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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 758 | $56.4K | 0.00% | +6+0.8% | Added |
| Catalyst Capital Advisors LLC | 749 | $55.7K | 0.00% | +749 | New |
| Skopos Labs, Inc. | 717 | $53.3K | 0.02% | +717 | New |
| Nemes Rush Group LLC | 496 | $51.9K | 0.01% | −771−60.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 657 | $48.9K | 0.00% | −2−0.3% | Reduced |
| Planning Capital Management Corp | 657 | $48.8K | 0.03% | +657 | New |
| Umb Bank N A | 625 | $46.5K | 0.00% | −324−34.1% | Reduced |
| GeoWealth Management, LLC | 602 | $44.8K | 0.00% | +602 | New |
| Farther Finance Advisors, LLC | 602 | $44.7K | 0.00% | +5+0.8% | Added |
| Sandy Spring Bank | 596 | $44.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 592 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 554 | $41.2K | 0.00% | +48+9.5% | Added |
| Smartleaf Asset Management LLC | 522 | $38.6K | 0.00% | +317+154.6% | Added |
| GPS Wealth Strategies Group, LLC | 514 | $38.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Global Trust Asset Management, LLC | 489 | $36.4K | 0.01% | −23−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 372 | $34.8K | 0.00% | +191+105.5% | 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 |
| Manchester Capital Management LLC | 445 | $33.1K | 0.00% | +34+8.3% | Added |
| Legacy Investment Solutions, LLC | 408 | $32.0K | 0.02% | +408 | New |
| Legacy Wealth Managment, LLC | 408 | $32.0K | 0.02% | +408 | New |
| EverSource Wealth Advisors, LLC | 424 | $31.5K | 0.00% | −1,671−79.8% | Reduced |
| GoalVest Advisory LLC | 410 | $30.5K | 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 |
| Gordian Capital Singapore Pte Ltd | 362 | $26.9K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 350 | $26.0K | 0.02% | +350 | New |
| Itau Unibanco Holding S.A. | 336 | $25.0K | 0.00% | +336 | New |
| Spire Wealth Management | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 295 | $21.9K | 0.00% | +276+1,452.6% | Added |
| V-Square Quantitative Management LLC | 282 | $21.0K | 0.00% | +282 | New |
| GAMMA Investing LLC | 281 | $20.9K | 0.00% | −50−15.1% | Reduced |
| Capital Advisors, Ltd. LLC | 265 | $20.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 260 | $19.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 260 | $19.3K | 0.00% | +60+30.0% | Added |
| JFS Wealth Advisors, LLC | 250 | $18.6K | 0.00% | +172+220.5% | Added |
| Ashton Thomas Securities, LLC | 233 | $17.3K | 0.00% | +233 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 169 | $14.9K | 0.00% | −11−6.1% | Reduced |
| Capital Performance Advisors LLP | 196 | $14.5K | 0.00% | +196 | New |
| CoreCap Advisors, LLC | 191 | $14.2K | 0.00% | +191 | New |
| True Wealth Design, LLC | 171 | $12.7K | 0.00% | +163+2,037.5% | Added |
| Exchange Traded Concepts, LLC | 164 | $12.2K | 0.00% | +67+69.1% | Added |
| Financial Perspectives, Inc | 151 | $11.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $11.2K | 0.00% | +40+36.4% | Added |
| Macroview Investment Management LLC | 149 | $11.1K | 0.01% | +28+23.1% | Added |
| Harbour Investments, Inc. | 147 | $10.9K | 0.00% | −27−15.5% | Reduced |
| Proequities, Inc. | 138 | $10.3K | 0.00% | +74+115.6% | Added |
| Trust Co of Vermont | 137 | $10.2K | 0.00% | +37+37.0% | Added |
| Private Trust Co NA | 125 | $9.29K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 117 | $9.00K | 0.00% | −22−15.8% | Reduced |
| TSFG, LLC | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 106 | $7.88K | 0.00% | +37+53.6% | Added |
| Whittier Trust Co | 105 | $7.80K | 0.00% | +105 | New |
| nVerses Capital, LLC | 100 | $7.43K | 0.00% | −400−80.0% | Reduced |
| Rothschild Investment LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $7.43K | 0.00% | +100 | New |
| Bruce G. Allen Investments, LLC | 95 | $7.06K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $6.91K | 0.00% | −6−6.1% | Reduced |
| Wolff Wiese Magana LLC | 83 | $6.17K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 82 | $6.10K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 80 | $6.00K | 0.00% | −75−48.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $5.72K | 0.00% | −15−16.3% | Reduced |
| Mather Group, LLC. | 76 | $5.64K | 0.00% | −156−67.2% | Reduced |
| Parkside Financial Bank & Trust | 74 | $5.50K | 0.00% | +8+12.1% | Added |
| Northwest Capital Management Inc | 70 | $5.20K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $5.05K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 51 | $3.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 45 | $3.35K | 0.00% | +5+12.5% | Added |
| TD Waterhouse Canada Inc. | 44 | $3.19K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 42 | $3.12K | 0.00% | +42 | New |
| Tradewinds Capital Management, LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 40 | $2.97K | 0.00% | +40 | New |
| Sumitomo Mitsui Financial Group, Inc. | 39 | $2.89K | 0.00% | −6,592−99.4% | Reduced |
| Private Wealth Management Group, LLC | 36 | $2.68K | 0.00% | −52−59.1% | Reduced |
| Westside Investment Management, Inc. | 29 | $2.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $2.38K | 0.00% | +19+146.2% | Added |
| Sachetta, LLC | 30 | $2.23K | 0.00% | +6+25.0% | Added |
| DT Investment Partners, LLC | 30 | $2.23K | 0.00% | +30 | New |
| Fairscale Capital, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 29 | $2.16K | 0.00% | +29 | New |
| Banque Cantonale Vaudoise | 28 | $2.00K | 0.00% | −2,648−99.0% | Reduced |
| Hemington Wealth Management | 36 | $2.00K | 0.00% | +36 | New |
| South State Corp. | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $1.71K | 0.00% | +4+21.1% | Added |
| Continuum Advisory, LLC | 22 | $1.69K | 0.00% | +9+69.2% | Added |
| Wiser Advisor Group LLC | 22 | $1.64K | 0.00% | −2−8.3% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.49K | 0.00% | −61−75.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.26K | 0.00% | +4+30.8% | Added |
| CBIZ Investment Advisory Services, LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |