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 |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $2.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $2.15K | 0.00% | +16+228.6% | Added |
| C M Bidwell & Associates Ltd | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $1.78K | 0.00% | −18−48.6% | Reduced |
| Valued Wealth Advisors LLC | 19 | $1.78K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $1.59K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $1.22K | 0.00% | −1−7.1% | Reduced |
| Continuum Advisory, LLC | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.22K | 0.00% | +3+30.0% | Added |
| Larson Financial Group LLC | 13 | $1.22K | 0.00% | +12+1,200.0% | Added |
| JJJ Advisors Inc. | 12 | $1.12K | 0.00% | −37−75.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | −70−81.4% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $936 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $936 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $936 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 10 | $936 | 0.00% | +10 | New |
| True Wealth Design, LLC | 8 | $749 | 0.00% | +3+60.0% | Added |
| Kimelman & Baird, LLC | 8 | $749 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 7 | $656 | 0.00% | −1−12.5% | Reduced |
| PayPay Securities Corp | 7 | $655 | 0.05% | −5−41.7% | Reduced |
| Tidemark, LLC | 5 | $468 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 4 | $374 | 0.00% | −10−71.4% | Reduced |
| Family Firm, Inc. | 4 | $374 | 0.00% | +4 | New |
| Montag A & Associates Inc | 3 | $281 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $281 | 0.00% | +3 | New |
| Gradient Investments LLC | 3 | $281 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $187 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 0 | $9 | 0.00% | 0 | New |
| Assetmark, Inc | 0 | $3 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −498,289−100.0% | Sold out |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −475,900−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −426,326−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −360,363−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −243,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −236,800−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −158,479−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −154,160−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −140,071−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −125,303−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −111,522−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −105,203−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −74,326−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −70,262−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −67,322−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −48,023−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −30,113−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −22,996−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,537−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,111−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,613−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −15,099−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,157−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −11,431−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −9,412−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,201−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,194−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,869−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −8,371−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −8,314−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −7,959−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,503−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,992−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,333−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −525,379−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,437−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,858−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,930−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |