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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 3,831 | $284.8K | 0.02% | +377+10.9% | Added |
| Wahed Invest LLC | 3,874 | $288.0K | 0.05% | +499+14.8% | Added |
| Independent Financial Group, LLC | 3,882 | $288.6K | 0.01% | +900+30.2% | Added |
| UniSuper Management Pty Ltd | 3,900 | $289.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 3,928 | $292.0K | 0.00% | −43−1.1% | Reduced |
| GWM Advisors LLC | 3,944 | $293.2K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,953 | $293.9K | 0.12% | +3,953 | New |
| Vestmark Advisory Solutions, Inc. | 3,964 | $294.7K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,972 | $295.3K | 0.04% | +3,972 | New |
| Resonant Capital Advisors, LLC | 3,978 | $295.7K | 0.02% | +283+7.7% | Added |
| Mission Wealth Management, LP | 4,008 | $298.0K | 0.01% | +29+0.7% | Added |
| Waldron Private Wealth LLC | 4,023 | $299.1K | 0.01% | −28−0.7% | Reduced |
| BluePointe Capital Management, LLC | 4,033 | $299.8K | 0.19% | +12+0.3% | Added |
| D.A. Davidson & Co. | 4,047 | $300.9K | 0.00% | −2,790−40.8% | Reduced |
| Miracle Mile Advisors, LLC | 4,064 | $302.1K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,114 | $305.8K | 0.01% | +182+4.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,126 | $306.7K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 4,126 | $306.7K | 0.00% | +4,126 | New |
| Armistice Capital, LLC | 4,139 | $307.7K | 0.01% | +4,139 | New |
| Geneos Wealth Management Inc. | 4,198 | $312.0K | 0.01% | −5,540−56.9% | Reduced |
| Swiss Life Asset Management Ltd | 4,287 | $318.4K | 0.00% | +1,621+60.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,325 | $321.4K | 0.00% | +1,286+42.3% | Added |
| Frank, Rimerman Advisors LLC | 4,360 | $324.1K | 0.02% | −34−0.8% | Reduced |
| Angeles Investment Advisors, LLC | 4,384 | $325.9K | 0.02% | −545−11.1% | Reduced |
| Yarbrough Capital, LLC | 4,400 | $327.1K | 0.01% | −3,716−45.8% | Reduced |
| First Hawaiian Bank | 4,581 | $340.6K | 0.01% | +4,581 | New |
| Asahi Life Asset Management Co., Ltd. | 4,660 | $346.4K | 0.21% | +4,660 | New |
| Bristlecone Advisors, LLC | 4,888 | $363.4K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,953 | $368.2K | 0.01% | −7,233−59.4% | Reduced |
| Perigon Wealth Management, LLC | 5,065 | $376.5K | 0.01% | −68−1.3% | Reduced |
| Triumph Capital Management | 5,118 | $380.5K | 0.14% | −107−2.0% | Reduced |
| Clear Creek Financial Management, LLC | 5,157 | $383.4K | 0.04% | −95−1.8% | Reduced |
| Thoroughbred Financial Services, LLC | 5,168 | $384.0K | 0.02% | −25,134−82.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,276 | $392.2K | 0.00% | −352−6.3% | Reduced |
| Pingora Partners LLC | 5,290 | $393.3K | 0.28% | 00.0% | Unchanged |
| Prudential PLC | 5,301 | $394.1K | 0.00% | +5,301 | New |
| Bridgefront Capital, LLC | 5,309 | $394.7K | 0.15% | +5,309 | New |
| Investment Management Corp of Ontario | 5,317 | $395.3K | 0.01% | +1,700+47.0% | Added |
| Mercer Global Advisors Inc | 5,475 | $397.7K | 0.00% | +1,848+51.0% | Added |
| PDT Partners, LLC | 5,583 | $415.0K | 0.04% | −34,094−85.9% | Reduced |
| Mutual of America Capital Management LLC | 5,600 | $416.3K | 0.00% | −173−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,358 | $417.8K | 0.00% | +2,277+73.9% | Added |
| Fox Run Management, L.L.C. | 5,620 | $417.8K | 0.09% | +5,620 | New |
| Flagship Harbor Advisors, LLC | 5,625 | $418.1K | 0.02% | +2,050+57.3% | Added |
| Rather & Kittrell, Inc. | 5,632 | $418.7K | 0.10% | +4+0.1% | Added |
| CIBC Asset Management Inc | 5,650 | $420.0K | 0.00% | +288+5.4% | Added |
| ORG Partners LLC | 5,679 | $422.2K | 0.07% | +419+8.0% | Added |
| Empowered Funds, LLC | 5,718 | $425.1K | 0.01% | +295+5.4% | Added |
| RSM US Wealth Management LLC | 6,002 | $435.6K | 0.01% | −1,326−18.1% | Reduced |
| Independent Advisor Alliance | 5,886 | $437.6K | 0.02% | −463−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,925 | $440.5K | 0.00% | −78−1.3% | Reduced |
| Wealthfront Advisers LLC | 5,941 | $441.7K | 0.00% | −16,409−73.4% | Reduced |
| Guggenheim Capital LLC | 5,950 | $442.3K | 0.00% | +110+1.9% | Added |
| Alpha DNA Investment Management LLC | 5,982 | $444.7K | 0.24% | +510+9.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,034 | $446.5K | 0.00% | +71+1.2% | Added |
| MetLife Investment Management | 6,042 | $449.2K | 0.00% | +71+1.2% | Added |
| Palo Alto Wealth Advisors, LLC | 6,080 | $450.2K | 0.19% | −1,955−24.3% | Reduced |
| M&T Bank Corp | 6,144 | $457.0K | 0.00% | −34−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,249 | $463.2K | 0.00% | −4,571−42.2% | Reduced |
| TownSquare Capital, LLC | 6,321 | $469.9K | 0.01% | +896+16.5% | Added |
| APG Asset Management N.V. | 7,056 | $470.0K | 0.00% | −151,715−95.6% | Reduced |
| GraniteShares Advisors LLC | 6,335 | $470.9K | 0.32% | +315+5.2% | Added |
| Crossmark Global Holdings, Inc. | 6,347 | $472.0K | 0.01% | −189−2.9% | Reduced |
| Synergy Financial Group, LTD | 6,383 | $474.5K | 0.45% | +69+1.1% | Added |
| Edgestream Partners, L.P. | 6,481 | $481.8K | 0.02% | +6,481 | New |
| Panagora Asset Management Inc | 6,554 | $487.2K | 0.00% | −30,804−82.5% | Reduced |
| American Trust | 6,554 | $487.2K | 0.04% | −568−8.0% | Reduced |
| Pier 88 Investment Partners LLC | 6,650 | $494.4K | 0.11% | −5,540−45.4% | Reduced |
| Profund Advisors LLC | 6,694 | $497.6K | 0.02% | −2,248−25.1% | Reduced |
| Benjamin Edwards Inc | 6,799 | $505.4K | 0.01% | +6,799 | New |
| Great Lakes Advisors, LLC | 6,886 | $511.9K | 0.00% | −95−1.4% | Reduced |
| Janney Montgomery Scott LLC | 6,886 | $512.0K | 0.00% | −140−2.0% | Reduced |
| Harbor Capital Advisors, Inc. | 7,031 | $523.0K | 0.02% | +1,916+37.5% | Added |
| Captrust Financial Advisors | 7,121 | $529.4K | 0.00% | −251−3.4% | Reduced |
| Quest Partners LLC | 7,134 | $530.3K | 0.05% | +5,535+346.2% | Added |
| Point72 (DIFC) Ltd | 7,376 | $548.4K | 0.04% | +7,376 | New |
| Tower Research Capital LLC (TRC) | 7,404 | $550.4K | 0.01% | +5,114+223.3% | Added |
| Vinva Investment Management Ltd | 7,445 | $550.9K | 0.02% | +552+8.0% | Added |
| Stratos Wealth Partners, LTD. | 7,507 | $558.1K | 0.01% | +2,575+52.2% | Added |
| Atom Investors LP | 7,615 | $566.1K | 0.06% | +7,615 | New |
| Advisory Services Network, LLC | 6,092 | $570.2K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,737 | $575.2K | 0.00% | +250+3.3% | Added |
| Mediolanum International Funds Ltd | 7,861 | $580.7K | 0.01% | +7,861 | New |
| Wealth Enhancement Advisory Services, LLC | 7,955 | $591.3K | 0.00% | −102−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 7,956 | $591.4K | 0.01% | −3,521−30.7% | Reduced |
| Oak Thistle LLC | 7,971 | $592.6K | 0.19% | +7,971 | New |
| Pitcairn Co | 8,016 | $595.9K | 0.04% | −1,775−18.1% | Reduced |
| Prudential Financial Inc | 8,085 | $601.0K | 0.00% | −12,375−60.5% | Reduced |
| Caxton Associates LP | 8,125 | $604.0K | 0.03% | +8,125 | New |
| Credit Agricole S A | 8,311 | $617.8K | 0.00% | −25,678−75.5% | Reduced |
| Schwab Charitable Fund | 8,775 | $652.3K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 8,820 | $655.7K | 0.03% | −50−0.6% | Reduced |
| Maryland State Retirement & Pension System | 8,828 | $656.3K | 0.01% | −3,165−26.4% | Reduced |
| Highland Capital Management, LLC | 9,080 | $675.0K | 0.04% | −344−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 9,123 | $678.2K | 0.00% | +3,265+55.7% | Added |
| Parametrica Management Ltd | 9,145 | $679.8K | 0.81% | +9,145 | New |
| Amalgamated Bank | 9,349 | $695.0K | 0.01% | −20.0% | Reduced |
| CIBC World Markets Corp | 9,379 | $697.2K | 0.01% | +746+8.6% | Added |
| TrueMark Investments, LLC | 9,450 | $702.5K | 0.23% | −1,543−14.0% | Reduced |
| Coastal Bridge Advisors, LLC | 9,519 | $707.6K | 0.18% | 00.0% | Unchanged |