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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 2,854 | $246.8K | 0.01% | −270−8.6% | Reduced |
| PCM Encore, LLC | 2,839 | $245.5K | 0.05% | +2,839 | New |
| Ci Investments Inc. | 2,837 | $245.3K | 0.00% | +774+37.5% | Added |
| Centiva Capital, LP | 2,819 | $243.8K | 0.01% | +624+28.4% | Added |
| Mindset Wealth Management, LLC | 2,818 | $243.7K | 0.06% | +414+17.2% | Added |
| UniSuper Management Pty Ltd | 2,800 | $242.1K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 2,791 | $241.3K | 0.04% | +9+0.3% | Added |
| Panagora Asset Management Inc | 2,769 | $239.4K | 0.00% | +2,769 | New |
| Change Path, LLC | 2,755 | $238.2K | 0.01% | −113−3.9% | Reduced |
| Syon Capital LLC | 2,725 | $235.6K | 0.01% | −2,952−52.0% | Reduced |
| Atomi Financial Group, Inc. | 2,721 | $235.3K | 0.01% | −740−21.4% | Reduced |
| Octavia Wealth Advisors, LLC | 2,712 | $234.5K | 0.02% | −1,655−37.9% | Reduced |
| Global Retirement Partners, LLC | 2,701 | $233.6K | 0.00% | −1,099−28.9% | Reduced |
| Creekside Partners | 2,668 | $230.7K | 0.10% | 00.0% | Unchanged |
| Northland Securities, Inc. | 2,667 | $230.6K | 0.22% | +2,667 | New |
| Kassira Wealth Management LLC | 2,655 | $229.6K | 0.22% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,635 | $227.8K | 0.00% | −599−18.5% | Reduced |
| National Bank of Canada | 2,628 | $226.9K | 0.00% | +1,369+108.7% | Added |
| TCW Group Inc | 2,607 | $225.4K | 0.00% | +2,607 | New |
| Amica Mutual Insurance Co | 2,602 | $225.0K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,548 | $220.3K | 0.15% | +329+14.8% | Added |
| American Trust | 2,540 | $219.6K | 0.02% | −1,917−43.0% | Reduced |
| We Are One Seven, LLC | 2,534 | $219.1K | 0.00% | +2,534 | New |
| Concurrent Investment Advisors, LLC | 2,532 | $219.0K | 0.00% | −1,617−39.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,524 | $218.2K | 0.01% | −25,195−90.9% | Reduced |
| Marathon Trading Investment Management LLC | 2,500 | $216.2K | 0.03% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 2,500 | $216.2K | 0.08% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,500 | $216.0K | 0.00% | −200−7.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,453 | $212.1K | 0.00% | +267+12.2% | Added |
| HM Payson & Co | 2,450 | $211.9K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,424 | $209.6K | 0.01% | −779−24.3% | Reduced |
| Bokf, NA | 2,392 | $206.8K | 0.00% | −507−17.5% | Reduced |
| Apollon Wealth Management, LLC | 2,370 | $204.9K | 0.00% | +96+4.2% | Added |
| Fifth Third Bancorp | 2,361 | $204.2K | 0.00% | −177−7.0% | Reduced |
| Advisory Services Network, LLC | 2,356 | $203.7K | 0.00% | −3,887−62.3% | Reduced |
| Gs Investments, Inc. | 2,350 | $203.2K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 2,350 | $203.2K | 0.00% | +99+4.4% | Added |
| Cresset Asset Management, LLC | 2,329 | $201.4K | 0.00% | +2,329 | New |
| Siemens Fonds Invest GmbH | 2,271 | $198.6K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 2,266 | $195.9K | 0.01% | −462−16.9% | Reduced |
| C M Bidwell & Associates Ltd | 2,178 | $188.3K | 0.09% | −69−3.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,069 | $178.9K | 0.01% | −755−26.7% | Reduced |
| Walleye Capital LLC | 2,026 | $175.2K | 0.00% | −24,930−92.5% | Reduced |
| Fulcrum Asset Management LLP | 1,980 | $173.1K | 0.05% | −37−1.8% | Reduced |
| Quent Capital, LLC | 1,990 | $172.1K | 0.01% | −560−22.0% | Reduced |
| Dara Capital US, Inc. | 1,947 | $168.4K | 0.15% | +1,947 | New |
| Montag A & Associates Inc | 1,833 | $158.5K | 0.01% | +1,833 | New |
| Westpac Banking Corp | 1,820 | $157.4K | 0.01% | −31−1.7% | Reduced |
| Sunbelt Securities, Inc. | 1,752 | $151.5K | 0.01% | −57−3.2% | Reduced |
| Generali Investments, Management Co LLC | 1,674 | $144.8K | 0.03% | −2,069−55.3% | Reduced |
| Centaurus Financial, Inc. | 1,661 | $144.0K | 0.01% | −48−2.8% | Reduced |
| Bayforest Capital Ltd | 1,482 | $128.1K | 0.10% | −1,308−46.9% | Reduced |
| International Assets Investment Management, LLC | 1,452 | $125.6K | 0.01% | +1,452 | New |
| GAMMA Investing LLC | 1,410 | $121.9K | 0.01% | −14−1.0% | Reduced |
| 1620 Investment Advisors, Inc. | 1,376 | $119.0K | 0.08% | +25+1.9% | Added |
| Modus Advisors, LLC | 1,371 | $118.5K | 0.03% | +1,371 | New |
| Quadrant Capital Group LLC | 1,333 | $115.3K | 0.00% | −2,631−66.4% | Reduced |
| Versant Capital Management, Inc | 1,306 | $112.9K | 0.01% | −691−34.6% | Reduced |
| Umb Bank N A | 1,304 | $112.8K | 0.00% | −328−20.1% | Reduced |
| IFP Advisors, Inc | 1,291 | $111.6K | 0.00% | +16+1.3% | Added |
| TCG Advisory Services, LLC | 1,289 | $111.5K | 0.00% | −2,545−66.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $108.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,204 | $104.1K | 0.00% | −468−28.0% | Reduced |
| Covestor Ltd | 1,169 | $101.0K | 0.05% | −19−1.6% | Reduced |
| CX Institutional | 1,166 | $101.0K | 0.00% | +170+17.1% | Added |
| Smartleaf Asset Management LLC | 1,147 | $100.3K | 0.00% | +389+51.3% | Added |
| TD Private Client Wealth LLC | 1,088 | $94.1K | 0.00% | +559+105.7% | Added |
| IMG Wealth Management, Inc. | 925 | $80.0K | 0.05% | −14−1.5% | Reduced |
| Pinnacle Holdings, LLC | 913 | $78.9K | 0.03% | +913 | New |
| S-Bank Fund Management Ltd | 912 | $78.9K | 0.01% | −41−4.3% | Reduced |
| Central Pacific Bank - Trust Division | 860 | $74.4K | 0.01% | −260−23.2% | Reduced |
| Los Angeles Capital Management LLC | 813 | $71.5K | 0.00% | +813 | New |
| Frazier Financial Advisors, LLC | 803 | $69.4K | 0.04% | 00.0% | Unchanged |
| EFG International AG | 707 | $61.3K | 0.00% | +707 | New |
| Rakuten Securities, Inc. | 690 | $59.7K | 0.02% | −1,789−72.2% | Reduced |
| V-Square Quantitative Management LLC | 646 | $55.9K | 0.01% | +646 | New |
| Alphadyne Asset Management LP | 642 | $55.5K | 0.01% | +642 | New |
| Kayne Anderson Rudnick Investment Management LLC | 640 | $55.4K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 600 | $51.9K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 600 | $51.9K | 0.05% | +600 | New |
| Larson Financial Group LLC | 566 | $48.9K | 0.00% | −593−51.2% | Reduced |
| Costello Asset Management, INC | 555 | $48.0K | 0.02% | −550−49.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 539 | $46.6K | 0.04% | −789−59.4% | Reduced |
| Spire Wealth Management | 505 | $43.6K | 0.00% | +119+30.8% | Added |
| 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 |
| Basecamp Wealth Advisors LLC | 472 | $40.8K | 0.01% | +472 | New |
| Ancora Advisors, LLC | 462 | $39.9K | 0.00% | +30+6.9% | Added |
| Center for Financial Planning, Inc. | 450 | $38.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 441 | $38.1K | 0.00% | −1,122−71.8% | Reduced |
| Westside Investment Management, Inc. | 415 | $34.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 397 | $34.3K | 0.00% | −130−24.7% | Reduced |
| NBC Securities, Inc. | 394 | $34.1K | 0.00% | −100−20.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 382 | $33.0K | 0.00% | +112+41.5% | Added |
| Torren Management, LLC | 367 | $31.7K | 0.02% | +367 | New |
| Gordian Capital Singapore Pte Ltd | 352 | $30.4K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 347 | $30.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 345 | $29.8K | 0.01% | −813−70.2% | Reduced |
| Bank of Jackson Hole Trust | 315 | $27.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 309 | $26.7K | 0.00% | +32+11.6% | Added |