Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Okta, Inc. as of Mar 31, 2025. 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
734
+76 vs. Q4 2024
Shares held
145.8M
+6.95M (+5.0%) vs. Q4 2024
Total value
$15.3B
+$4.39B (+40.1%) vs. Q4 2024
New holders
167
281 more added
Sold out
91
210 more reduced

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 734 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ1 2025: $15.3B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2024.

Institutions holding OKTA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth10$00.00%+10New
Tortoise Investment Management, LLC2$2100.00%00.0%Unchanged
Clean Yield Group2$2100.00%+2New
Painted Porch Advisors LLC2$2100.00%+2New
UMA Financial Services, Inc.2$2110.00%−3−60.0%Reduced
American Capital Advisory, LLC2$2110.00%+2New
WealthTrak Capital Management LLC2$2110.00%+2New
Umb Bank N A3$3160.00%−128−97.7%Reduced
Vision Financial Markets LLC3$3160.00%+3New
Halbert Hargrove Global Advisors, LLC3$3160.00%+3New
Hughes Financial Services, LLC4$4190.00%+4New
Bay Harbor Wealth Management, LLC4$4200.00%+4New
Wiser Advisor Group LLC4$4210.00%−4−50.0%Reduced
WPG Advisers, LLC4$4210.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$4210.00%+1+33.3%Added
HFM Investment Advisors, LLC4$4210.00%+4New
Winnow Wealth LLC5$4710.00%+1+25.0%Added
Darwin Advisors, LLC6$4720.00%00.0%Unchanged
Key Financial Inc5$5260.00%00.0%Unchanged
Tidemark, LLC5$5260.00%+5New
Wood Tarver Financial Group, LLC5$5270.00%00.0%Unchanged
PayPay Securities Corp6$6870.04%−6−50.0%Reduced
Colonial Trust Advisors7$7370.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$8140.00%00.0%Unchanged
Kimelman & Baird, LLC8$8420.00%00.0%Unchanged
Carolina Wealth Advisors, LLC8$8420.00%00.0%Unchanged
Zions Bancorporation, National Association8$8420.00%+8New
Cromwell Holdings LLC8$8420.00%+8New
Cornerstone Planning Group LLC10$9830.00%+7+233.3%Added
Berkshire Capital Holdings Inc10$1.05K0.00%00.0%Unchanged
McIlrath & Eck, LLC10$1.05K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1.05K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp10$1.05K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.10$1.05K0.00%+10New
Assetmark, Inc10$1.05K0.00%−4−28.6%Reduced
Stonebridge Financial Group, LLC11$1.16K0.00%+1+10.0%Added
Raffa Wealth Management, LLC12$1.26K0.00%00.0%Unchanged
Atlantic Trust, LLC12$1.26K0.00%+12New
FSA Wealth Management LLC13$1.37K0.00%00.0%Unchanged
Continuum Advisory, LLC13$1.37K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC14$1.47K0.00%+14New
Financial Management Professionals, Inc.16$1.68K0.00%00.0%Unchanged
Curio Wealth, LLC1$1.73K0.00%+1New
Parvin Asset Management, LLC21$2.21K0.00%−4−16.0%Reduced
Salem Investment Counselors Inc21$2.21K0.00%+21New
Caitong International Asset Management Co., Ltd22$2.31K0.00%−1,288−98.3%Reduced
Fortitude Family Office, LLC22$2.31K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.22$2.31K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.23$2.42K0.00%−2,651−99.1%Reduced
Global Financial Private Client, LLC23$2.42K0.00%+17+283.3%Added
SJS Investment Consulting Inc.23$2.42K0.00%00.0%Unchanged
Valued Wealth Advisors LLC23$2.42K0.00%00.0%Unchanged
Accent Capital Management, LLC26$2.74K0.00%+26New
TCG Advisory Services, LLC27$2.84K0.00%+27New
Kiker Wealth Management, LLC27$2.84K0.00%+27New
MV Capital Management, Inc.28$2.95K0.00%+28New
Westside Investment Management, Inc.29$3.04K0.00%00.0%Unchanged
Insight Financial Services30$3.16K0.00%00.0%Unchanged
Field & Main Bank30$3.16K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$3.16K0.00%00.0%Unchanged
Activest Wealth Management34$3.58K0.00%+34New
Trust Co of Vermont36$3.79K0.00%−101−73.7%Reduced
Sachetta, LLC41$4.32K0.00%+10+32.3%Added
Sierra Ocean, LLC43$4.52K0.00%+26+152.9%Added
Colonial Trust Co46$4.84K0.00%−175−79.2%Reduced
Winthrop Capital Management, LLC49$5.00K0.00%00.0%Unchanged
Sandy Spring Bank52$5.47K0.00%−44−45.8%Reduced
Close Asset Management Ltd56$6.00K0.00%00.0%Unchanged
Hollencrest Capital Management60$6.31K0.00%00.0%Unchanged
Parkside Financial Bank & Trust63$6.63K0.00%+11+21.2%Added
Carolinas Wealth Consulting LLC64$6.73K0.00%00.0%Unchanged
Saudi Central Bank65$6.84K0.04%+65New
Garde Capital, Inc.65$6.84K0.00%+65New
Mather Group, LLC.66$6.95K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC71$7.47K0.00%+71New
Thurston, Springer, Miller, Herd & Titak, Inc.75$7.89K0.00%+75New
Fuller & Thaler Asset Management, Inc.75$7.89K0.00%+75New
Hantz Financial Services, Inc.80$8.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.79$8.31K0.00%+7+9.7%Added
Private Wealth Management Group, LLC83$8.73K0.00%+18+27.7%Added
Harel Insurance Investments & Financial Services Ltd.90$9.00K0.00%−25−21.7%Reduced
AdvisorNet Financial, Inc90$9.47K0.00%+82+1,025.0%Added
Addison Advisors LLC100$10.5K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$10.5K0.01%00.0%Unchanged
Rothschild Investment LLC102$10.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc102$10.7K0.00%+9+9.7%Added
Massmutual Trust Co FSB106$11.2K0.00%+74+231.3%Added
TSFG, LLC115$12.0K0.00%00.0%Unchanged
Whittier Trust Co115$12.1K0.00%00.0%Unchanged
Caas Capital Management LP116$12.2K0.01%+116New
Hemington Wealth Management124$13.0K0.00%+62+100.0%Added
Bruce G. Allen Investments, LLC136$14.3K0.01%00.0%Unchanged
Highline Wealth Partners LLC140$14.7K0.00%+140New
TD Waterhouse Canada Inc.141$14.7K0.00%+73+107.4%Added
Financial Perspectives, Inc147$15.5K0.01%−4−2.6%Reduced
Aventura Private Wealth, LLC166$17.5K0.01%−124−42.8%Reduced
South State Corp.170$17.9K0.00%+147+639.1%Added
Washington Trust Advisors, Inc.174$18.3K0.00%+33+23.4%Added
REAP Financial Group, LLC176$18.5K0.00%+175+17,500.0%Added
Cullen/Frost Bankers, Inc.180$18.9K0.00%+84+87.5%Added