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Livermore
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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, Q3 2025

Institutional positions in Okta, Inc. as of Sep 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
751
+12 vs. Q2 2025
Shares held
149.8M
−3.92M (−2.5%) vs. Q2 2025
Total value
$13.7B
−$1.62B (−10.6%) vs. Q2 2025
New holders
114
287 more added
Sold out
102
252 more reduced

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 751 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ3 2025: $13.7B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2025.

Institutions holding OKTA in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Turning Point Benefit Group, Inc.1$910.00%+1New
American Capital Advisory, LLC1$920.00%−4−80.0%Reduced
TFC Financial Management1$920.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$920.00%+1New
Palisade Asset Management, LLC1$920.00%+1New
Comprehensive Financial Planning, Inc.2$1830.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1840.00%00.0%Unchanged
Anfield Capital Management, LLC3$2750.00%+3New
Vision Financial Markets LLC3$2760.00%00.0%Unchanged
Seneschal Advisors, LLC3$2760.00%+3New
Beaird Harris Wealth Management, LLC3$2810.00%−2−40.0%Reduced
WPG Advisers, LLC4$3670.00%00.0%Unchanged
DecisionPoint Financial, LLC4$3670.00%00.0%Unchanged
Winnow Wealth LLC4$3680.00%+4New
Kilter Group LLC5$4590.00%−7−58.3%Reduced
Cedar Mountain Advisors, LLC5$4590.00%+5New
Tortoise Investment Management, LLC6$5500.00%00.0%Unchanged
Darwin Advisors, LLC6$5500.00%00.0%Unchanged
Rialto Wealth Management, LLC6$5510.00%00.0%Unchanged
HFM Investment Advisors, LLC7$6420.00%−1−12.5%Reduced
Colonial Trust Advisors7$6420.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC8$7340.00%−14−63.6%Reduced
Kimelman & Baird, LLC8$7340.00%00.0%Unchanged
Bogart Wealth, LLC9$8250.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$8250.00%+2+28.6%Added
Berkshire Capital Holdings Inc10$9170.00%00.0%Unchanged
Barrett & Company, Inc.10$9170.00%+10New
McIlrath & Eck, LLC10$9170.00%+10New
Brown, Lisle/Cummings, Inc.10$9430.00%00.0%Unchanged
PayPay Securities Corp11$9780.04%+5+83.3%Added
Cloud Capital Management, LLC21$1.00K0.00%+21New
Principia Wealth Advisory, LLC11$1.01K0.00%00.0%Unchanged
MV Capital Management, Inc.12$1.10K0.00%+6+100.0%Added
FSA Wealth Management LLC13$1.19K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$1.47K0.00%−6−27.3%Reduced
Avion Wealth25$2.00K0.00%+5+25.0%Added
Raffa Wealth Management, LLC22$2.02K0.00%+10+83.3%Added
Pension & Wealth Management Advisors, Inc.23$2.11K0.00%−20−46.5%Reduced
Glen Eagle Advisors, LLC23$2.11K0.00%+13+130.0%Added
Valued Wealth Advisors LLC23$2.11K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.23$2.13K0.00%+1+4.5%Added
Cornerstone Planning Group LLC16$2.20K0.00%+10+166.7%Added
Cromwell Holdings LLC28$2.57K0.00%+18+180.0%Added
Activest Wealth Management29$2.66K0.00%−4−12.1%Reduced
Field & Main Bank30$2.75K0.00%00.0%Unchanged
Insight Financial Services30$2.75K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$2.81K0.00%00.0%Unchanged
ZRC Wealth Management, LLC32$2.94K0.00%+32New
Pathway Financial Advisers, LLC34$3.12K0.00%+34New
Trust Co of Vermont36$3.30K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC41$3.76K0.00%00.0%Unchanged
Bare Financial Services, Inc43$3.94K0.00%+43New
Winthrop Capital Management, LLC49$4.00K0.00%00.0%Unchanged
JPL Wealth Management, LLC46$4.22K0.00%+46New
UMA Financial Services, Inc.49$4.49K0.00%+37+308.3%Added
Future Financial Wealth Managment LLC50$4.58K0.00%00.0%Unchanged
Sherman Asset Management, Inc.50$4.58K0.00%00.0%Unchanged
High Note Wealth, LLC50$4.58K0.00%+5+11.1%Added
Oakworth Capital, Inc.51$4.68K0.00%+51New
Fortitude Family Office, LLC53$4.86K0.00%−6−10.2%Reduced
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.55$5.04K0.00%00.0%Unchanged
Sachetta, LLC55$5.04K0.00%+24+77.4%Added
Wall Street Access Asset Management, LLC60$5.50K0.00%+60New
Mather Group, LLC.62$5.67K0.00%+62New
South State Corp.62$5.69K0.00%−4−6.1%Reduced
Marquette Asset Management, LLC64$5.87K0.00%+64New
Salomon & Ludwin, LLC64$5.97K0.00%−11−14.7%Reduced
Colonial Trust Co67$6.14K0.00%00.0%Unchanged
Strategic Advocates LLC68$6.24K0.00%+68New
Addison Advisors LLC70$6.42K0.00%−30−30.0%Reduced
Highline Wealth Partners LLC71$6.51K0.00%−69−49.3%Reduced
Whittier Trust Co70$6.53K0.00%−45−39.1%Reduced
Atlantic Union Bankshares Corp73$6.70K0.00%+21+40.4%Added
Boreal Capital Management LLC75$6.88K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.79$7.24K0.00%−11−12.2%Reduced
Transamerica Financial Advisors, Inc.81$7.43K0.00%+81New
Bell Investment Advisors, Inc93$8.53K0.00%−10−9.7%Reduced
Private Wealth Management Group, LLC93$8.53K0.00%00.0%Unchanged
Accent Capital Management, LLC94$8.62K0.00%−26−21.7%Reduced
Aspect Partners, LLC98$8.99K0.00%+98New
Berbice Capital Management LLC100$9.17K0.01%+25+33.3%Added
AdvisorNet Financial, Inc103$9.45K0.00%−602−85.4%Reduced
MPWM Advisory Solutions, LLC103$9.45K0.01%−857−89.3%Reduced
TD Waterhouse Canada Inc.104$9.55K0.00%−37−26.2%Reduced
Groupe la Francaise125$9.99K0.00%+125New
First Horizon Corp113$10.4K0.00%+113New
Harbour Investments, Inc.116$10.6K0.00%−33−22.1%Reduced
TSFG, LLC115$11.0K0.00%00.0%Unchanged
CVA Family Office, LLC131$12.0K0.00%−44−25.1%Reduced
Bruce G. Allen Investments, LLC136$12.5K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc140$12.8K0.00%+8+6.1%Added
ORG Partners LLC141$12.9K0.00%−333−70.3%Reduced
Hemington Wealth Management152$13.0K0.00%+21+16.0%Added
Glynn Capital Management LLC142$13.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC146$13.4K0.01%00.0%Unchanged
Financial Perspectives, Inc147$13.5K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd158$14.0K0.00%00.0%Unchanged
Manchester Capital Management LLC153$14.0K0.00%−188−55.1%Reduced
Washington Trust Advisors, Inc.155$14.2K0.00%00.0%Unchanged