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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3,528 | $278.0K | 0.01% | −110−3.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,583 | $282.3K | 0.11% | +3,583 | New |
| Graypoint LLC | 3,629 | $286.0K | 0.02% | +3,629 | New |
| Commerce Bank | 3,734 | $294.2K | 0.00% | −194−4.9% | Reduced |
| Bleakley Financial Group, LLC | 3,774 | $297.4K | 0.01% | −340−8.3% | Reduced |
| PharVision Advisers, LLC | 3,794 | $299.0K | 0.25% | +3,794 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,807 | $300.0K | 0.01% | +3,730+4,844.2% | Added |
| Truvestments Capital LLC | 3,829 | $301.7K | 0.08% | +282+8.0% | Added |
| Bridgefront Capital, LLC | 3,903 | $307.6K | 0.10% | −1,406−26.5% | Reduced |
| GenTrust, LLC | 3,945 | $310.9K | 0.01% | +3,945 | New |
| Wahed Invest LLC | 3,958 | $311.9K | 0.05% | +84+2.2% | Added |
| Cynosure Management, LLC | 3,961 | $312.1K | 0.05% | −11−0.3% | Reduced |
| Rather & Kittrell, Inc. | 3,979 | $313.5K | 0.07% | −1,653−29.4% | Reduced |
| Resonant Capital Advisors, LLC | 4,026 | $317.2K | 0.02% | +48+1.2% | Added |
| CAPROCK Group, Inc. | 4,032 | $317.7K | 0.01% | +246+6.5% | Added |
| Octavia Wealth Advisors, LLC | 4,035 | $318.0K | 0.04% | +4,035 | New |
| Waldron Private Wealth LLC | 4,047 | $318.9K | 0.01% | +24+0.6% | Added |
| Gsa Capital Partners LLP | 4,055 | $320.0K | 0.02% | +4,055 | New |
| Miracle Mile Advisors, LLC | 4,096 | $322.8K | 0.01% | +32+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,126 | $325.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,156 | $327.5K | 0.03% | +4,156 | New |
| Numerai GP LLC | 4,171 | $328.7K | 0.09% | +4,171 | New |
| World Equity Group, Inc. | 4,210 | $331.7K | 0.07% | +4,210 | New |
| Forum Financial Management, LP | 4,231 | $333.4K | 0.01% | +4,231 | New |
| Sender Co & Partners, Inc. | 4,250 | $334.9K | 0.42% | +4,250 | New |
| Nemes Rush Group LLC | 4,252 | $335.1K | 0.04% | +3,756+757.3% | Added |
| Harbor Capital Advisors, Inc. | 4,344 | $342.0K | 0.01% | −2,687−38.2% | Reduced |
| Mission Wealth Management, LP | 4,383 | $345.4K | 0.01% | +375+9.4% | Added |
| Yarbrough Capital, LLC | 4,400 | $346.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 4,464 | $351.8K | 0.07% | +3,254+268.9% | Added |
| Atria Investments LLC | 4,464 | $351.8K | 0.00% | +4,464 | New |
| Frank, Rimerman Advisors LLC | 4,465 | $351.8K | 0.03% | +105+2.4% | Added |
| Everence Capital Management Inc | 4,510 | $355.0K | 0.02% | +4,510 | New |
| Sapience Investments, LLC | 4,519 | $356.1K | 0.21% | +4,519 | New |
| Bridgewater Associates, LP | 4,533 | $357.2K | 0.00% | +4,533 | New |
| Avantax Advisory Services, Inc. | 4,549 | $358.5K | 0.00% | −4,574−50.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,560 | $359.3K | 0.22% | −100−2.1% | Reduced |
| First Hawaiian Bank | 4,640 | $365.6K | 0.01% | +59+1.3% | Added |
| Harvest Fund Management Co., Ltd | 4,701 | $367.0K | 0.02% | +4,701 | New |
| Parallel Advisors, LLC | 4,670 | $368.0K | 0.01% | +1,275+37.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,734 | $372.9K | 0.00% | +409+9.5% | Added |
| Machina Capital S.A.S. | 4,739 | $373.4K | 0.16% | +786+19.9% | Added |
| Clear Creek Financial Management, LLC | 4,771 | $376.0K | 0.04% | −386−7.5% | Reduced |
| Allstate Corp | 4,790 | $377.5K | 0.01% | +4,790 | New |
| Sumitomo Mitsui Financial Group, Inc. | 4,739 | $386.9K | 0.01% | +4,700+12,051.3% | Added |
| Oppenheimer & Co Inc | 4,933 | $388.7K | 0.01% | −20−0.4% | Reduced |
| Legal Advantage Investments, Inc. | 4,950 | $390.1K | 0.21% | +4,950 | New |
| Nebula Research & Development LLC | 4,961 | $390.9K | 0.05% | −7,591−60.5% | Reduced |
| Aquatic Capital Management LLC | 4,967 | $391.4K | 0.01% | −163,333−97.0% | Reduced |
| Jefferies Financial Group Inc. | 5,000 | $394.0K | 0.00% | +5,000 | New |
| Alta Wealth Advisors LLC | 5,030 | $396.4K | 0.17% | +2,025+67.4% | Added |
| GraniteShares Advisors LLC | 5,097 | $401.6K | 0.25% | −1,238−19.5% | Reduced |
| APG Asset Management US Inc. | 5,113 | $402.9K | 0.00% | +5,113 | New |
| Mutual of America Capital Management LLC | 5,133 | $404.5K | 0.00% | −467−8.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $408.8K | 0.01% | +5,188 | New |
| Independent Financial Group, LLC | 5,283 | $416.3K | 0.01% | +1,401+36.1% | Added |
| Pingora Partners LLC | 5,290 | $416.9K | 0.27% | 00.0% | Unchanged |
| Prudential PLC | 5,301 | $417.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,460 | $430.2K | 0.00% | +184+3.5% | Added |
| Palo Alto Wealth Advisors, LLC | 5,480 | $431.8K | 0.15% | −600−9.9% | Reduced |
| RSM US Wealth Management LLC | 5,490 | $435.3K | 0.01% | −512−8.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,569 | $438.8K | 0.01% | −1,938−25.8% | Reduced |
| Independent Advisor Alliance | 5,576 | $439.4K | 0.01% | −310−5.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,402 | $441.0K | 0.00% | −632−10.5% | Reduced |
| Mercer Global Advisors Inc | 5,646 | $444.9K | 0.00% | +171+3.1% | Added |
| Triumph Capital Management | 5,791 | $456.3K | 0.16% | +673+13.1% | Added |
| Alpha DNA Investment Management LLC | 5,898 | $464.8K | 0.25% | −84−1.4% | Reduced |
| Connective Portfolio Management, LLC | 6,000 | $472.8K | 0.70% | +6,000 | New |
| Centiva Capital, LP | 6,006 | $473.3K | 0.02% | −6,365−51.5% | Reduced |
| MetLife Investment Management | 6,032 | $475.3K | 0.00% | −10−0.2% | Reduced |
| Benjamin Edwards Inc | 6,068 | $478.1K | 0.01% | −731−10.8% | Reduced |
| M&T Bank Corp | 6,084 | $479.3K | 0.00% | −60−1.0% | Reduced |
| EntryPoint Capital, LLC | 6,245 | $492.1K | 0.21% | +3,027+94.1% | Added |
| The PNC Financial Services Group, Inc. | 6,362 | $501.3K | 0.00% | +437+7.4% | Added |
| Occudo Quantitative Strategies LP | 6,364 | $501.5K | 0.09% | +6,364 | New |
| American Trust | 6,384 | $503.1K | 0.04% | −170−2.6% | Reduced |
| Sterling Capital Management LLC | 6,426 | $506.4K | 0.01% | −60,279−90.4% | Reduced |
| CIBC Asset Management Inc | 6,433 | $506.9K | 0.00% | +783+13.9% | Added |
| Calamos Advisors LLC | 6,488 | $511.3K | 0.00% | +6,488 | New |
| Wealthfront Advisers LLC | 6,600 | $520.1K | 0.00% | +659+11.1% | Added |
| Bristlecone Advisors, LLC | 6,607 | $520.6K | 0.04% | +1,719+35.2% | Added |
| True Link Financial Advisors, LLC | 6,640 | $523.2K | 0.04% | +6,640 | New |
| Hel Ved Capital Management Ltd | 6,700 | $528.0K | 0.16% | +6,700 | New |
| Profund Advisors LLC | 6,783 | $534.5K | 0.02% | +89+1.3% | Added |
| Bryce Point Capital, LLC | 6,802 | $536.0K | 0.16% | +6,802 | New |
| Susquehanna International Group, LLP | 6,829 | $538.1K | 0.00% | −185,408−96.4% | Reduced |
| Janney Montgomery Scott LLC | 6,855 | $540.0K | 0.00% | −31−0.5% | Reduced |
| Synergy Financial Group, LTD | 6,999 | $551.5K | 0.46% | +616+9.7% | Added |
| Ameritas Advisory Services, LLC | 7,020 | $553.2K | 0.02% | +7,020 | New |
| Great Lakes Advisors, LLC | 7,070 | $557.1K | 0.00% | +184+2.7% | Added |
| Cresset Asset Management, LLC | 7,178 | $565.6K | 0.00% | −26,713−78.8% | Reduced |
| CIBC World Markets Corp | 7,350 | $579.2K | 0.00% | −2,029−21.6% | Reduced |
| Shay Capital LLC | 7,500 | $591.0K | 0.14% | +7,500 | New |
| Empowered Funds, LLC | 7,550 | $594.9K | 0.01% | +1,832+32.0% | Added |
| Manufacturers Life Insurance Company, The | 7,873 | $620.4K | 0.00% | +136+1.8% | Added |
| Slow Capital, Inc. | 7,907 | $623.1K | 0.09% | −22,878−74.3% | Reduced |
| Bank of Nova Scotia | 7,951 | $626.5K | 0.00% | −1,224−13.3% | Reduced |
| TownSquare Capital, LLC | 7,973 | $628.2K | 0.01% | +1,652+26.1% | Added |
| Inceptionr LLC | 8,161 | $643.1K | 0.14% | +8,161 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,311 | $654.9K | 0.40% | +8,311 | New |