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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 2,450 | $224.7K | 0.00% | −13−0.5% | Reduced |
| HM Payson & Co | 2,450 | $224.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,479 | $227.3K | 0.08% | +671+37.1% | Added |
| Marathon Trading Investment Management LLC | 2,500 | $229.3K | 0.10% | −100−3.8% | Reduced |
| Cura Wealth Advisors, LLC | 2,500 | $229.3K | 0.09% | +2,500 | New |
| Regatta Capital Group, LLC | 2,514 | $230.5K | 0.04% | +2,514 | New |
| Fifth Third Bancorp | 2,538 | $232.7K | 0.00% | +854+50.7% | Added |
| Quent Capital, LLC | 2,550 | $233.8K | 0.02% | −42−1.6% | Reduced |
| Revisor Wealth Management LLC | 2,506 | $234.7K | 0.08% | +2,506 | New |
| Quest Partners LLC | 2,603 | $238.7K | 0.02% | +296+12.8% | Added |
| Chesapeake Capital Corp | 2,605 | $238.9K | 0.21% | +2,605 | New |
| Amica Mutual Insurance Co | 2,602 | $239.0K | 0.02% | +2,602 | New |
| Van Hulzen Asset Management, LLC | 2,614 | $239.7K | 0.02% | +2,614 | New |
| Fifth Lane Capital, LP | 2,636 | $241.7K | 0.24% | +2,636 | New |
| Kassira Wealth Management LLC | 2,655 | $243.5K | 0.23% | +2,655 | New |
| Creekside Partners | 2,668 | $244.7K | 0.11% | 00.0% | Unchanged |
| Atom Investors LP | 2,675 | $245.3K | 0.02% | +2,675 | New |
| Interchange Capital Partners, LLC | 2,691 | $246.8K | 0.05% | +2,691 | New |
| Peapack Gladstone Financial Corp | 2,700 | $248.0K | 0.00% | +2,700 | New |
| Ninety One SA (PTY) Ltd | 2,728 | $248.1K | 0.01% | −46,481−94.5% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,942 | $251.8K | 0.07% | −3,165−51.8% | Reduced |
| Rather & Kittrell, Inc. | 2,782 | $255.1K | 0.04% | +47+1.7% | Added |
| Bayforest Capital Ltd | 2,790 | $255.8K | 0.12% | −149−5.1% | Reduced |
| UniSuper Management Pty Ltd | 2,800 | $256.8K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,824 | $258.9K | 0.01% | −160−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,843 | $260.7K | 0.00% | −578−16.9% | Reduced |
| Change Path, LLC | 2,868 | $263.0K | 0.01% | +267+10.3% | Added |
| Motley Fool Asset Management LLC | 2,870 | $263.2K | 0.01% | +73+2.6% | Added |
| United Capital Financial Advisers, LLC | 2,875 | $263.6K | 0.00% | −411−12.5% | Reduced |
| Bokf, NA | 2,899 | $265.8K | 0.00% | +2,899 | New |
| Erste Asset Management GmbH | 2,899 | $272.1K | 0.00% | −46,301−94.1% | Reduced |
| Allianz SE | 3,000 | $275.1K | 0.01% | −6,170−67.3% | Reduced |
| Kazazian Asset Management, LLC | 3,000 | $275.1K | 0.33% | +3,000 | New |
| Opes Wealth Management LLC | 3,010 | $276.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,035 | $278.3K | 0.02% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 3,065 | $281.1K | 0.01% | +3,065 | New |
| Oak Thistle LLC | 3,079 | $282.3K | 0.04% | −12,742−80.5% | Reduced |
| Scotia Capital Inc. | 3,091 | $283.4K | 0.00% | −498−13.9% | Reduced |
| Callan Family Office, LLC | 3,124 | $286.5K | 0.01% | −866−21.7% | Reduced |
| Coastal Bridge Advisors, LLC | 3,164 | $290.1K | 0.02% | −131−4.0% | Reduced |
| Requisite Capital Management, LLC | 3,168 | $290.5K | 0.05% | +3,168 | New |
| Prime Capital Investment Advisors, LLC | 3,173 | $291.0K | 0.00% | +90+2.9% | Added |
| Norden Group LLC | 3,187 | $292.2K | 0.03% | −73−2.2% | Reduced |
| D.A. Davidson & Co. | 3,192 | $292.7K | 0.00% | +3,192 | New |
| Camden Capital, LLC | 3,203 | $293.7K | 0.02% | +1,087+51.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,225 | $294.0K | 0.01% | +3,225 | New |
| Fred Alger Management, LLC | 3,216 | $294.9K | 0.00% | +732+29.5% | Added |
| HB Wealth Management, LLC | 3,234 | $296.6K | 0.00% | +3,234 | New |
| iA Global Asset Management Inc. | 3,284 | $301.0K | 0.00% | −116−3.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,304 | $303.0K | 0.07% | +3,304 | New |
| BFSG, LLC | 3,365 | $308.6K | 0.03% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 3,299 | $309.6K | 0.01% | +459+16.2% | Added |
| Waldron Private Wealth LLC | 3,383 | $310.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,417 | $313.3K | 0.01% | +1,011+42.0% | Added |
| Kera Capital Partners, Inc. | 3,426 | $314.2K | 0.05% | −27−0.8% | Reduced |
| Atria Investments LLC | 3,447 | $316.1K | 0.00% | −507−12.8% | Reduced |
| Atomi Financial Group, Inc. | 3,461 | $317.3K | 0.01% | −213−5.8% | Reduced |
| Signaturefd, LLC | 3,557 | $326.2K | 0.01% | −684−16.1% | Reduced |
| Versor Investments LP | 3,592 | $329.4K | 0.06% | −3,019−45.7% | Reduced |
| Brighton Jones LLC | 3,648 | $334.6K | 0.01% | +433+13.5% | Added |
| Commerce Bank | 3,703 | $339.6K | 0.00% | −580−13.5% | Reduced |
| M&T Bank Corp | 3,745 | $342.7K | 0.00% | −1,852−33.1% | Reduced |
| Generali Investments, Management Co LLC | 3,743 | $343.2K | 0.07% | +1,955+109.3% | Added |
| Farther Finance Advisors, LLC | 3,778 | $346.4K | 0.01% | +316+9.1% | Added |
| Global Retirement Partners, LLC | 3,800 | $348.5K | 0.01% | −9,082−70.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 3,800 | $348.5K | 0.03% | +3,800 | New |
| Knollwood Investment Advisory, LLC | 3,809 | $349.3K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,834 | $351.6K | 0.01% | +3,834 | New |
| Point72 Europe (London) LLP | 3,875 | $355.3K | 0.02% | +3,875 | New |
| Quadrant Capital Group LLC | 3,964 | $363.5K | 0.01% | −4,713−54.3% | Reduced |
| Armistice Capital, LLC | 4,049 | $371.3K | 0.01% | +4,049 | New |
| Independent Financial Group, LLC | 4,070 | $373.2K | 0.01% | −6,162−60.2% | Reduced |
| Yorktown Management & Research Co Inc | 4,100 | $376.0K | 0.30% | +4,100 | New |
| Baker Avenue Asset Management, LP | 4,112 | $377.0K | 0.01% | +4,112 | New |
| E. Ohman J:or Asset Management AB | 4,121 | $377.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,133 | $379.0K | 0.01% | −1,000−19.5% | Reduced |
| GWM Advisors LLC | 4,147 | $380.3K | 0.00% | −200−4.6% | Reduced |
| Concurrent Investment Advisors, LLC | 4,149 | $380.5K | 0.01% | −1,578−27.6% | Reduced |
| Lecap Asset Management Ltd | 4,162 | $381.7K | 0.13% | +4,162 | New |
| Brandywine Managers, LLC | 4,209 | $386.0K | 0.37% | −6,100−59.2% | Reduced |
| Miracle Mile Advisors, LLC | 4,221 | $387.1K | 0.01% | +42+1.0% | Added |
| Clearstead Advisors, LLC | 4,233 | $388.2K | 0.01% | +3,362+386.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,256 | $390.3K | 0.02% | −125−2.9% | Reduced |
| Sender Co & Partners, Inc. | 4,319 | $396.1K | 0.15% | −13,005−75.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,335 | $397.5K | 0.03% | −66−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,352 | $399.1K | 0.01% | +4+0.1% | Added |
| Octavia Wealth Advisors, LLC | 4,367 | $400.5K | 0.04% | +1,500+52.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,377 | $401.4K | 0.01% | +4,377 | New |
| Yarbrough Capital, LLC | 4,400 | $403.5K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,406 | $404.0K | 0.03% | +1,406+46.9% | Added |
| Wahed Invest LLC | 4,446 | $407.7K | 0.06% | +27+0.6% | Added |
| American Trust | 4,457 | $408.7K | 0.03% | −434−8.9% | Reduced |
| Raiffeisen Bank International AG | 4,369 | $410.1K | 0.01% | +166+3.9% | Added |
| Woodline Partners LP | 4,626 | $424.2K | 0.00% | +4,626 | New |
| Resonant Capital Advisors, LLC | 4,635 | $425.0K | 0.02% | −136−2.9% | Reduced |
| GDS Wealth Management | 4,670 | $428.2K | 0.03% | −4,330−48.1% | Reduced |
| Jones Financial Companies LLLP | 4,707 | $429.1K | 0.00% | +1,142+32.0% | Added |
| GraniteShares Advisors LLC | 4,702 | $431.2K | 0.25% | +294+6.7% | Added |
| Marex Group plc | 4,736 | $434.3K | 0.01% | +4,736 | New |
| Kestra Private Wealth Services, LLC | 4,880 | $447.5K | 0.01% | −225−4.4% | Reduced |