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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 3,421 | $342.0K | 0.00% | +903+35.9% | Added |
| iA Global Asset Management Inc. | 3,400 | $340.0K | 0.01% | −39−1.1% | Reduced |
| Waldron Private Wealth LLC | 3,383 | $338.2K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,374 | $337.3K | 0.05% | +187+5.9% | Added |
| BFSG, LLC | 3,365 | $336.4K | 0.04% | +3,365 | New |
| Coastal Bridge Advisors, LLC | 3,295 | $329.4K | 0.03% | −6,453−66.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,286 | $328.5K | 0.00% | −158−4.6% | Reduced |
| Norden Group LLC | 3,260 | $325.9K | 0.04% | +116+3.7% | Added |
| EntryPoint Capital, LLC | 3,229 | $322.8K | 0.16% | −124−3.7% | Reduced |
| Brighton Jones LLC | 3,215 | $321.4K | 0.01% | +1,217+60.9% | Added |
| Savoie Capital LLC | 3,200 | $319.9K | 0.04% | +3,200 | New |
| Menard Financial Group LLC | 3,190 | $318.9K | 0.19% | +236+8.0% | Added |
| SkyOak Wealth, LLC | 3,150 | $314.9K | 0.06% | +3,150 | New |
| BCJ Capital Management, LLC | 3,085 | $308.4K | 0.02% | −968−23.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,083 | $308.2K | 0.00% | +3,083 | New |
| MCF Advisors LLC | 3,035 | $303.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Prelude Capital Management, LLC | 3,000 | $299.9K | 0.03% | −3,206−51.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,984 | $298.3K | 0.01% | +62+2.1% | Added |
| Bayforest Capital Ltd | 2,939 | $293.8K | 0.13% | −620−17.4% | Reduced |
| Quarry LP | 2,901 | $290.0K | 0.07% | +699+31.7% | Added |
| Octavia Wealth Advisors, LLC | 2,867 | $286.6K | 0.03% | −1,500−34.3% | Reduced |
| Alamea Verwaltungs GmbH | 2,866 | $286.5K | 0.22% | +741+34.9% | Added |
| Chicago Partners Investment Group LLC | 2,968 | $283.8K | 0.01% | +679+29.7% | Added |
| UniSuper Management Pty Ltd | 2,800 | $279.9K | 0.00% | −300−9.7% | Reduced |
| Eventide Asset Management, LLC | 2,840 | $279.8K | 0.00% | +713+33.5% | Added |
| Vise Technologies, Inc. | 2,799 | $279.8K | 0.01% | +2,799 | New |
| Motley Fool Asset Management LLC | 2,797 | $279.6K | 0.01% | −90−3.1% | Reduced |
| Rather & Kittrell, Inc. | 2,735 | $273.4K | 0.05% | +2+0.1% | Added |
| Creekside Partners | 2,668 | $266.7K | 0.13% | +2+0.1% | Added |
| TrueMark Investments, LLC | 2,613 | $261.2K | 0.06% | −99−3.7% | Reduced |
| Change Path, LLC | 2,601 | $260.0K | 0.01% | −2,282−46.7% | Reduced |
| Marathon Trading Investment Management LLC | 2,600 | $259.9K | 0.16% | +2,600 | New |
| Quent Capital, LLC | 2,592 | $259.1K | 0.03% | +190+7.9% | Added |
| Aspen Investment Management Inc | 2,574 | $257.0K | 0.11% | +2,574 | New |
| Atria Wealth Solutions, Inc. | 2,557 | $254.6K | 0.01% | −277−9.8% | Reduced |
| Fred Alger Management, LLC | 2,484 | $248.3K | 0.00% | +258+11.6% | Added |
| Capital Advisors Inc | 2,463 | $246.2K | 0.00% | −13−0.5% | Reduced |
| R Squared Ltd | 2,460 | $245.9K | 0.14% | +2,460 | New |
| HM Payson & Co | 2,450 | $244.9K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,443 | $244.2K | 0.08% | +2,443 | New |
| Landscape Capital Management, L.L.C. | 2,432 | $243.1K | 0.02% | +2,432 | New |
| C M Bidwell & Associates Ltd | 2,412 | $241.1K | 0.13% | −113−4.5% | Reduced |
| Principal Securities, Inc. | 2,406 | $240.5K | 0.00% | +720+42.7% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $239.9K | 0.08% | +2,400 | New |
| Keebeck Alpha, LP | 2,363 | $236.2K | 0.39% | −161−6.4% | Reduced |
| Mutual Advisors, LLC | 2,328 | $235.4K | 0.01% | +2,328 | New |
| Apollon Wealth Management, LLC | 2,339 | $233.8K | 0.00% | +2,339 | New |
| Prairie Wealth Advisors, Inc. | 2,335 | $233.4K | 0.10% | +2,335 | New |
| Quest Partners LLC | 2,307 | $230.6K | 0.02% | +1,750+314.2% | Added |
| Schulz Wealth, LTD. | 2,284 | $228.3K | 0.17% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,282 | $228.1K | 0.07% | +2,282 | New |
| Siemens Fonds Invest GmbH | 2,271 | $227.0K | 0.01% | +406+21.8% | Added |
| Los Angeles Capital Management LLC | 2,263 | $226.2K | 0.00% | −59,022−96.3% | Reduced |
| Parametrica Management Ltd | 2,246 | $224.5K | 0.42% | +2,246 | New |
| Steward Partners Investment Advisory, LLC | 2,238 | $223.7K | 0.00% | +113+5.3% | Added |
| Quantitative Investment Management, LLC | 2,237 | $223.0K | 0.03% | +2,237 | New |
| Fairscale Capital, LLC | 2,219 | $217.0K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 2,163 | $216.2K | 0.00% | −73−3.3% | Reduced |
| Allworth Financial LP | 2,116 | $211.5K | 0.00% | +408+23.9% | Added |
| Camden Capital, LLC | 2,116 | $211.5K | 0.02% | −301−12.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,100 | $209.9K | 0.03% | +2,100 | New |
| Eqis Capital Management, Inc. | 2,098 | $209.8K | 0.02% | −394−15.8% | Reduced |
| Awm Capital, LLC | 2,091 | $209.0K | 0.02% | +10.0% | Added |
| USA Financial Portformulas Corp | 2,072 | $207.1K | 0.04% | +2,072 | New |
| Kingswood Wealth Advisors, LLC | 2,070 | $206.9K | 0.02% | −323−13.5% | Reduced |
| Avestar Capital, LLC | 2,068 | $206.7K | 0.02% | −198−8.7% | Reduced |
| Syon Capital LLC | 2,033 | $203.2K | 0.01% | +114+5.9% | Added |
| Evergreen Capital Management LLC | 2,017 | $201.6K | 0.01% | +65+3.3% | Added |
| Rodgers Brothers Inc. | 2,010 | $200.9K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,952 | $195.2K | 0.00% | +759+63.6% | Added |
| Rakuten Securities, Inc. | 1,808 | $180.7K | 0.07% | +1,194+194.5% | Added |
| Ci Investments Inc. | 1,793 | $179.0K | 0.00% | +34+1.9% | Added |
| Generali Investments, Management Co LLC | 1,788 | $178.5K | 0.04% | +1,788 | New |
| GAMMA Investing LLC | 1,687 | $168.6K | 0.01% | +486+40.5% | Added |
| Fifth Third Bancorp | 1,684 | $168.3K | 0.00% | +954+130.7% | Added |
| Westpac Banking Corp | 1,674 | $167.3K | 0.01% | −73−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,621 | $162.1K | 0.01% | +893+122.7% | Added |
| Acima Private Wealth, LLC | 1,579 | $157.9K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,562 | $156.2K | 0.00% | +697+80.6% | Added |
| Bryn Mawr Trust Co | 1,482 | $148.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,428 | $142.8K | 0.02% | −56−3.8% | Reduced |
| Umb Bank N A | 1,396 | $139.6K | 0.00% | +1,393+46,433.3% | Added |
| GeoWealth Management, LLC | 1,357 | $135.7K | 0.01% | +375+38.2% | Added |
| Sunbelt Securities, Inc. | 1,692 | $133.3K | 0.01% | +360+27.0% | Added |
| Skopos Labs, Inc. | 1,334 | $133.3K | 0.02% | +631+89.8% | Added |
| Centaurus Financial, Inc. | 1,318 | $132.0K | 0.01% | +1,318 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $129.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,250 | $125.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,170 | $117.0K | 0.01% | +235+25.1% | Added |
| National Bank of Canada | 1,160 | $116.0K | 0.00% | +330+39.8% | Added |
| Advisors Asset Management, Inc. | 970 | $97.0K | 0.00% | −103−9.6% | Reduced |
| S-Bank Fund Management Ltd | 965 | $96.5K | 0.01% | −293−23.3% | Reduced |
| MPWM Advisory Solutions, LLC | 960 | $96.0K | 0.06% | +250+35.2% | Added |
| IMG Wealth Management, Inc. | 925 | $92.5K | 0.07% | +925 | New |
| Covestor Ltd | 922 | $92.0K | 0.05% | −2,430−72.5% | Reduced |
| Brown Brothers Harriman & Co | 900 | $90.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 871 | $87.1K | 0.00% | +592+212.2% | Added |
| Golden State Wealth Management, LLC | 858 | $85.8K | 0.01% | +535+165.6% | Added |