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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 15,974 | $1.68M | 0.02% | −6,337−28.4% | Reduced |
| Qube Research & Technologies Ltd | 15,649 | $1.65M | 0.00% | −449,070−96.6% | Reduced |
| Janney Montgomery Scott LLC | 15,021 | $1.58M | 0.00% | +8,166+119.1% | Added |
| Swiss Life Asset Management Ltd | 14,869 | $1.56M | 0.01% | −2,415−14.0% | Reduced |
| Ethic Inc. | 14,898 | $1.56M | 0.03% | +6,113+69.6% | Added |
| Toroso Investments, LLC | 14,788 | $1.56M | 0.01% | −3,152−17.6% | Reduced |
| Baird Financial Group, Inc. | 14,575 | $1.53M | 0.00% | +14,575 | New |
| Scientech Research LLC | 14,479 | $1.52M | 0.40% | +14,479 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,216 | $1.50M | 0.02% | −85−0.6% | Reduced |
| Mackenzie Financial Corp | 14,130 | $1.49M | 0.00% | +210+1.5% | Added |
| Daiwa Securities Group Inc. | 13,958 | $1.47M | 0.01% | +573+4.3% | Added |
| Fort Washington Investment Advisors Inc | 13,954 | $1.47M | 0.01% | −4,950−26.2% | Reduced |
| Wellington Management Group LLP | 13,799 | $1.45M | 0.00% | −20,243−59.5% | Reduced |
| Oak Thistle LLC | 13,719 | $1.44M | 0.29% | −25,766−65.3% | Reduced |
| Vectors Research Management, LLC | 13,719 | $1.44M | 0.50% | −42−0.3% | Reduced |
| Semanteon Capital Management, LP | 13,716 | $1.44M | 0.78% | +13,716 | New |
| Geneos Wealth Management Inc. | 13,314 | $1.40M | 0.05% | +2,848+27.2% | Added |
| Calamos Advisors LLC | 12,739 | $1.34M | 0.01% | +6,251+96.3% | Added |
| Thrivent Financial for Lutherans | 12,683 | $1.33M | 0.00% | −547−4.1% | Reduced |
| ORG Wealth Partners, LLC | 12,727 | $1.33M | 0.41% | +12,727 | New |
| Advisors Management Group Inc | 12,417 | $1.31M | 0.28% | +145+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,405 | $1.30M | 0.01% | +817+7.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,350 | $1.30M | 0.01% | +954+8.4% | Added |
| Y.D. More Investments Ltd | 14,455 | $1.29M | 0.11% | +319+2.3% | Added |
| CI Private Wealth, LLC | 12,103 | $1.27M | 0.00% | +1,956+19.3% | Added |
| SCS Capital Management LLC | 12,033 | $1.27M | 0.02% | +12,033 | New |
| Janus Henderson Group PLC | 11,201 | $1.21M | 0.00% | −1,870−14.3% | Reduced |
| Sanctuary Advisors, LLC | 11,265 | $1.19M | 0.01% | −1,180−9.5% | Reduced |
| Captrust Financial Advisors | 11,194 | $1.18M | 0.00% | +2,518+29.0% | Added |
| Brandywine Managers, LLC | 11,109 | $1.17M | 1.40% | −1,578−12.4% | Reduced |
| Rafferty Asset Management, LLC | 11,067 | $1.16M | 0.00% | −5,266−32.2% | Reduced |
| Kentucky Retirement Systems | 11,050 | $1.16M | 0.04% | +11,050 | New |
| CAPROCK Group, Inc. | 10,922 | $1.15M | 0.04% | +6,890+170.9% | Added |
| Plato Investment Management Ltd | 10,727 | $1.14M | 0.10% | −294−2.7% | Reduced |
| Franklin Resources Inc | 10,695 | $1.13M | 0.00% | +1,104+11.5% | Added |
| Harvest Fund Management Co., Ltd | 10,611 | $1.12M | 0.06% | +5,910+125.7% | Added |
| Prospera Financial Services Inc | 10,523 | $1.11M | 0.03% | −20−0.2% | Reduced |
| Aigen Investment Management, LP | 10,447 | $1.10M | 0.18% | +10,447 | New |
| Guggenheim Capital LLC | 10,210 | $1.07M | 0.01% | +993+10.8% | Added |
| Entropy Technologies, LP | 10,136 | $1.07M | 0.10% | +10,136 | New |
| Firsthand Capital Management, Inc. | 10,000 | $1.05M | 2.55% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 9,748 | $1.03M | 0.15% | +229+2.4% | Added |
| Amalgamated Bank | 9,704 | $1.02M | 0.01% | +273+2.9% | Added |
| APG Asset Management US Inc. | 9,706 | $1.02M | 0.01% | +4,593+89.8% | Added |
| Avanza Fonder AB | 9,552 | $1.01M | 0.03% | −557−5.5% | Reduced |
| Profund Advisors LLC | 9,536 | $1.00M | 0.04% | +2,753+40.6% | Added |
| Courier Capital LLC | 9,535 | $1.00M | 0.07% | −389−3.9% | Reduced |
| Gulf International Bank (UK) Ltd | 9,522 | $1.00M | 0.03% | −2,622−21.6% | Reduced |
| Mercer Global Advisors Inc | 9,363 | $985.2K | 0.00% | +3,717+65.8% | Added |
| Teza Capital Management LLC | 9,349 | $983.7K | 0.45% | −10,535−53.0% | Reduced |
| Gilbert & Cook, Inc. | 9,277 | $976.1K | 0.14% | −42−0.5% | Reduced |
| Principal Financial Group Inc | 9,172 | $965.1K | 0.00% | −1,905−17.2% | Reduced |
| Kestra Advisory Services, LLC | 9,042 | $951.4K | 0.00% | +470+5.5% | Added |
| Manufacturers Life Insurance Company, The | 8,980 | $944.9K | 0.00% | +1,107+14.1% | Added |
| Perpetual Ltd | 8,874 | $933.7K | 0.01% | −3,861−30.3% | Reduced |
| Alerus Financial NA | 8,873 | $933.6K | 0.07% | −227−2.5% | Reduced |
| Citizens Financial Group Inc | 8,858 | $932.0K | 0.02% | −5,760−39.4% | Reduced |
| Fieldview Capital Management, LLC | 8,850 | $931.2K | 0.13% | −14,557−62.2% | Reduced |
| Hel Ved Capital Management Ltd | 8,840 | $930.1K | 0.47% | +2,140+31.9% | Added |
| Wealthfront Advisers LLC | 8,811 | $927.1K | 0.00% | +2,211+33.5% | Added |
| Schwab Charitable Fund | 8,775 | $923.3K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 8,459 | $890.1K | 0.02% | −10,811−56.1% | Reduced |
| Accurate Wealth Management, LLC | 8,571 | $872.7K | 0.17% | +8,571 | New |
| TownSquare Capital, LLC | 8,202 | $863.0K | 0.01% | +229+2.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,346 | $861.1K | 0.05% | +8,346 | New |
| Gsa Capital Partners LLP | 8,180 | $861.0K | 0.08% | +4,125+101.7% | Added |
| Pinnacle Wealth Management, LLC | 8,026 | $844.5K | 0.95% | +8,026 | New |
| Merit Financial Group, LLC | 7,821 | $822.9K | 0.01% | +7,821 | New |
| Alps Advisors Inc | 7,795 | $820.2K | 0.00% | −3,312−29.8% | Reduced |
| Pallas Capital Advisors LLC | 7,790 | $819.7K | 0.03% | +7,790 | New |
| O'Shaughnessy Asset Management, LLC | 7,779 | $818.5K | 0.01% | +4,938+173.8% | Added |
| Machina Capital S.A.S. | 7,727 | $813.0K | 0.24% | +2,988+63.1% | Added |
| Triumph Capital Management | 7,688 | $808.9K | 0.27% | +1,897+32.8% | Added |
| Bryce Point Capital, LLC | 7,602 | $800.9K | 0.60% | +800+11.8% | Added |
| Maryland State Retirement & Pension System | 7,566 | $796.1K | 0.02% | −1,262−14.3% | Reduced |
| MIG Capital, LLC | 7,539 | $793.3K | 0.10% | +7,539 | New |
| Empowered Funds, LLC | 7,536 | $792.9K | 0.01% | −14−0.2% | Reduced |
| CIBC World Markets Corp | 7,462 | $785.2K | 0.01% | +112+1.5% | Added |
| DC Investments Management, LLC | 7,396 | $778.2K | 0.40% | +7,396 | New |
| Bridgefront Capital, LLC | 7,388 | $777.4K | 0.22% | +3,485+89.3% | Added |
| Synergy Financial Group, LTD | 7,304 | $768.5K | 0.69% | +305+4.4% | Added |
| Group One Trading, L.P. | 7,265 | $764.4K | 0.03% | −29,545−80.3% | Reduced |
| RSM US Wealth Management LLC | 7,240 | $761.8K | 0.01% | +1,750+31.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,050 | $761.3K | 0.00% | +1,648+30.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,185 | $756.0K | 0.00% | +1,725+31.6% | Added |
| Greenwood Capital Associates LLC | 7,048 | $741.6K | 0.10% | +4,395+165.7% | Added |
| CIBC Asset Management Inc | 6,786 | $714.0K | 0.00% | +353+5.5% | Added |
| Bristlecone Advisors, LLC | 6,644 | $699.1K | 0.06% | +37+0.6% | Added |
| The PNC Financial Services Group, Inc. | 6,598 | $694.2K | 0.00% | +236+3.7% | Added |
| Thompson Investment Management, Inc. | 6,432 | $676.8K | 0.10% | +6,350+7,743.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,403 | $673.7K | 0.01% | +2,277+55.2% | Added |
| Bank of Nova Scotia | 6,283 | $661.1K | 0.00% | −1,668−21.0% | Reduced |
| Prudential Financial Inc | 8,350 | $658.3K | 0.00% | −1,850−18.1% | Reduced |
| Cresset Asset Management, LLC | 6,255 | $658.2K | 0.00% | −923−12.9% | Reduced |
| Evanson Asset Management, LLC | 6,244 | $657.0K | 0.05% | +2,962+90.2% | Added |
| Great Lakes Advisors, LLC | 6,243 | $656.9K | 0.01% | −827−11.7% | Reduced |
| Benjamin Edwards Inc | 6,218 | $654.3K | 0.01% | +150+2.5% | Added |
| Prelude Capital Management, LLC | 6,206 | $653.0K | 0.07% | +6,206 | New |
| Ostrum Asset Management | 6,116 | $643.5K | 0.03% | +3,622+145.2% | Added |
| MetLife Investment Management | 6,059 | $637.5K | 0.00% | +27+0.4% | Added |