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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (USA) Corp | 3,304 | $303.0K | 0.07% | +3,304 | New |
| iA Global Asset Management Inc. | 3,284 | $301.0K | 0.00% | −116−3.4% | Reduced |
| HB Wealth Management, LLC | 3,234 | $296.6K | 0.00% | +3,234 | New |
| Fred Alger Management, LLC | 3,216 | $294.9K | 0.00% | +732+29.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,225 | $294.0K | 0.01% | +3,225 | New |
| Camden Capital, LLC | 3,203 | $293.7K | 0.02% | +1,087+51.4% | Added |
| D.A. Davidson & Co. | 3,192 | $292.7K | 0.00% | +3,192 | New |
| Norden Group LLC | 3,187 | $292.2K | 0.03% | −73−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,173 | $291.0K | 0.00% | +90+2.9% | Added |
| Requisite Capital Management, LLC | 3,168 | $290.5K | 0.05% | +3,168 | New |
| Coastal Bridge Advisors, LLC | 3,164 | $290.1K | 0.02% | −131−4.0% | Reduced |
| Callan Family Office, LLC | 3,124 | $286.5K | 0.01% | −866−21.7% | Reduced |
| Scotia Capital Inc. | 3,091 | $283.4K | 0.00% | −498−13.9% | Reduced |
| Oak Thistle LLC | 3,079 | $282.3K | 0.04% | −12,742−80.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,065 | $281.1K | 0.01% | +3,065 | New |
| MCF Advisors LLC | 3,035 | $278.3K | 0.02% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,010 | $276.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Erste Asset Management GmbH | 2,899 | $272.1K | 0.00% | −46,301−94.1% | Reduced |
| Bokf, NA | 2,899 | $265.8K | 0.00% | +2,899 | New |
| United Capital Financial Advisers, LLC | 2,875 | $263.6K | 0.00% | −411−12.5% | Reduced |
| Motley Fool Asset Management LLC | 2,870 | $263.2K | 0.01% | +73+2.6% | Added |
| Change Path, LLC | 2,868 | $263.0K | 0.01% | +267+10.3% | Added |
| Sequoia Financial Advisors, LLC | 2,843 | $260.7K | 0.00% | −578−16.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,824 | $258.9K | 0.01% | −160−5.4% | Reduced |
| UniSuper Management Pty Ltd | 2,800 | $256.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,790 | $255.8K | 0.12% | −149−5.1% | Reduced |
| Rather & Kittrell, Inc. | 2,782 | $255.1K | 0.04% | +47+1.7% | Added |
| Palo Alto Wealth Advisors, LLC | 2,942 | $251.8K | 0.07% | −3,165−51.8% | Reduced |
| Ninety One SA (PTY) Ltd | 2,728 | $248.1K | 0.01% | −46,481−94.5% | Reduced |
| Peapack Gladstone Financial Corp | 2,700 | $248.0K | 0.00% | +2,700 | New |
| Interchange Capital Partners, LLC | 2,691 | $246.8K | 0.05% | +2,691 | New |
| Atom Investors LP | 2,675 | $245.3K | 0.02% | +2,675 | New |
| Creekside Partners | 2,668 | $244.7K | 0.11% | 00.0% | Unchanged |
| Kassira Wealth Management LLC | 2,655 | $243.5K | 0.23% | +2,655 | New |
| Fifth Lane Capital, LP | 2,636 | $241.7K | 0.24% | +2,636 | New |
| Van Hulzen Asset Management, LLC | 2,614 | $239.7K | 0.02% | +2,614 | New |
| Amica Mutual Insurance Co | 2,602 | $239.0K | 0.02% | +2,602 | New |
| Chesapeake Capital Corp | 2,605 | $238.9K | 0.21% | +2,605 | New |
| Quest Partners LLC | 2,603 | $238.7K | 0.02% | +296+12.8% | Added |
| Revisor Wealth Management LLC | 2,506 | $234.7K | 0.08% | +2,506 | New |
| Quent Capital, LLC | 2,550 | $233.8K | 0.02% | −42−1.6% | Reduced |
| Fifth Third Bancorp | 2,538 | $232.7K | 0.00% | +854+50.7% | Added |
| Regatta Capital Group, LLC | 2,514 | $230.5K | 0.04% | +2,514 | New |
| 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 |
| Rakuten Securities, Inc. | 2,479 | $227.3K | 0.08% | +671+37.1% | Added |
| 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 |
| Inspirion Wealth Advisors, LLC | 3,015 | $224.1K | 0.03% | +5+0.2% | Added |
| Foundations Investment Advisors, LLC | 2,431 | $222.9K | 0.00% | +2,431 | New |
| Mindset Wealth Management, LLC | 2,404 | $220.4K | 0.06% | +2,404 | New |
| Kingswood Wealth Advisors, LLC | 2,397 | $219.8K | 0.01% | +327+15.8% | Added |
| Venturi Wealth Management, LLC | 2,395 | $219.6K | 0.01% | +2,395 | New |
| QRG Capital Management, Inc. | 2,374 | $217.7K | 0.00% | −1,350−36.3% | Reduced |
| Gs Investments, Inc. | 2,350 | $215.5K | 0.11% | +2,350 | New |
| Schulz Wealth, LTD. | 2,284 | $209.4K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,274 | $208.5K | 0.00% | −65−2.8% | Reduced |
| Siemens Fonds Invest GmbH | 2,271 | $208.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,251 | $206.4K | 0.00% | +135+6.4% | Added |
| 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 |
| Magnetar Financial LLC | 2,245 | $205.9K | 0.00% | +2,245 | New |
| Keebeck Alpha, LP | 2,230 | $204.5K | 0.28% | −133−5.6% | Reduced |
| Fairscale Capital, LLC | 2,219 | $203.5K | 0.14% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,203 | $202.0K | 0.01% | −596−21.3% | Reduced |
| Centiva Capital, LP | 2,195 | $201.3K | 0.02% | +2,195 | New |
| Kingsview Wealth Management, LLC | 2,186 | $200.5K | 0.00% | +2,186 | New |
| Ci Investments Inc. | 2,063 | $189.0K | 0.00% | +270+15.1% | Added |
| Fulcrum Asset Management LLP | 2,017 | $185.0K | 0.05% | −4,434−68.7% | Reduced |
| Versant Capital Management, Inc | 1,997 | $183.1K | 0.02% | −2,533−55.9% | Reduced |
| Westpac Banking Corp | 1,851 | $169.7K | 0.01% | +177+10.6% | Added |
| Security National Bank | 1,823 | $167.2K | 0.03% | +1,823 | New |
| Sunbelt Securities, Inc. | 1,809 | $165.9K | 0.01% | +117+6.9% | Added |
| MAI Capital Management | 1,723 | $158.0K | 0.00% | −229−11.7% | Reduced |
| Centaurus Financial, Inc. | 1,709 | $157.0K | 0.01% | +391+29.7% | Added |
| EverSource Wealth Advisors, LLC | 1,672 | $153.3K | 0.01% | +51+3.1% | Added |
| 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 |
| Horizon Investments, LLC | 1,583 | $145.2K | 0.00% | +1,583 | New |
| Acima Private Wealth, LLC | 1,579 | $144.8K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,563 | $143.3K | 0.00% | +663+73.7% | Added |
| Hantz Financial Services, Inc. | 1,483 | $136.0K | 0.00% | +945+175.7% | Added |
| GAMMA Investing LLC | 1,424 | $130.6K | 0.01% | −263−15.6% | Reduced |
| Bryn Mawr Trust Co | 1,394 | $127.8K | 0.00% | −88−5.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1,351 | $123.9K | 0.08% | +587+76.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,328 | $121.8K | 0.01% | −100−7.0% | Reduced |
| IFP Advisors, Inc | 1,275 | $116.9K | 0.00% | −287−18.4% | Reduced |
| National Bank of Canada | 1,259 | $115.4K | 0.00% | +99+8.5% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $114.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,188 | $109.0K | 0.06% | +266+28.9% | Added |
| Larson Financial Group LLC | 1,159 | $106.3K | 0.00% | +589+103.3% | Added |
| Essential Partners LLC | 1,158 | $106.2K | 0.04% | −3,933−77.3% | Reduced |
| Central Pacific Bank - Trust Division | 1,120 | $102.7K | 0.01% | −50−4.3% | Reduced |
| Costello Asset Management, INC | 1,105 | $101.3K | 0.03% | +405+57.9% | Added |
| Advisors Asset Management, Inc. | 1,085 | $99.5K | 0.00% | +115+11.9% | Added |
| True Wealth Design, LLC | 1,044 | $95.7K | 0.03% | +326+45.4% | Added |
| CX Institutional | 996 | $91.0K | 0.00% | +335+50.7% | Added |
| S-Bank Fund Management Ltd | 953 | $87.4K | 0.01% | −12−1.2% | Reduced |