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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $2.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 22 | $2.20K | 0.00% | +21+2,100.0% | Added |
| Financial Management Professionals, Inc. | 22 | $2.20K | 0.00% | +6+37.5% | Added |
| CBIZ Investment Advisory Services, LLC | 22 | $2.20K | 0.00% | +8+57.1% | Added |
| Avion Wealth | 20 | $2.00K | 0.00% | +10+100.0% | Added |
| SJS Investment Consulting Inc. | 15 | $1.50K | 0.00% | −8−34.8% | Reduced |
| FSA Wealth Management LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $1.20K | 0.00% | −31−72.1% | Reduced |
| Raffa Wealth Management, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.20K | 0.00% | +10+500.0% | Added |
| Kilter Group LLC | 12 | $1.20K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 11 | $1.10K | 0.00% | −1−8.3% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $1.10K | 0.00% | +3+37.5% | Added |
| Brown, Lisle/Cummings, Inc. | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| NewSquare Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| United Community Bank | 10 | $1.00K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 9 | $900 | 0.00% | +9 | New |
| Kimelman & Baird, LLC | 8 | $800 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $800 | 0.00% | +4+100.0% | Added |
| Prestige Wealth Management Group LLC | 8 | $800 | 0.00% | +8 | New |
| Colonial Trust Advisors | 7 | $700 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $700 | 0.00% | +3+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $699 | 0.00% | +3+75.0% | Added |
| MV Capital Management, Inc. | 6 | $600 | 0.00% | −22−78.6% | Reduced |
| PayPay Securities Corp | 6 | $600 | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $600 | 0.00% | +4+200.0% | Added |
| Rialto Wealth Management, LLC | 6 | $600 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 6 | $599 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $576 | 0.00% | −4−40.0% | Reduced |
| Key Financial Inc | 5 | $500 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $500 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $500 | 0.00% | +3+150.0% | Added |
| WealthTrak Capital Management LLC | 5 | $500 | 0.00% | +3+150.0% | Added |
| Beaird Harris Wealth Management, LLC | 5 | $500 | 0.00% | +5 | New |
| WPG Advisers, LLC | 4 | $400 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $395 | 0.00% | +4 | New |
| Vision Financial Markets LLC | 3 | $300 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $200 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 2 | $200 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $100 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $100 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −932,701−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −483,343−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −476,306−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −399,346−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −223,304−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −196,018−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −195,294−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −142,160−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −125,956−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −124,877−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −120,418−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −107,500−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −103,952−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −89,646−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,363−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −64,883−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −56,060−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −54,326−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −50,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,254−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −42,698−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −40,090−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −35,968−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −32,683−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −25,920−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −25,698−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −22,129−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −19,824−100.0% | Sold out |
| Rezny Wealth Management, Inc. | 0 | $0 | 0.00% | −19,780−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −13,716−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −12,739−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,136−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,459−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,202−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −8,346−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,180−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,727−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −7,539−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,388−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −7,036−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |