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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 282 | $21.0K | 0.00% | +282 | New |
| Cullen/Frost Bankers, Inc. | 295 | $21.9K | 0.00% | +276+1,452.6% | Added |
| Spire Wealth Management | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 336 | $25.0K | 0.00% | +336 | New |
| Future Financial Wealth Managment LLC | 350 | $26.0K | 0.02% | +350 | New |
| Gordian Capital Singapore Pte Ltd | 362 | $26.9K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 367 | $27.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 367 | $27.3K | 0.00% | +300+447.8% | Added |
| GoalVest Advisory LLC | 410 | $30.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 424 | $31.5K | 0.00% | −1,671−79.8% | Reduced |
| Legacy Investment Solutions, LLC | 408 | $32.0K | 0.02% | +408 | New |
| Legacy Wealth Managment, LLC | 408 | $32.0K | 0.02% | +408 | New |
| Manchester Capital Management LLC | 445 | $33.1K | 0.00% | +34+8.3% | Added |
| Global Retirement Partners, LLC | 460 | $34.2K | 0.00% | −516−52.9% | Reduced |
| Lindbrook Capital, LLC | 460 | $34.2K | 0.00% | −36−7.3% | Reduced |
| Ronald Blue Trust, Inc. | 372 | $34.8K | 0.00% | +191+105.5% | Added |
| Global Trust Asset Management, LLC | 489 | $36.4K | 0.01% | −23−4.5% | Reduced |
| Hartford Financial Management Inc. | 500 | $37.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $37.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 514 | $38.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 522 | $38.6K | 0.00% | +317+154.6% | Added |
| First Horizon Advisors, Inc. | 554 | $41.2K | 0.00% | +48+9.5% | Added |
| Cedar Wealth Management, LLC | 592 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 596 | $44.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 602 | $44.7K | 0.00% | +5+0.8% | Added |
| GeoWealth Management, LLC | 602 | $44.8K | 0.00% | +602 | New |
| Umb Bank N A | 625 | $46.5K | 0.00% | −324−34.1% | Reduced |
| Planning Capital Management Corp | 657 | $48.8K | 0.03% | +657 | New |
| Kayne Anderson Rudnick Investment Management LLC | 657 | $48.9K | 0.00% | −2−0.3% | Reduced |
| Nemes Rush Group LLC | 496 | $51.9K | 0.01% | −771−60.9% | Reduced |
| Skopos Labs, Inc. | 717 | $53.3K | 0.02% | +717 | New |
| Catalyst Capital Advisors LLC | 749 | $55.7K | 0.00% | +749 | New |
| Fifth Third Bancorp | 758 | $56.4K | 0.00% | +6+0.8% | Added |
| Quadrant Capital Group LLC | 774 | $57.5K | 0.00% | −123−13.7% | Reduced |
| Frazier Financial Advisors, LLC | 778 | $57.8K | 0.04% | +778 | New |
| IFP Advisors, Inc | 785 | $58.4K | 0.00% | +235+42.7% | Added |
| National Bank of Canada | 786 | $58.4K | 0.00% | −529−40.2% | Reduced |
| Natixis Investment Managers International | 802 | $59.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 836 | $62.0K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 847 | $62.7K | 0.01% | +144+20.5% | Added |
| Caitlin John, LLC | 800 | $62.7K | 0.04% | +800 | New |
| Jones Financial Companies LLLP | 862 | $63.8K | 0.00% | +306+55.0% | Added |
| Ancora Advisors, LLC | 934 | $69.4K | 0.00% | −16−1.7% | Reduced |
| Western Pacific Wealth Management, LP | 943 | $70.1K | 0.05% | −635−40.2% | Reduced |
| Silicon Valley Capital Partners | 947 | $70.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,045 | $77.7K | 0.02% | +265+34.0% | Added |
| Advisors Asset Management, Inc. | 1,070 | $79.5K | 0.00% | −31−2.8% | Reduced |
| Venturi Wealth Management, LLC | 1,116 | $83.0K | 0.00% | +466+71.7% | Added |
| Quarry LP | 1,210 | $90.0K | 0.03% | +815+206.3% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $92.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,290 | $95.9K | 0.00% | −47−3.5% | Reduced |
| Ossiam | 1,291 | $96.0K | 0.00% | −1,417−52.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $96.6K | 0.01% | +1,000+333.3% | Added |
| Ci Investments Inc. | 1,364 | $101.0K | 0.00% | +145+11.9% | Added |
| Bryn Mawr Trust Co | 1,452 | $107.9K | 0.00% | +1,452 | New |
| Principal Securities, Inc. | 1,482 | $110.2K | 0.00% | −219−12.9% | Reduced |
| FNY Investment Advisers, LLC | 1,500 | $111.0K | 0.05% | +684+83.8% | Added |
| Acima Private Wealth, LLC | 1,579 | $117.4K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 1,595 | $118.6K | 0.00% | −1,350−45.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,602 | $119.1K | 0.00% | +83+5.5% | Added |
| Creative Financial Designs Inc | 1,704 | $126.7K | 0.01% | +188+12.4% | Added |
| International Assets Investment Management, LLC | 9,739 | $131.0K | 0.00% | +9,484+3,719.2% | Added |
| Sunbelt Securities, Inc. | 1,778 | $132.2K | 0.01% | +6+0.3% | Added |
| Ostrum Asset Management | 1,782 | $132.5K | 0.01% | −577−24.5% | Reduced |
| Rakuten Securities, Inc. | 1,815 | $134.9K | 0.06% | −845−31.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,920 | $142.7K | 0.05% | +550+40.1% | Added |
| Corebridge Financial, Inc. | 2,027 | $150.7K | 0.00% | −4−0.2% | Reduced |
| Point72 Hong Kong Ltd | 2,133 | $158.6K | 0.01% | +2,133 | New |
| Quent Capital, LLC | 2,354 | $174.9K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,450 | $182.1K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,747 | $204.2K | 0.01% | +547+24.9% | Added |
| New York Life Investment Management LLC | 2,774 | $206.2K | 0.00% | +370+15.4% | Added |
| J.W. Cole Advisors, Inc. | 2,873 | $213.6K | 0.01% | +2,873 | New |
| NBC Securities, Inc. | 2,885 | $214.0K | 0.02% | +2,690+1,379.5% | Added |
| CWM, LLC | 2,893 | $215.0K | 0.00% | −17−0.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,928 | $217.7K | 0.11% | +1,622+124.2% | Added |
| Chicago Trust Co NA | 2,929 | $217.7K | 0.04% | +221+8.2% | Added |
| Rakuten Investment Management, Inc. | 2,944 | $217.8K | 0.00% | +742+33.7% | Added |
| Alta Wealth Advisors LLC | 3,005 | $223.4K | 0.10% | +3,005 | New |
| Inspirion Wealth Advisors, LLC | 3,015 | $224.1K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,035 | $225.6K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,047 | $226.6K | 0.00% | +3,047 | New |
| Natixis | 3,058 | $227.3K | 0.00% | +95+3.2% | Added |
| Financial Advocates Investment Management | 3,064 | $227.8K | 0.01% | +3,064 | New |
| Opes Wealth Management LLC | 3,065 | $227.9K | 0.04% | −38−1.2% | Reduced |
| Stephens Inc | 3,139 | $233.4K | 0.00% | +505+19.2% | Added |
| Metis Global Partners, LLC | 3,181 | $236.5K | 0.01% | +212+7.1% | Added |
| EntryPoint Capital, LLC | 3,218 | $239.2K | 0.14% | +3,218 | New |
| Red Wave Investments LLC | 3,391 | $252.1K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,395 | $252.4K | 0.01% | −53−1.5% | Reduced |
| Aaron Wealth Advisors | 3,419 | $254.2K | 0.03% | +547+19.0% | Added |
| Vestcor Inc | 3,485 | $259.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,494 | $259.7K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,547 | $263.7K | 0.07% | +705+24.8% | Added |
| Integrated Wealth Concepts LLC | 3,597 | $267.4K | 0.00% | −101−2.7% | Reduced |
| Magnetar Financial LLC | 3,619 | $269.0K | 0.01% | +3,619 | New |
| United Capital Financial Advisers, LLC | 3,636 | $270.3K | 0.00% | +702+23.9% | Added |
| Signaturefd, LLC | 3,638 | $270.5K | 0.01% | −94−2.5% | Reduced |
| High Net Worth Advisory Group LLC | 3,673 | $273.1K | 0.08% | −180−4.7% | Reduced |
| CAPROCK Group, Inc. | 3,786 | $281.5K | 0.01% | +930+32.6% | Added |