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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $14.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 162 | $14.9K | 0.01% | −7−4.1% | Reduced |
| Parkside Financial Bank & Trust | 164 | $15.0K | 0.00% | −77−32.0% | Reduced |
| Aventura Private Wealth, LLC | 166 | $15.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 182 | $16.7K | 0.01% | +182 | New |
| Massmutual Trust Co FSB | 193 | $17.7K | 0.00% | −8−4.0% | Reduced |
| Capital Advisors, Ltd. LLC | 195 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 225 | $20.6K | 0.00% | −11−4.7% | Reduced |
| Amica Retiree Medical Trust | 256 | $23.0K | 0.03% | +256 | New |
| City State Bank | 260 | $23.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 261 | $23.9K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 261 | $23.9K | 0.01% | +43+19.7% | Added |
| Cullen/Frost Bankers, Inc. | 270 | $24.8K | 0.00% | −69−20.4% | Reduced |
| Promus Capital, LLC | 275 | $25.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 277 | $25.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 286 | $26.2K | 0.00% | +286 | New |
| Rossby Financial, LCC | 300 | $27.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 315 | $28.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 328 | $30.1K | 0.01% | −2,573−88.7% | Reduced |
| Wealthspire Advisors, LLC | 333 | $30.5K | 0.00% | +333 | New |
| Global Trust Asset Management, LLC | 347 | $31.8K | 0.01% | −1−0.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 352 | $32.3K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 370 | $33.9K | 0.02% | +370 | New |
| Spire Wealth Management | 386 | $35.4K | 0.00% | −3,665−90.5% | Reduced |
| Creative Financial Designs Inc | 395 | $36.2K | 0.00% | −300−43.2% | Reduced |
| Westside Investment Management, Inc. | 415 | $38.1K | 0.01% | +193+86.9% | Added |
| Ancora Advisors, LLC | 432 | $39.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 437 | $40.1K | 0.01% | +437 | New |
| Center for Financial Planning, Inc. | 450 | $41.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 494 | $45.3K | 0.00% | +55+12.5% | Added |
| Hartford Financial Management Inc. | 500 | $45.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 500 | $45.9K | 0.02% | +500 | New |
| Assetmark, Inc | 527 | $48.3K | 0.00% | −60−10.2% | Reduced |
| TD Private Client Wealth LLC | 529 | $48.5K | 0.00% | +61+13.0% | Added |
| SJS Investment Consulting Inc. | 529 | $48.5K | 0.01% | +514+3,426.7% | Added |
| Pingora Partners LLC | 600 | $55.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 630 | $57.8K | 0.00% | +398+171.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 640 | $58.8K | 0.00% | −12−1.8% | Reduced |
| Abich Financial Wealth Management LLC | 676 | $62.0K | 0.02% | +676 | New |
| Golden State Wealth Management, LLC | 693 | $63.5K | 0.01% | −165−19.2% | Reduced |
| CoreCap Advisors, LLC | 703 | $64.5K | 0.00% | +504+253.3% | Added |
| CIBC Private Wealth Group, LLC | 727 | $66.7K | 0.00% | +575+378.3% | Added |
| Smartleaf Asset Management LLC | 758 | $71.1K | 0.00% | +379+100.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 773 | $72.6K | 0.00% | +546+240.5% | Added |
| Frazier Financial Advisors, LLC | 803 | $73.6K | 0.05% | +50+6.6% | Added |
| Private Trust Co NA | 824 | $75.6K | 0.01% | +642+352.7% | Added |
| Johnson Financial Group, Inc. | 902 | $82.7K | 0.00% | +902 | New |
| State of Wyoming | 923 | $84.6K | 0.01% | +87+10.4% | Added |
| IMG Wealth Management, Inc. | 939 | $86.1K | 0.06% | +14+1.5% | Added |
| S-Bank Fund Management Ltd | 953 | $87.4K | 0.01% | −12−1.2% | Reduced |
| CX Institutional | 996 | $91.0K | 0.00% | +335+50.7% | Added |
| True Wealth Design, LLC | 1,044 | $95.7K | 0.03% | +326+45.4% | Added |
| Advisors Asset Management, Inc. | 1,085 | $99.5K | 0.00% | +115+11.9% | Added |
| Costello Asset Management, INC | 1,105 | $101.3K | 0.03% | +405+57.9% | Added |
| Central Pacific Bank - Trust Division | 1,120 | $102.7K | 0.01% | −50−4.3% | Reduced |
| Essential Partners LLC | 1,158 | $106.2K | 0.04% | −3,933−77.3% | Reduced |
| Larson Financial Group LLC | 1,159 | $106.3K | 0.00% | +589+103.3% | Added |
| Covestor Ltd | 1,188 | $109.0K | 0.06% | +266+28.9% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $114.6K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,259 | $115.4K | 0.00% | +99+8.5% | Added |
| IFP Advisors, Inc | 1,275 | $116.9K | 0.00% | −287−18.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,328 | $121.8K | 0.01% | −100−7.0% | Reduced |
| 1620 Investment Advisors, Inc. | 1,351 | $123.9K | 0.08% | +587+76.8% | Added |
| Bryn Mawr Trust Co | 1,394 | $127.8K | 0.00% | −88−5.9% | Reduced |
| GAMMA Investing LLC | 1,424 | $130.6K | 0.01% | −263−15.6% | Reduced |
| Hantz Financial Services, Inc. | 1,483 | $136.0K | 0.00% | +945+175.7% | Added |
| Brown Brothers Harriman & Co | 1,563 | $143.3K | 0.00% | +663+73.7% | Added |
| Acima Private Wealth, LLC | 1,579 | $144.8K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,583 | $145.2K | 0.00% | +1,583 | New |
| Umb Bank N A | 1,632 | $149.7K | 0.00% | +236+16.9% | Added |
| Exchange Traded Concepts, LLC | 1,632 | $149.7K | 0.00% | +1,583+3,230.6% | Added |
| EverSource Wealth Advisors, LLC | 1,672 | $153.3K | 0.01% | +51+3.1% | Added |
| Centaurus Financial, Inc. | 1,709 | $157.0K | 0.01% | +391+29.7% | Added |
| MAI Capital Management | 1,723 | $158.0K | 0.00% | −229−11.7% | Reduced |
| Sunbelt Securities, Inc. | 1,809 | $165.9K | 0.01% | +117+6.9% | Added |
| Security National Bank | 1,823 | $167.2K | 0.03% | +1,823 | New |
| Westpac Banking Corp | 1,851 | $169.7K | 0.01% | +177+10.6% | Added |
| Versant Capital Management, Inc | 1,997 | $183.1K | 0.02% | −2,533−55.9% | Reduced |
| Fulcrum Asset Management LLP | 2,017 | $185.0K | 0.05% | −4,434−68.7% | Reduced |
| Ci Investments Inc. | 2,063 | $189.0K | 0.00% | +270+15.1% | Added |
| Kingsview Wealth Management, LLC | 2,186 | $200.5K | 0.00% | +2,186 | New |
| Centiva Capital, LP | 2,195 | $201.3K | 0.02% | +2,195 | New |
| Vise Technologies, Inc. | 2,203 | $202.0K | 0.01% | −596−21.3% | Reduced |
| Fairscale Capital, LLC | 2,219 | $203.5K | 0.14% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,230 | $204.5K | 0.28% | −133−5.6% | Reduced |
| Magnetar Financial LLC | 2,245 | $205.9K | 0.00% | +2,245 | New |
| C M Bidwell & Associates Ltd | 2,247 | $206.1K | 0.10% | −165−6.8% | Reduced |
| Blueshift Asset Management, LLC | 2,247 | $206.1K | 0.06% | −35−1.5% | Reduced |
| Allworth Financial LP | 2,251 | $206.4K | 0.00% | +135+6.4% | Added |
| Siemens Fonds Invest GmbH | 2,271 | $208.3K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,274 | $208.5K | 0.00% | −65−2.8% | Reduced |
| Schulz Wealth, LTD. | 2,284 | $209.4K | 0.14% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,350 | $215.5K | 0.11% | +2,350 | New |
| QRG Capital Management, Inc. | 2,374 | $217.7K | 0.00% | −1,350−36.3% | Reduced |
| Venturi Wealth Management, LLC | 2,395 | $219.6K | 0.01% | +2,395 | New |
| Kingswood Wealth Advisors, LLC | 2,397 | $219.8K | 0.01% | +327+15.8% | Added |
| Mindset Wealth Management, LLC | 2,404 | $220.4K | 0.06% | +2,404 | New |
| Foundations Investment Advisors, LLC | 2,431 | $222.9K | 0.00% | +2,431 | New |
| Inspirion Wealth Advisors, LLC | 3,015 | $224.1K | 0.03% | +5+0.2% | Added |