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 |
|---|---|---|---|---|---|
| State of Wyoming | 836 | $83.6K | 0.01% | +836 | New |
| Ofi Invest Asset Management | 980 | $83.5K | 0.00% | +980 | New |
| 1620 Investment Advisors, Inc. | 764 | $76.4K | 0.05% | +764 | New |
| Frazier Financial Advisors, LLC | 753 | $75.3K | 0.05% | +753 | New |
| True Wealth Design, LLC | 718 | $71.8K | 0.03% | +25+3.6% | Added |
| AdvisorNet Financial, Inc | 705 | $70.5K | 0.00% | +615+683.3% | Added |
| Costello Asset Management, INC | 700 | $70.0K | 0.03% | +700 | New |
| Creative Financial Designs Inc | 695 | $69.5K | 0.01% | +5+0.7% | Added |
| CX Institutional | 661 | $66.0K | 0.00% | +164+33.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 652 | $65.2K | 0.00% | +12+1.9% | Added |
| Pingora Partners LLC | 600 | $60.0K | 0.04% | +600 | New |
| Assetmark, Inc | 587 | $58.7K | 0.00% | +577+5,770.0% | Added |
| Larson Financial Group LLC | 570 | $57.0K | 0.00% | −137−19.4% | Reduced |
| Hantz Financial Services, Inc. | 538 | $54.0K | 0.00% | +458+572.5% | Added |
| V-Square Quantitative Management LLC | 504 | $50.4K | 0.01% | +281+126.0% | Added |
| 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 |
| TD Private Client Wealth LLC | 468 | $46.8K | 0.00% | −93−16.6% | Reduced |
| ORG Partners LLC | 474 | $46.7K | 0.01% | −237−33.3% | Reduced |
| Center for Financial Planning, Inc. | 450 | $45.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 432 | $43.2K | 0.00% | −1−0.2% | Reduced |
| NBC Securities, Inc. | 439 | $43.0K | 0.00% | −466−51.5% | Reduced |
| Smartleaf Asset Management LLC | 379 | $37.3K | 0.00% | −445−54.0% | Reduced |
| First Horizon Advisors, Inc. | 372 | $37.2K | 0.00% | −306−45.1% | Reduced |
| SRS Capital Advisors, Inc. | 368 | $36.8K | 0.00% | −156−29.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 352 | $35.2K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 348 | $34.8K | 0.02% | −141−28.8% | Reduced |
| Manchester Capital Management LLC | 341 | $34.1K | 0.00% | −87−20.3% | Reduced |
| Kiker Wealth Management, LLC | 340 | $34.0K | 0.02% | +313+1,159.3% | Added |
| Cullen/Frost Bankers, Inc. | 339 | $33.9K | 0.00% | +159+88.3% | Added |
| Bank of Jackson Hole Trust | 315 | $31.5K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 277 | $27.7K | 0.00% | −4−1.4% | Reduced |
| Promus Capital, LLC | 275 | $27.5K | 0.02% | +275 | New |
| Vega Investment Solutions | 268 | $26.8K | 0.01% | −250−48.3% | Reduced |
| Pinnacle Bancorp, Inc. | 261 | $26.1K | 0.01% | +261 | New |
| City State Bank | 260 | $26.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 241 | $24.1K | 0.00% | +178+282.5% | Added |
| Ameritas Advisory Services, LLC | 236 | $23.6K | 0.00% | +236 | New |
| Rothschild Investment LLC | 232 | $23.2K | 0.00% | +130+127.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 227 | $22.3K | 0.00% | −268−54.1% | Reduced |
| Westside Investment Management, Inc. | 222 | $21.9K | 0.00% | +193+665.5% | Added |
| REAP Financial Group, LLC | 218 | $21.8K | 0.01% | +42+23.9% | Added |
| Massmutual Trust Co FSB | 201 | $20.1K | 0.00% | +95+89.6% | Added |
| CoreCap Advisors, LLC | 199 | $19.9K | 0.00% | −435−68.6% | Reduced |
| Capital Advisors, Ltd. LLC | 195 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 182 | $18.2K | 0.00% | −715−79.7% | Reduced |
| CVA Family Office, LLC | 175 | $17.5K | 0.00% | −23−11.6% | Reduced |
| Raleigh Capital Management Inc. | 169 | $16.9K | 0.01% | −985−85.4% | Reduced |
| Optiver Holding B.V. | 169 | $16.9K | 0.00% | +169 | New |
| Aventura Private Wealth, LLC | 166 | $16.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 158 | $16.0K | 0.00% | −10,453−98.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $16.0K | 0.00% | −2,960−94.9% | Reduced |
| Washington Trust Advisors, Inc. | 155 | $15.5K | 0.00% | −19−10.9% | Reduced |
| CIBC Private Wealth Group, LLC | 152 | $15.2K | 0.00% | −311−67.2% | Reduced |
| Harbour Investments, Inc. | 149 | $14.9K | 0.00% | −111−42.7% | Reduced |
| Financial Perspectives, Inc | 147 | $14.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 146 | $14.6K | 0.01% | −100−40.7% | Reduced |
| Glynn Capital Management LLC | 142 | $14.2K | 0.00% | +142 | New |
| Highline Wealth Partners LLC | 140 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 141 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 137 | $13.7K | 0.00% | +137 | New |
| Bruce G. Allen Investments, LLC | 136 | $13.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132 | $13.2K | 0.00% | +132 | New |
| Hemington Wealth Management | 131 | $13.0K | 0.00% | +7+5.6% | Added |
| Accent Capital Management, LLC | 120 | $12.0K | 0.01% | +94+361.5% | Added |
| Whittier Trust Co | 115 | $11.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 115 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $10.3K | 0.00% | +1+1.0% | Added |
| Addison Advisors LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Shelton Wealth Management, LLC | 96 | $9.60K | 0.00% | +96 | New |
| Private Wealth Management Group, LLC | 93 | $9.30K | 0.00% | +10+12.0% | Added |
| Ronald Blue Trust, Inc. | 90 | $9.00K | 0.00% | +11+13.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 97 | $8.66K | 0.00% | +97 | New |
| LGT Financial Advisors LLC | 75 | $7.50K | 0.02% | +75 | New |
| Berbice Capital Management LLC | 75 | $7.50K | 0.01% | +75 | New |
| Boreal Capital Management LLC | 75 | $7.50K | 0.01% | +75 | New |
| Salomon & Ludwin, LLC | 75 | $7.36K | 0.00% | +75 | New |
| Colonial Trust Co | 67 | $6.70K | 0.00% | +21+45.7% | Added |
| South State Corp. | 66 | $6.60K | 0.00% | −104−61.2% | Reduced |
| Garde Capital, Inc. | 65 | $6.50K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $5.90K | 0.00% | +37+168.2% | Added |
| Greykasell Wealth Strategies, Inc. | 55 | $5.50K | 0.00% | +55 | New |
| Atlantic Union Bankshares Corp | 52 | $5.20K | 0.00% | +52 | New |
| Winthrop Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $5.00K | 0.00% | −300−85.7% | Reduced |
| Total Investment Management Inc | 50 | $5.00K | 0.00% | +50 | New |
| Sherman Asset Management, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Exchange Traded Concepts, LLC | 49 | $4.90K | 0.00% | +49 | New |
| High Note Wealth, LLC | 45 | $4.50K | 0.00% | +45 | New |
| Pension & Wealth Management Advisors, Inc. | 43 | $4.30K | 0.00% | +20+87.0% | Added |
| Family Legacy Financial Solutions, LLC | 41 | $4.10K | 0.00% | +41 | New |
| Park Square Financial Group, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Marshall & Sterling Wealth Advisors Inc. | 39 | $3.90K | 0.00% | +39 | New |
| Trust Co of Vermont | 36 | $3.60K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 33 | $3.30K | 0.00% | −1−2.9% | Reduced |
| Sachetta, LLC | 31 | $3.10K | 0.00% | −10−24.4% | Reduced |
| Capital A Wealth Management, LLC | 34 | $3.08K | 0.03% | +34 | New |