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Livermore
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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, Q2 2024

Institutional positions in Okta, Inc. as of Jun 30, 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
641
−9 vs. Q1 2024
Shares held
137.2M
+4.04M (+3.0%) vs. Q1 2024
Total value
$12.8B
−$1.01B (−7.3%) vs. Q1 2024
New holders
80
271 more added
Sold out
89
200 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 641 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ2 2024: $12.8B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2024.

Institutions holding OKTA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Assetmark, Inc0$30.00%0Unchanged
Beaird Harris Wealth Management, LLC0$90.00%0New
Tortoise Investment Management, LLC2$1870.00%00.0%Unchanged
Baldwin Brothers Inc2$1870.00%+2New
Cornerstone Planning Group LLC3$2490.00%00.0%Unchanged
Montag A & Associates Inc3$2810.00%00.0%Unchanged
Bokf, NA3$2810.00%+3New
Gradient Investments LLC3$2810.00%+3New
AdvisorNet Financial, Inc4$3740.00%−10−71.4%Reduced
Family Firm, Inc.4$3740.00%+4New
Tidemark, LLC5$4680.00%+5New
PayPay Securities Corp7$6550.05%−5−41.7%Reduced
MV Capital Management, Inc.7$6560.00%−1−12.5%Reduced
True Wealth Design, LLC8$7490.00%+3+60.0%Added
Kimelman & Baird, LLC8$7490.00%+8New
Berkshire Capital Holdings Inc10$9360.00%00.0%Unchanged
McIlrath & Eck, LLC10$9360.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$9360.00%00.0%Unchanged
Abich Financial Wealth Management LLC10$9360.00%+10New
Avion Wealth16$1.00K0.00%−70−81.4%Reduced
Financial Management Professionals, Inc.16$1.00K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.12$1.12K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$1.12K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$1.12K0.00%00.0%Unchanged
JJJ Advisors Inc.12$1.12K0.00%−37−75.5%Reduced
TD Private Client Wealth LLC13$1.22K0.00%−1−7.1%Reduced
Continuum Advisory, LLC13$1.22K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$1.22K0.00%+3+30.0%Added
Larson Financial Group LLC13$1.22K0.00%+12+1,200.0%Added
Bangor Savings Bank14$1.31K0.00%00.0%Unchanged
SJS Investment Consulting Inc.16$1.50K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC17$1.59K0.00%+17New
Cullen/Frost Bankers, Inc.19$1.78K0.00%−18−48.6%Reduced
Valued Wealth Advisors LLC19$1.78K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd22$2.06K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$2.06K0.00%00.0%Unchanged
South State Corp.23$2.15K0.00%+16+228.6%Added
Sachetta, LLC24$2.23K0.00%00.0%Unchanged
Wiser Advisor Group LLC24$2.25K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC28$2.62K0.00%−2−6.7%Reduced
Westside Investment Management, Inc.29$2.71K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$2.81K0.00%00.0%Unchanged
Creekmur Asset Management LLC30$2.81K0.00%00.0%Unchanged
Field & Main Bank30$2.81K0.00%00.0%Unchanged
Insight Financial Services30$2.81K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$2.81K0.00%+30New
Raleigh Capital Management Inc.31$2.87K0.00%+16+106.7%Added
Massmutual Trust Co FSB31$2.90K0.00%−3−8.8%Reduced
Valley National Advisers Inc35$3.00K0.00%−5−12.5%Reduced
Fairscale Capital, LLC30$3.01K0.00%+30New
Annis Gardner Whiting Capital Advisors, LLC34$3.18K0.00%−13−27.7%Reduced
Tradewinds Capital Management, LLC40$3.75K0.00%00.0%Unchanged
Salem Investment Counselors Inc40$3.75K0.00%+40New
Zions Bancorporation, N.A.41$3.84K0.00%−46−52.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP40$4.02K0.00%+40New
TD Waterhouse Canada Inc.44$4.16K0.00%00.0%Unchanged
Clearstead Advisors, LLC50$4.68K0.00%00.0%Unchanged
1832 Asset Management L.P.50$4.68K0.00%+50New
Colonial Trust Advisors51$4.77K0.00%00.0%Unchanged
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC62$5.80K0.00%+62New
Proequities, Inc.64$5.99K0.00%+24+60.0%Added
FinTrust Capital Advisors, LLC66$6.18K0.00%00.0%Unchanged
Parkside Financial Bank & Trust66$6.18K0.00%+10+17.9%Added
SRS Capital Advisors, Inc.67$6.27K0.00%+67New
Rise Advisors, LLC68$6.37K0.00%−6−8.1%Reduced
Optiver Holding B.V.69$6.46K0.00%+69New
Northwest Capital Management Inc70$6.55K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$7.30K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC81$7.58K0.00%+5+6.6%Added
Thompson Investment Management, Inc.82$7.68K0.00%00.0%Unchanged
Wolff Wiese Magana LLC83$7.77K0.01%00.0%Unchanged
AlphaMark Advisors, LLC90$8.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC88$8.24K0.00%+28+46.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC92$8.61K0.00%−65−41.4%Reduced
Bruce G. Allen Investments, LLC95$8.89K0.01%−4−4.0%Reduced
Exchange Traded Concepts, LLC97$9.08K0.00%+97New
Bell Investment Advisors, Inc99$9.27K0.00%+10+11.2%Added
Rothschild Investment LLC100$9.36K0.00%00.0%Unchanged
Addison Advisors LLC100$9.36K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$9.36K0.01%00.0%Unchanged
Trust Co of Vermont100$9.36K0.00%+100New
Opal Wealth Advisors, LLC105$9.83K0.00%+105New
CVA Family Office, LLC110$10.3K0.00%+5+4.8%Added
Unique Wealth Strategies, LLC100$10.5K0.00%+100New
TSFG, LLC115$11.0K0.00%00.0%Unchanged
Macroview Investment Management LLC121$11.3K0.01%+12+11.0%Added
Private Trust Co NA125$11.7K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.139$13.0K0.00%+13+10.3%Added
Optimum Investment Advisors150$14.0K0.01%−200−57.1%Reduced
Financial Perspectives, Inc151$14.1K0.01%00.0%Unchanged
Pacifica Partners Inc.153$14.3K0.01%00.0%Unchanged
Hantz Financial Services, Inc.155$15.0K0.00%+96+162.7%Added
Asset Dedication, LLC168$15.7K0.00%+156+1,300.0%Added
Harbour Investments, Inc.174$16.3K0.00%−85−32.8%Reduced
Redwood Wealth Management Group, LLC185$17.3K0.01%+185New
NBC Securities, Inc.195$18.0K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich180$18.7K0.00%−20−10.0%Reduced
Hexagon Capital Partners LLC200$18.7K0.00%+30+17.6%Added