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Livermore
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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, Q2 2025

Institutional positions in Okta, Inc. as of Jun 30, 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
750
+24 vs. Q1 2025
Shares held
155.9M
+10.6M (+7.3%) vs. Q1 2025
Total value
$15.6B
+$299.8M (+2.0%) vs. Q1 2025
New holders
150
304 more added
Sold out
126
220 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 750 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ2 2025: $15.6B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2025.

Institutions holding OKTA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC5$00.00%00.0%Unchanged
TFC Financial Management1$1000.00%+1New
Stephens Consulting, LLC1$1000.00%+1New
Quaker Wealth Management, LLC2$2000.00%+2New
Comprehensive Financial Planning, Inc.2$2000.00%+2New
Vision Financial Markets LLC3$3000.00%00.0%Unchanged
DecisionPoint Financial, LLC4$3950.00%+4New
WPG Advisers, LLC4$4000.00%00.0%Unchanged
Key Financial Inc5$5000.00%00.0%Unchanged
Tidemark, LLC5$5000.00%00.0%Unchanged
American Capital Advisory, LLC5$5000.00%+3+150.0%Added
WealthTrak Capital Management LLC5$5000.00%+3+150.0%Added
Beaird Harris Wealth Management, LLC5$5000.00%+5New
Cornerstone Planning Group LLC6$5760.00%−4−40.0%Reduced
Darwin Advisors, LLC6$5990.00%00.0%Unchanged
MV Capital Management, Inc.6$6000.00%−22−78.6%Reduced
PayPay Securities Corp6$6000.03%00.0%Unchanged
Tortoise Investment Management, LLC6$6000.00%+4+200.0%Added
Rialto Wealth Management, LLC6$6000.00%+6New
Bay Harbor Wealth Management, LLC7$6990.00%+3+75.0%Added
Colonial Trust Advisors7$7000.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$7000.00%+3+75.0%Added
Kimelman & Baird, LLC8$8000.00%00.0%Unchanged
HFM Investment Advisors, LLC8$8000.00%+4+100.0%Added
Prestige Wealth Management Group LLC8$8000.00%+8New
Bogart Wealth, LLC9$9000.00%+9New
Berkshire Capital Holdings Inc10$1.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1.00K0.00%00.0%Unchanged
Cromwell Holdings LLC10$1.00K0.00%+2+25.0%Added
NewSquare Capital LLC10$1.00K0.00%+10New
Rise Advisors, LLC10$1.00K0.00%+10New
United Community Bank10$1.00K0.00%+10New
Brown, Lisle/Cummings, Inc.10$1.03K0.00%00.0%Unchanged
Atlantic Trust, LLC11$1.10K0.00%−1−8.3%Reduced
Principia Wealth Advisory, LLC11$1.10K0.00%+3+37.5%Added
Sierra Ocean, LLC12$1.20K0.00%−31−72.1%Reduced
Raffa Wealth Management, LLC12$1.20K0.00%00.0%Unchanged
UMA Financial Services, Inc.12$1.20K0.00%+10+500.0%Added
Kilter Group LLC12$1.20K0.00%+12New
FSA Wealth Management LLC13$1.30K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$1.50K0.00%−8−34.8%Reduced
Avion Wealth20$2.00K0.00%+10+100.0%Added
Curio Wealth, LLC22$2.20K0.00%+21+2,100.0%Added
Financial Management Professionals, Inc.22$2.20K0.00%+6+37.5%Added
CBIZ Investment Advisory Services, LLC22$2.20K0.00%+8+57.1%Added
DiNuzzo Private Wealth, Inc.22$2.20K0.00%00.0%Unchanged
Valued Wealth Advisors LLC23$2.30K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$3.00K0.00%00.0%Unchanged
Field & Main Bank30$3.00K0.00%00.0%Unchanged
Insight Financial Services30$3.00K0.00%00.0%Unchanged
Capital A Wealth Management, LLC34$3.08K0.03%+34New
Sachetta, LLC31$3.10K0.00%−10−24.4%Reduced
Activest Wealth Management33$3.30K0.00%−1−2.9%Reduced
Trust Co of Vermont36$3.60K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.39$3.90K0.00%+39New
Park Square Financial Group, LLC40$4.00K0.00%+40New
Family Legacy Financial Solutions, LLC41$4.10K0.00%+41New
Pension & Wealth Management Advisors, Inc.43$4.30K0.00%+20+87.0%Added
High Note Wealth, LLC45$4.50K0.00%+45New
Exchange Traded Concepts, LLC49$4.90K0.00%+49New
Sherman Asset Management, Inc.50$5.00K0.00%+50New
Future Financial Wealth Managment LLC50$5.00K0.00%−300−85.7%Reduced
Total Investment Management Inc50$5.00K0.00%+50New
Winthrop Capital Management, LLC49$5.00K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp52$5.20K0.00%+52New
Greykasell Wealth Strategies, Inc.55$5.50K0.00%+55New
Fortitude Family Office, LLC59$5.90K0.00%+37+168.2%Added
Close Asset Management Ltd56$6.00K0.00%00.0%Unchanged
Garde Capital, Inc.65$6.50K0.00%00.0%Unchanged
South State Corp.66$6.60K0.00%−104−61.2%Reduced
Colonial Trust Co67$6.70K0.00%+21+45.7%Added
Salomon & Ludwin, LLC75$7.36K0.00%+75New
Boreal Capital Management LLC75$7.50K0.01%+75New
LGT Financial Advisors LLC75$7.50K0.02%+75New
Berbice Capital Management LLC75$7.50K0.01%+75New
Twin Peaks Wealth Advisors, LLC97$8.66K0.00%+97New
Ronald Blue Trust, Inc.90$9.00K0.00%+11+13.9%Added
Private Wealth Management Group, LLC93$9.30K0.00%+10+12.0%Added
Shelton Wealth Management, LLC96$9.60K0.00%+96New
Addison Advisors LLC100$10.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC100$10.0K0.00%+100New
Bell Investment Advisors, Inc103$10.3K0.00%+1+1.0%Added
TSFG, LLC115$11.0K0.00%00.0%Unchanged
Whittier Trust Co115$11.5K0.00%00.0%Unchanged
Accent Capital Management, LLC120$12.0K0.01%+94+361.5%Added
Hemington Wealth Management131$13.0K0.00%+7+5.6%Added
Farmers & Merchants Investments Inc132$13.2K0.00%+132New
Bruce G. Allen Investments, LLC136$13.6K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC137$13.7K0.00%+137New
TD Waterhouse Canada Inc.141$13.9K0.00%00.0%Unchanged
Highline Wealth Partners LLC140$14.0K0.00%00.0%Unchanged
Glynn Capital Management LLC142$14.2K0.00%+142New
Wolff Wiese Magana LLC146$14.6K0.01%−100−40.7%Reduced
Financial Perspectives, Inc147$14.7K0.00%00.0%Unchanged
Harbour Investments, Inc.149$14.9K0.00%−111−42.7%Reduced
CIBC Private Wealth Group, LLC152$15.2K0.00%−311−67.2%Reduced
Washington Trust Advisors, Inc.155$15.5K0.00%−19−10.9%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$16.0K0.00%−2,960−94.9%Reduced
Harvest Fund Management Co., Ltd158$16.0K0.00%−10,453−98.5%Reduced
Aventura Private Wealth, LLC166$16.6K0.01%00.0%Unchanged