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Livermore
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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, Q4 2025

Institutional positions in Okta, Inc. as of Dec 31, 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
740
+6 vs. Q3 2025
Shares held
152.3M
+3.62M (+2.4%) vs. Q3 2025
Total value
$13.2B
−$468.8M (−3.4%) vs. Q3 2025
New holders
112
240 more added
Sold out
106
291 more reduced

17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 740 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ4 2025: $13.2B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2025.

Institutions holding OKTA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Murphy & Mullick Capital Management Corp1$860.00%+1New
MV Capital Management, Inc.1$870.00%−11−91.7%Reduced
Winnow Wealth LLC1$870.00%−3−75.0%Reduced
GHP Investment Advisors, Inc.1$870.00%00.0%Unchanged
TFC Financial Management1$870.00%00.0%Unchanged
Dunhill Financial, LLC2$1580.00%+2New
Comprehensive Financial Planning, Inc.2$1720.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1730.00%00.0%Unchanged
Central Trust Co2$1730.00%+2New
Toth Financial Advisory Corp2$1730.00%+2New
Anfield Capital Management, LLC3$2590.00%00.0%Unchanged
Davis Capital Management3$2590.00%+3New
Vision Financial Markets LLC3$2600.00%00.0%Unchanged
Seneschal Advisors, LLC3$2600.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$2650.00%00.0%Unchanged
Cornerstone Planning Group LLC3$2720.00%−13−81.3%Reduced
DecisionPoint Financial, LLC4$3460.00%00.0%Unchanged
WPG Advisers, LLC4$3460.00%00.0%Unchanged
Principia Wealth Advisory, LLC5$4320.00%−6−54.5%Reduced
Cedar Mountain Advisors, LLC5$4320.00%00.0%Unchanged
Tidemark, LLC5$4320.00%+5New
Johnson Financial Group, Inc.5$4330.00%−897−99.4%Reduced
Kilter Group LLC5$4330.00%00.0%Unchanged
Darwin Advisors, LLC6$5180.00%00.0%Unchanged
Bogart Wealth, LLC6$5190.00%−3−33.3%Reduced
Colonial Trust Advisors7$6050.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC8$6910.00%+8New
Bare Financial Services, Inc8$6920.00%−35−81.4%Reduced
HFM Investment Advisors, LLC8$6920.00%+1+14.3%Added
Glen Eagle Advisors, LLC10$8650.00%−13−56.5%Reduced
Barrett & Company, Inc.10$8650.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$8650.00%00.0%Unchanged
McIlrath & Eck, LLC10$8650.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.10$8890.00%00.0%Unchanged
Avion Wealth16$1.00K0.00%−9−36.0%Reduced
Activest Wealth Management12$1.04K0.00%−17−58.6%Reduced
Rialto Wealth Management, LLC12$1.04K0.00%+6+100.0%Added
PayPay Securities Corp13$1.12K0.03%+2+18.2%Added
Turning Point Benefit Group, Inc.13$1.12K0.00%+12+1,200.0%Added
Bay Harbor Wealth Management, LLC14$1.21K0.00%+5+55.6%Added
Steigerwald, Gordon & Koch Inc.14$1.21K0.00%+14New
Financial Management Professionals, Inc.16$1.38K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.16$1.38K0.00%+16New
Cromwell Holdings LLC17$1.47K0.00%−11−39.3%Reduced
Wealth Watch Advisors, INC19$1.64K0.00%+19New
Aster Capital Management (DIFC) Ltd20$1.73K0.00%−350−94.6%Reduced
Raffa Wealth Management, LLC20$1.73K0.00%−2−9.1%Reduced
Cornerstone Financial Management LLC20$1.73K0.00%+20New
Sachetta, LLC21$1.82K0.00%−34−61.8%Reduced
DiNuzzo Private Wealth, Inc.22$1.90K0.00%−1−4.3%Reduced
Atlantic Union Bankshares Corp23$1.99K0.00%−50−68.5%Reduced
Valued Wealth Advisors LLC23$1.99K0.00%00.0%Unchanged
High Note Wealth, LLC24$2.08K0.00%−26−52.0%Reduced
Kingdom Financial Group LLC.24$2.08K0.00%+24New
Prestige Wealth Management Group LLC25$2.16K0.00%+25New
Independence Bank of Kentucky27$2.33K0.00%+27New
Salomon & Ludwin, LLC27$2.37K0.00%−37−57.8%Reduced
Field & Main Bank30$2.59K0.00%00.0%Unchanged
Insight Financial Services30$2.59K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC30$2.60K0.00%+30New
Greenline Wealth Management LLC31$2.68K0.00%+31New
Sound Income Strategies, LLC30$2.69K0.00%00.0%Unchanged
Golden State Wealth Management, LLC32$2.77K0.00%−661−95.4%Reduced
North Star Investment Management Corp.33$2.85K0.00%+33New
Trust Co of Vermont36$3.11K0.00%00.0%Unchanged
Bayban37$3.20K0.00%+37New
Fortitude Family Office, LLC38$3.29K0.00%−15−28.3%Reduced
Pension & Wealth Management Advisors, Inc.41$3.54K0.00%+18+78.3%Added
Highline Wealth Partners LLC42$3.63K0.00%−29−40.8%Reduced
First Pacific Financial45$3.89K0.00%+45New
Winthrop Capital Management, LLC49$4.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.50$4.32K0.00%−54−51.9%Reduced
Sherman Asset Management, Inc.50$4.32K0.00%00.0%Unchanged
Oakworth Capital, Inc.51$4.41K0.00%00.0%Unchanged
Colonial Trust Co54$4.67K0.00%−13−19.4%Reduced
Greykasell Wealth Strategies, Inc.55$4.76K0.00%00.0%Unchanged
SJS Investment Consulting Inc.55$4.76K0.00%−474−89.6%Reduced
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC60$5.19K0.00%00.0%Unchanged
Hurley Capital, LLC61$5.28K0.00%+61New
Ares Financial Consulting, LLC61$5.28K0.01%+61New
South State Corp.63$5.45K0.00%+1+1.6%Added
Strategic Advocates LLC66$5.77K0.00%−2−2.9%Reduced
First Horizon Corp68$5.88K0.00%−45−39.8%Reduced
Addison Advisors LLC70$6.05K0.00%00.0%Unchanged
Private Wealth Management Group, LLC71$6.14K0.00%−22−23.7%Reduced
Whittier Trust Co70$6.33K0.00%00.0%Unchanged
Boreal Capital Management LLC75$6.49K0.00%00.0%Unchanged
Elyxium Wealth, LLC77$6.63K0.00%+77New
Ronald Blue Trust, Inc.79$6.83K0.00%00.0%Unchanged
Bell Investment Advisors, Inc82$7.09K0.00%−11−11.8%Reduced
Keating Financial Advisory Services, Inc.86$7.44K0.00%+86New
Harbour Investments, Inc.90$7.78K0.00%−26−22.4%Reduced
SageView Advisory Group, LLC92$7.96K0.00%+92New
Parkside Financial Bank & Trust93$8.04K0.00%−71−43.3%Reduced
Accent Capital Management, LLC94$8.13K0.00%00.0%Unchanged
Curio Wealth, LLC100$8.84K0.00%+100New
Zions Bancorporation, National Association105$9.08K0.00%+105New
McGuire Capital Advisors Inc106$9.17K0.01%+106New
Massmutual Trust Co FSB108$9.34K0.00%−85−44.0%Reduced