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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 4,915 | $450.7K | 0.02% | −5,405−52.4% | Reduced |
| Sapience Investments, LLC | 4,921 | $451.3K | 1.77% | +893+22.2% | Added |
| Evergreen Capital Management LLC | 4,936 | $452.6K | 0.01% | +2,919+144.7% | Added |
| Fieldview Capital Management, LLC | 5,019 | $460.2K | 0.08% | +5,019 | New |
| Intech Investment Management LLC | 5,029 | $461.2K | 0.00% | −15,256−75.2% | Reduced |
| KG&L Capital Management,LLC | 5,180 | $475.0K | 0.13% | +5,180 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $475.7K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,211 | $477.9K | 0.01% | +197+3.9% | Added |
| GK Wealth Management LLC | 5,230 | $479.6K | 0.36% | +254+5.1% | Added |
| Thompson Investment Management, Inc. | 5,232 | $479.8K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,233 | $479.9K | 0.02% | −237−4.3% | Reduced |
| Fore Capital, LLC | 5,250 | $481.4K | 0.61% | +5,250 | New |
| Chicago Partners Investment Group LLC | 5,415 | $483.6K | 0.01% | +2,447+82.4% | Added |
| Redwood Wealth Management Group, LLC | 5,346 | $490.2K | 0.21% | +11+0.2% | Added |
| True Link Financial Advisors, LLC | 5,350 | $490.6K | 0.03% | −250−4.5% | Reduced |
| Stephens Inc | 5,395 | $494.7K | 0.01% | +108+2.0% | Added |
| Buckingham Strategic Partners | 5,628 | $495.1K | 0.01% | −925−14.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 5,425 | $497.5K | 0.03% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 5,432 | $498.1K | 0.03% | +5,432 | New |
| Benjamin Edwards Inc | 5,477 | $502.2K | 0.01% | −124−2.2% | Reduced |
| Cynosure Management, LLC | 5,498 | $504.2K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,572 | $511.0K | 0.00% | −199−3.4% | Reduced |
| Truvestments Capital LLC | 5,584 | $512.1K | 0.09% | +290+5.5% | Added |
| Stableford Capital II LLC | 5,619 | $515.3K | 0.19% | +28+0.5% | Added |
| Syon Capital LLC | 5,677 | $520.6K | 0.03% | +3,644+179.2% | Added |
| Stratos Wealth Partners, LTD. | 5,703 | $523.0K | 0.01% | −520−8.4% | Reduced |
| Forum Financial Management, LP | 5,717 | $524.2K | 0.01% | +937+19.6% | Added |
| Impact Partnership Wealth, LLC | 5,730 | $525.4K | 0.08% | +5,730 | New |
| Tower Research Capital LLC (TRC) | 5,732 | $525.6K | 0.01% | +1,937+51.0% | Added |
| Hel Ved Capital Management Ltd | 5,760 | $528.2K | 0.29% | +5,760 | New |
| Shelton Capital Management | 5,803 | $532.1K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,861 | $537.5K | 0.03% | +2,776+90.0% | Added |
| Nemes Rush Group LLC | 5,944 | $545.1K | 0.05% | +467+8.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,986 | $548.9K | 0.02% | +5,986 | New |
| CIBC Bancorp USA Inc. | 5,994 | $549.6K | 0.00% | +5,994 | New |
| Oppenheimer & Co Inc | 6,072 | $556.8K | 0.01% | −2,601−30.0% | Reduced |
| Engineers Gate Manager LP | 6,075 | $557.1K | 0.01% | −21,229−77.8% | Reduced |
| Advisory Services Network, LLC | 6,243 | $572.5K | 0.01% | +756+13.8% | Added |
| Sterling Capital Management LLC | 6,271 | $575.1K | 0.01% | −475−7.0% | Reduced |
| Kornitzer Capital Management Inc | 6,300 | $577.7K | 0.01% | +1,575+33.3% | Added |
| Verdence Capital Advisors LLC | 6,555 | $590.0K | 0.03% | +6,555 | New |
| Allstate Corp | 6,469 | $593.2K | 0.01% | +6,469 | New |
| Perpetual Ltd | 6,500 | $596.0K | 0.01% | −852−11.6% | Reduced |
| Independent Advisor Alliance | 6,662 | $610.9K | 0.02% | +1,394+26.5% | Added |
| Catalytic Wealth RIA, LLC | 6,682 | $612.7K | 0.02% | +6,682 | New |
| Synergy Financial Group, LTD | 6,721 | $616.3K | 0.42% | −120−1.8% | Reduced |
| ADAPT Investment Managers SA | 6,806 | $624.1K | 0.13% | +6,806 | New |
| Integrated Quantitative Investments LLC | 6,845 | $627.7K | 0.18% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 6,855 | $628.6K | 0.29% | +2,333+51.6% | Added |
| CIBC Asset Management Inc | 6,880 | $630.9K | 0.00% | +49+0.7% | Added |
| Qtron Investments LLC | 6,902 | $632.9K | 0.08% | +1,028+17.5% | Added |
| Merit Financial Group, LLC | 7,000 | $641.9K | 0.01% | +190+2.8% | Added |
| ProShare Advisors LLC | 7,109 | $651.9K | 0.00% | −301−4.1% | Reduced |
| RSM US Wealth Management LLC | 7,239 | $663.8K | 0.01% | +140+2.0% | Added |
| Gilbert & Cook, Inc. | 7,324 | $671.6K | 0.09% | −2,151−22.7% | Reduced |
| Evanson Asset Management, LLC | 7,337 | $672.8K | 0.04% | +1,093+17.5% | Added |
| DC Investments Management, LLC | 7,396 | $678.2K | 0.28% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,459 | $684.0K | 0.01% | +862+13.1% | Added |
| Metis Global Partners, LLC | 7,690 | $705.2K | 0.02% | +1,380+21.9% | Added |
| Fox Run Management, L.L.C. | 7,888 | $723.3K | 0.11% | −4,135−34.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 7,960 | $729.9K | 0.04% | +4,436+125.9% | Added |
| Gulf International Bank (UK) Ltd | 7,986 | $732.0K | 0.02% | −204−2.5% | Reduced |
| Maryland State Retirement & Pension System | 8,007 | $734.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,109 | $743.6K | 0.04% | +8,109 | New |
| 111 Capital | 8,267 | $758.1K | 0.14% | +4,385+113.0% | Added |
| Baird Financial Group, Inc. | 8,279 | $759.2K | 0.00% | −839−9.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,305 | $761.5K | 0.00% | +1,741+26.5% | Added |
| Ossiam | 8,395 | $769.8K | 0.01% | −221−2.6% | Reduced |
| Picton Mahoney Asset Management | 8,510 | $781.0K | 0.01% | +8,510 | New |
| Citizens Financial Group Inc | 8,524 | $781.7K | 0.01% | −371−4.2% | Reduced |
| Greenwood Capital Associates LLC | 8,713 | $799.0K | 0.09% | −484−5.3% | Reduced |
| Ostrum Asset Management | 8,737 | $801.2K | 0.04% | −269−3.0% | Reduced |
| Perbak Capital Partners LLP | 8,767 | $803.9K | 0.14% | +4,869+124.9% | Added |
| Schwab Charitable Fund | 8,775 | $804.7K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,849 | $811.0K | 0.05% | +3,549+67.0% | Added |
| Alerus Financial NA | 8,861 | $812.6K | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,948 | $820.5K | 0.00% | +823+10.1% | Added |
| Natixis | 9,010 | $826.2K | 0.00% | +9,010 | New |
| FNY Investment Advisers, LLC | 9,181 | $841.0K | 0.27% | +4,505+96.3% | Added |
| Bank of Nova Scotia | 9,381 | $860.2K | 0.00% | +2,627+38.9% | Added |
| Wealthfront Advisers LLC | 9,416 | $863.4K | 0.00% | +938+11.1% | Added |
| Boston Partners | 9,429 | $864.6K | 0.00% | +9,429 | New |
| Alps Advisors Inc | 9,437 | $865.4K | 0.00% | +1,029+12.2% | Added |
| Kestra Advisory Services, LLC | 9,519 | $872.9K | 0.00% | −895−8.6% | Reduced |
| Bradley Foster & Sargent Inc | 9,551 | $875.8K | 0.01% | +9,551 | New |
| APG Asset Management US Inc. | 9,706 | $889.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,933 | $910.9K | 0.00% | +4,890+97.0% | Added |
| Allianz Asset Management GmbH | 9,964 | $913.7K | 0.00% | −122,257−92.5% | Reduced |
| Pier 88 Investment Partners LLC | 10,000 | $917.0K | 0.17% | +1,800+22.0% | Added |
| Virtu Financial LLC | 10,082 | $925.0K | 0.05% | −2,316−18.7% | Reduced |
| Janus Henderson Group PLC | 10,159 | $931.4K | 0.00% | −1,796−15.0% | Reduced |
| Courier Capital LLC | 10,169 | $932.5K | 0.05% | +489+5.1% | Added |
| Avanza Fonder AB | 10,243 | $939.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,258 | $940.7K | 0.00% | +1,396+15.8% | Added |
| Wetherby Asset Management Inc | 10,306 | $945.1K | 0.04% | −759−6.9% | Reduced |
| Kentucky Retirement Systems | 10,343 | $948.5K | 0.03% | −28−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,362 | $950.2K | 0.01% | +6,289+154.4% | Added |
| Profund Advisors LLC | 10,381 | $951.9K | 0.03% | −70−0.7% | Reduced |
| Diversified Trust Co | 10,442 | $957.5K | 0.02% | −6,100−36.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $962.9K | 0.21% | +10,500 | New |