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, Q1 2026
Institutional positions in Okta, Inc. as of Mar 31, 2026. 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
- 733
- +5 vs. Q4 2025
- Shares held
- 157.7M
- +25.7M (+19.5%) vs. Q4 2025
- Total value
- $12.4B
- +$994.6M (+8.7%) vs. Q4 2025
- New holders
- 104
- 302 more added
- Sold out
- 99
- 217 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGuire Capital Advisors Inc | 106 | $8.34K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 114 | $8.97K | 0.00% | −231−67.0% | Reduced |
| TSFG, LLC | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 117 | $9.21K | 0.01% | −3−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 120 | $9.45K | 0.00% | −158−56.8% | Reduced |
| Aspect Partners, LLC | 135 | $10.6K | 0.00% | +2+1.5% | Added |
| Owl Creek Wealth Partners LLC | 137 | $10.8K | 0.00% | +137 | New |
| Zions Bancorporation, National Association | 140 | $11.0K | 0.00% | +35+33.3% | Added |
| Glynn Capital Management LLC | 142 | $11.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144 | $11.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 146 | $11.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 147 | $11.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 154 | $12.1K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 156 | $12.3K | 0.00% | +156 | New |
| TD Waterhouse Canada Inc. | 156 | $12.3K | 0.00% | +106+212.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $12.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 160 | $12.6K | 0.00% | +19+13.5% | Added |
| Silicon Valley Capital Partners | 160 | $12.6K | 0.00% | +160 | New |
| Bell Investment Advisors, Inc | 163 | $12.8K | 0.00% | +81+98.8% | Added |
| Aventura Private Wealth, LLC | 166 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $13.1K | 0.00% | +73+78.5% | Added |
| Private Trust Co NA | 169 | $13.3K | 0.00% | −3−1.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 172 | $13.6K | 0.00% | +162+1,620.0% | Added |
| Bravera Wealth | 174 | $13.7K | 0.01% | +174 | New |
| Manchester Capital Management LLC | 191 | $15.0K | 0.00% | +69+56.6% | Added |
| Bruce G. Allen Investments, LLC | 192 | $15.1K | 0.01% | −6−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 197 | $16.0K | 0.00% | +2+1.0% | Added |
| Chilton Capital Management LLC | 210 | $16.5K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 215 | $16.9K | 0.00% | +215 | New |
| CoreCap Advisors, LLC | 232 | $18.3K | 0.00% | +52+28.9% | Added |
| CVA Family Office, LLC | 235 | $18.5K | 0.00% | +97+70.3% | Added |
| Transamerica Financial Advisors, Inc. | 241 | $19.0K | 0.00% | +91+60.7% | Added |
| City State Bank | 249 | $19.6K | 0.01% | −11−4.2% | Reduced |
| Root Financial Partners, LLC | 259 | $20.4K | 0.00% | −37−12.5% | Reduced |
| Strive Financial Group ,LLC | 270 | $21.0K | 0.01% | +36+15.4% | Added |
| Cullen/Frost Bankers, Inc. | 268 | $21.1K | 0.00% | −114−29.8% | Reduced |
| Vega Investment Solutions | 268 | $21.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 279 | $22.0K | 0.00% | −30−9.7% | Reduced |
| Creative Financial Designs Inc | 295 | $23.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 298 | $23.5K | 0.01% | +89+42.6% | Added |
| Rothschild Investment LLC | 302 | $23.8K | 0.00% | +41+15.7% | Added |
| Beacon Investment Advisory Services, Inc. | 310 | $24.4K | 0.00% | +310 | New |
| NBC Securities, Inc. | 329 | $25.9K | 0.00% | −65−16.5% | Reduced |
| SHP Wealth Management | 331 | $26.1K | 0.00% | +22+7.1% | Added |
| REAP Financial Group, LLC | 334 | $26.3K | 0.01% | +25+8.1% | Added |
| Global Trust Asset Management, LLC | 347 | $27.3K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 352 | $27.7K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 355 | $28.0K | 0.00% | +265+294.4% | Added |
| Salomon & Ludwin, LLC | 349 | $28.0K | 0.00% | +322+1,192.6% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 364 | $28.6K | 0.01% | +86+30.9% | Added |
| Rakuten Securities, Inc. | 387 | $30.5K | 0.01% | −303−43.9% | Reduced |
| Westside Investment Management, Inc. | 415 | $33.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 436 | $34.3K | 0.00% | −5−1.1% | Reduced |
| GWM Advisors LLC | 455 | $35.8K | 0.00% | −2,476−84.5% | Reduced |
| Hartford Financial Management Inc. | 500 | $39.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $39.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 503 | $39.6K | 0.00% | −2−0.4% | Reduced |
| V-Square Quantitative Management LLC | 505 | $39.7K | 0.00% | −141−21.8% | Reduced |
| Rossby Financial, LCC | 504 | $39.9K | 0.01% | +200+65.8% | Added |
| Basecamp Wealth Advisors LLC | 513 | $40.4K | 0.01% | +41+8.7% | Added |
| Forum Finance Group S.A. | 680 | $43.0K | 0.02% | +680 | New |
| EFG International AG | 550 | $43.3K | 0.00% | −157−22.2% | Reduced |
| Costello Asset Management, INC | 555 | $43.7K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 575 | $45.3K | 0.03% | +575 | New |
| Bayforest Capital Ltd | 580 | $45.7K | 0.05% | −902−60.9% | Reduced |
| ZRC Wealth Management, LLC | 586 | $46.1K | 0.02% | +290+98.0% | Added |
| Frazier Financial Advisors, LLC | 598 | $47.1K | 0.03% | −205−25.5% | Reduced |
| TD Private Client Wealth LLC | 609 | $47.9K | 0.00% | −479−44.0% | Reduced |
| Assetmark, Inc | 719 | $56.6K | 0.00% | +322+81.1% | Added |
| Covestor Ltd | 718 | $57.0K | 0.04% | −451−38.6% | Reduced |
| Ancora Advisors, LLC | 731 | $57.5K | 0.00% | +269+58.2% | Added |
| SJS Investment Consulting Inc. | 751 | $59.1K | 0.01% | +696+1,265.5% | Added |
| Los Angeles Capital Management LLC | 790 | $62.2K | 0.00% | −23−2.8% | Reduced |
| Center for Financial Planning, Inc. | 795 | $62.6K | 0.01% | +345+76.7% | Added |
| Central Pacific Bank - Trust Division | 860 | $67.7K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 879 | $69.2K | 0.01% | −33−3.6% | Reduced |
| IMG Wealth Management, Inc. | 925 | $72.8K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $78.7K | 0.01% | +1,000 | New |
| Smartleaf Asset Management LLC | 1,063 | $80.2K | 0.00% | −84−7.3% | Reduced |
| Ares Systematic Credit Ltd | 1,083 | $81.7K | 0.06% | +1,083 | New |
| IFP Advisors, Inc | 1,202 | $94.6K | 0.00% | −89−6.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $98.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,333 | $104.9K | 0.00% | +129+10.7% | Added |
| Quadrant Capital Group LLC | 1,338 | $105.3K | 0.00% | +5+0.4% | Added |
| Quarry LP | 1,339 | $105.4K | 0.02% | +1,339 | New |
| Quent Capital, LLC | 1,515 | $119.2K | 0.01% | −475−23.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1,549 | $121.9K | 0.08% | +173+12.6% | Added |
| Montag A & Associates Inc | 1,555 | $122.4K | 0.01% | −278−15.2% | Reduced |
| Umb Bank N A | 1,607 | $126.5K | 0.00% | +303+23.2% | Added |
| Sunbelt Securities, Inc. | 1,738 | $136.8K | 0.01% | −14−0.8% | Reduced |
| Walleye Capital LLC | 1,862 | $146.6K | 0.00% | −164−8.1% | Reduced |
| Allworth Financial LP | 1,990 | $156.6K | 0.00% | −360−15.3% | Reduced |
| Fulcrum Asset Management LLP | 2,116 | $159.7K | 0.02% | +136+6.9% | Added |
| Dara Capital US, Inc. | 2,052 | $161.5K | 0.15% | +105+5.4% | Added |
| SRS Capital Advisors, Inc. | 2,141 | $168.5K | 0.00% | −383−15.2% | Reduced |
| C M Bidwell & Associates Ltd | 2,173 | $171.0K | 0.08% | −5−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,250 | $177.1K | 0.00% | +2,250 | New |
| Horizon Investments, LLC | 2,252 | $177.3K | 0.00% | +2,252 | New |
| Gs Investments, Inc. | 2,350 | $185.0K | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,374 | $186.9K | 0.00% | +18+0.8% | Added |