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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 9,559 | $710.6K | 0.05% | −4,619−32.6% | Reduced |
| Kestra Advisory Services, LLC | 9,599 | $713.6K | 0.00% | −686−6.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,863 | $733.2K | 0.01% | −242,537−96.1% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $743.4K | 1.47% | +9,420+1,624.1% | Added |
| Petrus Trust Company, LTA | 10,240 | $761.2K | 0.07% | +2,944+40.4% | Added |
| AE Wealth Management LLC | 10,375 | $771.3K | 0.01% | −30,576−74.7% | Reduced |
| Lazard Asset Management LLC | 10,404 | $773.0K | 0.00% | +5,203+100.0% | Added |
| Wetherby Asset Management Inc | 10,778 | $801.2K | 0.04% | −498−4.4% | Reduced |
| Plato Investment Management Ltd | 11,021 | $818.5K | 0.07% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 11,074 | $823.2K | 0.00% | −21,378−65.9% | Reduced |
| Commerzbank Aktiengesellschaft | 11,175 | $831.0K | 0.02% | +11,175 | New |
| Jump Financial, LLC | 11,310 | $840.8K | 0.02% | +11,310 | New |
| Davenport & Co LLC | 11,326 | $841.9K | 0.00% | −42,088−78.8% | Reduced |
| Pathstone Holdings, LLC | 11,349 | $843.7K | 0.00% | +3,567+45.8% | Added |
| Prospera Financial Services Inc | 11,385 | $846.3K | 0.02% | −79−0.7% | Reduced |
| Franklin Resources Inc | 10,964 | $854.9K | 0.00% | −144−1.3% | Reduced |
| CI Private Wealth, LLC | 11,525 | $856.8K | 0.00% | +1,659+16.8% | Added |
| Sanctuary Advisors, LLC | 11,244 | $861.0K | 0.01% | +6,265+125.8% | Added |
| Axq Capital, LP | 11,690 | $869.0K | 0.26% | +11,690 | New |
| Principal Financial Group Inc | 11,726 | $871.7K | 0.00% | −654−5.3% | Reduced |
| Advisors Management Group Inc | 11,758 | $874.0K | 0.21% | +2,871+32.3% | Added |
| Groupama Asset Managment | – | $895.8K | 0.02% | – | New |
| Shelton Wealth Management, LLC | 12,109 | $900.2K | 0.51% | +1,187+10.9% | Added |
| Jupiter Asset Management Ltd | 12,141 | $902.6K | 0.01% | +12,141 | New |
| Alps Advisors Inc | 12,211 | $907.8K | 0.01% | −8,800−41.9% | Reduced |
| Gulf International Bank (UK) Ltd | 12,256 | $911.0K | 0.02% | −583−4.5% | Reduced |
| Centiva Capital, LP | 12,371 | $919.7K | 0.04% | +12,371 | New |
| Nebula Research & Development LLC | 12,552 | $933.1K | 0.11% | +12,552 | New |
| Cetera Investment Advisers | 12,582 | $935.3K | 0.00% | −2,178−14.8% | Reduced |
| Brandywine Managers, LLC | 12,687 | $943.2K | 1.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 13,032 | $968.8K | 0.05% | +13,032 | New |
| Burney Co | 13,302 | $988.9K | 0.04% | +7,303+121.7% | Added |
| Blueshift Asset Management, LLC | 13,425 | $998.0K | 0.25% | +13,425 | New |
| Intech Investment Management LLC | 13,547 | $1.01M | 0.01% | −1,569−10.4% | Reduced |
| Two Sigma Investments, LP | 13,600 | $1.01M | 0.00% | +5,200+61.9% | Added |
| Gilbert & Cook, Inc. | 13,662 | $1.02M | 0.14% | −368−2.6% | Reduced |
| Janus Henderson Group PLC | 14,298 | $1.06M | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 14,297 | $1.06M | 0.02% | −394−2.7% | Reduced |
| Canada Pension Plan Investment Board | 14,300 | $1.06M | 0.00% | −41,900−74.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,301 | $1.06M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 14,407 | $1.07M | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 14,436 | $1.07M | 0.05% | +14,436 | New |
| Courier Capital LLC | 14,449 | $1.07M | 0.07% | +10,962+314.4% | Added |
| Tairen Capital Ltd | 15,000 | $1.08M | 0.04% | +15,000 | New |
| Clarity Capital Partners LLC | 14,567 | $1.08M | 0.64% | −14,520−49.9% | Reduced |
| LB Partners LLC | 15,000 | $1.12M | 0.97% | +15,000 | New |
| Rafferty Asset Management, LLC | 15,016 | $1.12M | 0.00% | −3,531−19.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 15,126 | $1.12M | 0.15% | +663+4.6% | Added |
| Ethic Inc. | 11,391 | $1.19M | 0.03% | −204−1.8% | Reduced |
| Daiwa Securities Group Inc. | 16,115 | $1.20M | 0.01% | −493−3.0% | Reduced |
| Vectors Research Management, LLC | 16,112 | $1.20M | 0.36% | +12,423+336.8% | Added |
| ClariVest Asset Management LLC | 12,816 | $1.20M | 0.12% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 16,326 | $1.21M | 0.28% | +3,647+28.8% | Added |
| Public Employees Retirement Association of Colorado | 16,619 | $1.24M | 0.00% | −132,724−88.9% | Reduced |
| B. Riley Asset Management, LLC | 16,700 | $1.24M | 0.71% | +16,700 | New |
| STRS Ohio | 16,703 | $1.24M | 0.00% | +4,508+37.0% | Added |
| SG Americas Securities, LLC | 17,021 | $1.26M | 0.00% | +9,364+122.3% | Added |
| Blue Zone Wealth Advisors, LLC | 17,232 | $1.28M | 0.40% | +830+5.1% | Added |
| Citizens Financial Group Inc | 17,337 | $1.29M | 0.03% | +80.0% | Added |
| Ion Asset Management Ltd. | 17,400 | $1.29M | 0.08% | +17,400 | New |
| Stonegate Investment Group, LLC | 17,910 | $1.33M | 0.04% | +1,502+9.2% | Added |
| Y.D. More Investments Ltd | 14,366 | $1.34M | 0.14% | −1,257−8.0% | Reduced |
| Knollwood Investment Advisory, LLC | 18,369 | $1.37M | 0.15% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 18,509 | $1.38M | 0.35% | +5,752+45.1% | Added |
| Thrivent Financial for Lutherans | 18,772 | $1.40M | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 18,904 | $1.41M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 18,915 | $1.41M | 0.00% | +996+5.6% | Added |
| Boothbay Fund Management, LLC | 19,217 | $1.43M | 0.05% | +19,217 | New |
| CWM Advisors, LLC | 19,469 | $1.45M | 0.15% | −7,413−27.6% | Reduced |
| Nissay Asset Management Corp | 19,469 | $1.45M | 0.01% | +626+3.3% | Added |
| Adviser Investments LLC | 19,491 | $1.45M | 0.02% | +19+0.1% | Added |
| LMG Wealth Partners, LLC | 19,533 | $1.45M | 0.33% | +7,378+60.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,609 | $1.46M | 0.03% | +12,910+192.7% | Added |
| JustInvest LLC | 19,775 | $1.47M | 0.02% | +2,099+11.9% | Added |
| Xponance, Inc. | 20,118 | $1.50M | 0.01% | +559+2.9% | Added |
| Wellington Management Group LLP | 20,173 | $1.50M | 0.00% | −2,305−10.3% | Reduced |
| Toronto Dominion Bank | 20,901 | $1.55M | 0.00% | +5,548+36.1% | Added |
| Eagle Asset Management Inc | 20,784 | $1.60M | 0.01% | +3,685+21.6% | Added |
| Keybank National Association | 21,494 | $1.60M | 0.01% | −50−0.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 21,649 | $1.61M | 0.03% | +5,190+31.5% | Added |
| River & Mercantile Asset Management LLP | 22,144 | $1.65M | 0.35% | +9,114+69.9% | Added |
| Verition Fund Management LLC | 23,085 | $1.72M | 0.01% | −1,099−4.5% | Reduced |
| Sandler Capital Management | 23,095 | $1.72M | 0.33% | +23,095 | New |
| Raymond James Financial Services Advisors, Inc. | 23,163 | $1.72M | 0.00% | −759−3.2% | Reduced |
| Leonteq Securities AG | 23,440 | $1.74M | 0.21% | +4,833+26.0% | Added |
| Diversified Trust Co | 23,736 | $1.76M | 0.04% | +40.0% | Added |
| IMC-Chicago, LLC | 23,876 | $1.77M | 0.05% | +23,876 | New |
| Campbell & CO Investment Adviser LLC | 24,054 | $1.79M | 0.13% | +12,320+105.0% | Added |
| Bank of Nova Scotia | 9,175 | $1.80M | 0.00% | −193−2.1% | Reduced |
| Wolverine Trading, LLC | 25,126 | $1.86M | 0.05% | +4,167+19.9% | Added |
| Qsemble Capital Management, LP | 25,067 | $1.86M | 0.34% | +25,067 | New |
| Toroso Investments, LLC | 25,103 | $1.87M | 0.02% | +14,283+132.0% | Added |
| Nisa Investment Advisors, LLC | 25,880 | $1.92M | 0.01% | −600−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 26,155 | $1.94M | 0.00% | −66−0.3% | Reduced |
| Omers Administration Corp | 26,219 | $1.95M | 0.02% | 00.0% | Unchanged |
| Tredje AP-fonden | 26,389 | $1.96M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 26,847 | $2.00M | 0.01% | −3,813−12.4% | Reduced |
| CIBC Private Wealth Group, LLC | 27,000 | $2.01M | 0.00% | +26,576+6,267.9% | Added |
| DnB Asset Management AS | 27,108 | $2.02M | 0.01% | +2,383+9.6% | Added |
| Dynamic Technology Lab Private Ltd | 27,215 | $2.02M | 0.21% | +22,507+478.1% | Added |