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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 12,155 | $1.14M | 0.28% | +1,364+12.6% | Added |
| Maryland State Retirement & Pension System | 11,993 | $1.12M | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,734 | $1.10M | 0.09% | −9,692−45.2% | Reduced |
| Ethic Inc. | 11,595 | $1.09M | 0.03% | +204+1.8% | Added |
| Atria Wealth Solutions, Inc. | 11,477 | $1.07M | 0.01% | +4,932+75.4% | Added |
| Prospera Financial Services Inc | 11,464 | $1.07M | 0.03% | −1,914−14.3% | Reduced |
| Creative Planning | 11,391 | $1.07M | 0.00% | −434−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,376 | $1.06M | 0.02% | −159−1.4% | Reduced |
| MBB Public Markets I LLC | 11,333 | $1.06M | 0.02% | +11,333 | New |
| Wetherby Asset Management Inc | 11,276 | $1.06M | 0.05% | +5,121+83.2% | Added |
| Franklin Resources Inc | 11,108 | $1.04M | 0.00% | −8−0.1% | Reduced |
| Plato Investment Management Ltd | 11,021 | $1.03M | 0.10% | +4,979+82.4% | Added |
| TrueMark Investments, LLC | 10,993 | $1.03M | 0.35% | −5,604−33.8% | Reduced |
| Twinbeech Capital LP | 10,987 | $1.03M | 0.02% | −223,929−95.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,820 | $1.03M | 0.01% | +1,580+17.1% | Added |
| Shelton Wealth Management, LLC | 10,922 | $1.02M | 0.61% | +10,922 | New |
| Toroso Investments, LLC | 10,820 | $1.01M | 0.01% | +5,415+100.2% | Added |
| CI Private Wealth, LLC | 9,866 | $923.6K | 0.00% | −963−8.9% | Reduced |
| Pitcairn Co | 9,791 | $916.5K | 0.06% | +50+0.5% | Added |
| Geneos Wealth Management Inc. | 9,738 | $911.6K | 0.04% | +589+6.4% | Added |
| Kestra Advisory Services, LLC | 10,285 | $904.6K | 0.01% | +1,457+16.5% | Added |
| Coastal Bridge Advisors, LLC | 9,519 | $891.1K | 0.22% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 9,424 | $882.2K | 0.05% | −1,868−16.5% | Reduced |
| Mirabella Financial Services LLP | 9,372 | $877.3K | 0.06% | +9,372 | New |
| Bank of Nova Scotia | 9,368 | $876.9K | 0.00% | −10,700−53.3% | Reduced |
| Amalgamated Bank | 9,351 | $875.0K | 0.01% | +461+5.2% | Added |
| Profund Advisors LLC | 8,942 | $837.1K | 0.03% | −4,700−34.5% | Reduced |
| Advisors Management Group Inc | 8,887 | $832.0K | 0.21% | +8,887 | New |
| Beacon Investment Advisory Services, Inc. | 8,870 | $830.3K | 0.04% | −900−9.2% | Reduced |
| Schwab Charitable Fund | 8,775 | $821.4K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 8,633 | $808.1K | 0.01% | +2,162+33.4% | Added |
| Two Sigma Investments, LP | 8,400 | $786.3K | 0.00% | −332,432−97.5% | Reduced |
| Yarbrough Capital, LLC | 8,116 | $759.7K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,057 | $754.2K | 0.00% | −1,176−12.7% | Reduced |
| Palo Alto Wealth Advisors, LLC | 8,035 | $752.2K | 0.52% | −1,893−19.1% | Reduced |
| Teza Capital Management LLC | 7,885 | $738.1K | 0.09% | +7,885 | New |
| Pathstone Holdings, LLC | 7,782 | $728.4K | 0.00% | +2,553+48.8% | Added |
| Tudor Investment Corp Et Al | 7,769 | $727.3K | 0.01% | −52,126−87.0% | Reduced |
| SG Americas Securities, LLC | 7,657 | $717.0K | 0.00% | −63,238−89.2% | Reduced |
| XTX Topco Ltd | 7,531 | $705.0K | 0.06% | +1,309+21.0% | Added |
| Prosperity Wealth Management, Inc. | 7,505 | $702.5K | 0.35% | +7,505 | New |
| Manufacturers Life Insurance Company, The | 7,487 | $700.9K | 0.00% | +49+0.7% | Added |
| RSM US Wealth Management LLC | 7,328 | $691.6K | 0.01% | +4,580+166.7% | Added |
| Captrust Financial Advisors | 7,372 | $690.1K | 0.00% | +195+2.7% | Added |
| Petrus Trust Company, LTA | 7,296 | $683.0K | 0.06% | +964+15.2% | Added |
| American Trust | 7,122 | $666.7K | 0.05% | +3,865+118.7% | Added |
| Janney Montgomery Scott LLC | 7,026 | $658.0K | 0.00% | +13+0.2% | Added |
| Ameritas Advisory Services, LLC | 7,020 | $657.1K | 0.02% | −145−2.0% | Reduced |
| Great Lakes Advisors, LLC | 6,981 | $653.5K | 0.01% | +808+13.1% | Added |
| D.A. Davidson & Co. | 6,837 | $640.0K | 0.01% | +3,312+94.0% | Added |
| Vinva Investment Management Ltd | 6,893 | $636.7K | 0.03% | −978−12.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,699 | $627.0K | 0.01% | −5,606−45.6% | Reduced |
| Rockline Wealth Management, LLC | 6,649 | $622.4K | 0.19% | +462+7.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 6,631 | $612.5K | 0.02% | −2,200−24.9% | Reduced |
| Crossmark Global Holdings, Inc. | 6,536 | $612.0K | 0.01% | +6,536 | New |
| Independent Advisor Alliance | 6,349 | $594.3K | 0.02% | +258+4.2% | Added |
| Synergy Financial Group, LTD | 6,314 | $591.1K | 0.62% | +275+4.6% | Added |
| M&T Bank Corp | 6,178 | $579.1K | 0.00% | −713−10.3% | Reduced |
| Bayesian Capital Management, LP | 6,100 | $571.0K | 0.07% | −50,900−89.3% | Reduced |
| Advisory Services Network, LLC | 6,092 | $570.2K | 0.01% | +131+2.2% | Added |
| GraniteShares Advisors LLC | 6,020 | $563.5K | 0.19% | +6,020 | New |
| The PNC Financial Services Group, Inc. | 6,003 | $561.9K | 0.00% | +20.0% | Added |
| Burney Co | 5,999 | $561.6K | 0.02% | +5,999 | New |
| MetLife Investment Management | 5,971 | $558.9K | 0.00% | +2,585+76.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,963 | $550.8K | 0.00% | −639,485−99.1% | Reduced |
| Avantax Advisory Services, Inc. | 5,858 | $548.4K | 0.00% | +1,485+34.0% | Added |
| Guggenheim Capital LLC | 5,840 | $546.7K | 0.00% | −5,706−49.4% | Reduced |
| Mutual of America Capital Management LLC | 5,773 | $540.4K | 0.01% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 5,769 | $540.0K | 0.10% | +5,769 | New |
| Northwestern Mutual Wealth Management Co | 5,628 | $526.8K | 0.00% | +35+0.6% | Added |
| Rather & Kittrell, Inc. | 5,628 | $526.8K | 0.14% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 5,472 | $512.2K | 0.29% | −2,713−33.1% | Reduced |
| TownSquare Capital, LLC | 5,425 | $507.8K | 0.01% | +2,121+64.2% | Added |
| Empowered Funds, LLC | 5,423 | $507.6K | 0.01% | +790+17.1% | Added |
| Moore Capital Management, LP | 5,400 | $505.5K | 0.01% | −12,126−69.2% | Reduced |
| CIBC Asset Management Inc | 5,362 | $501.9K | 0.00% | +498+10.2% | Added |
| ORG Partners LLC | 5,260 | $497.3K | 0.06% | +5,136+4,141.9% | Added |
| Pingora Partners LLC | 5,290 | $495.2K | 0.35% | +1,575+42.4% | Added |
| Clear Creek Financial Management, LLC | 5,252 | $491.6K | 0.06% | +45+0.9% | Added |
| Triumph Capital Management | 5,225 | $489.1K | 0.19% | +2,050+64.6% | Added |
| Lazard Asset Management LLC | 5,201 | $486.0K | 0.00% | +2,438+88.2% | Added |
| Perigon Wealth Management, LLC | 5,133 | $480.5K | 0.01% | −163−3.1% | Reduced |
| Harbor Capital Advisors, Inc. | 5,115 | $479.0K | 0.04% | +465+10.0% | Added |
| Stratos Wealth Partners, LTD. | 4,932 | $461.7K | 0.01% | +299+6.5% | Added |
| Angeles Investment Advisors, LLC | 4,929 | $461.4K | 0.02% | +197+4.2% | Added |
| Sanctuary Advisors, LLC | 4,979 | $459.5K | 0.00% | +4,979 | New |
| Bristlecone Advisors, LLC | 4,888 | $457.6K | 0.04% | −222−4.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,708 | $441.0K | 0.05% | +4,708 | New |
| Arete Wealth Advisors, LLC | 4,503 | $421.0K | 0.03% | +4,503 | New |
| Grandeur Peak Global Advisors, LLC | 4,487 | $420.0K | 0.03% | +4,487 | New |
| Boston Private Wealth LLC | 4,413 | $413.1K | 0.01% | −33−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 4,394 | $411.3K | 0.03% | +747+20.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,126 | $386.2K | 0.00% | +195+5.0% | Added |
| Miracle Mile Advisors, LLC | 4,064 | $380.4K | 0.01% | −100−2.4% | Reduced |
| Waldron Private Wealth LLC | 4,051 | $379.2K | 0.02% | −26−0.6% | Reduced |
| BluePointe Capital Management, LLC | 4,021 | $376.4K | 0.25% | +14+0.3% | Added |
| Mission Wealth Management, LP | 3,979 | $372.4K | 0.01% | −16−0.4% | Reduced |
| Commerce Bank | 3,971 | $371.7K | 0.00% | +111+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 3,964 | $371.1K | 0.02% | −13−0.3% | Reduced |
| GWM Advisors LLC | 3,944 | $369.2K | 0.00% | −140−3.4% | Reduced |