP | 2,447 | $256.0K | 0.06% | +2,447 | New |
| Oracle Alpha Inc. | 2,418 | $253.0K | 0.45% | −258−9.6% | Reduced |
| Greenleaf Trust | 2,389 | $249.9K | 0.00% | −150−5.9% | Reduced |
| Bramshill Investments, LLC | 2,365 | $247.4K | 0.03% | +2,365 | New |
| Galvin, Gaustad & Stein, LLC | 2,350 | $245.9K | 0.02% | −500−17.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,326 | $243.3K | 0.03% | −867−27.2% | Reduced |
| Quent Capital, LLC | 2,324 | $243.1K | 0.03% | −81−3.4% | Reduced |
| UniSuper Management Pty Ltd | 2,300 | $240.6K | 0.00% | +1,200+109.1% | Added |
| Stephens Inc | 2,290 | $239.6K | 0.00% | −37−1.6% | Reduced |
| Schulz Wealth, LTD. | 2,284 | $239.0K | 0.20% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,261 | $236.5K | 0.02% | +335+17.4% | Added |
| Baker Tilly Wealth Management, LLC | 2,243 | $234.7K | 0.04% | 00.0% | Unchanged |
| 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 |
| National Asset Management, Inc. | 2,849 | $232.2K | 0.01% | −556−16.3% | Reduced |
| Aaron Wealth Advisors | 2,210 | $231.2K | 0.03% | +2,210 | New |
| Apollon Wealth Management, LLC | 2,150 | $224.9K | 0.01% | +2,150 | New |
| Symmetry Partners, LLC | 2,110 | $221.0K | 0.02% | +2,110 | New |
| Chicago Trust Co NA | 2,089 | $218.6K | 0.05% | +2,089 | New |
| Sequoia Financial Advisors, LLC | 2,048 | $214.2K | 0.00% | +2,048 | New |
| Lombard Odier Asset Management (USA) Corp | 2,041 | $213.5K | 0.03% | −200−8.9% | Reduced |
| Prelude Capital Management, LLC | 2,019 | $211.2K | 0.01% | +2,019 | New |
| Abbrea Capital, LLC | 2,015 | $211.0K | 0.03% | +2,015 | 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 |
| Yousif Capital Management, LLC | 1,985 | $207.7K | 0.00% | +1,985 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 2,032 | $204.6K | 0.00% | +910+81.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,930 | $201.9K | 0.02% | +1,930 | New |