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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 2,625 | $276.2K | 0.00% | +34+1.3% | Added |
| Chicago Partners Investment Group LLC | 2,289 | $270.2K | 0.01% | +2,289 | New |
| C M Bidwell & Associates Ltd | 2,525 | $265.7K | 0.16% | +2,503+11,377.3% | Added |
| Keebeck Alpha, LP | 2,524 | $265.6K | 0.31% | +2,524 | New |
| Sequoia Financial Advisors, LLC | 2,518 | $265.0K | 0.00% | +2,518 | New |
| PharVision Advisers, LLC | 2,510 | $264.1K | 0.37% | −1,284−33.8% | Reduced |
| Eqis Capital Management, Inc. | 2,492 | $262.2K | 0.02% | +2,492 | New |
| Graypoint LLC | 2,476 | $260.5K | 0.02% | −1,153−31.8% | Reduced |
| Capital Advisors Inc | 2,476 | $260.5K | 0.01% | +2,476 | 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 |
| SG Americas Securities, LLC | 2,434 | $256.0K | 0.00% | +2,434 | New |
| Camden Capital, LLC | 2,417 | $254.3K | 0.03% | +2,417 | New |
| Quent Capital, LLC | 2,402 | $252.7K | 0.03% | +83+3.6% | Added |
| Kingswood Wealth Advisors, LLC | 2,393 | $251.8K | 0.02% | +2,393 | New |
| HB Wealth Management, LLC | 2,315 | $243.6K | 0.00% | +2,315 | New |
| Jump Financial, LLC | 2,289 | $240.8K | 0.00% | −40,379−94.6% | Reduced |
| Schulz Wealth, LTD. | 2,284 | $240.3K | 0.18% | +2,284 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,273 | $239.2K | 0.01% | +2,273 | New |
| Avestar Capital, LLC | 2,266 | $238.4K | 0.02% | +2,266 | New |
| Farringdon Capital, Ltd. | 2,261 | $237.9K | 0.12% | +2,261 | New |
| Baker Avenue Asset Management, LP | 2,259 | $237.7K | 0.01% | +2,259 | New |
| Mindset Wealth Management, LLC | 2,247 | $236.4K | 0.09% | +2,247 | New |
| Claret Asset Management Corp | 2,245 | $236.0K | 0.03% | +2,245 | New |
| J. Goldman & Co LP | 2,240 | $235.7K | 0.01% | +2,240 | New |
| Greenleaf Trust | 2,236 | $235.3K | 0.00% | +2,236 | New |
| Fred Alger Management, LLC | 2,226 | $234.2K | 0.00% | +2,226 | New |
| World Equity Group, Inc. | 2,225 | $234.1K | 0.07% | −1,985−47.1% | Reduced |
| Fairscale Capital, LLC | 2,219 | $233.5K | 0.21% | +2,189+7,296.7% | Added |
| Farther Finance Advisors, LLC | 2,228 | $233.3K | 0.01% | +1,647+283.5% | Added |
| Quarry LP | 2,202 | $231.7K | 0.06% | −2,262−50.7% | Reduced |
| New World Advisors LLC | 2,185 | $229.9K | 0.05% | −1,075−33.0% | Reduced |
| Eventide Asset Management, LLC | 2,127 | $229.7K | 0.00% | +2,127 | New |
| Envestnet Portfolio Solutions, Inc. | 2,175 | $228.9K | 0.00% | +2,175 | New |
| Mission Wealth Management, LP | 2,166 | $227.9K | 0.01% | −2,217−50.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,142 | $225.4K | 0.00% | +2,142 | New |
| Bridgewater Advisors Inc. | 1,991 | $224.1K | 0.02% | +1,991 | 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 |
| Yousif Capital Management, LLC | 2,111 | $222.1K | 0.00% | +2,111 | New |
| Valeo Financial Advisors, LLC | 2,104 | $221.4K | 0.01% | +2,104 | New |
| Total Wealth Planning & Management, Inc. | 2,099 | $220.9K | 0.23% | +2,099 | New |
| Venturi Wealth Management, LLC | 2,098 | $220.8K | 0.01% | +1,204+134.7% | Added |
| Awm Capital, LLC | 2,090 | $219.9K | 0.03% | +2,090 | New |
| Snowden Capital Advisors LLC | 2,072 | $218.0K | 0.01% | +2,072 | New |
| FourThought Financial Partners, LLC | 2,027 | $213.3K | 0.02% | +2,027 | New |
| Gillespie Robinson & Grimm Inc | 2,025 | $213.1K | 0.02% | +2,025 | New |
| QRG Capital Management, Inc. | 2,018 | $212.3K | 0.00% | +2,018 | New |
| Rodgers Brothers Inc. | 2,010 | $211.5K | 0.03% | +2,010 | New |
| Brighton Jones LLC | 1,998 | $210.2K | 0.01% | −1,309−39.6% | Reduced |
| Leavell Investment Management, Inc. | 1,975 | $207.8K | 0.01% | +1,975 | New |
| Capital Performance Advisors LLP | 1,954 | $205.6K | 0.05% | +1,954 | New |
| Evergreen Capital Management LLC | 1,952 | $205.4K | 0.01% | +1,952 | New |
| Fukoku Mutual Life Insurance Co | 1,930 | $203.1K | 0.02% | +1,930 | New |
| Perbak Capital Partners LLP | 1,925 | $202.5K | 0.15% | +1,925 | New |
| Syon Capital LLC | 1,919 | $201.9K | 0.02% | +1,919 | New |
| Johnson Financial Group, Inc. | 1,893 | $199.2K | 0.01% | +1,122+145.5% | Added |
| Corebridge Financial, Inc. | 1,887 | $198.6K | 0.00% | −69−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 1,865 | $196.2K | 0.01% | +1,865 | New |
| Ci Investments Inc. | 1,759 | $185.0K | 0.00% | −1,437−45.0% | Reduced |
| Westpac Banking Corp | 1,747 | $183.8K | 0.01% | −8,070−82.2% | Reduced |
| Allworth Financial LP | 1,708 | $173.4K | 0.00% | +92+5.7% | Added |
| Acima Private Wealth, LLC | 1,579 | $166.1K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,484 | $156.1K | 0.02% | +100+7.2% | Added |
| Bryn Mawr Trust Co | 1,482 | $155.9K | 0.00% | +30+2.1% | Added |
| Sunbelt Securities, Inc. | 1,332 | $140.2K | 0.01% | −360−21.3% | Reduced |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $136.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,686 | $132.9K | 0.00% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 1,258 | $132.4K | 0.02% | +1,258 | New |
| HHM Wealth Advisors, LLC | 1,250 | $131.5K | 0.02% | −1−0.1% | Reduced |
| GAMMA Investing LLC | 1,201 | $126.4K | 0.01% | +863+255.3% | Added |
| MAI Capital Management | 1,193 | $125.5K | 0.00% | −38−3.1% | Reduced |
| Coldstream Capital Management Inc | 1,191 | $125.3K | 0.00% | +1,191 | New |
| Raleigh Capital Management Inc. | 1,154 | $121.4K | 0.05% | +1,129+4,516.0% | Added |
| Advisors Asset Management, Inc. | 1,073 | $112.9K | 0.00% | +120+12.6% | Added |
| Wellington Shields Capital Management, LLC | 1,000 | $105.2K | 0.02% | +1,000 | New |
| GeoWealth Management, LLC | 982 | $103.3K | 0.00% | −29−2.9% | Reduced |
| Silicon Valley Capital Partners | 947 | $102.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 935 | $98.4K | 0.01% | +935 | New |
| NBC Securities, Inc. | 905 | $95.0K | 0.01% | +905 | New |
| Brown Brothers Harriman & Co | 900 | $94.7K | 0.00% | +352+64.2% | Added |
| Private Trust Co NA | 897 | $94.4K | 0.01% | +772+617.6% | Added |
| IFP Advisors, Inc | 865 | $91.0K | 0.00% | +45+5.5% | Added |
| Smartleaf Asset Management LLC | 824 | $89.0K | 0.01% | +92+12.6% | Added |
| National Bank of Canada | 830 | $87.3K | 0.00% | −297,007−99.7% | Reduced |
| Tower Research Capital LLC (TRC) | 810 | $85.2K | 0.00% | −10,023−92.5% | Reduced |
| Fifth Third Bancorp | 730 | $76.8K | 0.00% | +87+13.5% | Added |
| EverSource Wealth Advisors, LLC | 728 | $76.6K | 0.00% | +278+61.8% | Added |
| Point72 Hong Kong Ltd | 726 | $76.3K | 0.01% | +726 | New |
| MPWM Advisory Solutions, LLC | 710 | $74.7K | 0.05% | +689+3,281.0% | Added |
| ORG Partners LLC | 711 | $74.4K | 0.02% | −9,189−92.8% | Reduced |
| Larson Financial Group LLC | 707 | $74.4K | 0.00% | +689+3,827.8% | Added |
| Skopos Labs, Inc. | 703 | $74.0K | 0.02% | +31+4.6% | Added |
| True Wealth Design, LLC | 693 | $72.9K | 0.03% | +116+20.1% | Added |
| Creative Financial Designs Inc | 690 | $72.6K | 0.01% | −1,421−67.3% | Reduced |
| First Horizon Advisors, Inc. | 678 | $71.3K | 0.00% | +108+18.9% | Added |
| Quadrant Capital Group LLC | 652 | $68.6K | 0.00% | +22+3.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 640 | $67.4K | 0.00% | −17−2.6% | Reduced |