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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arbor Wealth Management LLC | 110 | $9.51K | 0.01% | +110 | New |
| TSFG, LLC | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 120 | $10.4K | 0.01% | +120 | New |
| Manchester Capital Management LLC | 122 | $10.6K | 0.00% | −31−20.3% | Reduced |
| Aspect Partners, LLC | 133 | $11.5K | 0.01% | +35+35.7% | Added |
| UMA Financial Services, Inc. | 133 | $11.5K | 0.00% | +84+171.4% | Added |
| Financial Consulate, Inc | 137 | $11.8K | 0.00% | −300−68.6% | Reduced |
| ORG Partners LLC | 138 | $11.9K | 0.00% | −3−2.1% | Reduced |
| CVA Family Office, LLC | 138 | $11.9K | 0.00% | +7+5.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 141 | $12.2K | 0.00% | +141 | New |
| Glynn Capital Management LLC | 142 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144 | $12.5K | 0.00% | +4+2.9% | Added |
| Wolff Wiese Magana LLC | 146 | $12.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 147 | $12.7K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 150 | $13.0K | 0.00% | +69+85.2% | Added |
| Raleigh Capital Management Inc. | 154 | $13.3K | 0.00% | −8−4.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $13.8K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 160 | $13.8K | 0.01% | +160 | New |
| Laurel Wealth Advisors LLC | 160 | $13.8K | 0.00% | +160 | New |
| Aventura Private Wealth, LLC | 166 | $14.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 172 | $14.9K | 0.00% | −652−79.1% | Reduced |
| CoreCap Advisors, LLC | 180 | $15.6K | 0.00% | −523−74.4% | Reduced |
| Harvest Fund Management Co., Ltd | 184 | $16.0K | 0.00% | +26+16.5% | Added |
| Marquette Asset Management, LLC | 189 | $16.3K | 0.00% | +125+195.3% | Added |
| Capital Advisors, Ltd. LLC | 195 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 198 | $17.1K | 0.01% | +62+45.6% | Added |
| True Wealth Design, LLC | 209 | $18.1K | 0.01% | −835−80.0% | Reduced |
| Chilton Capital Management LLC | 210 | $18.2K | 0.00% | +210 | New |
| Strive Financial Group ,LLC | 234 | $20.2K | 0.01% | +234 | New |
| City State Bank | 260 | $22.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 261 | $22.6K | 0.00% | −369−58.6% | Reduced |
| Vega Investment Solutions | 268 | $23.2K | 0.00% | +268 | New |
| Washington Trust Advisors, Inc. | 278 | $24.0K | 0.00% | +123+79.4% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 278 | $24.0K | 0.01% | +278 | New |
| Creative Financial Designs Inc | 295 | $25.5K | 0.00% | −100−25.3% | Reduced |
| Root Financial Partners, LLC | 296 | $25.6K | 0.00% | +10+3.5% | Added |
| ZRC Wealth Management, LLC | 296 | $25.6K | 0.01% | +264+825.0% | Added |
| Rossby Financial, LCC | 304 | $26.3K | 0.01% | +4+1.3% | Added |
| REAP Financial Group, LLC | 309 | $26.7K | 0.01% | +48+18.4% | Added |
| SHP Wealth Management | 309 | $26.7K | 0.00% | +309 | New |
| JFS Wealth Advisors, LLC | 309 | $26.7K | 0.00% | +32+11.6% | Added |
| Bank of Jackson Hole Trust | 315 | $27.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 345 | $29.8K | 0.01% | −813−70.2% | Reduced |
| Global Trust Asset Management, LLC | 347 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 352 | $30.4K | 0.04% | 00.0% | Unchanged |
| Torren Management, LLC | 367 | $31.7K | 0.02% | +367 | New |
| Cullen/Frost Bankers, Inc. | 382 | $33.0K | 0.00% | +112+41.5% | Added |
| NBC Securities, Inc. | 394 | $34.1K | 0.00% | −100−20.2% | Reduced |
| Assetmark, Inc | 397 | $34.3K | 0.00% | −130−24.7% | Reduced |
| Westside Investment Management, Inc. | 415 | $34.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 441 | $38.1K | 0.00% | −1,122−71.8% | Reduced |
| Center for Financial Planning, Inc. | 450 | $38.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 462 | $39.9K | 0.00% | +30+6.9% | Added |
| Basecamp Wealth Advisors LLC | 472 | $40.8K | 0.01% | +472 | New |
| Hartford Financial Management Inc. | 500 | $43.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $43.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 505 | $43.6K | 0.00% | +119+30.8% | Added |
| GPS Wealth Strategies Group, LLC | 539 | $46.6K | 0.04% | −789−59.4% | Reduced |
| Costello Asset Management, INC | 555 | $48.0K | 0.02% | −550−49.8% | Reduced |
| Larson Financial Group LLC | 566 | $48.9K | 0.00% | −593−51.2% | Reduced |
| Pingora Partners LLC | 600 | $51.9K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 600 | $51.9K | 0.05% | +600 | New |
| Kayne Anderson Rudnick Investment Management LLC | 640 | $55.4K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 642 | $55.5K | 0.01% | +642 | New |
| V-Square Quantitative Management LLC | 646 | $55.9K | 0.01% | +646 | New |
| Rakuten Securities, Inc. | 690 | $59.7K | 0.02% | −1,789−72.2% | Reduced |
| EFG International AG | 707 | $61.3K | 0.00% | +707 | New |
| Frazier Financial Advisors, LLC | 803 | $69.4K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 813 | $71.5K | 0.00% | +813 | New |
| Central Pacific Bank - Trust Division | 860 | $74.4K | 0.01% | −260−23.2% | Reduced |
| S-Bank Fund Management Ltd | 912 | $78.9K | 0.01% | −41−4.3% | Reduced |
| Pinnacle Holdings, LLC | 913 | $78.9K | 0.03% | +913 | New |
| IMG Wealth Management, Inc. | 925 | $80.0K | 0.05% | −14−1.5% | Reduced |
| TD Private Client Wealth LLC | 1,088 | $94.1K | 0.00% | +559+105.7% | Added |
| Smartleaf Asset Management LLC | 1,147 | $100.3K | 0.00% | +389+51.3% | Added |
| Covestor Ltd | 1,169 | $101.0K | 0.05% | −19−1.6% | Reduced |
| CX Institutional | 1,166 | $101.0K | 0.00% | +170+17.1% | Added |
| EverSource Wealth Advisors, LLC | 1,204 | $104.1K | 0.00% | −468−28.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $108.1K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,289 | $111.5K | 0.00% | −2,545−66.4% | Reduced |
| IFP Advisors, Inc | 1,291 | $111.6K | 0.00% | +16+1.3% | Added |
| Umb Bank N A | 1,304 | $112.8K | 0.00% | −328−20.1% | Reduced |
| Versant Capital Management, Inc | 1,306 | $112.9K | 0.01% | −691−34.6% | Reduced |
| Quadrant Capital Group LLC | 1,333 | $115.3K | 0.00% | −2,631−66.4% | Reduced |
| Modus Advisors, LLC | 1,371 | $118.5K | 0.03% | +1,371 | New |
| 1620 Investment Advisors, Inc. | 1,376 | $119.0K | 0.08% | +25+1.9% | Added |
| GAMMA Investing LLC | 1,410 | $121.9K | 0.01% | −14−1.0% | Reduced |
| International Assets Investment Management, LLC | 1,452 | $125.6K | 0.01% | +1,452 | New |
| Bayforest Capital Ltd | 1,482 | $128.1K | 0.10% | −1,308−46.9% | Reduced |
| Centaurus Financial, Inc. | 1,661 | $144.0K | 0.01% | −48−2.8% | Reduced |
| Generali Investments, Management Co LLC | 1,674 | $144.8K | 0.03% | −2,069−55.3% | Reduced |
| Sunbelt Securities, Inc. | 1,752 | $151.5K | 0.01% | −57−3.2% | Reduced |
| Westpac Banking Corp | 1,820 | $157.4K | 0.01% | −31−1.7% | Reduced |
| Montag A & Associates Inc | 1,833 | $158.5K | 0.01% | +1,833 | New |
| Dara Capital US, Inc. | 1,947 | $168.4K | 0.15% | +1,947 | New |
| Quent Capital, LLC | 1,990 | $172.1K | 0.01% | −560−22.0% | Reduced |
| Fulcrum Asset Management LLP | 1,980 | $173.1K | 0.05% | −37−1.8% | Reduced |
| Walleye Capital LLC | 2,026 | $175.2K | 0.00% | −24,930−92.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,069 | $178.9K | 0.01% | −755−26.7% | Reduced |
| C M Bidwell & Associates Ltd | 2,178 | $188.3K | 0.09% | −69−3.1% | Reduced |