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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 5,164 | $516.2K | 0.01% | +5,164 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $518.6K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 5,232 | $523.0K | 0.07% | −1,200−18.7% | Reduced |
| Independent Advisor Alliance | 5,268 | $526.7K | 0.02% | −20−0.4% | Reduced |
| Stephens Inc | 5,287 | $528.5K | 0.01% | +1,870+54.7% | Added |
| Truvestments Capital LLC | 5,294 | $529.3K | 0.11% | +111+2.1% | Added |
| Everence Capital Management Inc | 5,300 | $530.0K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5,335 | $533.3K | 0.24% | +5,335 | New |
| Lake Hills Wealth Management, LLC | 5,348 | $534.6K | 0.31% | +5,348 | New |
| Advisory Services Network, LLC | 5,487 | $536.6K | 0.01% | −15,907−74.4% | Reduced |
| Walleye Capital LLC | 5,388 | $538.6K | 0.00% | −47,603−89.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 5,425 | $542.3K | 0.04% | +3,400+167.9% | Added |
| Steel Peak Wealth Management LLC | 5,470 | $546.8K | 0.02% | +5,470 | New |
| Nemes Rush Group LLC | 5,477 | $547.5K | 0.06% | +787+16.8% | Added |
| Cynosure Management, LLC | 5,498 | $549.6K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,575 | $557.3K | 0.04% | +5,575 | New |
| M&T Bank Corp | 5,597 | $559.2K | 0.00% | −353−5.9% | Reduced |
| True Link Financial Advisors, LLC | 5,600 | $559.8K | 0.04% | −400−6.7% | Reduced |
| Benjamin Edwards Inc | 5,601 | $559.9K | 0.01% | −617−9.9% | Reduced |
| Stableford Capital II LLC | 5,591 | $565.3K | 0.21% | +5,591 | New |
| Concurrent Investment Advisors, LLC | 5,727 | $572.6K | 0.01% | +5,727 | New |
| O'Shaughnessy Asset Management, LLC | 5,771 | $576.9K | 0.00% | −2,008−25.8% | Reduced |
| Shelton Capital Management | 5,803 | $580.1K | 0.01% | +5,803 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,842 | $585.1K | 0.00% | −11,318−66.0% | Reduced |
| Cantor Fitzgerald, L. P. | 5,855 | $585.3K | 0.01% | −49−0.8% | Reduced |
| Qtron Investments LLC | 5,874 | $587.2K | 0.08% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 6,107 | $610.5K | 0.23% | +6,107 | New |
| Jane Street Group, LLC | 6,117 | $611.5K | 0.00% | −319,769−98.1% | Reduced |
| Stratos Wealth Partners, LTD. | 6,223 | $622.1K | 0.01% | +1,974+46.5% | Added |
| Evanson Asset Management, LLC | 6,244 | $624.2K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,288 | $628.6K | 0.01% | +4,146+193.6% | Added |
| Metis Global Partners, LLC | 6,310 | $630.8K | 0.02% | +2,118+50.5% | Added |
| Fulcrum Asset Management LLP | 6,451 | $644.9K | 0.18% | +6,451 | New |
| Buckingham Strategic Partners | 6,553 | $654.8K | 0.01% | +1,662+34.0% | Added |
| Thoroughbred Financial Services, LLC | 6,569 | $656.0K | 0.05% | +1,053+19.1% | Added |
| Kovitz Investment Group Partners, LLC | 6,564 | $656.2K | 0.00% | +6,564 | New |
| J.W. Cole Advisors, Inc. | 6,597 | $659.5K | 0.01% | +1,952+42.0% | Added |
| Versor Investments LP | 6,611 | $660.9K | 0.12% | −26,756−80.2% | Reduced |
| Banco Santander, S.A. | 6,709 | $670.7K | 0.01% | +6,709 | New |
| Avantax Advisory Services, Inc. | 6,728 | $672.6K | 0.00% | +1,055+18.6% | Added |
| Great Lakes Advisors, LLC | 6,742 | $674.0K | 0.01% | +499+8.0% | Added |
| Sterling Capital Management LLC | 6,746 | $674.4K | 0.01% | +1,526+29.2% | Added |
| Bank of Nova Scotia | 6,754 | $675.2K | 0.00% | +471+7.5% | Added |
| Merit Financial Group, LLC | 6,810 | $680.8K | 0.01% | −1,011−12.9% | Reduced |
| CIBC Asset Management Inc | 6,831 | $682.9K | 0.00% | +45+0.7% | Added |
| Synergy Financial Group, LTD | 6,841 | $683.9K | 0.50% | −463−6.3% | Reduced |
| Integrated Quantitative Investments LLC | 6,845 | $684.3K | 0.20% | +6,845 | New |
| CIBC World Markets Corp | 6,905 | $690.3K | 0.00% | −557−7.5% | Reduced |
| RSM US Wealth Management LLC | 7,099 | $709.6K | 0.01% | −141−1.9% | Reduced |
| Perpetual Ltd | 7,352 | $735.0K | 0.01% | −1,522−17.2% | Reduced |
| Oxford Asset Management LLP | 7,388 | $738.6K | 0.24% | +7,388 | New |
| DC Investments Management, LLC | 7,396 | $739.4K | 0.31% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,410 | $740.8K | 0.00% | +7,410 | New |
| Teza Capital Management LLC | 7,486 | $748.4K | 0.56% | −1,863−19.9% | Reduced |
| AXA S.A. | 7,507 | $750.5K | 0.00% | +7,507 | New |
| Triumph Capital Management | 7,955 | $795.3K | 0.24% | +267+3.5% | Added |
| Maryland State Retirement & Pension System | 8,007 | $800.5K | 0.02% | +441+5.8% | Added |
| Flow Traders U.S. LLC | 8,092 | $809.0K | 0.03% | +8,092 | New |
| Neuberger Berman Group LLC | 8,125 | $812.3K | 0.00% | −433,812−98.2% | Reduced |
| Gulf International Bank (UK) Ltd | 8,190 | $818.0K | 0.03% | −1,332−14.0% | Reduced |
| Pier 88 Investment Partners LLC | 8,200 | $819.8K | 0.15% | −33,410−80.3% | Reduced |
| Scientech Research LLC | 8,370 | $836.7K | 0.20% | −6,109−42.2% | Reduced |
| Alps Advisors Inc | 8,408 | $840.5K | 0.00% | +613+7.9% | Added |
| Wealthfront Advisers LLC | 8,478 | $847.5K | 0.00% | −333−3.8% | Reduced |
| Ossiam | 8,616 | $861.3K | 0.01% | +4,796+125.5% | Added |
| Oppenheimer & Co Inc | 8,673 | $867.0K | 0.01% | +3,115+56.0% | Added |
| Quadrant Capital Group LLC | 8,677 | $867.4K | 0.03% | +8,025+1,230.8% | Added |
| Schwab Charitable Fund | 8,775 | $877.2K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 8,861 | $885.8K | 0.06% | −12−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,862 | $885.9K | 0.00% | +2,264+34.3% | Added |
| Citizens Financial Group Inc | 8,895 | $889.3K | 0.01% | +37+0.4% | Added |
| Holocene Advisors, LP | 8,989 | $898.6K | 0.00% | −90,793−91.0% | Reduced |
| Jennison Associates LLC | 8,998 | $899.5K | 0.00% | +8,998 | New |
| GDS Wealth Management | 9,000 | $899.7K | 0.07% | +9,000 | New |
| Ostrum Asset Management | 9,006 | $900.3K | 0.04% | +2,890+47.3% | Added |
| Baird Financial Group, Inc. | 9,118 | $911.5K | 0.00% | −5,457−37.4% | Reduced |
| Allianz SE | 9,170 | $916.7K | 0.02% | +9,170 | New |
| Prevail Innovative Wealth Advisors, LLC | 9,184 | $918.1K | 0.21% | +9,184 | New |
| Greenwood Capital Associates LLC | 9,197 | $919.4K | 0.11% | +2,149+30.5% | Added |
| PEAK6 LLC | 9,315 | $931.2K | 0.03% | −75,394−89.0% | Reduced |
| Gilbert & Cook, Inc. | 9,475 | $947.2K | 0.13% | +198+2.1% | Added |
| Legal Advantage Investments, Inc. | 9,540 | $953.7K | 0.45% | +4,550+91.2% | Added |
| APG Asset Management US Inc. | 9,706 | $956.5K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 9,680 | $967.7K | 0.06% | +145+1.5% | Added |
| Bryce Point Capital, LLC | 9,718 | $971.5K | 0.82% | +2,116+27.8% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $999.7K | 1.80% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,097 | $1.01M | 0.00% | +2,912+40.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,215 | $1.02M | 0.00% | +3,165+44.9% | Added |
| Independent Financial Group, LLC | 10,232 | $1.02M | 0.03% | +4,815+88.9% | Added |
| Avanza Fonder AB | 10,243 | $1.02M | 0.03% | +691+7.2% | Added |
| Brandywine Managers, LLC | 10,309 | $1.03M | 1.02% | −800−7.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,330 | $1.03M | 0.01% | −2,075−16.7% | Reduced |
| Pallas Capital Advisors LLC | 10,320 | $1.03M | 0.04% | +2,530+32.5% | Added |
| Andra AP-fonden | 10,349 | $1.03M | 0.01% | +10,349 | New |
| Kentucky Retirement Systems | 10,371 | $1.04M | 0.03% | −679−6.1% | Reduced |
| Kestra Advisory Services, LLC | 10,414 | $1.04M | 0.01% | +1,372+15.2% | Added |
| Profund Advisors LLC | 10,451 | $1.04M | 0.04% | +915+9.6% | Added |
| Mercer Global Advisors Inc | 10,622 | $1.06M | 0.00% | +1,259+13.4% | Added |
| CI Private Wealth, LLC | 10,664 | $1.07M | 0.00% | −1,439−11.9% | Reduced |
| Plato Investment Management Ltd | 10,709 | $1.07M | 0.08% | −18−0.2% | Reduced |