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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 4,664 | $403.0K | 0.00% | +4,664 | New |
| Parallel Advisors, LLC | 4,666 | $403.5K | 0.01% | +533+12.9% | Added |
| GDS Wealth Management | 4,670 | $403.8K | 0.03% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 4,724 | $408.5K | 0.02% | −626−11.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,728 | $408.8K | 0.23% | +4,728 | New |
| Bryn Mawr Trust Co | 4,794 | $414.5K | 0.01% | +3,400+243.9% | Added |
| Alpha Wealth Funds, LLC | 5,000 | $422.8K | 0.28% | +5,000 | New |
| Catalyst Funds Management Pty Ltd | 4,900 | $423.7K | 0.10% | +4,900 | New |
| Sapience Investments, LLC | 4,911 | $424.7K | 1.60% | −10−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,026 | $434.6K | 0.01% | −207−4.0% | Reduced |
| Intech Investment Management LLC | 5,029 | $434.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 5,032 | $435.1K | 0.00% | +1,287+34.4% | Added |
| CAPROCK Group, Inc. | 5,085 | $439.7K | 0.01% | −6,206−55.0% | Reduced |
| Sequoia Financial Advisors, LLC | 5,086 | $439.8K | 0.00% | +2,243+78.9% | Added |
| Resonant Capital Advisors, LLC | 5,100 | $441.0K | 0.02% | +465+10.0% | Added |
| Infrastructure Capital Advisors, LLC | 5,150 | $445.3K | 0.05% | +5,150 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $448.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 5,222 | $451.5K | 0.00% | +5,222 | New |
| Stratos Wealth Partners, LTD. | 5,228 | $452.1K | 0.01% | −475−8.3% | Reduced |
| Arkadios Wealth Advisors | 5,267 | $455.4K | 0.01% | +56+1.1% | Added |
| Kera Capital Partners, Inc. | 5,401 | $456.3K | 0.06% | +1,975+57.6% | Added |
| RSM US Wealth Management LLC | 5,264 | $460.2K | 0.01% | −1,975−27.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,410 | $467.9K | 0.01% | −2,895−34.9% | Reduced |
| Ofi Invest Asset Management | 5,428 | $469.4K | 0.01% | +5,428 | New |
| Merit Financial Group, LLC | 5,445 | $470.8K | 0.00% | −1,555−22.2% | Reduced |
| GK Wealth Management LLC | 5,447 | $471.0K | 0.34% | +217+4.1% | Added |
| Benjamin Edwards Inc | 5,460 | $472.1K | 0.01% | −17−0.3% | Reduced |
| Cynosure Management, LLC | 5,498 | $475.4K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,537 | $478.8K | 0.00% | −16,329−74.7% | Reduced |
| Shelton Capital Management | 5,577 | $482.2K | 0.01% | −226−3.9% | Reduced |
| Stephens Inc | 5,582 | $482.7K | 0.01% | +187+3.5% | Added |
| Forum Financial Management, LP | 5,716 | $494.3K | 0.01% | −10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,745 | $496.8K | 0.00% | +173+3.1% | Added |
| GraniteShares Advisors LLC | 5,768 | $498.8K | 0.30% | +1,066+22.7% | Added |
| Principal Street Partners, LLC | 5,817 | $503.0K | 0.08% | +5,817 | New |
| CIBC World Markets Corp | 5,845 | $505.4K | 0.00% | +5,845 | New |
| E. Ohman J:or Asset Management AB | 5,856 | $506.4K | 0.01% | +1,735+42.1% | Added |
| Jones Financial Companies LLLP | 6,239 | $539.5K | 0.00% | +1,532+32.5% | Added |
| Qsemble Capital Management, LP | 6,246 | $540.1K | 0.04% | −20,833−76.9% | Reduced |
| J.W. Cole Advisors, Inc. | 6,535 | $550.3K | 0.01% | −924−12.4% | Reduced |
| Truvestments Capital LLC | 6,404 | $553.8K | 0.10% | +820+14.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,412 | $554.4K | 0.00% | −3,950−38.1% | Reduced |
| Sterling Capital Management LLC | 6,486 | $560.8K | 0.01% | +215+3.4% | Added |
| Qtron Investments LLC | 6,492 | $561.4K | 0.07% | −410−5.9% | Reduced |
| Synergy Financial Group, LTD | 6,514 | $563.3K | 0.40% | −207−3.1% | Reduced |
| Ostrum Asset Management | 6,562 | $567.4K | 0.03% | −2,175−24.9% | Reduced |
| Greenwood Capital Associates LLC | 6,617 | $572.2K | 0.06% | −2,096−24.1% | Reduced |
| Omers Administration Corp | 6,646 | $574.7K | 0.00% | −6,000−47.4% | Reduced |
| Alerus Financial NA | 6,670 | $576.8K | 0.03% | −2,191−24.7% | Reduced |
| ProShare Advisors LLC | 6,756 | $584.2K | 0.00% | −353−5.0% | Reduced |
| Versor Investments LP | 6,956 | $601.5K | 0.09% | +3,364+93.7% | Added |
| Burney Co | 6,972 | $602.9K | 0.02% | −37,712−84.4% | Reduced |
| Raiffeisen Bank International AG | 6,902 | $603.4K | 0.01% | +2,533+58.0% | Added |
| Robertson Stephens Wealth Management, LLC | 7,084 | $612.6K | 0.02% | +7,084 | New |
| Quest Partners LLC | 7,106 | $614.5K | 0.03% | +4,503+173.0% | Added |
| CIBC Asset Management Inc | 7,122 | $615.8K | 0.00% | +242+3.5% | Added |
| Rakuten Investment Management, Inc. | 7,136 | $628.5K | 0.00% | −8,886−55.5% | Reduced |
| Evanson Asset Management, LLC | 7,337 | $634.4K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,363 | $636.7K | 0.00% | −45,348−86.0% | Reduced |
| Gilbert & Cook, Inc. | 7,363 | $636.7K | 0.08% | +39+0.5% | Added |
| DC Investments Management, LLC | 7,396 | $639.5K | 0.28% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,541 | $652.1K | 0.27% | +2,195+41.1% | Added |
| Metis Global Partners, LLC | 7,731 | $668.5K | 0.02% | +41+0.5% | Added |
| Independent Advisor Alliance | 7,913 | $684.3K | 0.02% | +1,251+18.8% | Added |
| Triumph Capital Management | 7,920 | $684.8K | 0.15% | −4,805−37.8% | Reduced |
| Illinois Municipal Retirement Fund | 8,003 | $692.0K | 0.01% | −33,664−80.8% | Reduced |
| Maryland State Retirement & Pension System | 8,007 | $692.4K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,101 | $700.5K | 0.02% | +2,115+35.3% | Added |
| Rafferty Asset Management, LLC | 8,206 | $709.6K | 0.00% | −4,977−37.8% | Reduced |
| Gulf International Bank (UK) Ltd | 8,236 | $712.0K | 0.02% | +250+3.1% | Added |
| Citizens Financial Group Inc | 8,266 | $714.8K | 0.01% | −258−3.0% | Reduced |
| Odyssean, LLC | 8,404 | $726.7K | 0.52% | +8,404 | New |
| Allianz Asset Management GmbH | 8,577 | $741.7K | 0.00% | −1,387−13.9% | Reduced |
| Thompson Investment Management, Inc. | 8,582 | $742.1K | 0.09% | +3,350+64.0% | Added |
| Neuberger Berman Group LLC | 8,609 | $744.4K | 0.00% | −339−3.8% | Reduced |
| Quantitative Investment Management, LLC | 8,720 | $754.0K | 0.07% | +8,720 | New |
| Ahara Advisors LLC | 8,734 | $755.2K | 0.69% | +8,734 | New |
| Baird Financial Group, Inc. | 8,737 | $755.5K | 0.00% | +458+5.5% | Added |
| Schwab Charitable Fund | 8,775 | $758.8K | 0.02% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 8,925 | $771.7K | 0.02% | +8,925 | New |
| North Dakota State Investment Board | 8,969 | $775.5K | 0.03% | +8,969 | New |
| J. Safra Sarasin Holding AG | 8,973 | $775.9K | 0.01% | +8,973 | New |
| Courier Capital LLC | 9,179 | $793.7K | 0.04% | −990−9.7% | Reduced |
| CWM, LLC | 9,234 | $798.0K | 0.00% | −19,884−68.3% | Reduced |
| Captrust Financial Advisors | 9,229 | $798.0K | 0.00% | −4,217−31.4% | Reduced |
| Mariner, LLC | 9,338 | $806.5K | 0.00% | −23,985−72.0% | Reduced |
| Alps Advisors Inc | 9,365 | $809.8K | 0.00% | −72−0.8% | Reduced |
| FNY Investment Advisers, LLC | 9,500 | $821.0K | 0.23% | +319+3.5% | Added |
| Buckland Partners Management Co LLC | 9,500 | $821.5K | 0.46% | +9,500 | New |
| Kestra Advisory Services, LLC | 9,685 | $837.4K | 0.00% | +166+1.7% | Added |
| Profund Advisors LLC | 9,893 | $855.4K | 0.03% | −488−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 10,132 | $876.1K | 0.01% | −8,887−46.7% | Reduced |
| Mercer Global Advisors Inc | 10,195 | $881.6K | 0.00% | −7,279−41.7% | Reduced |
| Z3 Capital Partners, LLC | 10,290 | $889.8K | 0.21% | +10,290 | New |
| Kentucky Retirement Systems | 10,343 | $894.4K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 10,473 | $905.6K | 0.00% | +1,057+11.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,549 | $912.2K | 0.00% | −16,954−61.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,745 | $929.2K | 0.00% | +487+4.7% | Added |
| Plato Investment Management Ltd | 10,709 | $930.5K | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,800 | $933.9K | 0.00% | +10,800 | New |