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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 6,535 | $550.3K | 0.01% | −924−12.4% | Reduced |
| Qsemble Capital Management, LP | 6,246 | $540.1K | 0.04% | −20,833−76.9% | Reduced |
| Jones Financial Companies LLLP | 6,239 | $539.5K | 0.00% | +1,532+32.5% | Added |
| E. Ohman J:or Asset Management AB | 5,856 | $506.4K | 0.01% | +1,735+42.1% | Added |
| CIBC World Markets Corp | 5,845 | $505.4K | 0.00% | +5,845 | New |
| Principal Street Partners, LLC | 5,817 | $503.0K | 0.08% | +5,817 | New |
| GraniteShares Advisors LLC | 5,768 | $498.8K | 0.30% | +1,066+22.7% | Added |
| O'Shaughnessy Asset Management, LLC | 5,745 | $496.8K | 0.00% | +173+3.1% | Added |
| Forum Financial Management, LP | 5,716 | $494.3K | 0.01% | −10.0% | Reduced |
| Stephens Inc | 5,582 | $482.7K | 0.01% | +187+3.5% | Added |
| Shelton Capital Management | 5,577 | $482.2K | 0.01% | −226−3.9% | Reduced |
| Teacher Retirement System of Texas | 5,537 | $478.8K | 0.00% | −16,329−74.7% | Reduced |
| Cynosure Management, LLC | 5,498 | $475.4K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,460 | $472.1K | 0.01% | −17−0.3% | Reduced |
| GK Wealth Management LLC | 5,447 | $471.0K | 0.34% | +217+4.1% | Added |
| Merit Financial Group, LLC | 5,445 | $470.8K | 0.00% | −1,555−22.2% | Reduced |
| Ofi Invest Asset Management | 5,428 | $469.4K | 0.01% | +5,428 | New |
| Kovitz Investment Group Partners, LLC | 5,410 | $467.9K | 0.01% | −2,895−34.9% | Reduced |
| RSM US Wealth Management LLC | 5,264 | $460.2K | 0.01% | −1,975−27.3% | Reduced |
| Kera Capital Partners, Inc. | 5,401 | $456.3K | 0.06% | +1,975+57.6% | Added |
| Arkadios Wealth Advisors | 5,267 | $455.4K | 0.01% | +56+1.1% | Added |
| Stratos Wealth Partners, LTD. | 5,228 | $452.1K | 0.01% | −475−8.3% | Reduced |
| Clear Street Group Inc. | 5,222 | $451.5K | 0.00% | +5,222 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $448.6K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,150 | $445.3K | 0.05% | +5,150 | New |
| Resonant Capital Advisors, LLC | 5,100 | $441.0K | 0.02% | +465+10.0% | Added |
| Sequoia Financial Advisors, LLC | 5,086 | $439.8K | 0.00% | +2,243+78.9% | Added |
| CAPROCK Group, Inc. | 5,085 | $439.7K | 0.01% | −6,206−55.0% | Reduced |
| M&T Bank Corp | 5,032 | $435.1K | 0.00% | +1,287+34.4% | Added |
| Intech Investment Management LLC | 5,029 | $434.9K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,026 | $434.6K | 0.01% | −207−4.0% | Reduced |
| Sapience Investments, LLC | 4,911 | $424.7K | 1.60% | −10−0.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,900 | $423.7K | 0.10% | +4,900 | New |
| Alpha Wealth Funds, LLC | 5,000 | $422.8K | 0.28% | +5,000 | New |
| Bryn Mawr Trust Co | 4,794 | $414.5K | 0.01% | +3,400+243.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,728 | $408.8K | 0.23% | +4,728 | New |
| True Link Financial Advisors, LLC | 4,724 | $408.5K | 0.02% | −626−11.7% | Reduced |
| GDS Wealth Management | 4,670 | $403.8K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,666 | $403.5K | 0.01% | +533+12.9% | Added |
| Van Eck Associates Corp | 4,664 | $403.0K | 0.00% | +4,664 | New |
| Frank, Rimerman Advisors LLC | 4,606 | $398.3K | 0.03% | +4,606 | New |
| Evergreen Capital Management LLC | 4,601 | $397.8K | 0.01% | −335−6.8% | Reduced |
| MAI Capital Management | 4,535 | $392.1K | 0.00% | +2,812+163.2% | Added |
| Rare Wolf Capital LLC | 4,514 | $390.3K | 0.24% | +4,514 | New |
| Wahed Invest LLC | 4,406 | $381.0K | 0.05% | −40−0.9% | Reduced |
| Yarbrough Capital, LLC | 4,400 | $380.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,374 | $378.2K | 0.04% | −1,570−26.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,369 | $377.8K | 0.01% | +17+0.4% | Added |
| Independent Financial Group, LLC | 4,346 | $375.8K | 0.01% | +276+6.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,265 | $375.7K | 0.01% | +1,040+32.2% | Added |
| Kestra Private Wealth Services, LLC | 4,338 | $375.1K | 0.00% | −542−11.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,335 | $374.8K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 4,304 | $372.2K | 0.06% | −715−14.2% | Reduced |
| Miracle Mile Advisors, LLC | 4,274 | $369.6K | 0.01% | +53+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,256 | $368.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,247 | $367.2K | 0.00% | −1,828−30.1% | Reduced |
| Revisor Wealth Management LLC | 4,047 | $363.2K | 0.10% | +1,541+61.5% | Added |
| Atlas Capital Advisors LLC | 4,106 | $355.0K | 0.04% | +4,106 | New |
| Yorktown Management & Research Co Inc | 4,100 | $354.5K | 0.28% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,971 | $343.4K | 0.04% | +3,971 | New |
| Clearstead Advisors, LLC | 3,959 | $342.3K | 0.00% | −274−6.5% | Reduced |
| Eventide Asset Management, LLC | 3,913 | $342.1K | 0.01% | +614+18.6% | Added |
| Brandywine Managers, LLC | 3,909 | $338.0K | 0.17% | −300−7.1% | Reduced |
| United Capital Financial Advisers, LLC | 3,903 | $337.4K | 0.00% | +1,028+35.8% | Added |
| SkyOak Wealth, LLC | 3,850 | $332.9K | 0.06% | +3,850 | New |
| Aaron Wealth Advisors | 3,831 | $331.3K | 0.02% | −10,524−73.3% | Reduced |
| Knollwood Investment Advisory, LLC | 3,809 | $329.4K | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 3,774 | $326.3K | 0.03% | +3,774 | New |
| Skopos Labs, Inc. | 3,635 | $320.1K | 0.01% | +3,635 | New |
| CenterStar Asset Management, LLC | 3,700 | $320.0K | 0.50% | +3,700 | New |
| Farther Finance Advisors, LLC | 3,603 | $311.6K | 0.00% | −175−4.6% | Reduced |
| Signaturefd, LLC | 3,582 | $309.7K | 0.00% | +25+0.7% | Added |
| Everence Capital Management Inc | 3,549 | $307.0K | 0.02% | −5,300−59.9% | Reduced |
| Sherbrooke Park Advisers LLC | 3,520 | $304.4K | 0.79% | −3,335−48.7% | Reduced |
| Principal Securities, Inc. | 3,494 | $302.1K | 0.00% | +77+2.3% | Added |
| Commerce Bank | 3,444 | $297.8K | 0.00% | −259−7.0% | Reduced |
| Ameritas Advisory Services, LLC | 3,420 | $295.7K | 0.01% | +3,195+1,420.0% | Added |
| Waldron Private Wealth LLC | 3,383 | $292.5K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 3,365 | $291.0K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 3,337 | $288.5K | 0.00% | −110−3.2% | Reduced |
| Advisors Asset Management, Inc. | 3,269 | $282.7K | 0.00% | +2,184+201.3% | Added |
| Inscription Capital, LLC | 3,257 | $281.6K | 0.03% | −11,135−77.4% | Reduced |
| Coastal Bridge Advisors, LLC | 3,220 | $278.4K | 0.02% | +56+1.8% | Added |
| D.A. Davidson & Co. | 3,215 | $278.0K | 0.00% | +23+0.7% | Added |
| Magnetar Financial LLC | 3,162 | $273.4K | 0.00% | +917+40.8% | Added |
| Verdence Capital Advisors LLC | 3,094 | $267.5K | 0.02% | −3,461−52.8% | Reduced |
| Norden Group LLC | 3,094 | $267.5K | 0.03% | −93−2.9% | Reduced |
| Arista Wealth Management, LLC | 3,079 | $266.2K | 0.03% | +3,079 | New |
| Perbak Capital Partners LLP | 3,068 | $265.3K | 0.08% | −5,699−65.0% | Reduced |
| MCF Advisors LLC | 3,035 | $262.4K | 0.01% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,025 | $261.6K | 0.04% | +15+0.5% | Added |
| Sivia Capital Partners, LLC | 3,013 | $260.5K | 0.05% | +3,013 | New |
| Inspirion Wealth Advisors, LLC | 3,010 | $260.3K | 0.03% | −5−0.2% | Reduced |
| Allianz SE | 3,000 | $259.4K | 0.00% | 00.0% | Unchanged |
| Kazazian Asset Management, LLC | 3,000 | $259.4K | 0.27% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,850 | $258.7K | 0.01% | −2,565−47.4% | Reduced |
| Scotia Capital Inc. | 2,961 | $256.0K | 0.00% | −130−4.2% | Reduced |
| Hantz Financial Services, Inc. | 2,966 | $256.0K | 0.00% | +1,483+100.0% | Added |
| GWM Advisors LLC | 2,931 | $253.4K | 0.00% | −1,216−29.3% | Reduced |
| Motley Fool Asset Management LLC | 2,923 | $252.8K | 0.01% | +53+1.8% | Added |