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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 5,168 | $384.0K | 0.02% | −25,134−82.9% | Reduced |
| Clear Creek Financial Management, LLC | 5,157 | $383.4K | 0.04% | −95−1.8% | Reduced |
| Triumph Capital Management | 5,118 | $380.5K | 0.14% | −107−2.0% | Reduced |
| Perigon Wealth Management, LLC | 5,065 | $376.5K | 0.01% | −68−1.3% | Reduced |
| Oppenheimer & Co Inc | 4,953 | $368.2K | 0.01% | −7,233−59.4% | Reduced |
| Bristlecone Advisors, LLC | 4,888 | $363.4K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,660 | $346.4K | 0.21% | +4,660 | New |
| First Hawaiian Bank | 4,581 | $340.6K | 0.01% | +4,581 | New |
| Yarbrough Capital, LLC | 4,400 | $327.1K | 0.01% | −3,716−45.8% | Reduced |
| Angeles Investment Advisors, LLC | 4,384 | $325.9K | 0.02% | −545−11.1% | Reduced |
| Frank, Rimerman Advisors LLC | 4,360 | $324.1K | 0.02% | −34−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,325 | $321.4K | 0.00% | +1,286+42.3% | Added |
| Swiss Life Asset Management Ltd | 4,287 | $318.4K | 0.00% | +1,621+60.8% | Added |
| Geneos Wealth Management Inc. | 4,198 | $312.0K | 0.01% | −5,540−56.9% | Reduced |
| Armistice Capital, LLC | 4,139 | $307.7K | 0.01% | +4,139 | New |
| 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 |
| Bleakley Financial Group, LLC | 4,114 | $305.8K | 0.01% | +182+4.6% | Added |
| Miracle Mile Advisors, LLC | 4,064 | $302.1K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,047 | $300.9K | 0.00% | −2,790−40.8% | Reduced |
| BluePointe Capital Management, LLC | 4,033 | $299.8K | 0.19% | +12+0.3% | Added |
| Waldron Private Wealth LLC | 4,023 | $299.1K | 0.01% | −28−0.7% | Reduced |
| Mission Wealth Management, LP | 4,008 | $298.0K | 0.01% | +29+0.7% | Added |
| Resonant Capital Advisors, LLC | 3,978 | $295.7K | 0.02% | +283+7.7% | Added |
| Cynosure Management, LLC | 3,972 | $295.3K | 0.04% | +3,972 | New |
| Vestmark Advisory Solutions, Inc. | 3,964 | $294.7K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,953 | $293.9K | 0.12% | +3,953 | New |
| GWM Advisors LLC | 3,944 | $293.2K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 3,928 | $292.0K | 0.00% | −43−1.1% | Reduced |
| UniSuper Management Pty Ltd | 3,900 | $289.9K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,882 | $288.6K | 0.01% | +900+30.2% | Added |
| Wahed Invest LLC | 3,874 | $288.0K | 0.05% | +499+14.8% | Added |
| BCJ Capital Management, LLC | 3,831 | $284.8K | 0.02% | +377+10.9% | Added |
| CAPROCK Group, Inc. | 3,786 | $281.5K | 0.01% | +930+32.6% | Added |
| High Net Worth Advisory Group LLC | 3,673 | $273.1K | 0.08% | −180−4.7% | Reduced |
| Signaturefd, LLC | 3,638 | $270.5K | 0.01% | −94−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,636 | $270.3K | 0.00% | +702+23.9% | Added |
| Magnetar Financial LLC | 3,619 | $269.0K | 0.01% | +3,619 | New |
| Integrated Wealth Concepts LLC | 3,597 | $267.4K | 0.00% | −101−2.7% | Reduced |
| Truvestments Capital LLC | 3,547 | $263.7K | 0.07% | +705+24.8% | Added |
| Qtron Investments LLC | 3,494 | $259.7K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 3,485 | $259.0K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,419 | $254.2K | 0.03% | +547+19.0% | Added |
| Parallel Advisors, LLC | 3,395 | $252.4K | 0.01% | −53−1.5% | Reduced |
| Red Wave Investments LLC | 3,391 | $252.1K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,218 | $239.2K | 0.14% | +3,218 | New |
| Metis Global Partners, LLC | 3,181 | $236.5K | 0.01% | +212+7.1% | Added |
| Stephens Inc | 3,139 | $233.4K | 0.00% | +505+19.2% | Added |
| Opes Wealth Management LLC | 3,065 | $227.9K | 0.04% | −38−1.2% | Reduced |
| Financial Advocates Investment Management | 3,064 | $227.8K | 0.01% | +3,064 | New |
| Natixis | 3,058 | $227.3K | 0.00% | +95+3.2% | Added |
| Congress Wealth Management LLC | 3,047 | $226.6K | 0.00% | +3,047 | New |
| MCF Advisors LLC | 3,035 | $225.6K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,015 | $224.1K | 0.03% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 3,005 | $223.4K | 0.10% | +3,005 | New |
| Rakuten Investment Management, Inc. | 2,944 | $217.8K | 0.00% | +742+33.7% | Added |
| Chicago Trust Co NA | 2,929 | $217.7K | 0.04% | +221+8.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,928 | $217.7K | 0.11% | +1,622+124.2% | Added |
| CWM, LLC | 2,893 | $215.0K | 0.00% | −17−0.6% | Reduced |
| NBC Securities, Inc. | 2,885 | $214.0K | 0.02% | +2,690+1,379.5% | Added |
| J.W. Cole Advisors, Inc. | 2,873 | $213.6K | 0.01% | +2,873 | New |
| New York Life Investment Management LLC | 2,774 | $206.2K | 0.00% | +370+15.4% | Added |
| Atomi Financial Group, Inc. | 2,747 | $204.2K | 0.01% | +547+24.9% | Added |
| HM Payson & Co | 2,450 | $182.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,354 | $174.9K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,133 | $158.6K | 0.01% | +2,133 | New |
| Corebridge Financial, Inc. | 2,027 | $150.7K | 0.00% | −4−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,920 | $142.7K | 0.05% | +550+40.1% | Added |
| Rakuten Securities, Inc. | 1,815 | $134.9K | 0.06% | −845−31.8% | Reduced |
| Ostrum Asset Management | 1,782 | $132.5K | 0.01% | −577−24.5% | Reduced |
| Sunbelt Securities, Inc. | 1,778 | $132.2K | 0.01% | +6+0.3% | Added |
| International Assets Investment Management, LLC | 9,739 | $131.0K | 0.00% | +9,484+3,719.2% | Added |
| Creative Financial Designs Inc | 1,704 | $126.7K | 0.01% | +188+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,602 | $119.1K | 0.00% | +83+5.5% | Added |
| Comerica Bank | 1,595 | $118.6K | 0.00% | −1,350−45.8% | Reduced |
| Acima Private Wealth, LLC | 1,579 | $117.4K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,500 | $111.0K | 0.05% | +684+83.8% | Added |
| Principal Securities, Inc. | 1,482 | $110.2K | 0.00% | −219−12.9% | Reduced |
| Bryn Mawr Trust Co | 1,452 | $107.9K | 0.00% | +1,452 | New |
| Ci Investments Inc. | 1,364 | $101.0K | 0.00% | +145+11.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $96.6K | 0.01% | +1,000+333.3% | Added |
| Ossiam | 1,291 | $96.0K | 0.00% | −1,417−52.3% | Reduced |
| Allworth Financial LP | 1,290 | $95.9K | 0.00% | −47−3.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $92.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,210 | $90.0K | 0.03% | +815+206.3% | Added |
| Venturi Wealth Management, LLC | 1,116 | $83.0K | 0.00% | +466+71.7% | Added |
| Advisors Asset Management, Inc. | 1,070 | $79.5K | 0.00% | −31−2.8% | Reduced |
| Versant Capital Management, Inc | 1,045 | $77.7K | 0.02% | +265+34.0% | Added |
| Silicon Valley Capital Partners | 947 | $70.4K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 943 | $70.1K | 0.05% | −635−40.2% | Reduced |
| Ancora Advisors, LLC | 934 | $69.4K | 0.00% | −16−1.7% | Reduced |
| Jones Financial Companies LLLP | 862 | $63.8K | 0.00% | +306+55.0% | Added |
| Caitlin John, LLC | 800 | $62.7K | 0.04% | +800 | New |
| Coppell Advisory Solutions LLC | 847 | $62.7K | 0.01% | +144+20.5% | Added |
| Covestor Ltd | 836 | $62.0K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 802 | $59.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 786 | $58.4K | 0.00% | −529−40.2% | Reduced |
| IFP Advisors, Inc | 785 | $58.4K | 0.00% | +235+42.7% | Added |
| Frazier Financial Advisors, LLC | 778 | $57.8K | 0.04% | +778 | New |
| Quadrant Capital Group LLC | 774 | $57.5K | 0.00% | −123−13.7% | Reduced |