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 |
|---|---|---|---|---|---|
| CWM, LLC | 2,910 | $272.0K | 0.00% | +147+5.3% | Added |
| United Capital Financial Advisers, LLC | 2,934 | $274.7K | 0.00% | −43−1.4% | Reduced |
| Atria Investments LLC | 2,941 | $275.3K | 0.00% | +2,941 | New |
| Comerica Bank | 2,945 | $275.7K | 0.00% | −2,725−48.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,947 | $275.9K | 0.01% | +2,947 | New |
| Natixis | 2,963 | $277.4K | 0.00% | −125−4.0% | Reduced |
| Baird Financial Group, Inc. | 2,967 | $277.7K | 0.00% | +62+2.1% | Added |
| Metis Global Partners, LLC | 2,969 | $277.9K | 0.01% | +12+0.4% | Added |
| Independent Financial Group, LLC | 2,982 | $279.1K | 0.01% | −4,309−59.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,015 | $282.2K | 0.04% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,018 | $282.5K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,035 | $284.1K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,039 | $284.5K | 0.00% | +1,007+49.6% | Added |
| O'Shaughnessy Asset Management, LLC | 3,081 | $288.4K | 0.00% | +7+0.2% | Added |
| Veriti Management LLC | 3,084 | $288.7K | 0.02% | +236+8.3% | Added |
| Opes Wealth Management LLC | 3,103 | $290.5K | 0.06% | +83+2.7% | Added |
| Teacher Retirement System of Texas | 3,113 | $291.0K | 0.00% | −905−22.5% | Reduced |
| Levin Capital Strategies, L.P. | 3,318 | $310.6K | 0.03% | +3,318 | New |
| Wahed Invest LLC | 3,375 | $315.9K | 0.06% | +346+11.4% | Added |
| Red Wave Investments LLC | 3,391 | $317.4K | 0.12% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,414 | $319.6K | 0.06% | −5,256−60.6% | Reduced |
| Parallel Advisors, LLC | 3,448 | $322.8K | 0.01% | +5+0.1% | Added |
| BCJ Capital Management, LLC | 3,454 | $323.3K | 0.03% | +820+31.1% | Added |
| Vestcor Inc | 3,485 | $326.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 3,487 | $326.4K | 0.03% | −149−4.1% | Reduced |
| Qtron Investments LLC | 3,494 | $327.1K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,575 | $334.6K | 0.02% | −509−12.5% | Reduced |
| Investment Management Corp of Ontario | 3,617 | $338.6K | 0.01% | +1,100+43.7% | Added |
| Mercer Global Advisors Inc | 3,627 | $339.6K | 0.00% | +66+1.9% | Added |
| Vectors Research Management, LLC | 3,689 | $345.0K | 0.11% | −39−1.0% | Reduced |
| Resonant Capital Advisors, LLC | 3,695 | $345.9K | 0.03% | −9−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,698 | $346.2K | 0.00% | +76+2.1% | Added |
| Oxford Asset Management LLP | 3,700 | $346.4K | 0.34% | +3,700 | New |
| Signaturefd, LLC | 3,732 | $349.3K | 0.01% | −349−8.6% | Reduced |
| BluePath Capital Management, LLC | 3,824 | $358.0K | 0.26% | −321−7.7% | Reduced |
| High Net Worth Advisory Group LLC | 3,853 | $360.7K | 0.11% | −32−0.8% | Reduced |
| Fisher Asset Management, LLC | 3,874 | $362.7K | 0.00% | +221+6.0% | Added |
| UniSuper Management Pty Ltd | 3,900 | $365.1K | 0.00% | +1,600+69.6% | Added |
| Simplicity Wealth,LLC | 3,932 | $368.1K | 0.01% | +51+1.3% | Added |
| Bleakley Financial Group, LLC | 3,932 | $368.1K | 0.01% | +51+1.3% | Added |
| GWM Advisors LLC | 3,944 | $369.2K | 0.00% | −140−3.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,964 | $371.1K | 0.02% | −13−0.3% | Reduced |
| Commerce Bank | 3,971 | $371.7K | 0.00% | +111+2.9% | Added |
| Mission Wealth Management, LP | 3,979 | $372.4K | 0.01% | −16−0.4% | Reduced |
| BluePointe Capital Management, LLC | 4,021 | $376.4K | 0.25% | +14+0.3% | Added |
| Waldron Private Wealth LLC | 4,051 | $379.2K | 0.02% | −26−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,064 | $380.4K | 0.01% | −100−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,126 | $386.2K | 0.00% | +195+5.0% | Added |
| Frank, Rimerman Advisors LLC | 4,394 | $411.3K | 0.03% | +747+20.5% | Added |
| Boston Private Wealth LLC | 4,413 | $413.1K | 0.01% | −33−0.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 4,487 | $420.0K | 0.03% | +4,487 | New |
| Arete Wealth Advisors, LLC | 4,503 | $421.0K | 0.03% | +4,503 | New |
| Dynamic Technology Lab Private Ltd | 4,708 | $441.0K | 0.05% | +4,708 | New |
| Bristlecone Advisors, LLC | 4,888 | $457.6K | 0.04% | −222−4.3% | Reduced |
| Sanctuary Advisors, LLC | 4,979 | $459.5K | 0.00% | +4,979 | New |
| Angeles Investment Advisors, LLC | 4,929 | $461.4K | 0.02% | +197+4.2% | Added |
| Stratos Wealth Partners, LTD. | 4,932 | $461.7K | 0.01% | +299+6.5% | Added |
| Harbor Capital Advisors, Inc. | 5,115 | $479.0K | 0.04% | +465+10.0% | Added |
| Perigon Wealth Management, LLC | 5,133 | $480.5K | 0.01% | −163−3.1% | Reduced |
| Lazard Asset Management LLC | 5,201 | $486.0K | 0.00% | +2,438+88.2% | Added |
| Triumph Capital Management | 5,225 | $489.1K | 0.19% | +2,050+64.6% | Added |
| Clear Creek Financial Management, LLC | 5,252 | $491.6K | 0.06% | +45+0.9% | Added |
| Pingora Partners LLC | 5,290 | $495.2K | 0.35% | +1,575+42.4% | Added |
| ORG Partners LLC | 5,260 | $497.3K | 0.06% | +5,136+4,141.9% | Added |
| CIBC Asset Management Inc | 5,362 | $501.9K | 0.00% | +498+10.2% | Added |
| Moore Capital Management, LP | 5,400 | $505.5K | 0.01% | −12,126−69.2% | Reduced |
| Empowered Funds, LLC | 5,423 | $507.6K | 0.01% | +790+17.1% | Added |
| TownSquare Capital, LLC | 5,425 | $507.8K | 0.01% | +2,121+64.2% | Added |
| Alpha DNA Investment Management LLC | 5,472 | $512.2K | 0.29% | −2,713−33.1% | Reduced |
| Rather & Kittrell, Inc. | 5,628 | $526.8K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,628 | $526.8K | 0.00% | +35+0.6% | Added |
| Eisler Capital (US) LLC | 5,769 | $540.0K | 0.10% | +5,769 | New |
| Mutual of America Capital Management LLC | 5,773 | $540.4K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,840 | $546.7K | 0.00% | −5,706−49.4% | Reduced |
| Avantax Advisory Services, Inc. | 5,858 | $548.4K | 0.00% | +1,485+34.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,963 | $550.8K | 0.00% | −639,485−99.1% | Reduced |
| MetLife Investment Management | 5,971 | $558.9K | 0.00% | +2,585+76.3% | Added |
| Burney Co | 5,999 | $561.6K | 0.02% | +5,999 | New |
| The PNC Financial Services Group, Inc. | 6,003 | $561.9K | 0.00% | +20.0% | Added |
| GraniteShares Advisors LLC | 6,020 | $563.5K | 0.19% | +6,020 | New |
| Advisory Services Network, LLC | 6,092 | $570.2K | 0.01% | +131+2.2% | Added |
| Bayesian Capital Management, LP | 6,100 | $571.0K | 0.07% | −50,900−89.3% | Reduced |
| M&T Bank Corp | 6,178 | $579.1K | 0.00% | −713−10.3% | Reduced |
| Synergy Financial Group, LTD | 6,314 | $591.1K | 0.62% | +275+4.6% | Added |
| Independent Advisor Alliance | 6,349 | $594.3K | 0.02% | +258+4.2% | Added |
| Crossmark Global Holdings, Inc. | 6,536 | $612.0K | 0.01% | +6,536 | New |
| Sumitomo Mitsui Financial Group, Inc. | 6,631 | $612.5K | 0.02% | −2,200−24.9% | Reduced |
| Rockline Wealth Management, LLC | 6,649 | $622.4K | 0.19% | +462+7.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,699 | $627.0K | 0.01% | −5,606−45.6% | Reduced |
| Vinva Investment Management Ltd | 6,893 | $636.7K | 0.03% | −978−12.4% | Reduced |
| D.A. Davidson & Co. | 6,837 | $640.0K | 0.01% | +3,312+94.0% | Added |
| Great Lakes Advisors, LLC | 6,981 | $653.5K | 0.01% | +808+13.1% | Added |
| Ameritas Advisory Services, LLC | 7,020 | $657.1K | 0.02% | −145−2.0% | Reduced |
| Janney Montgomery Scott LLC | 7,026 | $658.0K | 0.00% | +13+0.2% | Added |
| American Trust | 7,122 | $666.7K | 0.05% | +3,865+118.7% | Added |
| Petrus Trust Company, LTA | 7,296 | $683.0K | 0.06% | +964+15.2% | Added |
| Captrust Financial Advisors | 7,372 | $690.1K | 0.00% | +195+2.7% | Added |
| RSM US Wealth Management LLC | 7,328 | $691.6K | 0.01% | +4,580+166.7% | Added |
| Manufacturers Life Insurance Company, The | 7,487 | $700.9K | 0.00% | +49+0.7% | Added |
| Prosperity Wealth Management, Inc. | 7,505 | $702.5K | 0.35% | +7,505 | New |