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 |
|---|---|---|---|---|---|
| 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 |
| UniSuper Management Pty Ltd | 3,900 | $365.1K | 0.00% | +1,600+69.6% | Added |
| Fisher Asset Management, LLC | 3,874 | $362.7K | 0.00% | +221+6.0% | Added |
| High Net Worth Advisory Group LLC | 3,853 | $360.7K | 0.11% | −32−0.8% | Reduced |
| BluePath Capital Management, LLC | 3,824 | $358.0K | 0.26% | −321−7.7% | Reduced |
| Signaturefd, LLC | 3,732 | $349.3K | 0.01% | −349−8.6% | Reduced |
| Oxford Asset Management LLP | 3,700 | $346.4K | 0.34% | +3,700 | New |
| Integrated Wealth Concepts LLC | 3,698 | $346.2K | 0.00% | +76+2.1% | Added |
| Resonant Capital Advisors, LLC | 3,695 | $345.9K | 0.03% | −9−0.2% | Reduced |
| Vectors Research Management, LLC | 3,689 | $345.0K | 0.11% | −39−1.0% | Reduced |
| Mercer Global Advisors Inc | 3,627 | $339.6K | 0.00% | +66+1.9% | Added |
| Investment Management Corp of Ontario | 3,617 | $338.6K | 0.01% | +1,100+43.7% | Added |
| Flagship Harbor Advisors, LLC | 3,575 | $334.6K | 0.02% | −509−12.5% | Reduced |
| Qtron Investments LLC | 3,494 | $327.1K | 0.05% | 00.0% | Unchanged |
| Courier Capital LLC | 3,487 | $326.4K | 0.03% | −149−4.1% | Reduced |
| Vestcor Inc | 3,485 | $326.0K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,454 | $323.3K | 0.03% | +820+31.1% | Added |
| Parallel Advisors, LLC | 3,448 | $322.8K | 0.01% | +5+0.1% | Added |
| Occudo Quantitative Strategies LP | 3,414 | $319.6K | 0.06% | −5,256−60.6% | Reduced |
| Red Wave Investments LLC | 3,391 | $317.4K | 0.12% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,375 | $315.9K | 0.06% | +346+11.4% | Added |
| Levin Capital Strategies, L.P. | 3,318 | $310.6K | 0.03% | +3,318 | New |
| Teacher Retirement System of Texas | 3,113 | $291.0K | 0.00% | −905−22.5% | Reduced |
| Opes Wealth Management LLC | 3,103 | $290.5K | 0.06% | +83+2.7% | Added |
| Veriti Management LLC | 3,084 | $288.7K | 0.02% | +236+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,081 | $288.4K | 0.00% | +7+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,039 | $284.5K | 0.00% | +1,007+49.6% | Added |
| MCF Advisors LLC | 3,035 | $284.1K | 0.02% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,018 | $282.5K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,015 | $282.2K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,982 | $279.1K | 0.01% | −4,309−59.1% | Reduced |
| Metis Global Partners, LLC | 2,969 | $277.9K | 0.01% | +12+0.4% | Added |
| Baird Financial Group, Inc. | 2,967 | $277.7K | 0.00% | +62+2.1% | Added |
| Natixis | 2,963 | $277.4K | 0.00% | −125−4.0% | Reduced |
| Gladstone Institutional Advisory LLC | 2,947 | $275.9K | 0.01% | +2,947 | New |
| Comerica Bank | 2,945 | $275.7K | 0.00% | −2,725−48.1% | Reduced |
| Atria Investments LLC | 2,941 | $275.3K | 0.00% | +2,941 | New |
| United Capital Financial Advisers, LLC | 2,934 | $274.7K | 0.00% | −43−1.4% | Reduced |
| CWM, LLC | 2,910 | $272.0K | 0.00% | +147+5.3% | Added |
| Aaron Wealth Advisors | 2,872 | $268.8K | 0.04% | +662+30.0% | Added |
| CAPROCK Group, Inc. | 2,856 | $267.4K | 0.01% | +129+4.7% | Added |
| Truvestments Capital LLC | 2,842 | $266.0K | 0.11% | +372+15.1% | Added |
| Verus Capital Partners, LLC | 2,819 | $263.9K | 0.03% | +241+9.3% | Added |
| Ossiam | 2,708 | $253.5K | 0.00% | +103+4.0% | Added |
| Chicago Trust Co NA | 2,708 | $253.5K | 0.05% | +619+29.6% | Added |
| Banque Cantonale Vaudoise | 2,676 | $251.0K | 0.01% | −257−8.8% | Reduced |
| Creekside Partners | 2,666 | $249.6K | 0.14% | +2,666 | New |
| Swiss Life Asset Management Ltd | 2,666 | $249.5K | 0.00% | +2,666 | New |
| Rakuten Securities, Inc. | 2,660 | $249.0K | 0.11% | −1,731−39.4% | Reduced |
| Stephens Inc | 2,634 | $246.6K | 0.00% | +344+15.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,624 | $245.6K | 0.02% | +298+12.8% | Added |
| Galvin, Gaustad & Stein, LLC | 2,550 | $238.7K | 0.02% | +200+8.5% | Added |
| Motley Fool Asset Management LLC | 2,513 | $237.6K | 0.02% | −92−3.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,492 | $233.3K | 0.05% | +43+1.8% | Added |
| Brighton Jones LLC | 2,474 | $231.6K | 0.01% | −1,516−38.0% | Reduced |
| Forum Financial Management, LP | 2,462 | $230.5K | 0.00% | −11−0.4% | Reduced |
| HM Payson & Co | 2,450 | $229.3K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 2,394 | $226.4K | 0.02% | +2,394 | New |
| New York Life Investment Management LLC | 2,404 | $225.0K | 0.00% | −156−6.1% | Reduced |
| Ostrum Asset Management | 2,359 | $220.8K | 0.02% | +126+5.6% | Added |
| Quent Capital, LLC | 2,354 | $220.4K | 0.02% | +30+1.3% | Added |
| Greenleaf Trust | 2,307 | $216.0K | 0.00% | −82−3.4% | Reduced |
| Ballentine Partners, LLC | 2,300 | $215.3K | 0.00% | −351−13.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,290 | $214.4K | 0.00% | +2,266+9,441.7% | Added |
| Schulz Wealth, LTD. | 2,284 | $213.8K | 0.18% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,213 | $207.2K | 0.01% | −20−0.9% | Reduced |
| National Asset Management, Inc. | 2,212 | $207.1K | 0.01% | −637−22.4% | Reduced |
| Claret Asset Management Corp | 2,216 | $207.0K | 0.04% | +235+11.9% | 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 |
| Rakuten Investment Management, Inc. | 2,202 | $203.4K | 0.00% | +834+61.0% | Added |
| EverSource Wealth Advisors, LLC | 2,095 | $196.8K | 0.01% | +1,754+514.4% | Added |
| Tucker Asset Management LLC | 2,089 | $195.6K | 0.04% | +2,010+2,544.3% | Added |
| Corebridge Financial, Inc. | 2,031 | $190.1K | 0.00% | +2,031 | New |
| West Tower Group, LLC | 2,000 | $187.2K | 0.51% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,772 | $165.9K | 0.02% | −131−6.9% | Reduced |
| Principal Securities, Inc. | 1,701 | $159.2K | 0.00% | +113+7.1% | Added |
| Quest Partners LLC | 1,599 | $149.7K | 0.02% | +1,599 | New |
| Acima Private Wealth, LLC | 1,579 | $147.8K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,578 | $147.7K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,519 | $142.2K | 0.00% | +601+65.5% | Added |
| Creative Financial Designs Inc | 1,516 | $141.9K | 0.01% | −745−33.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,370 | $128.2K | 0.05% | −170−11.0% | Reduced |
| Allworth Financial LP | 1,337 | $125.7K | 0.00% | −24−1.8% | Reduced |
| National Bank of Canada | 1,315 | $124.3K | 0.00% | +130+11.0% | Added |
| Firsthand Capital Management, Inc. | 580 | $123.9K | 0.28% | −9,420−94.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,306 | $122.3K | 0.07% | +1,306 | New |
| Nemes Rush Group LLC | 1,267 | $118.6K | 0.02% | +771+155.4% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $117.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,219 | $114.0K | 0.00% | −92−7.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,129 | $105.6K | 0.00% | −264−19.0% | Reduced |
| Advisors Asset Management, Inc. | 1,101 | $103.1K | 0.00% | +59+5.7% | Added |
| Global Retirement Partners, LLC | 976 | $91.4K | 0.00% | +663+211.8% | Added |
| Ancora Advisors, LLC | 950 | $88.9K | 0.00% | +25+2.7% | Added |
| Umb Bank N A | 949 | $88.8K | 0.00% | −253−21.0% | Reduced |
| Silicon Valley Capital Partners | 947 | $88.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 897 | $84.0K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 836 | $78.0K | 0.05% | −252−23.2% | Reduced |
| FNY Investment Advisers, LLC | 816 | $76.0K | 0.05% | −698−46.1% | Reduced |