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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 198 | $20.8K | 0.00% | +71+55.9% | Added |
| Capital Advisors, Ltd. LLC | 195 | $21.0K | 0.00% | −70−26.4% | Reduced |
| Western Pacific Wealth Management, LP | 200 | $21.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 223 | $23.5K | 0.00% | +223 | New |
| Wolff Wiese Magana LLC | 246 | $25.9K | 0.02% | +154+167.4% | Added |
| Wayfinding Financial, LLC | 260 | $27.0K | 0.01% | +260 | New |
| City State Bank | 260 | $27.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 260 | $27.4K | 0.00% | +157+152.4% | Added |
| Bank of Jackson Hole Trust | 315 | $28.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 279 | $29.4K | 0.00% | +221+381.0% | Added |
| JFS Wealth Advisors, LLC | 281 | $29.6K | 0.00% | +4+1.4% | Added |
| Rossby Financial, LCC | 300 | $31.0K | 0.01% | +300 | New |
| Spire Wealth Management | 310 | $32.6K | 0.00% | −2,080−87.0% | Reduced |
| Golden State Wealth Management, LLC | 323 | $34.0K | 0.01% | +22+7.3% | Added |
| Hexagon Capital Partners LLC | 328 | $34.5K | 0.01% | +58+21.5% | Added |
| Future Financial Wealth Managment LLC | 350 | $36.8K | 0.03% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 352 | $37.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 463 | $42.3K | 0.00% | −61,946−99.3% | Reduced |
| Manchester Capital Management LLC | 428 | $45.0K | 0.01% | +2+0.5% | Added |
| Ancora Advisors, LLC | 433 | $45.6K | 0.00% | −1−0.2% | Reduced |
| Center for Financial Planning, Inc. | 450 | $47.3K | 0.01% | +450 | New |
| Pilgrim Partners Asia Pte Ltd | 460 | $48.4K | 0.05% | −520−53.1% | Reduced |
| Global Trust Asset Management, LLC | 489 | $51.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 497 | $52.0K | 0.00% | +497 | New |
| Hartford Financial Management Inc. | 500 | $52.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $52.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 495 | $53.5K | 0.00% | −4,244−89.6% | Reduced |
| Vega Investment Solutions | 518 | $54.5K | 0.01% | +518 | New |
| SRS Capital Advisors, Inc. | 524 | $55.1K | 0.00% | +359+217.6% | Added |
| Quest Partners LLC | 557 | $58.6K | 0.01% | −9,694−94.6% | Reduced |
| TD Private Client Wealth LLC | 561 | $59.0K | 0.00% | +92+19.6% | Added |
| Lindbrook Capital, LLC | 595 | $62.6K | 0.01% | +263+79.2% | Added |
| Rakuten Securities, Inc. | 614 | $64.6K | 0.03% | −695−53.1% | Reduced |
| CoreCap Advisors, LLC | 634 | $66.7K | 0.00% | +492+346.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 640 | $67.4K | 0.00% | −17−2.6% | Reduced |
| Quadrant Capital Group LLC | 652 | $68.6K | 0.00% | +22+3.5% | Added |
| First Horizon Advisors, Inc. | 678 | $71.3K | 0.00% | +108+18.9% | Added |
| Creative Financial Designs Inc | 690 | $72.6K | 0.01% | −1,421−67.3% | Reduced |
| True Wealth Design, LLC | 693 | $72.9K | 0.03% | +116+20.1% | Added |
| Skopos Labs, Inc. | 703 | $74.0K | 0.02% | +31+4.6% | Added |
| Larson Financial Group LLC | 707 | $74.4K | 0.00% | +689+3,827.8% | Added |
| ORG Partners LLC | 711 | $74.4K | 0.02% | −9,189−92.8% | Reduced |
| MPWM Advisory Solutions, LLC | 710 | $74.7K | 0.05% | +689+3,281.0% | Added |
| Point72 Hong Kong Ltd | 726 | $76.3K | 0.01% | +726 | New |
| EverSource Wealth Advisors, LLC | 728 | $76.6K | 0.00% | +278+61.8% | Added |
| Fifth Third Bancorp | 730 | $76.8K | 0.00% | +87+13.5% | Added |
| Tower Research Capital LLC (TRC) | 810 | $85.2K | 0.00% | −10,023−92.5% | Reduced |
| National Bank of Canada | 830 | $87.3K | 0.00% | −297,007−99.7% | Reduced |
| Smartleaf Asset Management LLC | 824 | $89.0K | 0.01% | +92+12.6% | Added |
| IFP Advisors, Inc | 865 | $91.0K | 0.00% | +45+5.5% | Added |
| Private Trust Co NA | 897 | $94.4K | 0.01% | +772+617.6% | Added |
| Brown Brothers Harriman & Co | 900 | $94.7K | 0.00% | +352+64.2% | Added |
| NBC Securities, Inc. | 905 | $95.0K | 0.01% | +905 | New |
| Central Pacific Bank - Trust Division | 935 | $98.4K | 0.01% | +935 | New |
| Silicon Valley Capital Partners | 947 | $102.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 982 | $103.3K | 0.00% | −29−2.9% | Reduced |
| Wellington Shields Capital Management, LLC | 1,000 | $105.2K | 0.02% | +1,000 | New |
| Advisors Asset Management, Inc. | 1,073 | $112.9K | 0.00% | +120+12.6% | Added |
| Raleigh Capital Management Inc. | 1,154 | $121.4K | 0.05% | +1,129+4,516.0% | Added |
| Coldstream Capital Management Inc | 1,191 | $125.3K | 0.00% | +1,191 | New |
| MAI Capital Management | 1,193 | $125.5K | 0.00% | −38−3.1% | Reduced |
| GAMMA Investing LLC | 1,201 | $126.4K | 0.01% | +863+255.3% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $131.5K | 0.02% | −1−0.1% | Reduced |
| S-Bank Fund Management Ltd | 1,258 | $132.4K | 0.02% | +1,258 | New |
| Principal Securities, Inc. | 1,686 | $132.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $136.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,300 | $136.8K | 0.04% | +1,300 | New |
| LGT Fund Management Co Ltd. | 1,300 | $136.8K | 0.01% | +1,300 | New |
| Sunbelt Securities, Inc. | 1,332 | $140.2K | 0.01% | −360−21.3% | Reduced |
| Bryn Mawr Trust Co | 1,482 | $155.9K | 0.00% | +30+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,484 | $156.1K | 0.02% | +100+7.2% | Added |
| Acima Private Wealth, LLC | 1,579 | $166.1K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,708 | $173.4K | 0.00% | +92+5.7% | Added |
| Westpac Banking Corp | 1,747 | $183.8K | 0.01% | −8,070−82.2% | Reduced |
| Ci Investments Inc. | 1,759 | $185.0K | 0.00% | −1,437−45.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,865 | $196.2K | 0.01% | +1,865 | New |
| Corebridge Financial, Inc. | 1,887 | $198.6K | 0.00% | −69−3.5% | Reduced |
| Johnson Financial Group, Inc. | 1,893 | $199.2K | 0.01% | +1,122+145.5% | Added |
| Syon Capital LLC | 1,919 | $201.9K | 0.02% | +1,919 | New |
| Perbak Capital Partners LLP | 1,925 | $202.5K | 0.15% | +1,925 | New |
| Fukoku Mutual Life Insurance Co | 1,930 | $203.1K | 0.02% | +1,930 | New |
| Evergreen Capital Management LLC | 1,952 | $205.4K | 0.01% | +1,952 | New |
| Capital Performance Advisors LLP | 1,954 | $205.6K | 0.05% | +1,954 | New |
| Leavell Investment Management, Inc. | 1,975 | $207.8K | 0.01% | +1,975 | New |
| Brighton Jones LLC | 1,998 | $210.2K | 0.01% | −1,309−39.6% | Reduced |
| Rodgers Brothers Inc. | 2,010 | $211.5K | 0.03% | +2,010 | New |
| QRG Capital Management, Inc. | 2,018 | $212.3K | 0.00% | +2,018 | New |
| Gillespie Robinson & Grimm Inc | 2,025 | $213.1K | 0.02% | +2,025 | New |
| FourThought Financial Partners, LLC | 2,027 | $213.3K | 0.02% | +2,027 | New |
| Snowden Capital Advisors LLC | 2,072 | $218.0K | 0.01% | +2,072 | New |
| Awm Capital, LLC | 2,090 | $219.9K | 0.03% | +2,090 | New |
| Venturi Wealth Management, LLC | 2,098 | $220.8K | 0.01% | +1,204+134.7% | Added |
| Total Wealth Planning & Management, Inc. | 2,099 | $220.9K | 0.23% | +2,099 | New |
| Valeo Financial Advisors, LLC | 2,104 | $221.4K | 0.01% | +2,104 | New |
| Yousif Capital Management, LLC | 2,111 | $222.1K | 0.00% | +2,111 | New |
| Steward Partners Investment Advisory, LLC | 2,125 | $223.6K | 0.00% | +291+15.9% | Added |
| Alamea Verwaltungs GmbH | 2,125 | $223.6K | 0.19% | +2,125 | New |
| Bridgewater Advisors Inc. | 1,991 | $224.1K | 0.02% | +1,991 | New |
| Integrated Wealth Concepts LLC | 2,142 | $225.4K | 0.00% | +2,142 | New |
| Mission Wealth Management, LP | 2,166 | $227.9K | 0.01% | −2,217−50.6% | Reduced |