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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 7,036 | $636.7K | 0.12% | +7,036 | New |
| True Link Financial Advisors, LLC | 6,000 | $631.3K | 0.05% | −640−9.6% | Reduced |
| M&T Bank Corp | 5,950 | $626.2K | 0.00% | −134−2.2% | Reduced |
| Cantor Fitzgerald, L. P. | 5,904 | $621.2K | 0.02% | +5,904 | New |
| Qtron Investments LLC | 5,874 | $618.1K | 0.09% | +2,380+68.1% | Added |
| E. Ohman J:or Asset Management AB | 5,800 | $610.3K | 0.02% | +5,800 | New |
| Avantax Advisory Services, Inc. | 5,673 | $596.9K | 0.00% | +1,124+24.7% | Added |
| Oppenheimer & Co Inc | 5,558 | $584.8K | 0.01% | +625+12.7% | Added |
| Fluent Financial, LLC | 5,553 | $584.3K | 0.25% | −10,776−66.0% | Reduced |
| Allstate Corp | 5,546 | $583.5K | 0.02% | +756+15.8% | Added |
| GWM Advisors LLC | 5,530 | $581.8K | 0.00% | +4,950+853.4% | Added |
| Thoroughbred Financial Services, LLC | 5,516 | $580.0K | 0.04% | +5,516 | New |
| K.J. Harrison & Partners Inc | 5,500 | $578.7K | 0.11% | +5,500 | New |
| Cynosure Management, LLC | 5,498 | $578.5K | 0.08% | +1,537+38.8% | Added |
| Two Sigma Securities, LLC | 5,424 | $570.7K | 0.09% | +5,424 | New |
| Independent Financial Group, LLC | 5,417 | $570.0K | 0.02% | +134+2.5% | Added |
| Kestra Private Wealth Services, LLC | 5,398 | $568.0K | 0.01% | +5,398 | New |
| Everence Capital Management Inc | 5,300 | $558.0K | 0.04% | +790+17.5% | Added |
| Prudential PLC | 5,301 | $557.8K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,288 | $556.4K | 0.02% | −288−5.2% | Reduced |
| Sterling Capital Management LLC | 5,220 | $549.2K | 0.01% | −1,206−18.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $545.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,183 | $545.4K | 0.12% | +1,354+35.4% | Added |
| Signaturefd, LLC | 5,149 | $541.8K | 0.01% | +1,621+45.9% | Added |
| Jackson Creek Investment Advisors LLC | 5,096 | $536.0K | 0.17% | +5,096 | New |
| Alta Wealth Advisors LLC | 5,071 | $533.6K | 0.24% | +41+0.8% | Added |
| Atria Investments LLC | 5,027 | $528.9K | 0.01% | +563+12.6% | Added |
| Oak Harvest Investment Services | 5,000 | $526.1K | 0.07% | +5,000 | New |
| Legal Advantage Investments, Inc. | 4,990 | $525.0K | 0.28% | +40+0.8% | Added |
| Simon Quick Advisors, LLC | 4,984 | $524.4K | 0.03% | +4,984 | New |
| Sherbrooke Park Advisers LLC | 4,975 | $523.5K | 0.24% | −6,694−57.4% | Reduced |
| Aaron Wealth Advisors | 4,969 | $522.8K | 0.06% | +1,507+43.5% | Added |
| Raiffeisen Bank International AG | 4,820 | $520.5K | 0.01% | +4,820 | New |
| Caxton Associates LLP | 4,924 | $518.1K | 0.02% | +4,924 | New |
| Versant Capital Management, Inc | 4,906 | $516.2K | 0.09% | +4,495+1,093.7% | Added |
| Buckingham Strategic Partners | 4,891 | $514.6K | 0.01% | +4,891 | New |
| Change Path, LLC | 4,883 | $513.8K | 0.02% | +4,883 | New |
| Mutual of America Capital Management LLC | 4,745 | $499.3K | 0.01% | −388−7.6% | Reduced |
| Parallel Advisors, LLC | 4,730 | $497.7K | 0.01% | +60+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,707 | $495.3K | 0.04% | +4,707 | New |
| Nemes Rush Group LLC | 4,690 | $493.5K | 0.06% | +438+10.3% | Added |
| J.W. Cole Advisors, Inc. | 4,645 | $488.7K | 0.02% | +1,473+46.4% | Added |
| Rakuten Investment Management, Inc. | 4,525 | $488.7K | 0.00% | +4,525 | New |
| GraniteShares Advisors LLC | 4,573 | $481.2K | 0.31% | −524−10.3% | Reduced |
| Frank, Rimerman Advisors LLC | 4,499 | $473.4K | 0.04% | +34+0.8% | Added |
| Resonant Capital Advisors, LLC | 4,437 | $466.9K | 0.03% | +411+10.2% | Added |
| Commerce Bank | 4,434 | $466.5K | 0.00% | +700+18.7% | Added |
| Yarbrough Capital, LLC | 4,400 | $463.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,375 | $461.0K | 0.02% | +4,375 | New |
| Octavia Wealth Advisors, LLC | 4,367 | $459.5K | 0.06% | +332+8.2% | Added |
| IHT Wealth Management, LLC | 4,262 | $448.4K | 0.01% | +4,262 | New |
| Stratos Wealth Partners, LTD. | 4,249 | $447.1K | 0.01% | −1,320−23.7% | Reduced |
| Metis Global Partners, LLC | 4,192 | $441.1K | 0.01% | +806+23.8% | Added |
| Miracle Mile Advisors, LLC | 4,190 | $440.9K | 0.01% | +94+2.3% | Added |
| Wahed Invest LLC | 4,167 | $438.5K | 0.08% | +209+5.3% | Added |
| BCJ Capital Management, LLC | 4,053 | $426.5K | 0.03% | +4,053 | New |
| FNY Investment Advisers, LLC | 4,000 | $420.0K | 0.26% | +3,250+433.3% | Added |
| Dark Forest Capital Management LP | 3,991 | $419.9K | 0.02% | −18,333−82.1% | Reduced |
| Sapience Investments, LLC | 3,949 | $415.5K | 0.30% | −570−12.6% | Reduced |
| GK Wealth Management LLC | 3,838 | $403.8K | 0.50% | +458+13.6% | Added |
| Ossiam | 3,820 | $401.9K | 0.01% | +3,635+1,964.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,815 | $401.4K | 0.02% | +8+0.2% | Added |
| Knollwood Investment Advisory, LLC | 3,809 | $400.8K | 0.04% | +3,809 | New |
| Mach-1 Financial Group, Inc. | 3,790 | $398.8K | 0.12% | +3,790 | New |
| Clarity Capital Partners LLC | 3,601 | $378.9K | 0.15% | −10,589−74.6% | Reduced |
| Bayforest Capital Ltd | 3,559 | $374.5K | 0.16% | +3,559 | New |
| We Are One Seven, LLC | 3,557 | $374.3K | 0.01% | +3,557 | New |
| Congress Wealth Management LLC | 3,545 | $373.3K | 0.00% | +747+26.7% | Added |
| 111 Capital | 3,534 | $371.8K | 0.07% | +3,534 | New |
| Arete Wealth Advisors, LLC | 3,500 | $368.0K | 0.03% | +3,500 | New |
| Private Wealth Partners, LLC | 3,450 | $363.0K | 0.03% | +3,450 | New |
| United Capital Financial Advisers, LLC | 3,444 | $362.4K | 0.00% | +87+2.6% | Added |
| iA Global Asset Management Inc. | 3,439 | $362.0K | 0.01% | −64,775−95.0% | Reduced |
| Atomi Financial Group, Inc. | 3,428 | $360.7K | 0.02% | +690+25.2% | Added |
| Stephens Inc | 3,417 | $359.5K | 0.01% | +121+3.7% | Added |
| Waldron Private Wealth LLC | 3,383 | $356.0K | 0.02% | −664−16.4% | Reduced |
| EntryPoint Capital, LLC | 3,353 | $352.8K | 0.16% | −2,892−46.3% | Reduced |
| Covestor Ltd | 3,352 | $352.0K | 0.24% | +1,972+142.9% | Added |
| Menard Financial Group LLC | 2,954 | $345.8K | 0.23% | +2,954 | New |
| Exencial Wealth Advisors, LLC | 3,278 | $345.0K | 0.01% | +3,278 | New |
| Chicago Trust Co NA | 3,187 | $335.3K | 0.06% | +67+2.1% | Added |
| Norden Group LLC | 3,144 | $330.8K | 0.04% | +38+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,120 | $328.3K | 0.11% | +110+3.7% | Added |
| Forum Financial Management, LP | 3,118 | $328.1K | 0.01% | −1,113−26.3% | Reduced |
| Opes Wealth Management LLC | 3,115 | $327.8K | 0.07% | +55+1.8% | Added |
| UniSuper Management Pty Ltd | 3,100 | $326.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,035 | $319.3K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,016 | $317.3K | 0.01% | −1,984−39.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,010 | $316.7K | 0.04% | −5−0.2% | Reduced |
| Kazazian Asset Management, LLC | 3,000 | $315.7K | 0.26% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,928 | $308.1K | 0.09% | +278+10.5% | Added |
| Flagship Harbor Advisors, LLC | 2,922 | $307.4K | 0.02% | −582−16.6% | Reduced |
| Motley Fool Asset Management LLC | 2,887 | $303.8K | 0.02% | +2,887 | New |
| Prosperity Wealth Management, Inc. | 2,880 | $303.0K | 0.14% | +2,880 | New |
| Atria Wealth Solutions, Inc. | 2,834 | $298.2K | 0.00% | −158−5.3% | Reduced |
| Jones Financial Companies LLLP | 2,673 | $288.7K | 0.00% | +826+44.7% | Added |
| Rather & Kittrell, Inc. | 2,733 | $287.6K | 0.06% | −1,246−31.3% | Reduced |
| Moore Capital Management, LP | 2,714 | $285.6K | 0.01% | +2,714 | New |
| TrueMark Investments, LLC | 2,712 | $285.4K | 0.07% | −6,025−69.0% | Reduced |
| Creekside Partners | 2,666 | $280.5K | 0.15% | 00.0% | Unchanged |