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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 2,175 | $228.9K | 0.00% | +2,175 | New |
| Eventide Asset Management, LLC | 2,127 | $229.7K | 0.00% | +2,127 | New |
| New World Advisors LLC | 2,185 | $229.9K | 0.05% | −1,075−33.0% | Reduced |
| Quarry LP | 2,202 | $231.7K | 0.06% | −2,262−50.7% | Reduced |
| Farther Finance Advisors, LLC | 2,228 | $233.3K | 0.01% | +1,647+283.5% | Added |
| Fairscale Capital, LLC | 2,219 | $233.5K | 0.21% | +2,189+7,296.7% | Added |
| World Equity Group, Inc. | 2,225 | $234.1K | 0.07% | −1,985−47.1% | Reduced |
| Fred Alger Management, LLC | 2,226 | $234.2K | 0.00% | +2,226 | New |
| Greenleaf Trust | 2,236 | $235.3K | 0.00% | +2,236 | New |
| J. Goldman & Co LP | 2,240 | $235.7K | 0.01% | +2,240 | New |
| Claret Asset Management Corp | 2,245 | $236.0K | 0.03% | +2,245 | New |
| Mindset Wealth Management, LLC | 2,247 | $236.4K | 0.09% | +2,247 | New |
| Baker Avenue Asset Management, LP | 2,259 | $237.7K | 0.01% | +2,259 | New |
| Farringdon Capital, Ltd. | 2,261 | $237.9K | 0.12% | +2,261 | New |
| Avestar Capital, LLC | 2,266 | $238.4K | 0.02% | +2,266 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,273 | $239.2K | 0.01% | +2,273 | New |
| Schulz Wealth, LTD. | 2,284 | $240.3K | 0.18% | +2,284 | New |
| Jump Financial, LLC | 2,289 | $240.8K | 0.00% | −40,379−94.6% | Reduced |
| HB Wealth Management, LLC | 2,315 | $243.6K | 0.00% | +2,315 | New |
| Kingswood Wealth Advisors, LLC | 2,393 | $251.8K | 0.02% | +2,393 | New |
| Quent Capital, LLC | 2,402 | $252.7K | 0.03% | +83+3.6% | Added |
| Camden Capital, LLC | 2,417 | $254.3K | 0.03% | +2,417 | New |
| SG Americas Securities, LLC | 2,434 | $256.0K | 0.00% | +2,434 | New |
| HM Payson & Co | 2,450 | $257.8K | 0.00% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,450 | $257.8K | 0.08% | +2,450 | New |
| Capital Advisors Inc | 2,476 | $260.5K | 0.01% | +2,476 | New |
| Graypoint LLC | 2,476 | $260.5K | 0.02% | −1,153−31.8% | Reduced |
| Eqis Capital Management, Inc. | 2,492 | $262.2K | 0.02% | +2,492 | New |
| PharVision Advisers, LLC | 2,510 | $264.1K | 0.37% | −1,284−33.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,518 | $265.0K | 0.00% | +2,518 | New |
| Keebeck Alpha, LP | 2,524 | $265.6K | 0.31% | +2,524 | New |
| C M Bidwell & Associates Ltd | 2,525 | $265.7K | 0.16% | +2,503+11,377.3% | Added |
| Chicago Partners Investment Group LLC | 2,289 | $270.2K | 0.01% | +2,289 | New |
| Ballentine Partners, LLC | 2,625 | $276.2K | 0.00% | +34+1.3% | Added |
| Creekside Partners | 2,666 | $280.5K | 0.15% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 2,712 | $285.4K | 0.07% | −6,025−69.0% | Reduced |
| Moore Capital Management, LP | 2,714 | $285.6K | 0.01% | +2,714 | New |
| Rather & Kittrell, Inc. | 2,733 | $287.6K | 0.06% | −1,246−31.3% | Reduced |
| Jones Financial Companies LLLP | 2,673 | $288.7K | 0.00% | +826+44.7% | Added |
| Atria Wealth Solutions, Inc. | 2,834 | $298.2K | 0.00% | −158−5.3% | Reduced |
| Prosperity Wealth Management, Inc. | 2,880 | $303.0K | 0.14% | +2,880 | New |
| Motley Fool Asset Management LLC | 2,887 | $303.8K | 0.02% | +2,887 | New |
| Flagship Harbor Advisors, LLC | 2,922 | $307.4K | 0.02% | −582−16.6% | Reduced |
| Kera Capital Partners, Inc. | 2,928 | $308.1K | 0.09% | +278+10.5% | Added |
| Kazazian Asset Management, LLC | 3,000 | $315.7K | 0.26% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,010 | $316.7K | 0.04% | −5−0.2% | Reduced |
| Jefferies Financial Group Inc. | 3,016 | $317.3K | 0.01% | −1,984−39.7% | Reduced |
| MCF Advisors LLC | 3,035 | $319.3K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,100 | $326.2K | 0.00% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,115 | $327.8K | 0.07% | +55+1.8% | Added |
| Forum Financial Management, LP | 3,118 | $328.1K | 0.01% | −1,113−26.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,120 | $328.3K | 0.11% | +110+3.7% | Added |
| Norden Group LLC | 3,144 | $330.8K | 0.04% | +38+1.2% | Added |
| Chicago Trust Co NA | 3,187 | $335.3K | 0.06% | +67+2.1% | Added |
| Exencial Wealth Advisors, LLC | 3,278 | $345.0K | 0.01% | +3,278 | New |
| Menard Financial Group LLC | 2,954 | $345.8K | 0.23% | +2,954 | New |
| Covestor Ltd | 3,352 | $352.0K | 0.24% | +1,972+142.9% | Added |
| EntryPoint Capital, LLC | 3,353 | $352.8K | 0.16% | −2,892−46.3% | Reduced |
| Waldron Private Wealth LLC | 3,383 | $356.0K | 0.02% | −664−16.4% | Reduced |
| Stephens Inc | 3,417 | $359.5K | 0.01% | +121+3.7% | Added |
| Atomi Financial Group, Inc. | 3,428 | $360.7K | 0.02% | +690+25.2% | Added |
| iA Global Asset Management Inc. | 3,439 | $362.0K | 0.01% | −64,775−95.0% | Reduced |
| United Capital Financial Advisers, LLC | 3,444 | $362.4K | 0.00% | +87+2.6% | Added |
| Private Wealth Partners, LLC | 3,450 | $363.0K | 0.03% | +3,450 | New |
| Arete Wealth Advisors, LLC | 3,500 | $368.0K | 0.03% | +3,500 | New |
| 111 Capital | 3,534 | $371.8K | 0.07% | +3,534 | New |
| Congress Wealth Management LLC | 3,545 | $373.3K | 0.00% | +747+26.7% | Added |
| We Are One Seven, LLC | 3,557 | $374.3K | 0.01% | +3,557 | New |
| Bayforest Capital Ltd | 3,559 | $374.5K | 0.16% | +3,559 | New |
| Clarity Capital Partners LLC | 3,601 | $378.9K | 0.15% | −10,589−74.6% | Reduced |
| Mach-1 Financial Group, Inc. | 3,790 | $398.8K | 0.12% | +3,790 | New |
| Knollwood Investment Advisory, LLC | 3,809 | $400.8K | 0.04% | +3,809 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,815 | $401.4K | 0.02% | +8+0.2% | Added |
| Ossiam | 3,820 | $401.9K | 0.01% | +3,635+1,964.9% | Added |
| GK Wealth Management LLC | 3,838 | $403.8K | 0.50% | +458+13.6% | Added |
| Sapience Investments, LLC | 3,949 | $415.5K | 0.30% | −570−12.6% | Reduced |
| Dark Forest Capital Management LP | 3,991 | $419.9K | 0.02% | −18,333−82.1% | Reduced |
| FNY Investment Advisers, LLC | 4,000 | $420.0K | 0.26% | +3,250+433.3% | Added |
| BCJ Capital Management, LLC | 4,053 | $426.5K | 0.03% | +4,053 | New |
| Wahed Invest LLC | 4,167 | $438.5K | 0.08% | +209+5.3% | Added |
| Miracle Mile Advisors, LLC | 4,190 | $440.9K | 0.01% | +94+2.3% | Added |
| Metis Global Partners, LLC | 4,192 | $441.1K | 0.01% | +806+23.8% | Added |
| Stratos Wealth Partners, LTD. | 4,249 | $447.1K | 0.01% | −1,320−23.7% | Reduced |
| IHT Wealth Management, LLC | 4,262 | $448.4K | 0.01% | +4,262 | New |
| Octavia Wealth Advisors, LLC | 4,367 | $459.5K | 0.06% | +332+8.2% | Added |
| Banque Cantonale Vaudoise | 4,375 | $461.0K | 0.02% | +4,375 | New |
| Yarbrough Capital, LLC | 4,400 | $463.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 4,434 | $466.5K | 0.00% | +700+18.7% | Added |
| Resonant Capital Advisors, LLC | 4,437 | $466.9K | 0.03% | +411+10.2% | Added |
| Frank, Rimerman Advisors LLC | 4,499 | $473.4K | 0.04% | +34+0.8% | Added |
| GraniteShares Advisors LLC | 4,573 | $481.2K | 0.31% | −524−10.3% | Reduced |
| Rakuten Investment Management, Inc. | 4,525 | $488.7K | 0.00% | +4,525 | New |
| J.W. Cole Advisors, Inc. | 4,645 | $488.7K | 0.02% | +1,473+46.4% | Added |
| Nemes Rush Group LLC | 4,690 | $493.5K | 0.06% | +438+10.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,707 | $495.3K | 0.04% | +4,707 | New |
| Parallel Advisors, LLC | 4,730 | $497.7K | 0.01% | +60+1.3% | Added |
| Mutual of America Capital Management LLC | 4,745 | $499.3K | 0.01% | −388−7.6% | Reduced |
| Change Path, LLC | 4,883 | $513.8K | 0.02% | +4,883 | New |
| Buckingham Strategic Partners | 4,891 | $514.6K | 0.01% | +4,891 | New |
| Versant Capital Management, Inc | 4,906 | $516.2K | 0.09% | +4,495+1,093.7% | Added |