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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 4,924 | $518.1K | 0.02% | +4,924 | New |
| Raiffeisen Bank International AG | 4,820 | $520.5K | 0.01% | +4,820 | New |
| Aaron Wealth Advisors | 4,969 | $522.8K | 0.06% | +1,507+43.5% | Added |
| Sherbrooke Park Advisers LLC | 4,975 | $523.5K | 0.24% | −6,694−57.4% | Reduced |
| Simon Quick Advisors, LLC | 4,984 | $524.4K | 0.03% | +4,984 | New |
| Legal Advantage Investments, Inc. | 4,990 | $525.0K | 0.28% | +40+0.8% | Added |
| Oak Harvest Investment Services | 5,000 | $526.1K | 0.07% | +5,000 | New |
| Atria Investments LLC | 5,027 | $528.9K | 0.01% | +563+12.6% | Added |
| Alta Wealth Advisors LLC | 5,071 | $533.6K | 0.24% | +41+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 5,096 | $536.0K | 0.17% | +5,096 | New |
| Signaturefd, LLC | 5,149 | $541.8K | 0.01% | +1,621+45.9% | Added |
| Truvestments Capital LLC | 5,183 | $545.4K | 0.12% | +1,354+35.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $545.9K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,220 | $549.2K | 0.01% | −1,206−18.8% | Reduced |
| Independent Advisor Alliance | 5,288 | $556.4K | 0.02% | −288−5.2% | Reduced |
| Prudential PLC | 5,301 | $557.8K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,300 | $558.0K | 0.04% | +790+17.5% | Added |
| Kestra Private Wealth Services, LLC | 5,398 | $568.0K | 0.01% | +5,398 | New |
| Independent Financial Group, LLC | 5,417 | $570.0K | 0.02% | +134+2.5% | Added |
| Two Sigma Securities, LLC | 5,424 | $570.7K | 0.09% | +5,424 | New |
| Cynosure Management, LLC | 5,498 | $578.5K | 0.08% | +1,537+38.8% | Added |
| K.J. Harrison & Partners Inc | 5,500 | $578.7K | 0.11% | +5,500 | New |
| Thoroughbred Financial Services, LLC | 5,516 | $580.0K | 0.04% | +5,516 | New |
| GWM Advisors LLC | 5,530 | $581.8K | 0.00% | +4,950+853.4% | Added |
| Allstate Corp | 5,546 | $583.5K | 0.02% | +756+15.8% | Added |
| Fluent Financial, LLC | 5,553 | $584.3K | 0.25% | −10,776−66.0% | Reduced |
| Oppenheimer & Co Inc | 5,558 | $584.8K | 0.01% | +625+12.7% | Added |
| Avantax Advisory Services, Inc. | 5,673 | $596.9K | 0.00% | +1,124+24.7% | Added |
| E. Ohman J:or Asset Management AB | 5,800 | $610.3K | 0.02% | +5,800 | New |
| Qtron Investments LLC | 5,874 | $618.1K | 0.09% | +2,380+68.1% | Added |
| Cantor Fitzgerald, L. P. | 5,904 | $621.2K | 0.02% | +5,904 | New |
| M&T Bank Corp | 5,950 | $626.2K | 0.00% | −134−2.2% | Reduced |
| True Link Financial Advisors, LLC | 6,000 | $631.3K | 0.05% | −640−9.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 7,036 | $636.7K | 0.12% | +7,036 | New |
| MetLife Investment Management | 6,059 | $637.5K | 0.00% | +27+0.4% | Added |
| Ostrum Asset Management | 6,116 | $643.5K | 0.03% | +3,622+145.2% | Added |
| Prelude Capital Management, LLC | 6,206 | $653.0K | 0.07% | +6,206 | New |
| Benjamin Edwards Inc | 6,218 | $654.3K | 0.01% | +150+2.5% | Added |
| Great Lakes Advisors, LLC | 6,243 | $656.9K | 0.01% | −827−11.7% | Reduced |
| Evanson Asset Management, LLC | 6,244 | $657.0K | 0.05% | +2,962+90.2% | Added |
| Cresset Asset Management, LLC | 6,255 | $658.2K | 0.00% | −923−12.9% | Reduced |
| Prudential Financial Inc | 8,350 | $658.3K | 0.00% | −1,850−18.1% | Reduced |
| Bank of Nova Scotia | 6,283 | $661.1K | 0.00% | −1,668−21.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,403 | $673.7K | 0.01% | +2,277+55.2% | Added |
| Thompson Investment Management, Inc. | 6,432 | $676.8K | 0.10% | +6,350+7,743.9% | Added |
| The PNC Financial Services Group, Inc. | 6,598 | $694.2K | 0.00% | +236+3.7% | Added |
| Bristlecone Advisors, LLC | 6,644 | $699.1K | 0.06% | +37+0.6% | Added |
| CIBC Asset Management Inc | 6,786 | $714.0K | 0.00% | +353+5.5% | Added |
| Greenwood Capital Associates LLC | 7,048 | $741.6K | 0.10% | +4,395+165.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,185 | $756.0K | 0.00% | +1,725+31.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,050 | $761.3K | 0.00% | +1,648+30.5% | Added |
| RSM US Wealth Management LLC | 7,240 | $761.8K | 0.01% | +1,750+31.9% | Added |
| Group One Trading, L.P. | 7,265 | $764.4K | 0.03% | −29,545−80.3% | Reduced |
| Synergy Financial Group, LTD | 7,304 | $768.5K | 0.69% | +305+4.4% | Added |
| Bridgefront Capital, LLC | 7,388 | $777.4K | 0.22% | +3,485+89.3% | Added |
| DC Investments Management, LLC | 7,396 | $778.2K | 0.40% | +7,396 | New |
| CIBC World Markets Corp | 7,462 | $785.2K | 0.01% | +112+1.5% | Added |
| Empowered Funds, LLC | 7,536 | $792.9K | 0.01% | −14−0.2% | Reduced |
| MIG Capital, LLC | 7,539 | $793.3K | 0.10% | +7,539 | New |
| Maryland State Retirement & Pension System | 7,566 | $796.1K | 0.02% | −1,262−14.3% | Reduced |
| Bryce Point Capital, LLC | 7,602 | $800.9K | 0.60% | +800+11.8% | Added |
| Triumph Capital Management | 7,688 | $808.9K | 0.27% | +1,897+32.8% | Added |
| Machina Capital S.A.S. | 7,727 | $813.0K | 0.24% | +2,988+63.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,779 | $818.5K | 0.01% | +4,938+173.8% | Added |
| Pallas Capital Advisors LLC | 7,790 | $819.7K | 0.03% | +7,790 | New |
| Alps Advisors Inc | 7,795 | $820.2K | 0.00% | −3,312−29.8% | Reduced |
| Merit Financial Group, LLC | 7,821 | $822.9K | 0.01% | +7,821 | New |
| Pinnacle Wealth Management, LLC | 8,026 | $844.5K | 0.95% | +8,026 | New |
| Gsa Capital Partners LLP | 8,180 | $861.0K | 0.08% | +4,125+101.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,346 | $861.1K | 0.05% | +8,346 | New |
| TownSquare Capital, LLC | 8,202 | $863.0K | 0.01% | +229+2.9% | Added |
| Accurate Wealth Management, LLC | 8,571 | $872.7K | 0.17% | +8,571 | New |
| Algert Global LLC | 8,459 | $890.1K | 0.02% | −10,811−56.1% | Reduced |
| Schwab Charitable Fund | 8,775 | $923.3K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 8,811 | $927.1K | 0.00% | +2,211+33.5% | Added |
| Hel Ved Capital Management Ltd | 8,840 | $930.1K | 0.47% | +2,140+31.9% | Added |
| Fieldview Capital Management, LLC | 8,850 | $931.2K | 0.13% | −14,557−62.2% | Reduced |
| Citizens Financial Group Inc | 8,858 | $932.0K | 0.02% | −5,760−39.4% | Reduced |
| Alerus Financial NA | 8,873 | $933.6K | 0.07% | −227−2.5% | Reduced |
| Perpetual Ltd | 8,874 | $933.7K | 0.01% | −3,861−30.3% | Reduced |
| Manufacturers Life Insurance Company, The | 8,980 | $944.9K | 0.00% | +1,107+14.1% | Added |
| Kestra Advisory Services, LLC | 9,042 | $951.4K | 0.00% | +470+5.5% | Added |
| Principal Financial Group Inc | 9,172 | $965.1K | 0.00% | −1,905−17.2% | Reduced |
| Gilbert & Cook, Inc. | 9,277 | $976.1K | 0.14% | −42−0.5% | Reduced |
| Teza Capital Management LLC | 9,349 | $983.7K | 0.45% | −10,535−53.0% | Reduced |
| Mercer Global Advisors Inc | 9,363 | $985.2K | 0.00% | +3,717+65.8% | Added |
| Gulf International Bank (UK) Ltd | 9,522 | $1.00M | 0.03% | −2,622−21.6% | Reduced |
| Courier Capital LLC | 9,535 | $1.00M | 0.07% | −389−3.9% | Reduced |
| Profund Advisors LLC | 9,536 | $1.00M | 0.04% | +2,753+40.6% | Added |
| Avanza Fonder AB | 9,552 | $1.01M | 0.03% | −557−5.5% | Reduced |
| APG Asset Management US Inc. | 9,706 | $1.02M | 0.01% | +4,593+89.8% | Added |
| Amalgamated Bank | 9,704 | $1.02M | 0.01% | +273+2.9% | Added |
| Coastal Bridge Advisors, LLC | 9,748 | $1.03M | 0.15% | +229+2.4% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $1.05M | 2.55% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,136 | $1.07M | 0.10% | +10,136 | New |
| Guggenheim Capital LLC | 10,210 | $1.07M | 0.01% | +993+10.8% | Added |
| Aigen Investment Management, LP | 10,447 | $1.10M | 0.18% | +10,447 | New |
| Prospera Financial Services Inc | 10,523 | $1.11M | 0.03% | −20−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 10,611 | $1.12M | 0.06% | +5,910+125.7% | Added |
| Franklin Resources Inc | 10,695 | $1.13M | 0.00% | +1,104+11.5% | Added |