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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,903 | $199.1K | 0.02% | +1,439+310.1% | Added |
| Principal Securities, Inc. | 1,588 | $166.1K | 0.01% | +1,062+201.9% | Added |
| Acima Private Wealth, LLC | 1,579 | $165.2K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,578 | $165.1K | 0.12% | +943+148.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,540 | $161.1K | 0.07% | +300+24.2% | Added |
| FNY Investment Advisers, LLC | 1,514 | $158.0K | 0.10% | +1,514 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $146.5K | 0.04% | +1,400 | New |
| Nikko Asset Management Americas, Inc. | 1,393 | $145.7K | 0.00% | −100−6.7% | Reduced |
| Rakuten Investment Management, Inc. | 1,368 | $143.1K | 0.00% | +1,256+1,121.4% | Added |
| Allworth Financial LP | 1,361 | $142.3K | 0.00% | +1,160+577.1% | Added |
| American International Group, Inc. | 1,342 | $140.4K | 0.00% | −1−0.1% | Reduced |
| Ci Investments Inc. | 1,311 | $137.0K | 0.00% | −4,337−76.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $130.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,246 | $130.4K | 0.05% | +1,011+430.2% | Added |
| Umb Bank N A | 1,202 | $125.8K | 0.00% | +453+60.5% | Added |
| National Bank of Canada | 1,185 | $115.4K | 0.00% | +12+1.0% | Added |
| Covestor Ltd | 1,088 | $114.0K | 0.07% | +224+25.9% | Added |
| Advisors Asset Management, Inc. | 1,042 | $109.0K | 0.00% | +199+23.6% | Added |
| Harvest Fund Management Co., Ltd | 1,045 | $109.0K | 0.01% | +1,045 | New |
| Silicon Valley Capital Partners | 947 | $99.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 925 | $96.8K | 0.00% | −400−30.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 918 | $96.0K | 0.00% | −24,596−96.4% | Reduced |
| Quadrant Capital Group LLC | 896 | $93.7K | 0.01% | −215−19.4% | Reduced |
| Natixis Investment Managers International | 802 | $83.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 779 | $81.5K | 0.00% | +91+13.2% | Added |
| Lindbrook Capital, LLC | 752 | $78.6K | 0.01% | −30−3.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 663 | $69.4K | 0.00% | +4+0.6% | Added |
| Sandy Spring Bank | 627 | $65.6K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 626 | $65.5K | 0.03% | −198−24.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 608 | $63.6K | 0.01% | −72−10.6% | Reduced |
| Future Financial Wealth Managment LLC | 600 | $62.8K | 0.05% | +600 | New |
| Cedar Wealth Management, LLC | 598 | $62.6K | 0.02% | +10+1.7% | Added |
| CIBC Private Wealth Group, LLC | 564 | $58.4K | 0.00% | +564 | New |
| Farther Finance Advisors, LLC | 552 | $57.1K | 0.00% | +23+4.3% | Added |
| First Manhattan Co | 540 | $56.5K | 0.00% | −7−1.3% | Reduced |
| Global Trust Asset Management, LLC | 512 | $53.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 506 | $53.0K | 0.00% | −89−15.0% | Reduced |
| Arcadia Investment Management Corp | 500 | $52.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 496 | $51.9K | 0.01% | +424+588.9% | Added |
| First Horizon Advisors, Inc. | 465 | $48.6K | 0.00% | −22−4.5% | Reduced |
| IFP Advisors, Inc | 454 | $47.5K | 0.00% | −467−50.7% | Reduced |
| GoalVest Advisory LLC | 410 | $42.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 391 | $40.9K | 0.00% | +131+50.4% | Added |
| Brown Brothers Harriman & Co | 368 | $38.5K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 367 | $38.4K | 0.00% | −5,574−93.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 362 | $37.9K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 350 | $36.6K | 0.02% | −100−22.2% | Reduced |
| Manchester Capital Management LLC | 337 | $35.3K | 0.00% | −3−0.9% | Reduced |
| Global Retirement Partners, LLC | 313 | $32.7K | 0.00% | +3+1.0% | Added |
| EverSource Wealth Advisors, LLC | 341 | $31.7K | 0.00% | +142+71.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $31.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 265 | $28.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 262 | $27.4K | 0.01% | −93−26.2% | Reduced |
| Harbour Investments, Inc. | 259 | $27.1K | 0.00% | +30+13.1% | Added |
| City State Bank | 260 | $27.0K | 0.01% | +160+160.0% | Added |
| CoreCap Advisors, LLC | 217 | $22.7K | 0.00% | +217 | New |
| Riverview Trust Co | 206 | $21.6K | 0.02% | +206 | New |
| NBC Securities, Inc. | 195 | $21.0K | 0.00% | −212−52.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $20.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 200 | $20.9K | 0.02% | +200 | New |
| Hexagon Capital Partners LLC | 170 | $17.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 162 | $16.9K | 0.00% | +162 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 157 | $16.4K | 0.00% | −3,575−95.8% | Reduced |
| Pacifica Partners Inc. | 153 | $16.1K | 0.01% | +133+665.0% | Added |
| Financial Perspectives, Inc | 151 | $15.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 125 | $13.1K | 0.00% | −3−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 126 | $13.0K | 0.00% | −68−35.1% | Reduced |
| ORG Partners LLC | 124 | $12.8K | 0.02% | −5,175−97.7% | Reduced |
| TSFG, LLC | 115 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 109 | $11.4K | 0.01% | −9−7.6% | Reduced |
| CVA Family Office, LLC | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 99 | $10.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $9.31K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 88 | $9.21K | 0.00% | +88 | New |
| Zions Bancorporation, N.A. | 87 | $9.10K | 0.00% | −18−17.1% | Reduced |
| AlphaMark Advisors, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $9.00K | 0.00% | +11+14.7% | Added |
| Wolff Wiese Magana LLC | 83 | $8.68K | 0.01% | −102−55.1% | Reduced |
| Thompson Investment Management, Inc. | 82 | $8.58K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 79 | $8.27K | 0.00% | +79 | New |
| JFS Wealth Advisors, LLC | 78 | $8.16K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 76 | $7.95K | 0.00% | −27−26.2% | Reduced |
| Ronald Blue Trust, Inc. | 74 | $7.74K | 0.00% | −144−66.1% | Reduced |
| Rise Advisors, LLC | 74 | $7.74K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 70 | $7.32K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 66 | $6.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $6.28K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $6.28K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 60 | $6.28K | 0.00% | +60 | New |
| Hantz Financial Services, Inc. | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $5.86K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $5.44K | 0.00% | +19+57.6% | Added |
| Colonial Trust Advisors | 51 | $5.34K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 50 | $5.23K | 0.00% | +50 | New |
| JJJ Advisors Inc. | 49 | $5.13K | 0.00% | +5+11.4% | Added |
| Elequin Capital LP | 48 | $5.02K | 0.00% | +48 | New |