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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 301 | $23.7K | 0.00% | +301 | New |
| Bank of Jackson Hole Trust | 315 | $24.8K | 0.02% | +315 | New |
| Lindbrook Capital, LLC | 332 | $26.2K | 0.00% | −128−27.8% | Reduced |
| GAMMA Investing LLC | 338 | $26.6K | 0.00% | +57+20.3% | Added |
| Future Financial Wealth Managment LLC | 350 | $27.6K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 352 | $27.7K | 0.01% | −10−2.8% | Reduced |
| Versant Capital Management, Inc | 411 | $32.4K | 0.01% | −634−60.7% | Reduced |
| Manchester Capital Management LLC | 426 | $33.6K | 0.00% | −19−4.3% | Reduced |
| Ancora Advisors, LLC | 434 | $34.2K | 0.00% | −500−53.5% | Reduced |
| Global Retirement Partners, LLC | 450 | $35.5K | 0.00% | −10−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 450 | $35.5K | 0.00% | +26+6.1% | Added |
| Pinnacle Holdings, LLC | 450 | $35.5K | 0.01% | +450 | New |
| TD Private Client Wealth LLC | 469 | $37.0K | 0.00% | +456+3,507.7% | Added |
| Global Trust Asset Management, LLC | 489 | $38.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 500 | $39.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $39.4K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 505 | $39.8K | 0.00% | +505 | New |
| Brown Brothers Harriman & Co | 548 | $43.2K | 0.00% | +548 | New |
| Legacy Investment Solutions, LLC | 451 | $43.7K | 0.03% | +43+10.5% | Added |
| Legacy Wealth Managment, LLC | 451 | $43.7K | 0.03% | +43+10.5% | Added |
| Wingate Wealth Advisors, Inc. | 560 | $44.1K | 0.04% | +560 | New |
| Modus Advisors, LLC | 563 | $44.4K | 0.01% | +563 | New |
| First Horizon Advisors, Inc. | 570 | $44.9K | 0.00% | +16+2.9% | Added |
| True Wealth Design, LLC | 577 | $45.5K | 0.02% | +406+237.4% | Added |
| GWM Advisors LLC | 580 | $45.7K | 0.00% | −3,364−85.3% | Reduced |
| Farther Finance Advisors, LLC | 581 | $45.8K | 0.00% | −21−3.5% | Reduced |
| Quadrant Capital Group LLC | 630 | $49.6K | 0.00% | −144−18.6% | Reduced |
| Fifth Third Bancorp | 643 | $50.7K | 0.00% | −115−15.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 657 | $51.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 672 | $53.0K | 0.02% | −45−6.3% | Reduced |
| Smartleaf Asset Management LLC | 732 | $58.3K | 0.01% | +210+40.2% | Added |
| Coppell Advisory Solutions LLC | 739 | $58.9K | 0.01% | −108−12.8% | Reduced |
| FNY Investment Advisers, LLC | 750 | $59.0K | 0.03% | −750−50.0% | Reduced |
| Natixis Investment Managers International | 802 | $63.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 820 | $64.6K | 0.00% | +35+4.5% | Added |
| Venturi Wealth Management, LLC | 894 | $70.4K | 0.00% | −222−19.9% | Reduced |
| Johnson Financial Group, Inc. | 771 | $72.6K | 0.00% | +771 | New |
| Silicon Valley Capital Partners | 947 | $74.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 953 | $75.1K | 0.00% | −117−10.9% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 980 | $77.2K | 0.07% | +980 | New |
| GeoWealth Management, LLC | 1,011 | $79.7K | 0.00% | +409+67.9% | Added |
| MAI Capital Management | 1,231 | $97.0K | 0.00% | +1,231 | New |
| HHM Wealth Advisors, LLC | 1,251 | $98.6K | 0.01% | +1+0.1% | Added |
| Optiver Holding B.V. | 1,292 | $101.8K | 0.00% | +1,186+1,118.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $102.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,309 | $103.1K | 0.04% | −506−27.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,310 | $103.2K | 0.10% | +1,310 | New |
| Covestor Ltd | 1,380 | $109.0K | 0.07% | +544+65.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,384 | $109.1K | 0.01% | +870+169.3% | Added |
| Bryn Mawr Trust Co | 1,452 | $114.4K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,579 | $124.4K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,686 | $132.9K | 0.00% | +204+13.8% | Added |
| Sunbelt Securities, Inc. | 1,692 | $134.8K | 0.01% | −86−4.8% | Reduced |
| Allworth Financial LP | 1,616 | $143.2K | 0.00% | +326+25.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,834 | $144.5K | 0.00% | +232+14.5% | Added |
| Jones Financial Companies LLLP | 1,847 | $145.5K | 0.00% | +985+114.3% | Added |
| Corebridge Financial, Inc. | 1,956 | $154.1K | 0.00% | −71−3.5% | Reduced |
| Creative Financial Designs Inc | 2,111 | $166.3K | 0.01% | +407+23.9% | Added |
| Quent Capital, LLC | 2,319 | $182.7K | 0.02% | −35−1.5% | Reduced |
| Spire Wealth Management | 2,390 | $188.3K | 0.01% | +2,090+696.7% | Added |
| HM Payson & Co | 2,450 | $193.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,494 | $196.5K | 0.02% | +712+40.0% | Added |
| Achmea Investment Management B.V. | 2,583 | $204.0K | 0.00% | −27,395−91.4% | Reduced |
| Ballentine Partners, LLC | 2,591 | $204.2K | 0.00% | +2,591 | New |
| Kera Capital Partners, Inc. | 2,650 | $208.8K | 0.06% | +2,650 | New |
| Greenwood Capital Associates LLC | 2,653 | $209.1K | 0.03% | +2,653 | New |
| Creekside Partners | 2,666 | $210.1K | 0.11% | +2,666 | New |
| Pension & Wealth Management Advisors, Inc. | 2,674 | $210.7K | 0.08% | −254−8.7% | Reduced |
| GTS Securities LLC | 2,693 | $212.2K | 0.01% | +2,693 | New |
| Atomi Financial Group, Inc. | 2,738 | $215.7K | 0.01% | −9−0.3% | Reduced |
| Congress Wealth Management LLC | 2,798 | $216.3K | 0.00% | −249−8.2% | Reduced |
| ASB Consultores, LLC | 2,810 | $221.4K | 0.09% | +2,810 | New |
| O'Shaughnessy Asset Management, LLC | 2,841 | $223.9K | 0.00% | −2,517−47.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,889 | $227.7K | 0.01% | +2,889 | New |
| Flow Traders U.S. LLC | 2,957 | $233.0K | 0.01% | +2,957 | New |
| Edmond de Rothschild Holding S.A. | 2,980 | $234.8K | 0.00% | +2,980 | New |
| Atria Wealth Solutions, Inc. | 2,992 | $235.8K | 0.00% | −4,964−62.4% | Reduced |
| Kazazian Asset Management, LLC | 3,000 | $236.4K | 0.19% | +3,000 | New |
| EPIQ Capital Group, LLC | 3,000 | $236.4K | 0.06% | +3,000 | New |
| West Tower Group, LLC | 3,000 | $236.4K | 0.52% | +3,000 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,010 | $237.2K | 0.08% | +1,090+56.8% | Added |
| MCF Advisors LLC | 3,035 | $239.2K | 0.02% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,060 | $241.1K | 0.05% | −5−0.2% | Reduced |
| UniSuper Management Pty Ltd | 3,100 | $244.3K | 0.00% | −800−20.5% | Reduced |
| Norden Group LLC | 3,106 | $244.8K | 0.03% | +3,106 | New |
| Chicago Trust Co NA | 3,120 | $245.9K | 0.04% | +191+6.5% | Added |
| J.W. Cole Advisors, Inc. | 3,172 | $250.0K | 0.01% | +299+10.4% | Added |
| Ci Investments Inc. | 3,196 | $252.0K | 0.00% | +1,832+134.3% | Added |
| Inspirion Wealth Advisors, LLC | 3,015 | $255.3K | 0.04% | 00.0% | Unchanged |
| New World Advisors LLC | 3,260 | $256.9K | 0.06% | +3,260 | New |
| Evanson Asset Management, LLC | 3,282 | $258.6K | 0.02% | +3,282 | New |
| Stephens Inc | 3,296 | $259.7K | 0.00% | +157+5.0% | Added |
| Brighton Jones LLC | 3,307 | $260.6K | 0.01% | +3,307 | New |
| United Capital Financial Advisers, LLC | 3,357 | $264.5K | 0.00% | −279−7.7% | Reduced |
| GK Wealth Management LLC | 3,380 | $266.3K | 0.34% | +3,380 | New |
| Metis Global Partners, LLC | 3,386 | $266.8K | 0.01% | +205+6.4% | Added |
| Red Wave Investments LLC | 3,391 | $267.2K | 0.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,462 | $272.8K | 0.03% | +43+1.3% | Added |
| Qtron Investments LLC | 3,494 | $275.3K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,504 | $276.1K | 0.01% | −2,121−37.7% | Reduced |