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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 6,880 | $630.9K | 0.00% | +49+0.7% | Added |
| Sherbrooke Park Advisers LLC | 6,855 | $628.6K | 0.29% | +2,333+51.6% | Added |
| Integrated Quantitative Investments LLC | 6,845 | $627.7K | 0.18% | 00.0% | Unchanged |
| ADAPT Investment Managers SA | 6,806 | $624.1K | 0.13% | +6,806 | New |
| Synergy Financial Group, LTD | 6,721 | $616.3K | 0.42% | −120−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 6,682 | $612.7K | 0.02% | +6,682 | New |
| Independent Advisor Alliance | 6,662 | $610.9K | 0.02% | +1,394+26.5% | Added |
| Perpetual Ltd | 6,500 | $596.0K | 0.01% | −852−11.6% | Reduced |
| Allstate Corp | 6,469 | $593.2K | 0.01% | +6,469 | New |
| Verdence Capital Advisors LLC | 6,555 | $590.0K | 0.03% | +6,555 | New |
| Kornitzer Capital Management Inc | 6,300 | $577.7K | 0.01% | +1,575+33.3% | Added |
| Sterling Capital Management LLC | 6,271 | $575.1K | 0.01% | −475−7.0% | Reduced |
| Advisory Services Network, LLC | 6,243 | $572.5K | 0.01% | +756+13.8% | Added |
| Engineers Gate Manager LP | 6,075 | $557.1K | 0.01% | −21,229−77.8% | Reduced |
| Oppenheimer & Co Inc | 6,072 | $556.8K | 0.01% | −2,601−30.0% | Reduced |
| CIBC Bancorp USA Inc. | 5,994 | $549.6K | 0.00% | +5,994 | New |
| Hennion & Walsh Asset Management, Inc. | 5,986 | $548.9K | 0.02% | +5,986 | New |
| Nemes Rush Group LLC | 5,944 | $545.1K | 0.05% | +467+8.5% | Added |
| BCJ Capital Management, LLC | 5,861 | $537.5K | 0.03% | +2,776+90.0% | Added |
| Shelton Capital Management | 5,803 | $532.1K | 0.01% | 00.0% | Unchanged |
| Hel Ved Capital Management Ltd | 5,760 | $528.2K | 0.29% | +5,760 | New |
| Tower Research Capital LLC (TRC) | 5,732 | $525.6K | 0.01% | +1,937+51.0% | Added |
| Impact Partnership Wealth, LLC | 5,730 | $525.4K | 0.08% | +5,730 | New |
| Forum Financial Management, LP | 5,717 | $524.2K | 0.01% | +937+19.6% | Added |
| Stratos Wealth Partners, LTD. | 5,703 | $523.0K | 0.01% | −520−8.4% | Reduced |
| Syon Capital LLC | 5,677 | $520.6K | 0.03% | +3,644+179.2% | Added |
| Stableford Capital II LLC | 5,619 | $515.3K | 0.19% | +28+0.5% | Added |
| Truvestments Capital LLC | 5,584 | $512.1K | 0.09% | +290+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,572 | $511.0K | 0.00% | −199−3.4% | Reduced |
| Cynosure Management, LLC | 5,498 | $504.2K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,477 | $502.2K | 0.01% | −124−2.2% | Reduced |
| Point72 (DIFC) Ltd | 5,432 | $498.1K | 0.03% | +5,432 | New |
| Gillespie Robinson & Grimm Inc | 5,425 | $497.5K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,628 | $495.1K | 0.01% | −925−14.1% | Reduced |
| Stephens Inc | 5,395 | $494.7K | 0.01% | +108+2.0% | Added |
| True Link Financial Advisors, LLC | 5,350 | $490.6K | 0.03% | −250−4.5% | Reduced |
| Redwood Wealth Management Group, LLC | 5,346 | $490.2K | 0.21% | +11+0.2% | Added |
| Chicago Partners Investment Group LLC | 5,415 | $483.6K | 0.01% | +2,447+82.4% | Added |
| Fore Capital, LLC | 5,250 | $481.4K | 0.61% | +5,250 | New |
| Steel Peak Wealth Management LLC | 5,233 | $479.9K | 0.02% | −237−4.3% | Reduced |
| Thompson Investment Management, Inc. | 5,232 | $479.8K | 0.06% | 00.0% | Unchanged |
| GK Wealth Management LLC | 5,230 | $479.6K | 0.36% | +254+5.1% | Added |
| Arkadios Wealth Advisors | 5,211 | $477.9K | 0.01% | +197+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $475.7K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 5,180 | $475.0K | 0.13% | +5,180 | New |
| Intech Investment Management LLC | 5,029 | $461.2K | 0.00% | −15,256−75.2% | Reduced |
| Fieldview Capital Management, LLC | 5,019 | $460.2K | 0.08% | +5,019 | New |
| Evergreen Capital Management LLC | 4,936 | $452.6K | 0.01% | +2,919+144.7% | Added |
| Sapience Investments, LLC | 4,921 | $451.3K | 1.77% | +893+22.2% | Added |
| Pallas Capital Advisors LLC | 4,915 | $450.7K | 0.02% | −5,405−52.4% | Reduced |
| Kestra Private Wealth Services, LLC | 4,880 | $447.5K | 0.01% | −225−4.4% | Reduced |
| Marex Group plc | 4,736 | $434.3K | 0.01% | +4,736 | New |
| GraniteShares Advisors LLC | 4,702 | $431.2K | 0.25% | +294+6.7% | Added |
| Jones Financial Companies LLLP | 4,707 | $429.1K | 0.00% | +1,142+32.0% | Added |
| GDS Wealth Management | 4,670 | $428.2K | 0.03% | −4,330−48.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,635 | $425.0K | 0.02% | −136−2.9% | Reduced |
| Woodline Partners LP | 4,626 | $424.2K | 0.00% | +4,626 | New |
| Raiffeisen Bank International AG | 4,369 | $410.1K | 0.01% | +166+3.9% | Added |
| American Trust | 4,457 | $408.7K | 0.03% | −434−8.9% | Reduced |
| Wahed Invest LLC | 4,446 | $407.7K | 0.06% | +27+0.6% | Added |
| Prelude Capital Management, LLC | 4,406 | $404.0K | 0.03% | +1,406+46.9% | Added |
| Yarbrough Capital, LLC | 4,400 | $403.5K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,377 | $401.4K | 0.01% | +4,377 | New |
| Octavia Wealth Advisors, LLC | 4,367 | $400.5K | 0.04% | +1,500+52.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,352 | $399.1K | 0.01% | +4+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,335 | $397.5K | 0.03% | −66−1.5% | Reduced |
| Sender Co & Partners, Inc. | 4,319 | $396.1K | 0.15% | −13,005−75.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,256 | $390.3K | 0.02% | −125−2.9% | Reduced |
| Clearstead Advisors, LLC | 4,233 | $388.2K | 0.01% | +3,362+386.0% | Added |
| Miracle Mile Advisors, LLC | 4,221 | $387.1K | 0.01% | +42+1.0% | Added |
| Brandywine Managers, LLC | 4,209 | $386.0K | 0.37% | −6,100−59.2% | Reduced |
| Lecap Asset Management Ltd | 4,162 | $381.7K | 0.13% | +4,162 | New |
| Concurrent Investment Advisors, LLC | 4,149 | $380.5K | 0.01% | −1,578−27.6% | Reduced |
| GWM Advisors LLC | 4,147 | $380.3K | 0.00% | −200−4.6% | Reduced |
| Parallel Advisors, LLC | 4,133 | $379.0K | 0.01% | −1,000−19.5% | Reduced |
| E. Ohman J:or Asset Management AB | 4,121 | $377.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,112 | $377.0K | 0.01% | +4,112 | New |
| Yorktown Management & Research Co Inc | 4,100 | $376.0K | 0.30% | +4,100 | New |
| Independent Financial Group, LLC | 4,070 | $373.2K | 0.01% | −6,162−60.2% | Reduced |
| Armistice Capital, LLC | 4,049 | $371.3K | 0.01% | +4,049 | New |
| Quadrant Capital Group LLC | 3,964 | $363.5K | 0.01% | −4,713−54.3% | Reduced |
| Point72 Europe (London) LLP | 3,875 | $355.3K | 0.02% | +3,875 | New |
| TCG Advisory Services, LLC | 3,834 | $351.6K | 0.01% | +3,834 | New |
| Knollwood Investment Advisory, LLC | 3,809 | $349.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 3,778 | $346.4K | 0.01% | +316+9.1% | Added |
| Generali Investments, Management Co LLC | 3,743 | $343.2K | 0.07% | +1,955+109.3% | Added |
| M&T Bank Corp | 3,745 | $342.7K | 0.00% | −1,852−33.1% | Reduced |
| Commerce Bank | 3,703 | $339.6K | 0.00% | −580−13.5% | Reduced |
| Brighton Jones LLC | 3,648 | $334.6K | 0.01% | +433+13.5% | Added |
| Versor Investments LP | 3,592 | $329.4K | 0.06% | −3,019−45.7% | Reduced |
| Signaturefd, LLC | 3,557 | $326.2K | 0.01% | −684−16.1% | Reduced |
| Atomi Financial Group, Inc. | 3,461 | $317.3K | 0.01% | −213−5.8% | Reduced |
| Atria Investments LLC | 3,447 | $316.1K | 0.00% | −507−12.8% | Reduced |
| Kera Capital Partners, Inc. | 3,426 | $314.2K | 0.05% | −27−0.8% | Reduced |
| Principal Securities, Inc. | 3,417 | $313.3K | 0.01% | +1,011+42.0% | Added |
| Waldron Private Wealth LLC | 3,383 | $310.2K | 0.01% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 3,299 | $309.6K | 0.01% | +459+16.2% | Added |
| BFSG, LLC | 3,365 | $308.6K | 0.03% | 00.0% | Unchanged |