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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 169 | $16.9K | 0.01% | −985−85.4% | Reduced |
| Optiver Holding B.V. | 169 | $16.9K | 0.00% | +169 | New |
| CVA Family Office, LLC | 175 | $17.5K | 0.00% | −23−11.6% | Reduced |
| Private Trust Co NA | 182 | $18.2K | 0.00% | −715−79.7% | Reduced |
| Capital Advisors, Ltd. LLC | 195 | $19.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 199 | $19.9K | 0.00% | −435−68.6% | Reduced |
| Massmutual Trust Co FSB | 201 | $20.1K | 0.00% | +95+89.6% | Added |
| REAP Financial Group, LLC | 218 | $21.8K | 0.01% | +42+23.9% | Added |
| Westside Investment Management, Inc. | 222 | $21.9K | 0.00% | +193+665.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 227 | $22.3K | 0.00% | −268−54.1% | Reduced |
| Rothschild Investment LLC | 232 | $23.2K | 0.00% | +130+127.5% | Added |
| Ameritas Advisory Services, LLC | 236 | $23.6K | 0.00% | +236 | New |
| Parkside Financial Bank & Trust | 241 | $24.1K | 0.00% | +178+282.5% | Added |
| City State Bank | 260 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 261 | $26.1K | 0.01% | +261 | New |
| Vega Investment Solutions | 268 | $26.8K | 0.01% | −250−48.3% | Reduced |
| Promus Capital, LLC | 275 | $27.5K | 0.02% | +275 | New |
| JFS Wealth Advisors, LLC | 277 | $27.7K | 0.00% | −4−1.4% | Reduced |
| Rossby Financial, LCC | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 315 | $31.5K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 339 | $33.9K | 0.00% | +159+88.3% | Added |
| Kiker Wealth Management, LLC | 340 | $34.0K | 0.02% | +313+1,159.3% | Added |
| Manchester Capital Management LLC | 341 | $34.1K | 0.00% | −87−20.3% | Reduced |
| Global Trust Asset Management, LLC | 348 | $34.8K | 0.02% | −141−28.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 352 | $35.2K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 368 | $36.8K | 0.00% | −156−29.8% | Reduced |
| First Horizon Advisors, Inc. | 372 | $37.2K | 0.00% | −306−45.1% | Reduced |
| Smartleaf Asset Management LLC | 379 | $37.3K | 0.00% | −445−54.0% | Reduced |
| NBC Securities, Inc. | 439 | $43.0K | 0.00% | −466−51.5% | Reduced |
| Ancora Advisors, LLC | 432 | $43.2K | 0.00% | −1−0.2% | Reduced |
| Center for Financial Planning, Inc. | 450 | $45.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 474 | $46.7K | 0.01% | −237−33.3% | Reduced |
| TD Private Client Wealth LLC | 468 | $46.8K | 0.00% | −93−16.6% | Reduced |
| Hartford Financial Management Inc. | 500 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $50.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 504 | $50.4K | 0.01% | +281+126.0% | Added |
| Hantz Financial Services, Inc. | 538 | $54.0K | 0.00% | +458+572.5% | Added |
| Larson Financial Group LLC | 570 | $57.0K | 0.00% | −137−19.4% | Reduced |
| Assetmark, Inc | 587 | $58.7K | 0.00% | +577+5,770.0% | Added |
| Pingora Partners LLC | 600 | $60.0K | 0.04% | +600 | New |
| Kayne Anderson Rudnick Investment Management LLC | 652 | $65.2K | 0.00% | +12+1.9% | Added |
| CX Institutional | 661 | $66.0K | 0.00% | +164+33.0% | Added |
| Creative Financial Designs Inc | 695 | $69.5K | 0.01% | +5+0.7% | Added |
| Costello Asset Management, INC | 700 | $70.0K | 0.03% | +700 | New |
| AdvisorNet Financial, Inc | 705 | $70.5K | 0.00% | +615+683.3% | Added |
| True Wealth Design, LLC | 718 | $71.8K | 0.03% | +25+3.6% | Added |
| Frazier Financial Advisors, LLC | 753 | $75.3K | 0.05% | +753 | New |
| 1620 Investment Advisors, Inc. | 764 | $76.4K | 0.05% | +764 | New |
| Ofi Invest Asset Management | 980 | $83.5K | 0.00% | +980 | New |
| State of Wyoming | 836 | $83.6K | 0.01% | +836 | New |
| Golden State Wealth Management, LLC | 858 | $85.8K | 0.01% | +535+165.6% | Added |
| Clearstead Advisors, LLC | 871 | $87.1K | 0.00% | +592+212.2% | Added |
| Brown Brothers Harriman & Co | 900 | $90.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 922 | $92.0K | 0.05% | −2,430−72.5% | Reduced |
| IMG Wealth Management, Inc. | 925 | $92.5K | 0.07% | +925 | New |
| MPWM Advisory Solutions, LLC | 960 | $96.0K | 0.06% | +250+35.2% | Added |
| S-Bank Fund Management Ltd | 965 | $96.5K | 0.01% | −293−23.3% | Reduced |
| Advisors Asset Management, Inc. | 970 | $97.0K | 0.00% | −103−9.6% | Reduced |
| National Bank of Canada | 1,160 | $116.0K | 0.00% | +330+39.8% | Added |
| Central Pacific Bank - Trust Division | 1,170 | $117.0K | 0.01% | +235+25.1% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $125.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $129.9K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,318 | $132.0K | 0.01% | +1,318 | New |
| Skopos Labs, Inc. | 1,334 | $133.3K | 0.02% | +631+89.8% | Added |
| Sunbelt Securities, Inc. | 1,692 | $133.3K | 0.01% | +360+27.0% | Added |
| GeoWealth Management, LLC | 1,357 | $135.7K | 0.01% | +375+38.2% | Added |
| Umb Bank N A | 1,396 | $139.6K | 0.00% | +1,393+46,433.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,428 | $142.8K | 0.02% | −56−3.8% | Reduced |
| Bryn Mawr Trust Co | 1,482 | $148.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,562 | $156.2K | 0.00% | +697+80.6% | Added |
| Acima Private Wealth, LLC | 1,579 | $157.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,621 | $162.1K | 0.01% | +893+122.7% | Added |
| Westpac Banking Corp | 1,674 | $167.3K | 0.01% | −73−4.2% | Reduced |
| Fifth Third Bancorp | 1,684 | $168.3K | 0.00% | +954+130.7% | Added |
| GAMMA Investing LLC | 1,687 | $168.6K | 0.01% | +486+40.5% | Added |
| Generali Investments, Management Co LLC | 1,788 | $178.5K | 0.04% | +1,788 | New |
| Ci Investments Inc. | 1,793 | $179.0K | 0.00% | +34+1.9% | Added |
| Rakuten Securities, Inc. | 1,808 | $180.7K | 0.07% | +1,194+194.5% | Added |
| MAI Capital Management | 1,952 | $195.2K | 0.00% | +759+63.6% | Added |
| Rodgers Brothers Inc. | 2,010 | $200.9K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,017 | $201.6K | 0.01% | +65+3.3% | Added |
| Syon Capital LLC | 2,033 | $203.2K | 0.01% | +114+5.9% | Added |
| Avestar Capital, LLC | 2,068 | $206.7K | 0.02% | −198−8.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,070 | $206.9K | 0.02% | −323−13.5% | Reduced |
| USA Financial Portformulas Corp | 2,072 | $207.1K | 0.04% | +2,072 | New |
| Awm Capital, LLC | 2,091 | $209.0K | 0.02% | +10.0% | Added |
| Eqis Capital Management, Inc. | 2,098 | $209.8K | 0.02% | −394−15.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,100 | $209.9K | 0.03% | +2,100 | New |
| Camden Capital, LLC | 2,116 | $211.5K | 0.02% | −301−12.5% | Reduced |
| Allworth Financial LP | 2,116 | $211.5K | 0.00% | +408+23.9% | Added |
| Greenleaf Trust | 2,163 | $216.2K | 0.00% | −73−3.3% | Reduced |
| Fairscale Capital, LLC | 2,219 | $217.0K | 0.16% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 2,237 | $223.0K | 0.03% | +2,237 | New |
| Steward Partners Investment Advisory, LLC | 2,238 | $223.7K | 0.00% | +113+5.3% | Added |
| Parametrica Management Ltd | 2,246 | $224.5K | 0.42% | +2,246 | New |
| Los Angeles Capital Management LLC | 2,263 | $226.2K | 0.00% | −59,022−96.3% | Reduced |
| Siemens Fonds Invest GmbH | 2,271 | $227.0K | 0.01% | +406+21.8% | Added |
| Blueshift Asset Management, LLC | 2,282 | $228.1K | 0.07% | +2,282 | New |
| Schulz Wealth, LTD. | 2,284 | $228.3K | 0.17% | 00.0% | Unchanged |
| Quest Partners LLC | 2,307 | $230.6K | 0.02% | +1,750+314.2% | Added |