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Livermore
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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, Q4 2024

Institutional positions in Okta, Inc. as of Dec 31, 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
667
+44 vs. Q3 2024
Shares held
139.5M
+3.04M (+2.2%) vs. Q3 2024
Total value
$11.0B
+$853.0M (+8.4%) vs. Q3 2024
New holders
137
237 more added
Sold out
93
216 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 667 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ4 2024: $11.0B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2024.

Institutions holding OKTA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC5$00.00%+5New
REAP Financial Group, LLC1$390.00%+1New
Tortoise Investment Management, LLC2$1580.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$2360.00%+3New
Montag A & Associates Inc3$2370.00%00.0%Unchanged
Winnow Wealth LLC4$2390.00%+4New
Cornerstone Planning Group LLC3$2730.00%00.0%Unchanged
Elequin Capital LP4$3150.00%−4−50.0%Reduced
WPG Advisers, LLC4$3150.00%+4New
Key Financial Inc5$3940.00%00.0%Unchanged
UMA Financial Services, Inc.5$3940.00%+5New
Darwin Advisors, LLC6$4720.00%00.0%Unchanged
Global Financial Private Client, LLC6$4730.00%+6New
Colonial Trust Advisors7$5520.00%−44−86.3%Reduced
Wiser Advisor Group LLC8$6300.00%−14−63.6%Reduced
AdvisorNet Financial, Inc8$6300.00%+4+100.0%Added
Carolina Wealth Advisors, LLC8$6300.00%+8New
Principia Wealth Advisory, LLC8$6300.00%+8New
Kimelman & Baird, LLC8$6310.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$7880.00%00.0%Unchanged
McIlrath & Eck, LLC10$7880.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$7880.00%00.0%Unchanged
Decker Retirement Planning Inc.10$7880.00%+10New
Stonebridge Financial Group, LLC10$7880.00%+10New
Murphy & Mullick Capital Management Corp10$7880.00%+10New
Raffa Wealth Management, LLC12$9460.00%00.0%Unchanged
PayPay Securities Corp12$9460.04%+7+140.0%Added
Continuum Advisory, LLC13$1.02K0.00%−9−40.9%Reduced
FSA Wealth Management LLC13$1.02K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC13$1.02K0.00%+13New
Assetmark, Inc14$1.11K0.00%+13+1,300.0%Added
Cassady Schiller Wealth Management, LLC15$1.18K0.00%+15New
Riggs Asset Managment Co. Inc.15$1.20K0.00%+15New
Financial Management Professionals, Inc.16$1.26K0.00%00.0%Unchanged
Sierra Ocean, LLC17$1.34K0.00%+17New
Larson Financial Group LLC18$1.42K0.00%−14−43.8%Reduced
MPWM Advisory Solutions, LLC21$1.66K0.00%+21New
C M Bidwell & Associates Ltd22$1.73K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$1.73K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.22$1.73K0.00%+5+29.4%Added
South State Corp.23$1.81K0.00%00.0%Unchanged
Valued Wealth Advisors LLC23$1.81K0.00%00.0%Unchanged
SJS Investment Consulting Inc.23$1.81K0.00%+7+43.8%Added
Tradewinds Capital Management, LLC25$1.97K0.00%−15−37.5%Reduced
Raleigh Capital Management Inc.25$1.97K0.00%+10+66.7%Added
Parvin Asset Management, LLC25$1.97K0.00%+25New
Westside Investment Management, Inc.29$2.29K0.00%00.0%Unchanged
Field & Main Bank30$2.36K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$2.36K0.00%00.0%Unchanged
Insight Financial Services30$2.36K0.00%00.0%Unchanged
Fairscale Capital, LLC30$2.36K0.00%00.0%Unchanged
Sachetta, LLC31$2.44K0.00%+1+3.3%Added
Cedar Wealth Management, LLC32$2.52K0.00%−560−94.6%Reduced
Massmutual Trust Co FSB32$2.52K0.00%+24+300.0%Added
Pathway Financial Advisers, LLC34$2.68K0.00%+34New
Close Asset Management Ltd56$4.00K0.00%00.0%Unchanged
Hemington Wealth Management62$4.00K0.00%+26+72.2%Added
Winthrop Capital Management, LLC49$4.00K0.00%+49New
Parkside Financial Bank & Trust52$4.10K0.00%−22−29.7%Reduced
Clearstead Advisors, LLC58$4.57K0.00%+8+16.0%Added
Hollencrest Capital Management60$4.73K0.00%+60New
Van Hulzen Asset Management, LLC64$5.04K0.00%+64New
Carolinas Wealth Consulting LLC64$5.04K0.00%+64New
Private Wealth Management Group, LLC65$5.12K0.00%+29+80.6%Added
Mather Group, LLC.66$5.19K0.00%−10−13.2%Reduced
TD Waterhouse Canada Inc.68$5.36K0.00%+24+54.5%Added
Ronald Blue Trust, Inc.72$5.67K0.00%−300−80.6%Reduced
Hantz Financial Services, Inc.80$6.00K0.00%00.0%Unchanged
Thompson Investment Management, Inc.82$6.46K0.00%00.0%Unchanged
Wolff Wiese Magana LLC92$7.25K0.00%+9+10.8%Added
Bell Investment Advisors, Inc93$7.33K0.00%00.0%Unchanged
Sandy Spring Bank96$7.57K0.00%−500−83.9%Reduced
Cullen/Frost Bankers, Inc.96$7.57K0.00%−199−67.5%Reduced
Addison Advisors LLC100$7.88K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$7.88K0.00%00.0%Unchanged
Rothschild Investment LLC102$8.04K0.00%+2+2.0%Added
Harbour Investments, Inc.103$8.12K0.00%−44−29.9%Reduced
Harel Insurance Investments & Financial Services Ltd.115$9.00K0.00%−2−1.7%Reduced
TSFG, LLC115$9.00K0.00%00.0%Unchanged
Whittier Trust Co115$9.06K0.00%+10+9.5%Added
Private Trust Co NA125$9.85K0.00%00.0%Unchanged
CVA Family Office, LLC127$10.0K0.00%−23−15.3%Reduced
Umb Bank N A131$10.3K0.00%−494−79.0%Reduced
Bruce G. Allen Investments, LLC136$10.7K0.01%+41+43.2%Added
Exchange Traded Concepts, LLC137$10.8K0.00%−27−16.5%Reduced
Trust Co of Vermont137$10.8K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.141$11.1K0.00%+141New
CoreCap Advisors, LLC142$11.2K0.00%−49−25.7%Reduced
Financial Perspectives, Inc151$11.9K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.165$13.0K0.00%−202−55.0%Reduced
Ossiam185$14.6K0.00%−1,106−85.7%Reduced
Western Pacific Wealth Management, LP200$15.8K0.01%−743−78.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich181$15.8K0.00%+12+7.1%Added
Proequities, Inc.181$16.0K0.00%+43+31.2%Added
Colonial Trust Co221$17.4K0.00%+221New
City State Bank260$20.5K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC265$21.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC270$21.3K0.00%+10+3.8%Added
JFS Wealth Advisors, LLC277$21.8K0.00%+27+10.8%Added
Aventura Private Wealth, LLC290$22.9K0.01%+290New