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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 7,352 | $735.0K | 0.01% | −1,522−17.2% | Reduced |
| RSM US Wealth Management LLC | 7,099 | $709.6K | 0.01% | −141−1.9% | Reduced |
| CIBC World Markets Corp | 6,905 | $690.3K | 0.00% | −557−7.5% | Reduced |
| Integrated Quantitative Investments LLC | 6,845 | $684.3K | 0.20% | +6,845 | New |
| Synergy Financial Group, LTD | 6,841 | $683.9K | 0.50% | −463−6.3% | Reduced |
| CIBC Asset Management Inc | 6,831 | $682.9K | 0.00% | +45+0.7% | Added |
| Merit Financial Group, LLC | 6,810 | $680.8K | 0.01% | −1,011−12.9% | Reduced |
| Bank of Nova Scotia | 6,754 | $675.2K | 0.00% | +471+7.5% | Added |
| Sterling Capital Management LLC | 6,746 | $674.4K | 0.01% | +1,526+29.2% | Added |
| Great Lakes Advisors, LLC | 6,742 | $674.0K | 0.01% | +499+8.0% | Added |
| Avantax Advisory Services, Inc. | 6,728 | $672.6K | 0.00% | +1,055+18.6% | Added |
| Banco Santander, S.A. | 6,709 | $670.7K | 0.01% | +6,709 | New |
| Versor Investments LP | 6,611 | $660.9K | 0.12% | −26,756−80.2% | Reduced |
| J.W. Cole Advisors, Inc. | 6,597 | $659.5K | 0.01% | +1,952+42.0% | Added |
| Kovitz Investment Group Partners, LLC | 6,564 | $656.2K | 0.00% | +6,564 | New |
| Thoroughbred Financial Services, LLC | 6,569 | $656.0K | 0.05% | +1,053+19.1% | Added |
| Buckingham Strategic Partners | 6,553 | $654.8K | 0.01% | +1,662+34.0% | Added |
| Fulcrum Asset Management LLP | 6,451 | $644.9K | 0.18% | +6,451 | New |
| Metis Global Partners, LLC | 6,310 | $630.8K | 0.02% | +2,118+50.5% | Added |
| Integrated Wealth Concepts LLC | 6,288 | $628.6K | 0.01% | +4,146+193.6% | Added |
| Evanson Asset Management, LLC | 6,244 | $624.2K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,223 | $622.1K | 0.01% | +1,974+46.5% | Added |
| Jane Street Group, LLC | 6,117 | $611.5K | 0.00% | −319,769−98.1% | Reduced |
| Palo Alto Wealth Advisors, LLC | 6,107 | $610.5K | 0.23% | +6,107 | New |
| Qtron Investments LLC | 5,874 | $587.2K | 0.08% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 5,855 | $585.3K | 0.01% | −49−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,842 | $585.1K | 0.00% | −11,318−66.0% | Reduced |
| Shelton Capital Management | 5,803 | $580.1K | 0.01% | +5,803 | New |
| O'Shaughnessy Asset Management, LLC | 5,771 | $576.9K | 0.00% | −2,008−25.8% | Reduced |
| Concurrent Investment Advisors, LLC | 5,727 | $572.6K | 0.01% | +5,727 | New |
| Stableford Capital II LLC | 5,591 | $565.3K | 0.21% | +5,591 | New |
| Benjamin Edwards Inc | 5,601 | $559.9K | 0.01% | −617−9.9% | Reduced |
| True Link Financial Advisors, LLC | 5,600 | $559.8K | 0.04% | −400−6.7% | Reduced |
| M&T Bank Corp | 5,597 | $559.2K | 0.00% | −353−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,575 | $557.3K | 0.04% | +5,575 | New |
| Cynosure Management, LLC | 5,498 | $549.6K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5,477 | $547.5K | 0.06% | +787+16.8% | Added |
| Steel Peak Wealth Management LLC | 5,470 | $546.8K | 0.02% | +5,470 | New |
| Gillespie Robinson & Grimm Inc | 5,425 | $542.3K | 0.04% | +3,400+167.9% | Added |
| Walleye Capital LLC | 5,388 | $538.6K | 0.00% | −47,603−89.8% | Reduced |
| Advisory Services Network, LLC | 5,487 | $536.6K | 0.01% | −15,907−74.4% | Reduced |
| Lake Hills Wealth Management, LLC | 5,348 | $534.6K | 0.31% | +5,348 | New |
| Redwood Wealth Management Group, LLC | 5,335 | $533.3K | 0.24% | +5,335 | New |
| Everence Capital Management Inc | 5,300 | $530.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,294 | $529.3K | 0.11% | +111+2.1% | Added |
| Stephens Inc | 5,287 | $528.5K | 0.01% | +1,870+54.7% | Added |
| Independent Advisor Alliance | 5,268 | $526.7K | 0.02% | −20−0.4% | Reduced |
| Thompson Investment Management, Inc. | 5,232 | $523.0K | 0.07% | −1,200−18.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $518.6K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,164 | $516.2K | 0.01% | +5,164 | New |
| Parallel Advisors, LLC | 5,133 | $513.2K | 0.01% | +403+8.5% | Added |
| Kestra Private Wealth Services, LLC | 5,105 | $510.3K | 0.01% | −293−5.4% | Reduced |
| Essential Partners LLC | 5,091 | $508.9K | 0.20% | +5,091 | New |
| Jackson Creek Investment Advisors LLC | 5,063 | $506.0K | 0.14% | −33−0.6% | Reduced |
| Lazard Asset Management LLC | 5,043 | $504.0K | 0.00% | −12,968−72.0% | Reduced |
| Arkadios Wealth Advisors | 5,014 | $501.3K | 0.02% | +5,014 | New |
| GK Wealth Management LLC | 4,976 | $497.5K | 0.49% | +1,138+29.7% | Added |
| Balyasny Asset Management LLC | 4,969 | $496.8K | 0.00% | +4,969 | New |
| American Trust | 4,891 | $489.0K | 0.05% | +4,891 | New |
| PharVision Advisers, LLC | 4,879 | $487.8K | 0.70% | +2,369+94.4% | Added |
| Forum Financial Management, LP | 4,780 | $477.9K | 0.01% | +1,662+53.3% | Added |
| Resonant Capital Advisors, LLC | 4,771 | $477.0K | 0.03% | +334+7.5% | Added |
| Kornitzer Capital Management Inc | 4,725 | $472.4K | 0.01% | −107,925−95.8% | Reduced |
| FNY Investment Advisers, LLC | 4,676 | $467.0K | 0.20% | +676+16.9% | Added |
| Versant Capital Management, Inc | 4,530 | $452.9K | 0.07% | −376−7.7% | Reduced |
| Sherbrooke Park Advisers LLC | 4,522 | $452.1K | 0.20% | −453−9.1% | Reduced |
| Boothbay Fund Management, LLC | 4,426 | $442.5K | 0.01% | −15,179−77.4% | Reduced |
| Wahed Invest LLC | 4,419 | $441.8K | 0.07% | +252+6.0% | Added |
| GraniteShares Advisors LLC | 4,408 | $440.7K | 0.27% | −165−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,401 | $440.0K | 0.03% | −306−6.5% | Reduced |
| Yarbrough Capital, LLC | 4,400 | $439.9K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,381 | $438.0K | 0.02% | +2,108+92.7% | Added |
| Fifth Third Wealth Advisors LLC | 4,348 | $434.7K | 0.02% | +4,348 | New |
| Aaron Wealth Advisors | 4,347 | $434.6K | 0.04% | −622−12.5% | Reduced |
| GWM Advisors LLC | 4,347 | $434.6K | 0.00% | −1,183−21.4% | Reduced |
| Frank, Rimerman Advisors LLC | 4,340 | $433.9K | 0.03% | −159−3.5% | Reduced |
| Commerce Bank | 4,283 | $428.2K | 0.00% | −151−3.4% | Reduced |
| Signaturefd, LLC | 4,241 | $424.0K | 0.01% | −908−17.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,179 | $417.8K | 0.01% | −11−0.3% | Reduced |
| Raiffeisen Bank International AG | 4,203 | $412.8K | 0.01% | −617−12.8% | Reduced |
| E. Ohman J:or Asset Management AB | 4,121 | $412.0K | 0.01% | −1,679−28.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,073 | $407.2K | 0.00% | −2,330−36.4% | Reduced |
| Spire Wealth Management | 4,051 | $405.0K | 0.01% | +3,741+1,206.8% | Added |
| Sapience Investments, LLC | 4,028 | $402.7K | 0.27% | +79+2.0% | Added |
| Callan Family Office, LLC | 3,990 | $398.9K | 0.01% | +3,990 | New |
| Atria Investments LLC | 3,954 | $395.3K | 0.00% | −1,073−21.3% | Reduced |
| Perbak Capital Partners LLP | 3,898 | $389.7K | 0.09% | +1,973+102.5% | Added |
| 111 Capital | 3,882 | $388.1K | 0.07% | +348+9.8% | Added |
| Knollwood Investment Advisory, LLC | 3,809 | $380.8K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,795 | $379.4K | 0.01% | +2,985+368.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,793 | $379.2K | 0.01% | −22−0.6% | Reduced |
| QRG Capital Management, Inc. | 3,724 | $372.3K | 0.00% | +1,706+84.5% | Added |
| Atomi Financial Group, Inc. | 3,674 | $367.3K | 0.01% | +246+7.2% | Added |
| Scotia Capital Inc. | 3,589 | $358.8K | 0.00% | +3,589 | New |
| Congress Wealth Management LLC | 3,574 | $357.3K | 0.00% | +29+0.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,524 | $352.3K | 0.02% | +3,524 | New |
| Jones Financial Companies LLLP | 3,565 | $350.9K | 0.00% | +892+33.4% | Added |
| Nebula Research & Development LLC | 3,489 | $348.8K | 0.03% | +3,489 | New |
| Farther Finance Advisors, LLC | 3,462 | $346.1K | 0.01% | +1,234+55.4% | Added |
| Kera Capital Partners, Inc. | 3,453 | $345.2K | 0.07% | +525+17.9% | Added |