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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 641 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ2 2024: $12.8B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2024.

Institutions holding OKTA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Natixis Investment Managers International802$75.1K0.01%00.0%Unchanged
Versant Capital Management, Inc780$73.0K0.02%+728+1,400.0%Added
Fifth Third Bancorp752$70.4K0.00%−27−3.5%Reduced
Kelly Financial Services LLC722$67.6K0.02%+96+15.3%Added
Coppell Advisory Solutions LLC703$65.8K0.01%+703New
Harvest Fund Management Co., Ltd658$62.0K0.00%−387−37.0%Reduced
Kayne Anderson Rudnick Investment Management LLC659$61.8K0.00%−4−0.6%Reduced
Venturi Wealth Management, LLC650$60.8K0.00%+259+66.2%Added
Farther Finance Advisors, LLC597$56.5K0.00%+45+8.2%Added
Sandy Spring Bank596$55.8K0.00%−31−4.9%Reduced
Cedar Wealth Management, LLC592$55.4K0.02%−6−1.0%Reduced
Jones Financial Companies LLLP556$52.0K0.00%+394+243.2%Added
IFP Advisors, Inc550$51.5K0.00%+96+21.1%Added
GPS Wealth Strategies Group, LLC514$48.1K0.01%−94−15.5%Reduced
Global Trust Asset Management, LLC512$47.9K0.02%00.0%Unchanged
First Horizon Advisors, Inc.506$47.4K0.00%+41+8.8%Added
Hartford Financial Management Inc.500$46.8K0.01%+500New
First Command Advisory Services, Inc.500$46.8K0.00%+500New
nVerses Capital, LLC500$46.8K0.03%+500New
Arcadia Investment Management Corp500$46.8K0.01%00.0%Unchanged
Lindbrook Capital, LLC496$46.4K0.00%−256−34.0%Reduced
CIBC Private Wealth Group, LLC424$41.6K0.00%−140−24.8%Reduced
Manchester Capital Management LLC411$38.5K0.00%+74+22.0%Added
GoalVest Advisory LLC410$38.4K0.01%00.0%Unchanged
Quarry LP395$37.0K0.02%−851−68.3%Reduced
Great Lakes Retirement, Inc.390$36.5K0.01%+390New
Westpac Banking Corp367$34.4K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd362$33.9K0.02%00.0%Unchanged
GAMMA Investing LLC331$31.0K0.00%+69+26.3%Added
Spire Wealth Management300$28.1K0.00%−206−40.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt300$28.1K0.00%00.0%Unchanged
Ibex Wealth Advisors298$27.9K0.00%+298New
Capital Advisors, Ltd. LLC265$25.0K0.00%00.0%Unchanged
City State Bank260$24.3K0.01%00.0%Unchanged
Mather Group, LLC.232$24.3K0.00%+181+354.9%Added
International Assets Investment Management, LLC255$23.9K0.00%+255New
Innealta Capital, LLC232$21.7K0.01%+232New
Riverview Trust Co206$19.3K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.181$18.9K0.00%+107+144.6%Added
Smartleaf Asset Management LLC205$18.9K0.00%+168+454.1%Added
Hexagon Capital Partners LLC200$18.7K0.00%+30+17.6%Added
Bank Julius Baer & Co. Ltd, Zurich180$18.7K0.00%−20−10.0%Reduced
NBC Securities, Inc.195$18.0K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC185$17.3K0.01%+185New
Harbour Investments, Inc.174$16.3K0.00%−85−32.8%Reduced
Asset Dedication, LLC168$15.7K0.00%+156+1,300.0%Added
Hantz Financial Services, Inc.155$15.0K0.00%+96+162.7%Added
Pacifica Partners Inc.153$14.3K0.01%00.0%Unchanged
Financial Perspectives, Inc151$14.1K0.01%00.0%Unchanged
Optimum Investment Advisors150$14.0K0.01%−200−57.1%Reduced
Harel Insurance Investments & Financial Services Ltd.139$13.0K0.00%+13+10.3%Added
Private Trust Co NA125$11.7K0.00%00.0%Unchanged
Macroview Investment Management LLC121$11.3K0.01%+12+11.0%Added
TSFG, LLC115$11.0K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC100$10.5K0.00%+100New
CVA Family Office, LLC110$10.3K0.00%+5+4.8%Added
Opal Wealth Advisors, LLC105$9.83K0.00%+105New
Rothschild Investment LLC100$9.36K0.00%00.0%Unchanged
Addison Advisors LLC100$9.36K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$9.36K0.01%00.0%Unchanged
Trust Co of Vermont100$9.36K0.00%+100New
Bell Investment Advisors, Inc99$9.27K0.00%+10+11.2%Added
Exchange Traded Concepts, LLC97$9.08K0.00%+97New
Bruce G. Allen Investments, LLC95$8.89K0.01%−4−4.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC92$8.61K0.00%−65−41.4%Reduced
Private Wealth Management Group, LLC88$8.24K0.00%+28+46.7%Added
AlphaMark Advisors, LLC90$8.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC83$7.77K0.01%00.0%Unchanged
Thompson Investment Management, Inc.82$7.68K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC81$7.58K0.00%+5+6.6%Added
JFS Wealth Advisors, LLC78$7.30K0.00%00.0%Unchanged
Northwest Capital Management Inc70$6.55K0.00%00.0%Unchanged
Optiver Holding B.V.69$6.46K0.00%+69New
Rise Advisors, LLC68$6.37K0.00%−6−8.1%Reduced
SRS Capital Advisors, Inc.67$6.27K0.00%+67New
Parkside Financial Bank & Trust66$6.18K0.00%+10+17.9%Added
FinTrust Capital Advisors, LLC66$6.18K0.00%00.0%Unchanged
Proequities, Inc.64$5.99K0.00%+24+60.0%Added
Ashton Thomas Private Wealth, LLC62$5.80K0.00%+62New
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
Colonial Trust Advisors51$4.77K0.00%00.0%Unchanged
Clearstead Advisors, LLC50$4.68K0.00%00.0%Unchanged
1832 Asset Management L.P.50$4.68K0.00%+50New
TD Waterhouse Canada Inc.44$4.16K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP40$4.02K0.00%+40New
Zions Bancorporation, N.A.41$3.84K0.00%−46−52.9%Reduced
Tradewinds Capital Management, LLC40$3.75K0.00%00.0%Unchanged
Salem Investment Counselors Inc40$3.75K0.00%+40New
Annis Gardner Whiting Capital Advisors, LLC34$3.18K0.00%−13−27.7%Reduced
Fairscale Capital, LLC30$3.01K0.00%+30New
Valley National Advisers Inc35$3.00K0.00%−5−12.5%Reduced
Massmutual Trust Co FSB31$2.90K0.00%−3−8.8%Reduced
Raleigh Capital Management Inc.31$2.87K0.00%+16+106.7%Added
Sound Income Strategies, LLC30$2.81K0.00%00.0%Unchanged
Creekmur Asset Management LLC30$2.81K0.00%00.0%Unchanged
Field & Main Bank30$2.81K0.00%00.0%Unchanged
Insight Financial Services30$2.81K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$2.81K0.00%+30New
Westside Investment Management, Inc.29$2.71K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC28$2.62K0.00%−2−6.7%Reduced