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 |
|---|---|---|---|---|---|
| Creekside Partners | 2,666 | $210.1K | 0.11% | +2,666 | New |
| Greenwood Capital Associates LLC | 2,653 | $209.1K | 0.03% | +2,653 | New |
| Kera Capital Partners, Inc. | 2,650 | $208.8K | 0.06% | +2,650 | New |
| Ballentine Partners, LLC | 2,591 | $204.2K | 0.00% | +2,591 | New |
| Achmea Investment Management B.V. | 2,583 | $204.0K | 0.00% | −27,395−91.4% | Reduced |
| Ostrum Asset Management | 2,494 | $196.5K | 0.02% | +712+40.0% | Added |
| HM Payson & Co | 2,450 | $193.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,390 | $188.3K | 0.01% | +2,090+696.7% | Added |
| Quent Capital, LLC | 2,319 | $182.7K | 0.02% | −35−1.5% | Reduced |
| Creative Financial Designs Inc | 2,111 | $166.3K | 0.01% | +407+23.9% | Added |
| Corebridge Financial, Inc. | 1,956 | $154.1K | 0.00% | −71−3.5% | Reduced |
| Jones Financial Companies LLLP | 1,847 | $145.5K | 0.00% | +985+114.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,834 | $144.5K | 0.00% | +232+14.5% | Added |
| Allworth Financial LP | 1,616 | $143.2K | 0.00% | +326+25.3% | Added |
| Sunbelt Securities, Inc. | 1,692 | $134.8K | 0.01% | −86−4.8% | Reduced |
| Principal Securities, Inc. | 1,686 | $132.9K | 0.00% | +204+13.8% | Added |
| Acima Private Wealth, LLC | 1,579 | $124.4K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,452 | $114.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,384 | $109.1K | 0.01% | +870+169.3% | Added |
| Covestor Ltd | 1,380 | $109.0K | 0.07% | +544+65.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,310 | $103.2K | 0.10% | +1,310 | New |
| Rakuten Securities, Inc. | 1,309 | $103.1K | 0.04% | −506−27.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $102.4K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,292 | $101.8K | 0.00% | +1,186+1,118.9% | Added |
| HHM Wealth Advisors, LLC | 1,251 | $98.6K | 0.01% | +1+0.1% | Added |
| MAI Capital Management | 1,231 | $97.0K | 0.00% | +1,231 | New |
| GeoWealth Management, LLC | 1,011 | $79.7K | 0.00% | +409+67.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 980 | $77.2K | 0.07% | +980 | New |
| Advisors Asset Management, Inc. | 953 | $75.1K | 0.00% | −117−10.9% | Reduced |
| Silicon Valley Capital Partners | 947 | $74.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 771 | $72.6K | 0.00% | +771 | New |
| Venturi Wealth Management, LLC | 894 | $70.4K | 0.00% | −222−19.9% | Reduced |
| IFP Advisors, Inc | 820 | $64.6K | 0.00% | +35+4.5% | Added |
| Natixis Investment Managers International | 802 | $63.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 750 | $59.0K | 0.03% | −750−50.0% | Reduced |
| Coppell Advisory Solutions LLC | 739 | $58.9K | 0.01% | −108−12.8% | Reduced |
| Smartleaf Asset Management LLC | 732 | $58.3K | 0.01% | +210+40.2% | Added |
| Skopos Labs, Inc. | 672 | $53.0K | 0.02% | −45−6.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 657 | $51.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 643 | $50.7K | 0.00% | −115−15.2% | Reduced |
| Quadrant Capital Group LLC | 630 | $49.6K | 0.00% | −144−18.6% | Reduced |
| Farther Finance Advisors, LLC | 581 | $45.8K | 0.00% | −21−3.5% | Reduced |
| GWM Advisors LLC | 580 | $45.7K | 0.00% | −3,364−85.3% | Reduced |
| True Wealth Design, LLC | 577 | $45.5K | 0.02% | +406+237.4% | Added |
| First Horizon Advisors, Inc. | 570 | $44.9K | 0.00% | +16+2.9% | Added |
| Modus Advisors, LLC | 563 | $44.4K | 0.01% | +563 | New |
| Wingate Wealth Advisors, Inc. | 560 | $44.1K | 0.04% | +560 | 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 |
| Brown Brothers Harriman & Co | 548 | $43.2K | 0.00% | +548 | New |
| University of Texas/Texas Am Investment Managment Co | 505 | $39.8K | 0.00% | +505 | New |
| 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 |
| Global Trust Asset Management, LLC | 489 | $38.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 469 | $37.0K | 0.00% | +456+3,507.7% | Added |
| 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 |
| Ancora Advisors, LLC | 434 | $34.2K | 0.00% | −500−53.5% | Reduced |
| Manchester Capital Management LLC | 426 | $33.6K | 0.00% | −19−4.3% | Reduced |
| Versant Capital Management, Inc | 411 | $32.4K | 0.01% | −634−60.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 352 | $27.7K | 0.01% | −10−2.8% | Reduced |
| Future Financial Wealth Managment LLC | 350 | $27.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 338 | $26.6K | 0.00% | +57+20.3% | Added |
| Lindbrook Capital, LLC | 332 | $26.2K | 0.00% | −128−27.8% | Reduced |
| Bank of Jackson Hole Trust | 315 | $24.8K | 0.02% | +315 | New |
| Golden State Wealth Management, LLC | 301 | $23.7K | 0.00% | +301 | New |
| Aventura Private Wealth, LLC | 290 | $22.9K | 0.01% | +290 | New |
| JFS Wealth Advisors, LLC | 277 | $21.8K | 0.00% | +27+10.8% | Added |
| Hexagon Capital Partners LLC | 270 | $21.3K | 0.00% | +10+3.8% | Added |
| Capital Advisors, Ltd. LLC | 265 | $21.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 260 | $20.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 221 | $17.4K | 0.00% | +221 | New |
| Proequities, Inc. | 181 | $16.0K | 0.00% | +43+31.2% | Added |
| Western Pacific Wealth Management, LP | 200 | $15.8K | 0.01% | −743−78.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 181 | $15.8K | 0.00% | +12+7.1% | Added |
| Ossiam | 185 | $14.6K | 0.00% | −1,106−85.7% | Reduced |
| SRS Capital Advisors, Inc. | 165 | $13.0K | 0.00% | −202−55.0% | Reduced |
| Financial Perspectives, Inc | 151 | $11.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 142 | $11.2K | 0.00% | −49−25.7% | Reduced |
| Washington Trust Advisors, Inc. | 141 | $11.1K | 0.00% | +141 | New |
| Exchange Traded Concepts, LLC | 137 | $10.8K | 0.00% | −27−16.5% | Reduced |
| Trust Co of Vermont | 137 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 136 | $10.7K | 0.01% | +41+43.2% | Added |
| Umb Bank N A | 131 | $10.3K | 0.00% | −494−79.0% | Reduced |
| CVA Family Office, LLC | 127 | $10.0K | 0.00% | −23−15.3% | Reduced |
| Private Trust Co NA | 125 | $9.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 115 | $9.06K | 0.00% | +10+9.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 115 | $9.00K | 0.00% | −2−1.7% | Reduced |
| TSFG, LLC | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 103 | $8.12K | 0.00% | −44−29.9% | Reduced |
| Rothschild Investment LLC | 102 | $8.04K | 0.00% | +2+2.0% | Added |
| Addison Advisors LLC | 100 | $7.88K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $7.88K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 96 | $7.57K | 0.00% | −500−83.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 96 | $7.57K | 0.00% | −199−67.5% | Reduced |
| Bell Investment Advisors, Inc | 93 | $7.33K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 92 | $7.25K | 0.00% | +9+10.8% | Added |
| Thompson Investment Management, Inc. | 82 | $6.46K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |