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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 7,531 | $705.0K | 0.06% | +1,309+21.0% | Added |
| SG Americas Securities, LLC | 7,657 | $717.0K | 0.00% | −63,238−89.2% | Reduced |
| Tudor Investment Corp Et Al | 7,769 | $727.3K | 0.01% | −52,126−87.0% | Reduced |
| Pathstone Holdings, LLC | 7,782 | $728.4K | 0.00% | +2,553+48.8% | Added |
| Teza Capital Management LLC | 7,885 | $738.1K | 0.09% | +7,885 | New |
| Palo Alto Wealth Advisors, LLC | 8,035 | $752.2K | 0.52% | −1,893−19.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,057 | $754.2K | 0.00% | −1,176−12.7% | Reduced |
| Yarbrough Capital, LLC | 8,116 | $759.7K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,400 | $786.3K | 0.00% | −332,432−97.5% | Reduced |
| CIBC World Markets Corp | 8,633 | $808.1K | 0.01% | +2,162+33.4% | Added |
| Schwab Charitable Fund | 8,775 | $821.4K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 8,870 | $830.3K | 0.04% | −900−9.2% | Reduced |
| Advisors Management Group Inc | 8,887 | $832.0K | 0.21% | +8,887 | New |
| Profund Advisors LLC | 8,942 | $837.1K | 0.03% | −4,700−34.5% | Reduced |
| Amalgamated Bank | 9,351 | $875.0K | 0.01% | +461+5.2% | Added |
| Bank of Nova Scotia | 9,368 | $876.9K | 0.00% | −10,700−53.3% | Reduced |
| Mirabella Financial Services LLP | 9,372 | $877.3K | 0.06% | +9,372 | New |
| Highland Capital Management, LLC | 9,424 | $882.2K | 0.05% | −1,868−16.5% | Reduced |
| Coastal Bridge Advisors, LLC | 9,519 | $891.1K | 0.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,285 | $904.6K | 0.01% | +1,457+16.5% | Added |
| Geneos Wealth Management Inc. | 9,738 | $911.6K | 0.04% | +589+6.4% | Added |
| Pitcairn Co | 9,791 | $916.5K | 0.06% | +50+0.5% | Added |
| CI Private Wealth, LLC | 9,866 | $923.6K | 0.00% | −963−8.9% | Reduced |
| Toroso Investments, LLC | 10,820 | $1.01M | 0.01% | +5,415+100.2% | Added |
| Shelton Wealth Management, LLC | 10,922 | $1.02M | 0.61% | +10,922 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,820 | $1.03M | 0.01% | +1,580+17.1% | Added |
| Twinbeech Capital LP | 10,987 | $1.03M | 0.02% | −223,929−95.3% | Reduced |
| TrueMark Investments, LLC | 10,993 | $1.03M | 0.35% | −5,604−33.8% | Reduced |
| Plato Investment Management Ltd | 11,021 | $1.03M | 0.10% | +4,979+82.4% | Added |
| Franklin Resources Inc | 11,108 | $1.04M | 0.00% | −8−0.1% | Reduced |
| Wetherby Asset Management Inc | 11,276 | $1.06M | 0.05% | +5,121+83.2% | Added |
| MBB Public Markets I LLC | 11,333 | $1.06M | 0.02% | +11,333 | New |
| Benjamin F. Edwards & Company, Inc. | 11,376 | $1.06M | 0.02% | −159−1.4% | Reduced |
| Creative Planning | 11,391 | $1.07M | 0.00% | −434−3.7% | Reduced |
| Prospera Financial Services Inc | 11,464 | $1.07M | 0.03% | −1,914−14.3% | Reduced |
| Atria Wealth Solutions, Inc. | 11,477 | $1.07M | 0.01% | +4,932+75.4% | Added |
| Ethic Inc. | 11,595 | $1.09M | 0.03% | +204+1.8% | Added |
| Campbell & CO Investment Adviser LLC | 11,734 | $1.10M | 0.09% | −9,692−45.2% | Reduced |
| Maryland State Retirement & Pension System | 11,993 | $1.12M | 0.02% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 12,155 | $1.14M | 0.28% | +1,364+12.6% | Added |
| Oppenheimer & Co Inc | 12,186 | $1.14M | 0.02% | +4,083+50.4% | Added |
| Pier 88 Investment Partners LLC | 12,190 | $1.14M | 0.26% | +5,900+93.8% | Added |
| STRS Ohio | 12,195 | $1.14M | 0.00% | +3,320+37.4% | Added |
| Principal Financial Group Inc | 12,380 | $1.16M | 0.00% | −764−5.8% | Reduced |
| Belpointe Asset Management LLC | 12,664 | $1.19M | 0.08% | +12,664 | New |
| Fortis Capital Advisors, LLC | 12,664 | $1.19M | 0.43% | +12,664 | New |
| Sherbrooke Park Advisers LLC | 12,679 | $1.19M | 0.21% | +3,524+38.5% | Added |
| Brandywine Managers, LLC | 12,687 | $1.19M | 1.26% | +2,439+23.8% | Added |
| Royal Fund Management, LLC | 12,700 | $1.19M | 0.16% | −10,000−44.1% | Reduced |
| Rezny Wealth Management, Inc. | 12,757 | $1.19M | 0.32% | +12,757 | New |
| Twin Tree Management, LP | 12,805 | $1.20M | 0.04% | +7,468+139.9% | Added |
| ClariVest Asset Management LLC | 12,816 | $1.20M | 0.12% | −132−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 12,839 | $1.20M | 0.03% | −554−4.1% | Reduced |
| River & Mercantile Asset Management LLP | 13,030 | $1.22M | 0.34% | −187−1.4% | Reduced |
| AQR Capital Management LLC | 13,867 | $1.30M | 0.00% | −1,521−9.9% | Reduced |
| Cullinan Associates Inc | 14,000 | $1.31M | 0.07% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 14,030 | $1.31M | 0.19% | −1,407−9.1% | Reduced |
| Alerus Financial NA | 14,178 | $1.33M | 0.10% | −33−0.2% | Reduced |
| Janus Henderson Group PLC | 14,298 | $1.34M | 0.00% | −795−5.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,301 | $1.34M | 0.02% | −50.0% | Reduced |
| Illinois Municipal Retirement Fund | 14,407 | $1.35M | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 14,463 | $1.35M | 0.21% | +14,463 | New |
| Elo Mutual Pension Insurance Co | 14,691 | $1.38M | 0.03% | +250+1.7% | Added |
| Cetera Investment Advisers | 14,760 | $1.38M | 0.00% | −2,505−14.5% | Reduced |
| Intech Investment Management LLC | 15,116 | $1.42M | 0.02% | +4,031+36.4% | Added |
| Toronto Dominion Bank | 15,353 | $1.44M | 0.00% | −807−5.0% | Reduced |
| Y.D. More Investments Ltd | 15,623 | $1.46M | 0.15% | +3,369+27.5% | Added |
| Gotham Asset Management, LLC | 16,141 | $1.51M | 0.02% | −29,189−64.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,285 | $1.52M | 0.01% | +1,721+11.8% | Added |
| Blue Zone Wealth Advisors, LLC | 16,402 | $1.54M | 0.53% | +10,969+201.9% | Added |
| Stonegate Investment Group, LLC | 16,408 | $1.54M | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,459 | $1.54M | 0.03% | +11,552+235.4% | Added |
| Simplex Trading, LLC | 16,492 | $1.54M | 0.05% | −15,934−49.1% | Reduced |
| Daiwa Securities Group Inc. | 16,608 | $1.55M | 0.01% | +1,604+10.7% | Added |
| Eagle Asset Management Inc | 17,099 | $1.62M | 0.01% | +17,099 | New |
| Citizens Financial Group Inc | 17,329 | $1.62M | 0.04% | +17,329 | New |
| Cerity Partners LLC | 17,476 | $1.64M | 0.00% | −1,345−7.1% | Reduced |
| JustInvest LLC | 17,676 | $1.65M | 0.03% | +1,975+12.6% | Added |
| Mackenzie Financial Corp | 17,919 | $1.68M | 0.00% | +2,953+19.7% | Added |
| Knollwood Investment Advisory, LLC | 18,369 | $1.72M | 0.19% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 18,547 | $1.74M | 0.01% | −4,767−20.4% | Reduced |
| Leonteq Securities AG | 18,607 | $1.74M | 0.24% | +7,962+74.8% | Added |
| Thrivent Financial for Lutherans | 18,772 | $1.76M | 0.00% | +18,772 | New |
| Nissay Asset Management Corp | 18,843 | $1.76M | 0.01% | +642+3.5% | Added |
| Fort Washington Investment Advisors Inc | 18,904 | $1.77M | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 19,472 | $1.82M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 19,559 | $1.83M | 0.02% | +5,631+40.4% | Added |
| Prudential Financial Inc | 20,460 | $1.92M | 0.00% | +12,142+146.0% | Added |
| Wolverine Trading, LLC | 20,959 | $1.96M | 0.03% | +2,146+11.4% | Added |
| Alps Advisors Inc | 21,011 | $1.97M | 0.01% | +2,434+13.1% | Added |
| Keybank National Association | 21,544 | $2.02M | 0.01% | −302−1.4% | Reduced |
| Versor Investments LP | 21,646 | $2.03M | 0.37% | +16,099+290.2% | Added |
| Wealthfront Advisers LLC | 22,350 | $2.09M | 0.01% | −1,027−4.4% | Reduced |
| Wellington Management Group LLP | 22,478 | $2.10M | 0.00% | +13,515+150.8% | Added |
| MML Investors Services, LLC | 23,285 | $2.18M | 0.01% | −2,715−10.4% | Reduced |
| Engineers Gate Manager LP | 23,348 | $2.19M | 0.05% | −48,692−67.6% | Reduced |
| Diversified Trust Co | 23,732 | $2.22M | 0.06% | +3,742+18.7% | Added |
| Stifel Financial Corp | 23,871 | $2.23M | 0.00% | +17,308+263.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,922 | $2.24M | 0.00% | −3,340−12.3% | Reduced |
| Verition Fund Management LLC | 24,184 | $2.26M | 0.02% | +15,124+166.9% | Added |