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 |
|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | 2,335 | $233.4K | 0.10% | +2,335 | New |
| Apollon Wealth Management, LLC | 2,339 | $233.8K | 0.00% | +2,339 | New |
| Mutual Advisors, LLC | 2,328 | $235.4K | 0.01% | +2,328 | New |
| Keebeck Alpha, LP | 2,363 | $236.2K | 0.39% | −161−6.4% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $239.9K | 0.08% | +2,400 | New |
| Principal Securities, Inc. | 2,406 | $240.5K | 0.00% | +720+42.7% | Added |
| C M Bidwell & Associates Ltd | 2,412 | $241.1K | 0.13% | −113−4.5% | Reduced |
| Landscape Capital Management, L.L.C. | 2,432 | $243.1K | 0.02% | +2,432 | New |
| Sivia Capital Partners, LLC | 2,443 | $244.2K | 0.08% | +2,443 | New |
| HM Payson & Co | 2,450 | $244.9K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 2,460 | $245.9K | 0.14% | +2,460 | New |
| Capital Advisors Inc | 2,463 | $246.2K | 0.00% | −13−0.5% | Reduced |
| Fred Alger Management, LLC | 2,484 | $248.3K | 0.00% | +258+11.6% | Added |
| Atria Wealth Solutions, Inc. | 2,557 | $254.6K | 0.01% | −277−9.8% | Reduced |
| Aspen Investment Management Inc | 2,574 | $257.0K | 0.11% | +2,574 | New |
| Quent Capital, LLC | 2,592 | $259.1K | 0.03% | +190+7.9% | Added |
| Marathon Trading Investment Management LLC | 2,600 | $259.9K | 0.16% | +2,600 | New |
| Change Path, LLC | 2,601 | $260.0K | 0.01% | −2,282−46.7% | Reduced |
| TrueMark Investments, LLC | 2,613 | $261.2K | 0.06% | −99−3.7% | Reduced |
| Creekside Partners | 2,668 | $266.7K | 0.13% | +2+0.1% | Added |
| Rather & Kittrell, Inc. | 2,735 | $273.4K | 0.05% | +2+0.1% | Added |
| Motley Fool Asset Management LLC | 2,797 | $279.6K | 0.01% | −90−3.1% | Reduced |
| Vise Technologies, Inc. | 2,799 | $279.8K | 0.01% | +2,799 | New |
| Eventide Asset Management, LLC | 2,840 | $279.8K | 0.00% | +713+33.5% | Added |
| UniSuper Management Pty Ltd | 2,800 | $279.9K | 0.00% | −300−9.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,968 | $283.8K | 0.01% | +679+29.7% | Added |
| Alamea Verwaltungs GmbH | 2,866 | $286.5K | 0.22% | +741+34.9% | Added |
| Octavia Wealth Advisors, LLC | 2,867 | $286.6K | 0.03% | −1,500−34.3% | Reduced |
| Quarry LP | 2,901 | $290.0K | 0.07% | +699+31.7% | Added |
| Bayforest Capital Ltd | 2,939 | $293.8K | 0.13% | −620−17.4% | Reduced |
| Flagship Harbor Advisors, LLC | 2,984 | $298.3K | 0.01% | +62+2.1% | Added |
| Prelude Capital Management, LLC | 3,000 | $299.9K | 0.03% | −3,206−51.7% | Reduced |
| Opes Wealth Management LLC | 3,010 | $300.9K | 0.05% | −105−3.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,010 | $300.9K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,035 | $303.4K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,083 | $308.2K | 0.00% | +3,083 | New |
| BCJ Capital Management, LLC | 3,085 | $308.4K | 0.02% | −968−23.9% | Reduced |
| SkyOak Wealth, LLC | 3,150 | $314.9K | 0.06% | +3,150 | New |
| Menard Financial Group LLC | 3,190 | $318.9K | 0.19% | +236+8.0% | Added |
| Savoie Capital LLC | 3,200 | $319.9K | 0.04% | +3,200 | New |
| Brighton Jones LLC | 3,215 | $321.4K | 0.01% | +1,217+60.9% | Added |
| EntryPoint Capital, LLC | 3,229 | $322.8K | 0.16% | −124−3.7% | Reduced |
| Norden Group LLC | 3,260 | $325.9K | 0.04% | +116+3.7% | Added |
| United Capital Financial Advisers, LLC | 3,286 | $328.5K | 0.00% | −158−4.6% | Reduced |
| Coastal Bridge Advisors, LLC | 3,295 | $329.4K | 0.03% | −6,453−66.2% | Reduced |
| BFSG, LLC | 3,365 | $336.4K | 0.04% | +3,365 | New |
| Chicago Trust Co NA | 3,374 | $337.3K | 0.05% | +187+5.9% | Added |
| Waldron Private Wealth LLC | 3,383 | $338.2K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,400 | $340.0K | 0.01% | −39−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,421 | $342.0K | 0.00% | +903+35.9% | Added |
| Kera Capital Partners, Inc. | 3,453 | $345.2K | 0.07% | +525+17.9% | Added |
| Farther Finance Advisors, LLC | 3,462 | $346.1K | 0.01% | +1,234+55.4% | Added |
| Nebula Research & Development LLC | 3,489 | $348.8K | 0.03% | +3,489 | New |
| Jones Financial Companies LLLP | 3,565 | $350.9K | 0.00% | +892+33.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,524 | $352.3K | 0.02% | +3,524 | New |
| Congress Wealth Management LLC | 3,574 | $357.3K | 0.00% | +29+0.8% | Added |
| Scotia Capital Inc. | 3,589 | $358.8K | 0.00% | +3,589 | New |
| Atomi Financial Group, Inc. | 3,674 | $367.3K | 0.01% | +246+7.2% | Added |
| QRG Capital Management, Inc. | 3,724 | $372.3K | 0.00% | +1,706+84.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,793 | $379.2K | 0.01% | −22−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,795 | $379.4K | 0.01% | +2,985+368.5% | Added |
| Knollwood Investment Advisory, LLC | 3,809 | $380.8K | 0.04% | 00.0% | Unchanged |
| 111 Capital | 3,882 | $388.1K | 0.07% | +348+9.8% | Added |
| Perbak Capital Partners LLP | 3,898 | $389.7K | 0.09% | +1,973+102.5% | Added |
| Atria Investments LLC | 3,954 | $395.3K | 0.00% | −1,073−21.3% | Reduced |
| Callan Family Office, LLC | 3,990 | $398.9K | 0.01% | +3,990 | New |
| Sapience Investments, LLC | 4,028 | $402.7K | 0.27% | +79+2.0% | Added |
| Spire Wealth Management | 4,051 | $405.0K | 0.01% | +3,741+1,206.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,073 | $407.2K | 0.00% | −2,330−36.4% | Reduced |
| E. Ohman J:or Asset Management AB | 4,121 | $412.0K | 0.01% | −1,679−28.9% | Reduced |
| Raiffeisen Bank International AG | 4,203 | $412.8K | 0.01% | −617−12.8% | Reduced |
| Miracle Mile Advisors, LLC | 4,179 | $417.8K | 0.01% | −11−0.3% | Reduced |
| Signaturefd, LLC | 4,241 | $424.0K | 0.01% | −908−17.6% | Reduced |
| Commerce Bank | 4,283 | $428.2K | 0.00% | −151−3.4% | Reduced |
| Frank, Rimerman Advisors LLC | 4,340 | $433.9K | 0.03% | −159−3.5% | Reduced |
| GWM Advisors LLC | 4,347 | $434.6K | 0.00% | −1,183−21.4% | Reduced |
| Aaron Wealth Advisors | 4,347 | $434.6K | 0.04% | −622−12.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,348 | $434.7K | 0.02% | +4,348 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,381 | $438.0K | 0.02% | +2,108+92.7% | Added |
| Yarbrough Capital, LLC | 4,400 | $439.9K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,401 | $440.0K | 0.03% | −306−6.5% | Reduced |
| GraniteShares Advisors LLC | 4,408 | $440.7K | 0.27% | −165−3.6% | Reduced |
| Wahed Invest LLC | 4,419 | $441.8K | 0.07% | +252+6.0% | Added |
| Boothbay Fund Management, LLC | 4,426 | $442.5K | 0.01% | −15,179−77.4% | Reduced |
| Sherbrooke Park Advisers LLC | 4,522 | $452.1K | 0.20% | −453−9.1% | Reduced |
| Versant Capital Management, Inc | 4,530 | $452.9K | 0.07% | −376−7.7% | Reduced |
| FNY Investment Advisers, LLC | 4,676 | $467.0K | 0.20% | +676+16.9% | Added |
| Kornitzer Capital Management Inc | 4,725 | $472.4K | 0.01% | −107,925−95.8% | Reduced |
| Resonant Capital Advisors, LLC | 4,771 | $477.0K | 0.03% | +334+7.5% | Added |
| Forum Financial Management, LP | 4,780 | $477.9K | 0.01% | +1,662+53.3% | Added |
| PharVision Advisers, LLC | 4,879 | $487.8K | 0.70% | +2,369+94.4% | Added |
| American Trust | 4,891 | $489.0K | 0.05% | +4,891 | New |
| Balyasny Asset Management LLC | 4,969 | $496.8K | 0.00% | +4,969 | New |
| GK Wealth Management LLC | 4,976 | $497.5K | 0.49% | +1,138+29.7% | Added |
| Arkadios Wealth Advisors | 5,014 | $501.3K | 0.02% | +5,014 | New |
| Lazard Asset Management LLC | 5,043 | $504.0K | 0.00% | −12,968−72.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,063 | $506.0K | 0.14% | −33−0.6% | Reduced |
| Essential Partners LLC | 5,091 | $508.9K | 0.20% | +5,091 | New |
| Kestra Private Wealth Services, LLC | 5,105 | $510.3K | 0.01% | −293−5.4% | Reduced |
| Parallel Advisors, LLC | 5,133 | $513.2K | 0.01% | +403+8.5% | Added |