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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 205 | $18.9K | 0.00% | +168+454.1% | Added |
| Ronald Blue Trust, Inc. | 181 | $18.9K | 0.00% | +107+144.6% | Added |
| Riverview Trust Co | 206 | $19.3K | 0.02% | 00.0% | Unchanged |
| Innealta Capital, LLC | 232 | $21.7K | 0.01% | +232 | New |
| International Assets Investment Management, LLC | 255 | $23.9K | 0.00% | +255 | New |
| Mather Group, LLC. | 232 | $24.3K | 0.00% | +181+354.9% | Added |
| City State Bank | 260 | $24.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 265 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 298 | $27.9K | 0.00% | +298 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $28.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $28.1K | 0.00% | −206−40.7% | Reduced |
| GAMMA Investing LLC | 331 | $31.0K | 0.00% | +69+26.3% | Added |
| Gordian Capital Singapore Pte Ltd | 362 | $33.9K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 367 | $34.4K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 390 | $36.5K | 0.01% | +390 | New |
| Quarry LP | 395 | $37.0K | 0.02% | −851−68.3% | Reduced |
| GoalVest Advisory LLC | 410 | $38.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 411 | $38.5K | 0.00% | +74+22.0% | Added |
| CIBC Private Wealth Group, LLC | 424 | $41.6K | 0.00% | −140−24.8% | Reduced |
| Lindbrook Capital, LLC | 496 | $46.4K | 0.00% | −256−34.0% | Reduced |
| Arcadia Investment Management Corp | 500 | $46.8K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 500 | $46.8K | 0.01% | +500 | New |
| First Command Advisory Services, Inc. | 500 | $46.8K | 0.00% | +500 | New |
| nVerses Capital, LLC | 500 | $46.8K | 0.03% | +500 | New |
| First Horizon Advisors, Inc. | 506 | $47.4K | 0.00% | +41+8.8% | Added |
| Global Trust Asset Management, LLC | 512 | $47.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 514 | $48.1K | 0.01% | −94−15.5% | Reduced |
| IFP Advisors, Inc | 550 | $51.5K | 0.00% | +96+21.1% | Added |
| Jones Financial Companies LLLP | 556 | $52.0K | 0.00% | +394+243.2% | Added |
| Cedar Wealth Management, LLC | 592 | $55.4K | 0.02% | −6−1.0% | Reduced |
| Sandy Spring Bank | 596 | $55.8K | 0.00% | −31−4.9% | Reduced |
| Farther Finance Advisors, LLC | 597 | $56.5K | 0.00% | +45+8.2% | Added |
| Venturi Wealth Management, LLC | 650 | $60.8K | 0.00% | +259+66.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 659 | $61.8K | 0.00% | −4−0.6% | Reduced |
| Harvest Fund Management Co., Ltd | 658 | $62.0K | 0.00% | −387−37.0% | Reduced |
| Coppell Advisory Solutions LLC | 703 | $65.8K | 0.01% | +703 | New |
| Kelly Financial Services LLC | 722 | $67.6K | 0.02% | +96+15.3% | Added |
| Fifth Third Bancorp | 752 | $70.4K | 0.00% | −27−3.5% | Reduced |
| Versant Capital Management, Inc | 780 | $73.0K | 0.02% | +728+1,400.0% | Added |
| Natixis Investment Managers International | 802 | $75.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 816 | $76.0K | 0.05% | −698−46.1% | Reduced |
| Covestor Ltd | 836 | $78.0K | 0.05% | −252−23.2% | Reduced |
| Quadrant Capital Group LLC | 897 | $84.0K | 0.01% | +1+0.1% | Added |
| Silicon Valley Capital Partners | 947 | $88.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 949 | $88.8K | 0.00% | −253−21.0% | Reduced |
| Ancora Advisors, LLC | 950 | $88.9K | 0.00% | +25+2.7% | Added |
| Global Retirement Partners, LLC | 976 | $91.4K | 0.00% | +663+211.8% | Added |
| Advisors Asset Management, Inc. | 1,101 | $103.1K | 0.00% | +59+5.7% | Added |
| Nikko Asset Management Americas, Inc. | 1,129 | $105.6K | 0.00% | −264−19.0% | Reduced |
| Ci Investments Inc. | 1,219 | $114.0K | 0.00% | −92−7.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $117.0K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,267 | $118.6K | 0.02% | +771+155.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,306 | $122.3K | 0.07% | +1,306 | New |
| Firsthand Capital Management, Inc. | 580 | $123.9K | 0.28% | −9,420−94.2% | Reduced |
| National Bank of Canada | 1,315 | $124.3K | 0.00% | +130+11.0% | Added |
| Allworth Financial LP | 1,337 | $125.7K | 0.00% | −24−1.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,370 | $128.2K | 0.05% | −170−11.0% | Reduced |
| Creative Financial Designs Inc | 1,516 | $141.9K | 0.01% | −745−33.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,519 | $142.2K | 0.00% | +601+65.5% | Added |
| Western Pacific Wealth Management, LP | 1,578 | $147.7K | 0.11% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,579 | $147.8K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 1,599 | $149.7K | 0.02% | +1,599 | New |
| Principal Securities, Inc. | 1,701 | $159.2K | 0.00% | +113+7.1% | Added |
| Sunbelt Securities, Inc. | 1,772 | $165.9K | 0.02% | −131−6.9% | Reduced |
| West Tower Group, LLC | 2,000 | $187.2K | 0.51% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 2,031 | $190.1K | 0.00% | +2,031 | New |
| Tucker Asset Management LLC | 2,089 | $195.6K | 0.04% | +2,010+2,544.3% | Added |
| EverSource Wealth Advisors, LLC | 2,095 | $196.8K | 0.01% | +1,754+514.4% | Added |
| Rakuten Investment Management, Inc. | 2,202 | $203.4K | 0.00% | +834+61.0% | Added |
| L & S Advisors Inc | 2,200 | $205.9K | 0.02% | +2,200 | New |
| Atomi Financial Group, Inc. | 2,200 | $205.9K | 0.02% | +2,200 | New |
| Claret Asset Management Corp | 2,216 | $207.0K | 0.04% | +235+11.9% | Added |
| National Asset Management, Inc. | 2,212 | $207.1K | 0.01% | −637−22.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,213 | $207.2K | 0.01% | −20−0.9% | Reduced |
| Schulz Wealth, LTD. | 2,284 | $213.8K | 0.18% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,290 | $214.4K | 0.00% | +2,266+9,441.7% | Added |
| Ballentine Partners, LLC | 2,300 | $215.3K | 0.00% | −351−13.2% | Reduced |
| Greenleaf Trust | 2,307 | $216.0K | 0.00% | −82−3.4% | Reduced |
| Quent Capital, LLC | 2,354 | $220.4K | 0.02% | +30+1.3% | Added |
| Ostrum Asset Management | 2,359 | $220.8K | 0.02% | +126+5.6% | Added |
| New York Life Investment Management LLC | 2,404 | $225.0K | 0.00% | −156−6.1% | Reduced |
| Invst, LLC | 2,394 | $226.4K | 0.02% | +2,394 | New |
| HM Payson & Co | 2,450 | $229.3K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,462 | $230.5K | 0.00% | −11−0.4% | Reduced |
| Brighton Jones LLC | 2,474 | $231.6K | 0.01% | −1,516−38.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,492 | $233.3K | 0.05% | +43+1.8% | Added |
| Motley Fool Asset Management LLC | 2,513 | $237.6K | 0.02% | −92−3.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,550 | $238.7K | 0.02% | +200+8.5% | Added |
| Kingswood Wealth Advisors, LLC | 2,624 | $245.6K | 0.02% | +298+12.8% | Added |
| Stephens Inc | 2,634 | $246.6K | 0.00% | +344+15.0% | Added |
| Rakuten Securities, Inc. | 2,660 | $249.0K | 0.11% | −1,731−39.4% | Reduced |
| Swiss Life Asset Management Ltd | 2,666 | $249.5K | 0.00% | +2,666 | New |
| Creekside Partners | 2,666 | $249.6K | 0.14% | +2,666 | New |
| Banque Cantonale Vaudoise | 2,676 | $251.0K | 0.01% | −257−8.8% | Reduced |
| Chicago Trust Co NA | 2,708 | $253.5K | 0.05% | +619+29.6% | Added |
| Ossiam | 2,708 | $253.5K | 0.00% | +103+4.0% | Added |
| Verus Capital Partners, LLC | 2,819 | $263.9K | 0.03% | +241+9.3% | Added |
| Truvestments Capital LLC | 2,842 | $266.0K | 0.11% | +372+15.1% | Added |
| CAPROCK Group, Inc. | 2,856 | $267.4K | 0.01% | +129+4.7% | Added |
| Aaron Wealth Advisors | 2,872 | $268.8K | 0.04% | +662+30.0% | Added |