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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 13,425 | $998.0K | 0.25% | +13,425 | New |
| Burney Co | 13,302 | $988.9K | 0.04% | +7,303+121.7% | Added |
| Paloma Partners Management Co | 13,032 | $968.8K | 0.05% | +13,032 | New |
| Brandywine Managers, LLC | 12,687 | $943.2K | 1.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,582 | $935.3K | 0.00% | −2,178−14.8% | Reduced |
| Nebula Research & Development LLC | 12,552 | $933.1K | 0.11% | +12,552 | New |
| Centiva Capital, LP | 12,371 | $919.7K | 0.04% | +12,371 | New |
| Gulf International Bank (UK) Ltd | 12,256 | $911.0K | 0.02% | −583−4.5% | Reduced |
| Alps Advisors Inc | 12,211 | $907.8K | 0.01% | −8,800−41.9% | Reduced |
| Jupiter Asset Management Ltd | 12,141 | $902.6K | 0.01% | +12,141 | New |
| Shelton Wealth Management, LLC | 12,109 | $900.2K | 0.51% | +1,187+10.9% | Added |
| Groupama Asset Managment | – | $895.8K | 0.02% | – | New |
| Advisors Management Group Inc | 11,758 | $874.0K | 0.21% | +2,871+32.3% | Added |
| Principal Financial Group Inc | 11,726 | $871.7K | 0.00% | −654−5.3% | Reduced |
| Axq Capital, LP | 11,690 | $869.0K | 0.26% | +11,690 | New |
| Sanctuary Advisors, LLC | 11,244 | $861.0K | 0.01% | +6,265+125.8% | Added |
| CI Private Wealth, LLC | 11,525 | $856.8K | 0.00% | +1,659+16.8% | Added |
| Franklin Resources Inc | 10,964 | $854.9K | 0.00% | −144−1.3% | Reduced |
| Prospera Financial Services Inc | 11,385 | $846.3K | 0.02% | −79−0.7% | Reduced |
| Pathstone Holdings, LLC | 11,349 | $843.7K | 0.00% | +3,567+45.8% | Added |
| Davenport & Co LLC | 11,326 | $841.9K | 0.00% | −42,088−78.8% | Reduced |
| Jump Financial, LLC | 11,310 | $840.8K | 0.02% | +11,310 | New |
| Commerzbank Aktiengesellschaft | 11,175 | $831.0K | 0.02% | +11,175 | New |
| Pacer Advisors, Inc. | 11,074 | $823.2K | 0.00% | −21,378−65.9% | Reduced |
| Plato Investment Management Ltd | 11,021 | $818.5K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,778 | $801.2K | 0.04% | −498−4.4% | Reduced |
| Lazard Asset Management LLC | 10,404 | $773.0K | 0.00% | +5,203+100.0% | Added |
| AE Wealth Management LLC | 10,375 | $771.3K | 0.01% | −30,576−74.7% | Reduced |
| Petrus Trust Company, LTA | 10,240 | $761.2K | 0.07% | +2,944+40.4% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $743.4K | 1.47% | +9,420+1,624.1% | Added |
| Schonfeld Strategic Advisors LLC | 9,863 | $733.2K | 0.01% | −242,537−96.1% | Reduced |
| Kestra Advisory Services, LLC | 9,599 | $713.6K | 0.00% | −686−6.7% | Reduced |
| Alerus Financial NA | 9,559 | $710.6K | 0.05% | −4,619−32.6% | Reduced |
| Coastal Bridge Advisors, LLC | 9,519 | $707.6K | 0.18% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 9,450 | $702.5K | 0.23% | −1,543−14.0% | Reduced |
| CIBC World Markets Corp | 9,379 | $697.2K | 0.01% | +746+8.6% | Added |
| Amalgamated Bank | 9,349 | $695.0K | 0.01% | −20.0% | Reduced |
| Parametrica Management Ltd | 9,145 | $679.8K | 0.81% | +9,145 | New |
| Avantax Advisory Services, Inc. | 9,123 | $678.2K | 0.00% | +3,265+55.7% | Added |
| Highland Capital Management, LLC | 9,080 | $675.0K | 0.04% | −344−3.7% | Reduced |
| Maryland State Retirement & Pension System | 8,828 | $656.3K | 0.01% | −3,165−26.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 8,820 | $655.7K | 0.03% | −50−0.6% | Reduced |
| Schwab Charitable Fund | 8,775 | $652.3K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 8,311 | $617.8K | 0.00% | −25,678−75.5% | Reduced |
| Caxton Associates LP | 8,125 | $604.0K | 0.03% | +8,125 | New |
| Prudential Financial Inc | 8,085 | $601.0K | 0.00% | −12,375−60.5% | Reduced |
| Pitcairn Co | 8,016 | $595.9K | 0.04% | −1,775−18.1% | Reduced |
| Oak Thistle LLC | 7,971 | $592.6K | 0.19% | +7,971 | New |
| Atria Wealth Solutions, Inc. | 7,956 | $591.4K | 0.01% | −3,521−30.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,955 | $591.3K | 0.00% | −102−1.3% | Reduced |
| Mediolanum International Funds Ltd | 7,861 | $580.7K | 0.01% | +7,861 | New |
| Manufacturers Life Insurance Company, The | 7,737 | $575.2K | 0.00% | +250+3.3% | Added |
| Advisory Services Network, LLC | 6,092 | $570.2K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 7,615 | $566.1K | 0.06% | +7,615 | New |
| Stratos Wealth Partners, LTD. | 7,507 | $558.1K | 0.01% | +2,575+52.2% | Added |
| Vinva Investment Management Ltd | 7,445 | $550.9K | 0.02% | +552+8.0% | Added |
| Tower Research Capital LLC (TRC) | 7,404 | $550.4K | 0.01% | +5,114+223.3% | Added |
| Point72 (DIFC) Ltd | 7,376 | $548.4K | 0.04% | +7,376 | New |
| Quest Partners LLC | 7,134 | $530.3K | 0.05% | +5,535+346.2% | Added |
| Captrust Financial Advisors | 7,121 | $529.4K | 0.00% | −251−3.4% | Reduced |
| Harbor Capital Advisors, Inc. | 7,031 | $523.0K | 0.02% | +1,916+37.5% | Added |
| Janney Montgomery Scott LLC | 6,886 | $512.0K | 0.00% | −140−2.0% | Reduced |
| Great Lakes Advisors, LLC | 6,886 | $511.9K | 0.00% | −95−1.4% | Reduced |
| Benjamin Edwards Inc | 6,799 | $505.4K | 0.01% | +6,799 | New |
| Profund Advisors LLC | 6,694 | $497.6K | 0.02% | −2,248−25.1% | Reduced |
| Pier 88 Investment Partners LLC | 6,650 | $494.4K | 0.11% | −5,540−45.4% | Reduced |
| 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 |
| Edgestream Partners, L.P. | 6,481 | $481.8K | 0.02% | +6,481 | New |
| Synergy Financial Group, LTD | 6,383 | $474.5K | 0.45% | +69+1.1% | Added |
| Crossmark Global Holdings, Inc. | 6,347 | $472.0K | 0.01% | −189−2.9% | Reduced |
| GraniteShares Advisors LLC | 6,335 | $470.9K | 0.32% | +315+5.2% | Added |
| APG Asset Management N.V. | 7,056 | $470.0K | 0.00% | −151,715−95.6% | Reduced |
| TownSquare Capital, LLC | 6,321 | $469.9K | 0.01% | +896+16.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,249 | $463.2K | 0.00% | −4,571−42.2% | Reduced |
| M&T Bank Corp | 6,144 | $457.0K | 0.00% | −34−0.6% | Reduced |
| Palo Alto Wealth Advisors, LLC | 6,080 | $450.2K | 0.19% | −1,955−24.3% | Reduced |
| MetLife Investment Management | 6,042 | $449.2K | 0.00% | +71+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,034 | $446.5K | 0.00% | +71+1.2% | Added |
| Alpha DNA Investment Management LLC | 5,982 | $444.7K | 0.24% | +510+9.3% | Added |
| Guggenheim Capital LLC | 5,950 | $442.3K | 0.00% | +110+1.9% | Added |
| Wealthfront Advisers LLC | 5,941 | $441.7K | 0.00% | −16,409−73.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,925 | $440.5K | 0.00% | −78−1.3% | Reduced |
| Independent Advisor Alliance | 5,886 | $437.6K | 0.02% | −463−7.3% | Reduced |
| RSM US Wealth Management LLC | 6,002 | $435.6K | 0.01% | −1,326−18.1% | Reduced |
| Empowered Funds, LLC | 5,718 | $425.1K | 0.01% | +295+5.4% | Added |
| ORG Partners LLC | 5,679 | $422.2K | 0.07% | +419+8.0% | Added |
| CIBC Asset Management Inc | 5,650 | $420.0K | 0.00% | +288+5.4% | Added |
| Rather & Kittrell, Inc. | 5,632 | $418.7K | 0.10% | +4+0.1% | Added |
| Flagship Harbor Advisors, LLC | 5,625 | $418.1K | 0.02% | +2,050+57.3% | Added |
| Fox Run Management, L.L.C. | 5,620 | $417.8K | 0.09% | +5,620 | New |
| O'Shaughnessy Asset Management, LLC | 5,358 | $417.8K | 0.00% | +2,277+73.9% | Added |
| Mutual of America Capital Management LLC | 5,600 | $416.3K | 0.00% | −173−3.0% | Reduced |
| PDT Partners, LLC | 5,583 | $415.0K | 0.04% | −34,094−85.9% | Reduced |
| Mercer Global Advisors Inc | 5,475 | $397.7K | 0.00% | +1,848+51.0% | Added |
| Investment Management Corp of Ontario | 5,317 | $395.3K | 0.01% | +1,700+47.0% | Added |
| Bridgefront Capital, LLC | 5,309 | $394.7K | 0.15% | +5,309 | New |
| Prudential PLC | 5,301 | $394.1K | 0.00% | +5,301 | New |
| Pingora Partners LLC | 5,290 | $393.3K | 0.28% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,276 | $392.2K | 0.00% | −352−6.3% | Reduced |