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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 16,333 | $1.29M | 0.00% | +1,317+8.8% | Added |
| Fluent Financial, LLC | 16,329 | $1.29M | 0.57% | +16,329 | New |
| Linden Thomas Advisory Services, LLC | 16,130 | $1.27M | 0.16% | +1,004+6.6% | Added |
| TD Asset Management Inc | 15,996 | $1.26M | 0.00% | −22,629−58.6% | Reduced |
| CWM, LLC | 15,821 | $1.25M | 0.01% | +12,928+446.9% | Added |
| Gotham Asset Management, LLC | 15,488 | $1.22M | 0.01% | +15,488 | New |
| LB Partners LLC | 15,000 | $1.18M | 0.89% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 14,968 | $1.18M | 0.23% | −7,176−32.4% | Reduced |
| Sanctuary Advisors, LLC | 12,445 | $1.17M | 0.01% | +1,201+10.7% | Added |
| Lazard Asset Management LLC | 14,791 | $1.17M | 0.00% | +4,387+42.2% | Added |
| Citizens Financial Group Inc | 14,618 | $1.15M | 0.02% | −2,719−15.7% | Reduced |
| Tairen Capital Ltd | 14,600 | $1.15M | 0.17% | −400−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,301 | $1.13M | 0.01% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 14,190 | $1.12M | 0.58% | −377−2.6% | Reduced |
| Y.D. More Investments Ltd | 14,136 | $1.11M | 0.10% | −230−1.6% | Reduced |
| Mackenzie Financial Corp | 13,920 | $1.10M | 0.00% | −4,995−26.4% | Reduced |
| Vectors Research Management, LLC | 13,761 | $1.08M | 0.37% | −2,351−14.6% | Reduced |
| Daiwa Securities Group Inc. | 13,385 | $1.05M | 0.00% | −2,730−16.9% | Reduced |
| Thrivent Financial for Lutherans | 13,230 | $1.04M | 0.00% | −5,542−29.5% | Reduced |
| Janus Henderson Group PLC | 13,071 | $1.03M | 0.00% | −1,227−8.6% | Reduced |
| Truist Financial Corp | 12,830 | $1.01M | 0.00% | −43,736−77.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,815 | $1.01M | 0.16% | −14,400−52.9% | Reduced |
| Perpetual Ltd | 12,735 | $1.00M | 0.01% | +12,735 | New |
| Brandywine Managers, LLC | 12,687 | $999.7K | 1.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,500 | $985.0K | 0.00% | +12,500 | New |
| Advisors Management Group Inc | 12,272 | $967.0K | 0.23% | +514+4.4% | Added |
| Gulf International Bank (UK) Ltd | 12,144 | $956.0K | 0.02% | −112−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,126 | $955.5K | 0.00% | +4,171+52.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,588 | $921.9K | 0.01% | +5,339+85.4% | Added |
| Sherbrooke Park Advisers LLC | 11,669 | $919.5K | 0.29% | −4,657−28.5% | 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 |
| Royal Fund Management, LLC | 11,600 | $914.1K | 0.10% | −16,600−58.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,396 | $898.0K | 0.01% | −8,213−41.9% | Reduced |
| Graham Capital Management, L.P. | 11,301 | $890.5K | 0.03% | −43,961−79.6% | Reduced |
| Elo Mutual Pension Insurance Co | 11,249 | $886.4K | 0.02% | −3,048−21.3% | Reduced |
| Alps Advisors Inc | 11,107 | $875.2K | 0.01% | −1,104−9.0% | Reduced |
| Principal Financial Group Inc | 11,077 | $872.9K | 0.00% | −649−5.5% | Reduced |
| Plato Investment Management Ltd | 11,021 | $871.6K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,833 | $853.6K | 0.02% | +3,429+46.3% | Added |
| Prospera Financial Services Inc | 10,543 | $830.8K | 0.02% | −842−7.4% | Reduced |
| Savant Capital, LLC | 10,515 | $828.5K | 0.01% | +10,515 | New |
| Geneos Wealth Management Inc. | 10,466 | $824.7K | 0.03% | +6,268+149.3% | Added |
| Wetherby Asset Management Inc | 10,377 | $817.7K | 0.04% | −401−3.7% | Reduced |
| Quest Partners LLC | 10,251 | $807.8K | 0.11% | +3,117+43.7% | Added |
| CI Private Wealth, LLC | 10,147 | $799.6K | 0.00% | −1,378−12.0% | Reduced |
| Avanza Fonder AB | 10,109 | $796.6K | 0.02% | +10,109 | New |
| Firsthand Capital Management, Inc. | 10,000 | $788.0K | 1.64% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,961 | $784.9K | 0.08% | −279−2.7% | Reduced |
| Courier Capital LLC | 9,924 | $782.0K | 0.05% | −4,525−31.3% | Reduced |
| ORG Partners LLC | 9,900 | $780.1K | 0.11% | +4,221+74.3% | Added |
| Westpac Banking Corp | 9,817 | $773.6K | 0.05% | +9,450+2,574.9% | Added |
| Franklin Resources Inc | 9,591 | $755.8K | 0.00% | −1,373−12.5% | Reduced |
| Prudential Financial Inc | 10,200 | $751.3K | 0.00% | +2,115+26.2% | Added |
| Coastal Bridge Advisors, LLC | 9,519 | $750.1K | 0.19% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 9,487 | $747.6K | 0.02% | +9,487 | New |
| Amalgamated Bank | 9,431 | $743.0K | 0.01% | +82+0.9% | Added |
| Gilbert & Cook, Inc. | 9,319 | $734.3K | 0.10% | −4,343−31.8% | Reduced |
| Guggenheim Capital LLC | 9,217 | $726.3K | 0.01% | +3,267+54.9% | Added |
| Alerus Financial NA | 9,100 | $717.1K | 0.05% | −459−4.8% | Reduced |
| Maryland State Retirement & Pension System | 8,828 | $695.6K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 8,785 | $692.2K | 0.01% | −2,606−22.9% | Reduced |
| Schwab Charitable Fund | 8,775 | $691.5K | 0.02% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 8,737 | $688.5K | 0.22% | −713−7.5% | Reduced |
| Captrust Financial Advisors | 8,676 | $683.7K | 0.00% | +1,555+21.8% | Added |
| Kestra Advisory Services, LLC | 8,572 | $675.5K | 0.00% | −1,027−10.7% | Reduced |
| Pier 88 Investment Partners LLC | 8,480 | $668.2K | 0.13% | +1,830+27.5% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,311 | $654.9K | 0.40% | +8,311 | New |
| Inceptionr LLC | 8,161 | $643.1K | 0.14% | +8,161 | New |
| TownSquare Capital, LLC | 7,973 | $628.2K | 0.01% | +1,652+26.1% | Added |
| Bank of Nova Scotia | 7,951 | $626.5K | 0.00% | −1,224−13.3% | Reduced |
| Slow Capital, Inc. | 7,907 | $623.1K | 0.09% | −22,878−74.3% | Reduced |
| Manufacturers Life Insurance Company, The | 7,873 | $620.4K | 0.00% | +136+1.8% | Added |
| Empowered Funds, LLC | 7,550 | $594.9K | 0.01% | +1,832+32.0% | Added |
| Shay Capital LLC | 7,500 | $591.0K | 0.14% | +7,500 | New |
| CIBC World Markets Corp | 7,350 | $579.2K | 0.00% | −2,029−21.6% | Reduced |
| Cresset Asset Management, LLC | 7,178 | $565.6K | 0.00% | −26,713−78.8% | Reduced |
| Great Lakes Advisors, LLC | 7,070 | $557.1K | 0.00% | +184+2.7% | Added |
| Ameritas Advisory Services, LLC | 7,020 | $553.2K | 0.02% | +7,020 | New |
| Synergy Financial Group, LTD | 6,999 | $551.5K | 0.46% | +616+9.7% | Added |
| Janney Montgomery Scott LLC | 6,855 | $540.0K | 0.00% | −31−0.5% | Reduced |
| Susquehanna International Group, LLP | 6,829 | $538.1K | 0.00% | −185,408−96.4% | Reduced |
| Bryce Point Capital, LLC | 6,802 | $536.0K | 0.16% | +6,802 | New |
| Profund Advisors LLC | 6,783 | $534.5K | 0.02% | +89+1.3% | Added |
| Hel Ved Capital Management Ltd | 6,700 | $528.0K | 0.16% | +6,700 | New |
| True Link Financial Advisors, LLC | 6,640 | $523.2K | 0.04% | +6,640 | New |
| Bristlecone Advisors, LLC | 6,607 | $520.6K | 0.04% | +1,719+35.2% | Added |
| Wealthfront Advisers LLC | 6,600 | $520.1K | 0.00% | +659+11.1% | Added |
| Calamos Advisors LLC | 6,488 | $511.3K | 0.00% | +6,488 | New |
| CIBC Asset Management Inc | 6,433 | $506.9K | 0.00% | +783+13.9% | Added |
| Sterling Capital Management LLC | 6,426 | $506.4K | 0.01% | −60,279−90.4% | Reduced |
| American Trust | 6,384 | $503.1K | 0.04% | −170−2.6% | Reduced |
| Occudo Quantitative Strategies LP | 6,364 | $501.5K | 0.09% | +6,364 | New |
| The PNC Financial Services Group, Inc. | 6,362 | $501.3K | 0.00% | +437+7.4% | Added |
| EntryPoint Capital, LLC | 6,245 | $492.1K | 0.21% | +3,027+94.1% | Added |
| M&T Bank Corp | 6,084 | $479.3K | 0.00% | −60−1.0% | Reduced |
| Benjamin Edwards Inc | 6,068 | $478.1K | 0.01% | −731−10.8% | Reduced |
| MetLife Investment Management | 6,032 | $475.3K | 0.00% | −10−0.2% | Reduced |
| Centiva Capital, LP | 6,006 | $473.3K | 0.02% | −6,365−51.5% | Reduced |
| Connective Portfolio Management, LLC | 6,000 | $472.8K | 0.70% | +6,000 | New |