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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
REAP Financial Group, LLC309$26.7K0.01%+48+18.4%Added
SHP Wealth Management309$26.7K0.00%+309New
Rossby Financial, LCC304$26.3K0.01%+4+1.3%Added
ZRC Wealth Management, LLC296$25.6K0.01%+264+825.0%Added
Root Financial Partners, LLC296$25.6K0.00%+10+3.5%Added
Creative Financial Designs Inc295$25.5K0.00%−100−25.3%Reduced
Washington Trust Advisors, Inc.278$24.0K0.00%+123+79.4%Added
Pinpoint Asset Management (Singapore) Pte. Ltd.278$24.0K0.01%+278New
Vega Investment Solutions268$23.2K0.00%+268New
Rothschild Investment LLC261$22.6K0.00%−369−58.6%Reduced
City State Bank260$22.5K0.01%00.0%Unchanged
Strive Financial Group ,LLC234$20.2K0.01%+234New
Chilton Capital Management LLC210$18.2K0.00%+210New
True Wealth Design, LLC209$18.1K0.01%−835−80.0%Reduced
Bruce G. Allen Investments, LLC198$17.1K0.01%+62+45.6%Added
Capital Advisors, Ltd. LLC195$17.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC189$16.3K0.00%+125+195.3%Added
Harvest Fund Management Co., Ltd184$16.0K0.00%+26+16.5%Added
CoreCap Advisors, LLC180$15.6K0.00%−523−74.4%Reduced
Private Trust Co NA172$14.9K0.00%−652−79.1%Reduced
Aventura Private Wealth, LLC166$14.4K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC160$13.8K0.00%+160New
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$13.8K0.00%00.0%Unchanged
Reflection Asset Management160$13.8K0.01%+160New
Raleigh Capital Management Inc.154$13.3K0.00%−8−4.9%Reduced
Transamerica Financial Advisors, Inc.150$13.0K0.00%+69+85.2%Added
Financial Perspectives, Inc147$12.7K0.00%00.0%Unchanged
Wolff Wiese Magana LLC146$12.6K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc144$12.5K0.00%+4+2.9%Added
Glynn Capital Management LLC142$12.3K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.141$12.2K0.00%+141New
CVA Family Office, LLC138$11.9K0.00%+7+5.3%Added
ORG Partners LLC138$11.9K0.00%−3−2.1%Reduced
Financial Consulate, Inc137$11.8K0.00%−300−68.6%Reduced
Aspect Partners, LLC133$11.5K0.01%+35+35.7%Added
UMA Financial Services, Inc.133$11.5K0.00%+84+171.4%Added
Manchester Capital Management LLC122$10.6K0.00%−31−20.3%Reduced
1015 Capital Partners, LLC120$10.4K0.01%+120New
TSFG, LLC115$10.0K0.00%00.0%Unchanged
Arbor Wealth Management LLC110$9.51K0.01%+110New
Massmutual Trust Co FSB108$9.34K0.00%−85−44.0%Reduced
McGuire Capital Advisors Inc106$9.17K0.01%+106New
Zions Bancorporation, National Association105$9.08K0.00%+105New
Curio Wealth, LLC100$8.84K0.00%+100New
Accent Capital Management, LLC94$8.13K0.00%00.0%Unchanged
Parkside Financial Bank & Trust93$8.04K0.00%−71−43.3%Reduced
SageView Advisory Group, LLC92$7.96K0.00%+92New
Harbour Investments, Inc.90$7.78K0.00%−26−22.4%Reduced
Keating Financial Advisory Services, Inc.86$7.44K0.00%+86New
Bell Investment Advisors, Inc82$7.09K0.00%−11−11.8%Reduced
Ronald Blue Trust, Inc.79$6.83K0.00%00.0%Unchanged
Elyxium Wealth, LLC77$6.63K0.00%+77New
Boreal Capital Management LLC75$6.49K0.00%00.0%Unchanged
Whittier Trust Co70$6.33K0.00%00.0%Unchanged
Private Wealth Management Group, LLC71$6.14K0.00%−22−23.7%Reduced
Addison Advisors LLC70$6.05K0.00%00.0%Unchanged
First Horizon Corp68$5.88K0.00%−45−39.8%Reduced
Strategic Advocates LLC66$5.77K0.00%−2−2.9%Reduced
South State Corp.63$5.45K0.00%+1+1.6%Added
Hurley Capital, LLC61$5.28K0.00%+61New
Ares Financial Consulting, LLC61$5.28K0.01%+61New
Wall Street Access Asset Management, LLC60$5.19K0.00%00.0%Unchanged
Close Asset Management Ltd56$5.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.55$4.76K0.00%−474−89.6%Reduced
Greykasell Wealth Strategies, Inc.55$4.76K0.00%00.0%Unchanged
Colonial Trust Co54$4.67K0.00%−13−19.4%Reduced
Oakworth Capital, Inc.51$4.41K0.00%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
Winthrop Capital Management, LLC49$4.00K0.00%00.0%Unchanged
First Pacific Financial45$3.89K0.00%+45New
Highline Wealth Partners LLC42$3.63K0.00%−29−40.8%Reduced
Pension & Wealth Management Advisors, Inc.41$3.54K0.00%+18+78.3%Added
Fortitude Family Office, LLC38$3.29K0.00%−15−28.3%Reduced
Bayban37$3.20K0.00%+37New
Trust Co of Vermont36$3.11K0.00%00.0%Unchanged
North Star Investment Management Corp.33$2.85K0.00%+33New
Golden State Wealth Management, LLC32$2.77K0.00%−661−95.4%Reduced
Sound Income Strategies, LLC30$2.69K0.00%00.0%Unchanged
Greenline Wealth Management LLC31$2.68K0.00%+31New
Atlantic Edge Private Wealth Management, LLC30$2.60K0.00%+30New
Field & Main Bank30$2.59K0.00%00.0%Unchanged
Insight Financial Services30$2.59K0.00%00.0%Unchanged
Salomon & Ludwin, LLC27$2.37K0.00%−37−57.8%Reduced
Independence Bank of Kentucky27$2.33K0.00%+27New
Prestige Wealth Management Group LLC25$2.16K0.00%+25New
High Note Wealth, LLC24$2.08K0.00%−26−52.0%Reduced
Kingdom Financial Group LLC.24$2.08K0.00%+24New
Atlantic Union Bankshares Corp23$1.99K0.00%−50−68.5%Reduced
Valued Wealth Advisors LLC23$1.99K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.22$1.90K0.00%−1−4.3%Reduced
Sachetta, LLC21$1.82K0.00%−34−61.8%Reduced
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
Wealth Watch Advisors, INC19$1.64K0.00%+19New
Cromwell Holdings LLC17$1.47K0.00%−11−39.3%Reduced
Financial Management Professionals, Inc.16$1.38K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.16$1.38K0.00%+16New
Steigerwald, Gordon & Koch Inc.14$1.21K0.00%+14New