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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 72 | $5.67K | 0.00% | −300−80.6% | Reduced |
| TD Waterhouse Canada Inc. | 68 | $5.36K | 0.00% | +24+54.5% | Added |
| Mather Group, LLC. | 66 | $5.19K | 0.00% | −10−13.2% | Reduced |
| Private Wealth Management Group, LLC | 65 | $5.12K | 0.00% | +29+80.6% | Added |
| Van Hulzen Asset Management, LLC | 64 | $5.04K | 0.00% | +64 | New |
| Carolinas Wealth Consulting LLC | 64 | $5.04K | 0.00% | +64 | New |
| Hollencrest Capital Management | 60 | $4.73K | 0.00% | +60 | New |
| Clearstead Advisors, LLC | 58 | $4.57K | 0.00% | +8+16.0% | Added |
| Parkside Financial Bank & Trust | 52 | $4.10K | 0.00% | −22−29.7% | Reduced |
| Close Asset Management Ltd | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $4.00K | 0.00% | +26+72.2% | Added |
| Winthrop Capital Management, LLC | 49 | $4.00K | 0.00% | +49 | New |
| Pathway Financial Advisers, LLC | 34 | $2.68K | 0.00% | +34 | New |
| Cedar Wealth Management, LLC | 32 | $2.52K | 0.00% | −560−94.6% | Reduced |
| Massmutual Trust Co FSB | 32 | $2.52K | 0.00% | +24+300.0% | Added |
| Sachetta, LLC | 31 | $2.44K | 0.00% | +1+3.3% | Added |
| Sound Income Strategies, LLC | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $2.29K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $1.97K | 0.00% | −15−37.5% | Reduced |
| Raleigh Capital Management Inc. | 25 | $1.97K | 0.00% | +10+66.7% | Added |
| Parvin Asset Management, LLC | 25 | $1.97K | 0.00% | +25 | New |
| Valued Wealth Advisors LLC | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.81K | 0.00% | +7+43.8% | Added |
| South State Corp. | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $1.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.73K | 0.00% | +5+29.4% | Added |
| MPWM Advisory Solutions, LLC | 21 | $1.66K | 0.00% | +21 | New |
| Larson Financial Group LLC | 18 | $1.42K | 0.00% | −14−43.8% | Reduced |
| Sierra Ocean, LLC | 17 | $1.34K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $1.20K | 0.00% | +15 | New |
| Cassady Schiller Wealth Management, LLC | 15 | $1.18K | 0.00% | +15 | New |
| Assetmark, Inc | 14 | $1.11K | 0.00% | +13+1,300.0% | Added |
| Continuum Advisory, LLC | 13 | $1.02K | 0.00% | −9−40.9% | Reduced |
| FSA Wealth Management LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 13 | $1.02K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 12 | $946 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $946 | 0.04% | +7+140.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $788 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $788 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $788 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 10 | $788 | 0.00% | +10 | New |
| Stonebridge Financial Group, LLC | 10 | $788 | 0.00% | +10 | New |
| Murphy & Mullick Capital Management Corp | 10 | $788 | 0.00% | +10 | New |
| Kimelman & Baird, LLC | 8 | $631 | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 8 | $630 | 0.00% | −14−63.6% | Reduced |
| AdvisorNet Financial, Inc | 8 | $630 | 0.00% | +4+100.0% | Added |
| Carolina Wealth Advisors, LLC | 8 | $630 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 8 | $630 | 0.00% | +8 | New |
| Colonial Trust Advisors | 7 | $552 | 0.00% | −44−86.3% | Reduced |
| Global Financial Private Client, LLC | 6 | $473 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 6 | $472 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $394 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $394 | 0.00% | +5 | New |
| Elequin Capital LP | 4 | $315 | 0.00% | −4−50.0% | Reduced |
| WPG Advisers, LLC | 4 | $315 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $273 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $239 | 0.00% | +4 | New |
| Montag A & Associates Inc | 3 | $237 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $236 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $39 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −1,197,462−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −312,296−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −202,763−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −192,861−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −72,500−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −71,869−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −57,057−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −46,889−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −38,376−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −38,346−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −36,065−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −35,760−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −35,011−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,766−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −27,421−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −25,067−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −23,876−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −23,095−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −21,649−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −18,369−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −17,910−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,021−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −16,703−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,425−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −13,302−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −12,141−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −12,109−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,690−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −11,326−100.0% | Sold out |