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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 2,434 | $191.6K | 0.01% | +163+7.2% | Added |
| HM Payson & Co | 2,450 | $192.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,490 | $196.0K | 0.02% | +1,184+90.7% | Added |
| CX Institutional | 2,506 | $197.0K | 0.01% | +1,340+114.9% | Added |
| Fairscale Capital, LLC | 2,548 | $200.6K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,561 | $201.6K | 0.01% | +492+23.8% | Added |
| Fieldview Capital Management, LLC | 2,572 | $202.4K | 0.06% | −1,732−40.2% | Reduced |
| Callan Family Office, LLC | 2,586 | $203.5K | 0.00% | −268−9.4% | Reduced |
| Amica Mutual Insurance Co | 2,602 | $205.0K | 0.02% | 00.0% | Unchanged |
| Northland Securities, Inc. | 2,617 | $206.0K | 0.20% | −50−1.9% | Reduced |
| Savant Capital, LLC | 2,630 | $207.0K | 0.00% | +2,630 | New |
| Generali Investments, Management Co LLC | 2,656 | $209.1K | 0.05% | +982+58.7% | Added |
| Creekside Partners | 2,668 | $210.0K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 2,671 | $210.2K | 0.00% | +279+11.7% | Added |
| Westpac Banking Corp | 2,700 | $212.5K | 0.01% | +880+48.4% | Added |
| Oslo Pensjonsforsikring AS | 2,749 | $216.4K | 0.03% | +2,749 | New |
| Change Path, LLC | 2,749 | $216.4K | 0.01% | −6−0.2% | Reduced |
| HB Wealth Management, LLC | 2,757 | $217.0K | 0.00% | +122+4.6% | Added |
| Green Square Capital Advisors LLC | 2,769 | $217.9K | 0.02% | +2,769 | New |
| GAMMA Investing LLC | 2,774 | $218.3K | 0.01% | +1,364+96.7% | Added |
| Rather & Kittrell, Inc. | 2,785 | $219.2K | 0.03% | −6−0.2% | Reduced |
| UniSuper Management Pty Ltd | 2,800 | $220.4K | 0.00% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,018 | $221.0K | 0.01% | −1,247−29.2% | Reduced |
| Brandywine Managers, LLC | 2,809 | $221.1K | 0.13% | −1,100−28.1% | Reduced |
| PCM Encore, LLC | 2,856 | $224.8K | 0.05% | +17+0.6% | Added |
| American Trust | 2,865 | $225.5K | 0.02% | +325+12.8% | Added |
| Shay Capital LLC | 2,900 | $228.3K | 0.03% | +2,900 | New |
| MONECO Advisors, LLC | 2,922 | $230.0K | 0.02% | +2,922 | New |
| Optas, LLC | 2,935 | $231.0K | 0.03% | +2,935 | New |
| D.A. Davidson & Co. | 2,936 | $231.1K | 0.00% | −279−8.7% | Reduced |
| Benjamin Edwards Inc | 2,942 | $231.5K | 0.00% | −2,518−46.1% | Reduced |
| Atom Investors LP | 2,958 | $232.8K | 0.02% | +2,958 | New |
| Coastal Bridge Advisors, LLC | 3,034 | $238.8K | 0.02% | −186−5.8% | Reduced |
| MCF Advisors LLC | 3,035 | $238.9K | 0.01% | 00.0% | Unchanged |
| Burney Co | 3,063 | $241.1K | 0.01% | −3,909−56.1% | Reduced |
| Opes Wealth Management LLC | 3,072 | $241.8K | 0.04% | +47+1.6% | Added |
| Verdence Capital Advisors LLC | 3,088 | $243.1K | 0.01% | −6−0.2% | Reduced |
| Arista Wealth Management, LLC | 3,096 | $243.7K | 0.03% | +17+0.6% | Added |
| Norden Group LLC | 3,117 | $245.3K | 0.02% | +23+0.7% | Added |
| Mirabella Financial Services LLP | 3,129 | $246.3K | 0.02% | +3,129 | New |
| Larson Financial Group LLC | 3,131 | $246.4K | 0.01% | +2,565+453.2% | Added |
| Sivia Capital Partners, LLC | 3,134 | $246.7K | 0.05% | +121+4.0% | Added |
| Numerai GP LLC | 3,194 | $251.4K | 0.03% | +3,194 | New |
| Motley Fool Asset Management LLC | 3,222 | $253.6K | 0.01% | +299+10.2% | Added |
| Kestra Private Wealth Services, LLC | 3,223 | $253.7K | 0.00% | −1,115−25.7% | Reduced |
| Finivi Inc. | 3,242 | $255.2K | 0.14% | +3,242 | New |
| Revisor Wealth Management LLC | 3,274 | $257.7K | 0.07% | −773−19.1% | Reduced |
| Brand Asset Management Group, Inc. | 3,326 | $261.8K | 0.07% | +3,326 | New |
| Farther Finance Advisors, LLC | 3,340 | $264.3K | 0.00% | −263−7.3% | Reduced |
| Atria Investments LLC | 3,363 | $264.7K | 0.00% | +26+0.8% | Added |
| BFSG, LLC | 3,365 | $264.9K | 0.03% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 3,500 | $267.4K | 0.19% | −1,500−30.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,399 | $267.5K | 0.01% | +3,399 | New |
| Waldron Private Wealth LLC | 3,404 | $267.9K | 0.01% | +21+0.6% | Added |
| Ameritas Advisory Services, LLC | 3,420 | $269.2K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,495 | $275.1K | 0.03% | +3,495 | New |
| True Link Financial Advisors, LLC | 3,500 | $275.5K | 0.02% | −1,224−25.9% | Reduced |
| Commerce Bank | 3,506 | $276.0K | 0.00% | +62+1.8% | Added |
| Catalyst Funds Management Pty Ltd | 3,513 | $276.5K | 0.05% | −1,387−28.3% | Reduced |
| First International Bank of Israel Ltd. | 3,515 | $276.7K | 0.08% | +3,515 | New |
| International Assets Investment Management, LLC | 3,528 | $279.2K | 0.02% | +2,076+143.0% | Added |
| Osmosis Investment Management UK Ltd | 3,549 | $279.3K | 0.01% | −5,376−60.2% | Reduced |
| Signaturefd, LLC | 3,594 | $282.9K | 0.00% | +12+0.3% | Added |
| Nisa Investment Advisors, LLC | 3,599 | $283.3K | 0.00% | −15,994−81.6% | Reduced |
| National Bank of Canada | 3,600 | $283.8K | 0.00% | +972+37.0% | Added |
| Kazazian Asset Management, LLC | 3,656 | $287.8K | 0.31% | +656+21.9% | Added |
| Yarbrough Capital, LLC | 3,667 | $288.6K | 0.01% | −733−16.7% | Reduced |
| Integrated Quantitative Investments LLC | 3,774 | $297.1K | 0.05% | −14,540−79.4% | Reduced |
| Legato Capital Management LLC | 3,774 | $297.1K | 0.03% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,800 | $299.1K | 0.16% | +3,800 | New |
| Principal Securities, Inc. | 3,838 | $302.1K | 0.00% | +344+9.8% | Added |
| Marex Group plc | 3,841 | $302.3K | 0.00% | −18,048−82.5% | Reduced |
| Scotia Capital Inc. | 3,860 | $303.8K | 0.00% | +899+30.4% | Added |
| Syon Capital LLC | 3,873 | $304.8K | 0.02% | +1,148+42.1% | Added |
| Sterling Capital Management LLC | 3,875 | $305.0K | 0.01% | −2,611−40.3% | Reduced |
| Kingsview Wealth Management, LLC | 3,963 | $311.9K | 0.00% | +1,510+61.6% | Added |
| STRS Ohio | 4,003 | $315.1K | 0.00% | −117,006−96.7% | Reduced |
| Camden Capital, LLC | 4,073 | $320.6K | 0.02% | +1,649+68.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,073 | $320.6K | 0.00% | −2,339−36.5% | Reduced |
| Yorktown Management & Research Co Inc | 4,100 | $322.7K | 0.27% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,124 | $324.6K | 0.04% | −282−6.4% | Reduced |
| MAI Capital Management | 4,259 | $335.2K | 0.00% | −276−6.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,281 | $337.0K | 0.02% | +25+0.6% | Added |
| Miracle Mile Advisors, LLC | 4,309 | $339.2K | 0.00% | +35+0.8% | Added |
| Eventide Asset Management, LLC | 4,505 | $340.0K | 0.01% | +592+15.1% | Added |
| Intech Investment Management LLC | 4,326 | $340.5K | 0.00% | −703−14.0% | Reduced |
| Atlas Capital Advisors LLC | 4,333 | $341.1K | 0.04% | +227+5.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,335 | $341.2K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,342 | $341.8K | 0.04% | +4,342 | New |
| Nemes Rush Group LLC | 4,463 | $351.3K | 0.03% | +89+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,636 | $364.9K | 0.00% | −1,109−19.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,691 | $369.2K | 0.01% | +4,691 | New |
| Bryn Mawr Trust Co | 4,694 | $369.5K | 0.01% | −100−2.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,715 | $371.1K | 0.01% | +346+7.9% | Added |
| IFS Group,LLC | 4,765 | $375.1K | 0.33% | +4,765 | New |
| Van Eck Associates Corp | 4,820 | $379.0K | 0.00% | +156+3.3% | Added |
| Caisse de Depot Et Placement du Quebec | 4,950 | $389.6K | 0.00% | +4,950 | New |
| Tower Research Capital LLC (TRC) | 4,964 | $390.7K | 0.01% | −5,855−54.1% | Reduced |
| Stratos Wealth Partners, LTD. | 5,067 | $398.8K | 0.00% | −161−3.1% | Reduced |
| Everence Capital Management Inc | 5,102 | $402.0K | 0.02% | +1,553+43.8% | Added |