Skip to main content
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, Q3 2024

Institutional positions in Okta, Inc. as of Sep 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
633
−3 vs. Q2 2024
Shares held
136.7M
+9.21M (+7.2%) vs. Q2 2024
Total value
$10.2B
−$1.77B (−14.8%) vs. Q2 2024
New holders
95
227 more added
Sold out
98
208 more reduced

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 633 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 heldQ3 2024: $10.2B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2024.

Institutions holding OKTA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth10$00.00%−6−37.5%Reduced
Dogwood Wealth Management LLC0$10.00%0Unchanged
Annapolis Financial Services, LLC0$370.00%0New
MV Capital Management, Inc.1$750.00%−6−85.7%Reduced
Assetmark, Inc1$770.00%+1Added
Central Trust Co2$1380.00%+2New
Tortoise Investment Management, LLC2$1490.00%00.0%Unchanged
Cornerstone Planning Group LLC3$2210.00%00.0%Unchanged
Montag A & Associates Inc3$2240.00%00.0%Unchanged
AdvisorNet Financial, Inc4$2970.00%00.0%Unchanged
1620 Investment Advisors, Inc.4$3200.00%+4New
PayPay Securities Corp5$3720.03%−2−28.6%Reduced
Tidemark, LLC5$3720.00%00.0%Unchanged
Key Financial Inc5$3720.00%+5New
Voisard Asset Management Group, Inc.5$3720.00%+5New
Zions Bancorporation, N.A.6$4460.00%−35−85.4%Reduced
Darwin Advisors, LLC6$4460.00%+6New
Massmutual Trust Co FSB8$5950.00%−23−74.2%Reduced
Kimelman & Baird, LLC8$5950.00%00.0%Unchanged
Elequin Capital LP8$5950.00%+8New
Claris Advisors, LLC8$5950.00%+8New
Berkshire Capital Holdings Inc10$7430.00%00.0%Unchanged
McIlrath & Eck, LLC10$7430.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$7430.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.12$8920.00%00.0%Unchanged
Raffa Wealth Management, LLC12$8920.00%00.0%Unchanged
Asset Dedication, LLC12$8930.00%−156−92.9%Reduced
TD Private Client Wealth LLC13$9660.00%00.0%Unchanged
FSA Wealth Management LLC13$9660.00%+13New
Financial Management Professionals, Inc.16$1.00K0.00%00.0%Unchanged
Bangor Savings Bank14$1.04K0.00%00.0%Unchanged
Raleigh Capital Management Inc.15$1.11K0.00%−16−51.6%Reduced
SJS Investment Consulting Inc.16$1.19K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC17$1.26K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$1.26K0.00%+4+30.8%Added
Harbor Investment Advisory, LLC20$1.49K0.00%−61−75.3%Reduced
Wiser Advisor Group LLC22$1.64K0.00%−2−8.3%Reduced
C M Bidwell & Associates Ltd22$1.64K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$1.64K0.00%00.0%Unchanged
Continuum Advisory, LLC22$1.69K0.00%+9+69.2%Added
South State Corp.23$1.71K0.00%00.0%Unchanged
Valued Wealth Advisors LLC23$1.71K0.00%+4+21.1%Added
Banque Cantonale Vaudoise28$2.00K0.00%−2,648−99.0%Reduced
Hemington Wealth Management36$2.00K0.00%+36New
Jaffetilchin Investment Partners, LLC29$2.16K0.00%+29New
Fairscale Capital, LLC30$2.23K0.00%00.0%Unchanged
Field & Main Bank30$2.23K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$2.23K0.00%00.0%Unchanged
Insight Financial Services30$2.23K0.00%00.0%Unchanged
Sachetta, LLC30$2.23K0.00%+6+25.0%Added
DT Investment Partners, LLC30$2.23K0.00%+30New
Larson Financial Group LLC32$2.38K0.00%+19+146.2%Added
Westside Investment Management, Inc.29$2.65K0.00%00.0%Unchanged
Private Wealth Management Group, LLC36$2.68K0.00%−52−59.1%Reduced
Sumitomo Mitsui Financial Group, Inc.39$2.89K0.00%−6,592−99.4%Reduced
Tradewinds Capital Management, LLC40$2.97K0.00%00.0%Unchanged
Proffitt & Goodson Inc40$2.97K0.00%+40New
Salomon & Ludwin, LLC42$3.12K0.00%+42New
TD Waterhouse Canada Inc.44$3.19K0.00%00.0%Unchanged
Salem Investment Counselors Inc45$3.35K0.00%+5+12.5%Added
Clearstead Advisors, LLC50$3.72K0.00%00.0%Unchanged
Colonial Trust Advisors51$3.79K0.00%00.0%Unchanged
Close Asset Management Ltd56$4.00K0.00%00.0%Unchanged
Rise Advisors, LLC68$5.05K0.00%00.0%Unchanged
Northwest Capital Management Inc70$5.20K0.00%00.0%Unchanged
Parkside Financial Bank & Trust74$5.50K0.00%+8+12.1%Added
Mather Group, LLC.76$5.64K0.00%−156−67.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC77$5.72K0.00%−15−16.3%Reduced
Hantz Financial Services, Inc.80$6.00K0.00%−75−48.4%Reduced
Thompson Investment Management, Inc.82$6.10K0.00%00.0%Unchanged
Wolff Wiese Magana LLC83$6.17K0.00%00.0%Unchanged
Bell Investment Advisors, Inc93$6.91K0.00%−6−6.1%Reduced
Bruce G. Allen Investments, LLC95$7.06K0.01%00.0%Unchanged
nVerses Capital, LLC100$7.43K0.00%−400−80.0%Reduced
Rothschild Investment LLC100$7.43K0.00%00.0%Unchanged
Addison Advisors LLC100$7.43K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$7.43K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.100$7.43K0.00%+100New
Whittier Trust Co105$7.80K0.00%+105New
Optiver Holding B.V.106$7.88K0.00%+37+53.6%Added
Harel Insurance Investments & Financial Services Ltd.117$9.00K0.00%−22−15.8%Reduced
TSFG, LLC115$9.00K0.00%00.0%Unchanged
Private Trust Co NA125$9.29K0.00%00.0%Unchanged
Trust Co of Vermont137$10.2K0.00%+37+37.0%Added
Proequities, Inc.138$10.3K0.00%+74+115.6%Added
Harbour Investments, Inc.147$10.9K0.00%−27−15.5%Reduced
Macroview Investment Management LLC149$11.1K0.01%+28+23.1%Added
CVA Family Office, LLC150$11.2K0.00%+40+36.4%Added
Financial Perspectives, Inc151$11.2K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC164$12.2K0.00%+67+69.1%Added
True Wealth Design, LLC171$12.7K0.00%+163+2,037.5%Added
CoreCap Advisors, LLC191$14.2K0.00%+191New
Capital Performance Advisors LLP196$14.5K0.00%+196New
Bank Julius Baer & Co. Ltd, Zurich169$14.9K0.00%−11−6.1%Reduced
Ashton Thomas Securities, LLC233$17.3K0.00%+233New
JFS Wealth Advisors, LLC250$18.6K0.00%+172+220.5%Added
City State Bank260$19.3K0.01%00.0%Unchanged
Hexagon Capital Partners LLC260$19.3K0.00%+60+30.0%Added
Capital Advisors, Ltd. LLC265$20.0K0.00%00.0%Unchanged
GAMMA Investing LLC281$20.9K0.00%−50−15.1%Reduced