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 |
|---|---|---|---|---|---|
| Pier 88 Investment Partners LLC | 8,480 | $668.2K | 0.13% | +1,830+27.5% | Added |
| Kestra Advisory Services, LLC | 8,572 | $675.5K | 0.00% | −1,027−10.7% | Reduced |
| Captrust Financial Advisors | 8,676 | $683.7K | 0.00% | +1,555+21.8% | Added |
| TrueMark Investments, LLC | 8,737 | $688.5K | 0.22% | −713−7.5% | Reduced |
| Schwab Charitable Fund | 8,775 | $691.5K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 8,785 | $692.2K | 0.01% | −2,606−22.9% | Reduced |
| Maryland State Retirement & Pension System | 8,828 | $695.6K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 9,100 | $717.1K | 0.05% | −459−4.8% | Reduced |
| Guggenheim Capital LLC | 9,217 | $726.3K | 0.01% | +3,267+54.9% | Added |
| Gilbert & Cook, Inc. | 9,319 | $734.3K | 0.10% | −4,343−31.8% | Reduced |
| Amalgamated Bank | 9,431 | $743.0K | 0.01% | +82+0.9% | Added |
| Concurrent Investment Advisors, LLC | 9,487 | $747.6K | 0.02% | +9,487 | New |
| Coastal Bridge Advisors, LLC | 9,519 | $750.1K | 0.19% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,200 | $751.3K | 0.00% | +2,115+26.2% | Added |
| Franklin Resources Inc | 9,591 | $755.8K | 0.00% | −1,373−12.5% | Reduced |
| Westpac Banking Corp | 9,817 | $773.6K | 0.05% | +9,450+2,574.9% | Added |
| ORG Partners LLC | 9,900 | $780.1K | 0.11% | +4,221+74.3% | Added |
| Courier Capital LLC | 9,924 | $782.0K | 0.05% | −4,525−31.3% | Reduced |
| Petrus Trust Company, LTA | 9,961 | $784.9K | 0.08% | −279−2.7% | Reduced |
| Firsthand Capital Management, Inc. | 10,000 | $788.0K | 1.64% | 00.0% | Unchanged |
| Avanza Fonder AB | 10,109 | $796.6K | 0.02% | +10,109 | New |
| CI Private Wealth, LLC | 10,147 | $799.6K | 0.00% | −1,378−12.0% | Reduced |
| Quest Partners LLC | 10,251 | $807.8K | 0.11% | +3,117+43.7% | Added |
| Wetherby Asset Management Inc | 10,377 | $817.7K | 0.04% | −401−3.7% | Reduced |
| Geneos Wealth Management Inc. | 10,466 | $824.7K | 0.03% | +6,268+149.3% | Added |
| Savant Capital, LLC | 10,515 | $828.5K | 0.01% | +10,515 | New |
| Prospera Financial Services Inc | 10,543 | $830.8K | 0.02% | −842−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,833 | $853.6K | 0.02% | +3,429+46.3% | Added |
| Plato Investment Management Ltd | 11,021 | $871.6K | 0.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,077 | $872.9K | 0.00% | −649−5.5% | Reduced |
| Alps Advisors Inc | 11,107 | $875.2K | 0.01% | −1,104−9.0% | Reduced |
| Elo Mutual Pension Insurance Co | 11,249 | $886.4K | 0.02% | −3,048−21.3% | Reduced |
| Graham Capital Management, L.P. | 11,301 | $890.5K | 0.03% | −43,961−79.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,396 | $898.0K | 0.01% | −8,213−41.9% | Reduced |
| Royal Fund Management, LLC | 11,600 | $914.1K | 0.10% | −16,600−58.9% | Reduced |
| Belpointe Asset Management LLC | 11,621 | $914.9K | 0.06% | +11,621 | New |
| Fortis Capital Advisors, LLC | 11,621 | $914.9K | 0.31% | +11,621 | New |
| Sherbrooke Park Advisers LLC | 11,669 | $919.5K | 0.29% | −4,657−28.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,588 | $921.9K | 0.01% | +5,339+85.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,126 | $955.5K | 0.00% | +4,171+52.4% | Added |
| Gulf International Bank (UK) Ltd | 12,144 | $956.0K | 0.02% | −112−0.9% | Reduced |
| Advisors Management Group Inc | 12,272 | $967.0K | 0.23% | +514+4.4% | Added |
| Two Sigma Advisers, LP | 12,500 | $985.0K | 0.00% | +12,500 | New |
| Brandywine Managers, LLC | 12,687 | $999.7K | 1.05% | 00.0% | Unchanged |
| Perpetual Ltd | 12,735 | $1.00M | 0.01% | +12,735 | New |
| Dynamic Technology Lab Private Ltd | 12,815 | $1.01M | 0.16% | −14,400−52.9% | Reduced |
| Truist Financial Corp | 12,830 | $1.01M | 0.00% | −43,736−77.3% | Reduced |
| Janus Henderson Group PLC | 13,071 | $1.03M | 0.00% | −1,227−8.6% | Reduced |
| Thrivent Financial for Lutherans | 13,230 | $1.04M | 0.00% | −5,542−29.5% | Reduced |
| Daiwa Securities Group Inc. | 13,385 | $1.05M | 0.00% | −2,730−16.9% | Reduced |
| Vectors Research Management, LLC | 13,761 | $1.08M | 0.37% | −2,351−14.6% | Reduced |
| Mackenzie Financial Corp | 13,920 | $1.10M | 0.00% | −4,995−26.4% | Reduced |
| Y.D. More Investments Ltd | 14,136 | $1.11M | 0.10% | −230−1.6% | Reduced |
| Clarity Capital Partners LLC | 14,190 | $1.12M | 0.58% | −377−2.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,301 | $1.13M | 0.01% | 00.0% | Unchanged |
| Tairen Capital Ltd | 14,600 | $1.15M | 0.17% | −400−2.7% | Reduced |
| Citizens Financial Group Inc | 14,618 | $1.15M | 0.02% | −2,719−15.7% | Reduced |
| Lazard Asset Management LLC | 14,791 | $1.17M | 0.00% | +4,387+42.2% | Added |
| Sanctuary Advisors, LLC | 12,445 | $1.17M | 0.01% | +1,201+10.7% | Added |
| River & Mercantile Asset Management LLP | 14,968 | $1.18M | 0.23% | −7,176−32.4% | Reduced |
| LB Partners LLC | 15,000 | $1.18M | 0.89% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 15,488 | $1.22M | 0.01% | +15,488 | New |
| CWM, LLC | 15,821 | $1.25M | 0.01% | +12,928+446.9% | Added |
| TD Asset Management Inc | 15,996 | $1.26M | 0.00% | −22,629−58.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 16,130 | $1.27M | 0.16% | +1,004+6.6% | Added |
| Fluent Financial, LLC | 16,329 | $1.29M | 0.57% | +16,329 | New |
| Rafferty Asset Management, LLC | 16,333 | $1.29M | 0.00% | +1,317+8.8% | Added |
| Quinn Opportunity Partners LLC | 16,471 | $1.30M | 0.09% | +16,471 | New |
| Public Employees Retirement Association of Colorado | 16,619 | $1.31M | 0.01% | 00.0% | Unchanged |
| Symmetry Investments LP | 17,200 | $1.36M | 0.08% | +17,200 | New |
| Swiss Life Asset Management Ltd | 17,284 | $1.36M | 0.01% | +12,997+303.2% | Added |
| JustInvest LLC | 17,624 | $1.39M | 0.02% | −2,151−10.9% | Reduced |
| Toroso Investments, LLC | 17,940 | $1.41M | 0.01% | −7,163−28.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 18,400 | $1.45M | 0.42% | +1,168+6.8% | Added |
| CWM Advisors, LLC | 18,804 | $1.48M | 0.17% | −665−3.4% | Reduced |
| Fort Washington Investment Advisors Inc | 18,904 | $1.49M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,953 | $1.49M | 0.00% | −13,000−40.7% | Reduced |
| Rezny Wealth Management, Inc. | 19,148 | $1.51M | 0.37% | +639+3.5% | Added |
| Algert Global LLC | 19,270 | $1.52M | 0.04% | +19,270 | New |
| Omers Administration Corp | 19,346 | $1.52M | 0.01% | −6,873−26.2% | Reduced |
| Cetera Investment Advisers | 19,371 | $1.53M | 0.00% | +6,789+54.0% | Added |
| Teza Capital Management LLC | 19,884 | $1.57M | 0.24% | +19,884 | New |
| Atom Investors LP | 20,088 | $1.58M | 0.20% | +12,473+163.8% | Added |
| Nissay Asset Management Corp | 19,890 | $1.62M | 0.01% | +421+2.2% | Added |
| Victory Capital Management Inc | 21,154 | $1.67M | 0.00% | −21,814−50.8% | Reduced |
| Mariner, LLC | 21,161 | $1.67M | 0.00% | −8,637−29.0% | Reduced |
| Icapital Wealth LLC | 21,235 | $1.67M | 0.96% | +21,235 | New |
| Toronto Dominion Bank | 21,246 | $1.67M | 0.00% | +345+1.7% | Added |
| Leonteq Securities AG | 20,693 | $1.68M | 0.17% | −2,747−11.7% | Reduced |
| SBI Securities Co., Ltd. | 21,399 | $1.69M | 0.05% | +21,399 | New |
| Magnetar Financial LLC | 21,477 | $1.69M | 0.04% | +17,858+493.5% | Added |
| Keybank National Association | 21,480 | $1.69M | 0.01% | −14−0.1% | Reduced |
| Intech Investment Management LLC | 22,311 | $1.76M | 0.02% | +8,764+64.7% | Added |
| Dark Forest Capital Management LP | 22,324 | $1.76M | 0.26% | −21,807−49.4% | Reduced |
| Xponance, Inc. | 22,389 | $1.76M | 0.02% | +2,271+11.3% | Added |
| LMG Wealth Partners, LLC | 22,507 | $1.77M | 0.39% | +2,974+15.2% | Added |
| Fox Run Management, L.L.C. | 22,517 | $1.77M | 0.32% | +16,897+300.7% | Added |
| Sciencast Management LP | 22,861 | $1.80M | 0.49% | −14,443−38.7% | Reduced |
| Allianz Asset Management GmbH | 23,086 | $1.82M | 0.00% | −380,649−94.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 23,124 | $1.82M | 0.03% | −4,436−16.1% | Reduced |