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 |
|---|---|---|---|---|---|
| IMG Wealth Management, Inc. | 939 | $86.1K | 0.06% | +14+1.5% | Added |
| State of Wyoming | 923 | $84.6K | 0.01% | +87+10.4% | Added |
| Johnson Financial Group, Inc. | 902 | $82.7K | 0.00% | +902 | New |
| Private Trust Co NA | 824 | $75.6K | 0.01% | +642+352.7% | Added |
| Frazier Financial Advisors, LLC | 803 | $73.6K | 0.05% | +50+6.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 773 | $72.6K | 0.00% | +546+240.5% | Added |
| Smartleaf Asset Management LLC | 758 | $71.1K | 0.00% | +379+100.0% | Added |
| CIBC Private Wealth Group, LLC | 727 | $66.7K | 0.00% | +575+378.3% | Added |
| CoreCap Advisors, LLC | 703 | $64.5K | 0.00% | +504+253.3% | Added |
| Golden State Wealth Management, LLC | 693 | $63.5K | 0.01% | −165−19.2% | Reduced |
| Abich Financial Wealth Management LLC | 676 | $62.0K | 0.02% | +676 | New |
| Kayne Anderson Rudnick Investment Management LLC | 640 | $58.8K | 0.00% | −12−1.8% | Reduced |
| Rothschild Investment LLC | 630 | $57.8K | 0.00% | +398+171.6% | Added |
| Pingora Partners LLC | 600 | $55.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 529 | $48.5K | 0.01% | +514+3,426.7% | Added |
| TD Private Client Wealth LLC | 529 | $48.5K | 0.00% | +61+13.0% | Added |
| Assetmark, Inc | 527 | $48.3K | 0.00% | −60−10.2% | Reduced |
| 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 |
| NBC Securities, Inc. | 494 | $45.3K | 0.00% | +55+12.5% | Added |
| Center for Financial Planning, Inc. | 450 | $41.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 437 | $40.1K | 0.01% | +437 | New |
| Ancora Advisors, LLC | 432 | $39.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 415 | $38.1K | 0.01% | +193+86.9% | Added |
| Creative Financial Designs Inc | 395 | $36.2K | 0.00% | −300−43.2% | Reduced |
| Spire Wealth Management | 386 | $35.4K | 0.00% | −3,665−90.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 370 | $33.9K | 0.02% | +370 | New |
| Gordian Capital Singapore Pte Ltd | 352 | $32.3K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 347 | $31.8K | 0.01% | −1−0.3% | Reduced |
| Wealthspire Advisors, LLC | 333 | $30.5K | 0.00% | +333 | New |
| Quarry LP | 328 | $30.1K | 0.01% | −2,573−88.7% | Reduced |
| Bank of Jackson Hole Trust | 315 | $28.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $27.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 286 | $26.2K | 0.00% | +286 | New |
| JFS Wealth Advisors, LLC | 277 | $25.4K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 275 | $25.2K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 270 | $24.8K | 0.00% | −69−20.4% | Reduced |
| Pinnacle Bancorp, Inc. | 261 | $23.9K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 261 | $23.9K | 0.01% | +43+19.7% | Added |
| City State Bank | 260 | $23.8K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 256 | $23.0K | 0.03% | +256 | New |
| Ameritas Advisory Services, LLC | 225 | $20.6K | 0.00% | −11−4.7% | Reduced |
| Capital Advisors, Ltd. LLC | 195 | $18.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 193 | $17.7K | 0.00% | −8−4.0% | Reduced |
| Gen-Wealth Partners Inc | 182 | $16.7K | 0.01% | +182 | New |
| Aventura Private Wealth, LLC | 166 | $15.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $15.0K | 0.00% | −77−32.0% | Reduced |
| Raleigh Capital Management Inc. | 162 | $14.9K | 0.01% | −7−4.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $14.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 155 | $14.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 153 | $14.0K | 0.00% | −188−55.1% | Reduced |
| Harvest Fund Management Co., Ltd | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 147 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 146 | $13.4K | 0.01% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 142 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 152 | $13.0K | 0.00% | +21+16.0% | Added |
| ORG Partners LLC | 141 | $12.9K | 0.00% | −333−70.3% | Reduced |
| Farmers & Merchants Investments Inc | 140 | $12.8K | 0.00% | +8+6.1% | Added |
| Bruce G. Allen Investments, LLC | 136 | $12.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 131 | $12.0K | 0.00% | −44−25.1% | Reduced |
| TSFG, LLC | 115 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 116 | $10.6K | 0.00% | −33−22.1% | Reduced |
| First Horizon Corp | 113 | $10.4K | 0.00% | +113 | New |
| Groupe la Francaise | 125 | $9.99K | 0.00% | +125 | New |
| TD Waterhouse Canada Inc. | 104 | $9.55K | 0.00% | −37−26.2% | Reduced |
| MPWM Advisory Solutions, LLC | 103 | $9.45K | 0.01% | −857−89.3% | Reduced |
| AdvisorNet Financial, Inc | 103 | $9.45K | 0.00% | −602−85.4% | Reduced |
| Berbice Capital Management LLC | 100 | $9.17K | 0.01% | +25+33.3% | Added |
| Aspect Partners, LLC | 98 | $8.99K | 0.00% | +98 | New |
| Accent Capital Management, LLC | 94 | $8.62K | 0.00% | −26−21.7% | Reduced |
| Bell Investment Advisors, Inc | 93 | $8.53K | 0.00% | −10−9.7% | Reduced |
| Private Wealth Management Group, LLC | 93 | $8.53K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 81 | $7.43K | 0.00% | +81 | New |
| Ronald Blue Trust, Inc. | 79 | $7.24K | 0.00% | −11−12.2% | Reduced |
| Boreal Capital Management LLC | 75 | $6.88K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 73 | $6.70K | 0.00% | +21+40.4% | Added |
| Whittier Trust Co | 70 | $6.53K | 0.00% | −45−39.1% | Reduced |
| Highline Wealth Partners LLC | 71 | $6.51K | 0.00% | −69−49.3% | Reduced |
| Addison Advisors LLC | 70 | $6.42K | 0.00% | −30−30.0% | Reduced |
| Strategic Advocates LLC | 68 | $6.24K | 0.00% | +68 | New |
| Colonial Trust Co | 67 | $6.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 64 | $5.97K | 0.00% | −11−14.7% | Reduced |
| Marquette Asset Management, LLC | 64 | $5.87K | 0.00% | +64 | New |
| South State Corp. | 62 | $5.69K | 0.00% | −4−6.1% | Reduced |
| Mather Group, LLC. | 62 | $5.67K | 0.00% | +62 | New |
| Wall Street Access Asset Management, LLC | 60 | $5.50K | 0.00% | +60 | New |
| Greykasell Wealth Strategies, Inc. | 55 | $5.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 55 | $5.04K | 0.00% | +24+77.4% | Added |
| Close Asset Management Ltd | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $4.86K | 0.00% | −6−10.2% | Reduced |
| Oakworth Capital, Inc. | 51 | $4.68K | 0.00% | +51 | New |
| Future Financial Wealth Managment LLC | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $4.58K | 0.00% | +5+11.1% | Added |
| UMA Financial Services, Inc. | 49 | $4.49K | 0.00% | +37+308.3% | Added |
| JPL Wealth Management, LLC | 46 | $4.22K | 0.00% | +46 | New |
| Winthrop Capital Management, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 43 | $3.94K | 0.00% | +43 | New |
| Family Legacy Financial Solutions, LLC | 41 | $3.76K | 0.00% | 00.0% | Unchanged |