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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 5,150 | $405.4K | 0.07% | +1,300+33.8% | Added |
| Steel Peak Wealth Management LLC | 5,166 | $406.6K | 0.01% | +140+2.8% | Added |
| GraniteShares Advisors LLC | 5,171 | $407.0K | 0.29% | −597−10.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,183 | $408.0K | 0.00% | +2,651+104.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $408.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,220 | $410.9K | 0.02% | +5,220 | New |
| M&T Bank Corp | 5,405 | $425.0K | 0.00% | +373+7.4% | Added |
| CIBC World Markets Inc. | 5,484 | $431.6K | 0.00% | +5,484 | New |
| TCG Advisory Services, LLC | 5,500 | $432.9K | 0.01% | +4,211+326.7% | Added |
| Inscription Capital, LLC | 5,515 | $434.1K | 0.05% | +2,258+69.3% | Added |
| Resonant Capital Advisors, LLC | 5,521 | $434.6K | 0.02% | +421+8.3% | Added |
| River Street Advisors LLC | 5,555 | $437.2K | 0.15% | +5,555 | New |
| Shelton Capital Management | 5,577 | $439.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,611 | $441.7K | 0.01% | +945+20.3% | Added |
| Perbak Capital Partners LLP | 5,642 | $444.1K | 0.11% | +2,574+83.9% | Added |
| Sequoia Financial Advisors, LLC | 5,686 | $447.6K | 0.00% | +600+11.8% | Added |
| RSM US Wealth Management LLC | 5,692 | $448.0K | 0.01% | +428+8.1% | Added |
| Hantz Financial Services, Inc. | 5,811 | $457.0K | 0.01% | +2,845+95.9% | Added |
| Aaron Wealth Advisors | 5,814 | $457.6K | 0.03% | +1,983+51.8% | Added |
| E. Ohman J:or Asset Management AB | 5,856 | $460.9K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 5,904 | $464.7K | 0.02% | −766−11.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,948 | $468.2K | 0.04% | +798+15.5% | Added |
| Jackson Creek Investment Advisors LLC | 6,026 | $474.0K | 0.14% | +6,026 | New |
| Advisors Asset Management, Inc. | 6,053 | $476.4K | 0.01% | +2,784+85.2% | Added |
| Mariner, LLC | 6,069 | $476.9K | 0.00% | −3,269−35.0% | Reduced |
| Rare Wolf Capital LLC | 6,088 | $479.2K | 0.31% | +1,574+34.9% | Added |
| Citizens Financial Group Inc | 6,101 | $480.2K | 0.01% | −2,165−26.2% | Reduced |
| Greenwood Capital Associates LLC | 6,193 | $487.5K | 0.05% | −424−6.4% | Reduced |
| Saudi Central Bank | 6,255 | $492.3K | 0.01% | +6,255 | New |
| Kera Capital Partners, Inc. | 6,394 | $503.3K | 0.06% | +993+18.4% | Added |
| Abn Amro Investment Solutions | 6,418 | $505.2K | 0.01% | −4,777−42.7% | Reduced |
| Pingora Partners LLC | 6,420 | $505.3K | 0.30% | +5,820+970.0% | Added |
| Synergy Financial Group, LTD | 6,479 | $510.0K | 0.38% | −35−0.5% | Reduced |
| Qtron Investments LLC | 6,492 | $511.0K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,494 | $511.1K | 0.00% | +1,049+19.3% | Added |
| CWM, LLC | 6,545 | $515.2K | 0.00% | −2,689−29.1% | Reduced |
| Banque Pictet & Cie SA | 6,625 | $521.5K | 0.01% | −21,240−76.2% | Reduced |
| Ostrum Asset Management | 6,659 | $524.1K | 0.03% | +97+1.5% | Added |
| Evergreen Capital Management LLC | 6,670 | $525.0K | 0.01% | +2,069+45.0% | Added |
| ProShare Advisors LLC | 6,796 | $534.9K | 0.00% | +40+0.6% | Added |
| Independent Financial Group, LLC | 6,897 | $542.9K | 0.01% | +2,551+58.7% | Added |
| Truvestments Capital LLC | 6,960 | $547.9K | 0.10% | +556+8.7% | Added |
| Allianz SE | 7,000 | $551.0K | 0.01% | +4,000+133.3% | Added |
| Rafferty Asset Management, LLC | 7,073 | $556.7K | 0.00% | −1,133−13.8% | Reduced |
| SBI Securities Co., Ltd. | 7,076 | $557.0K | 0.02% | −21,178−75.0% | Reduced |
| FIL Ltd | 7,085 | $557.7K | 0.00% | +7,085 | New |
| Accurate Wealth Management, LLC | 9,008 | $567.2K | 0.07% | +9,008 | New |
| Robertson Stephens Wealth Management, LLC | 7,266 | $571.9K | 0.02% | +182+2.6% | Added |
| Gilbert & Cook, Inc. | 7,287 | $573.6K | 0.07% | −76−1.0% | Reduced |
| Evanson Asset Management, LLC | 7,337 | $577.5K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,341 | $577.8K | 0.25% | −200−2.7% | Reduced |
| Macquarie Group Ltd | 7,363 | $579.5K | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 7,396 | $582.1K | 0.22% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,411 | $583.3K | 0.00% | +3,508+89.9% | Added |
| Metis Global Partners, LLC | 7,481 | $588.8K | 0.01% | −250−3.2% | Reduced |
| Pier 88 Investment Partners LLC | 7,500 | $590.3K | 0.15% | −5,920−44.1% | Reduced |
| CIBC Asset Management Inc | 7,541 | $593.6K | 0.00% | +419+5.9% | Added |
| Wealthfront Advisers LLC | 7,729 | $608.4K | 0.00% | −2,744−26.2% | Reduced |
| North Dakota State Investment Board | 7,859 | $618.6K | 0.03% | −1,110−12.4% | Reduced |
| Lecap Asset Management Ltd | 7,975 | $627.7K | 0.24% | +7,975 | New |
| Formula Growth Ltd | 8,000 | $629.7K | 0.28% | −3,000−27.3% | Reduced |
| Maryland State Retirement & Pension System | 8,007 | $630.2K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8,059 | $634.3K | 0.10% | +2,242+38.5% | Added |
| Azzad Asset Management Inc | 8,253 | $649.6K | 0.07% | +8,253 | New |
| 1832 Asset Management L.P. | 8,296 | $653.0K | 0.00% | −13,170−61.4% | Reduced |
| HighTower Advisors, LLC | 8,302 | $653.4K | 0.00% | −49,955−85.7% | Reduced |
| Omers Administration Corp | 8,457 | $665.6K | 0.00% | +1,811+27.2% | Added |
| Captrust Financial Advisors | 8,551 | $673.0K | 0.00% | −678−7.3% | Reduced |
| Thompson Investment Management, Inc. | 8,582 | $675.5K | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,611 | $677.8K | 0.00% | +20.0% | Added |
| Integrated Wealth Concepts LLC | 8,617 | $678.3K | 0.01% | +8,617 | New |
| Schwab Charitable Fund | 8,775 | $690.7K | 0.02% | 00.0% | Unchanged |
| Clear Street Group Inc. | 8,779 | $691.0K | 0.00% | +3,557+68.1% | Added |
| The PNC Financial Services Group, Inc. | 8,945 | $704.1K | 0.00% | −1,800−16.8% | Reduced |
| Altrafin AG | 9,000 | $708.4K | 0.24% | +9,000 | New |
| BCJ Capital Management, LLC | 9,030 | $710.8K | 0.04% | +9,030 | New |
| Hennion & Walsh Asset Management, Inc. | 9,074 | $714.2K | 0.02% | +973+12.0% | Added |
| Independent Advisor Alliance | 9,127 | $718.4K | 0.01% | +1,214+15.3% | Added |
| Courier Capital LLC | 9,198 | $724.0K | 0.04% | +19+0.2% | Added |
| Prudential Financial Inc | 9,200 | $724.1K | 0.00% | −8,360−47.6% | Reduced |
| Raiffeisen Bank International AG | 9,728 | $734.2K | 0.01% | +2,826+40.9% | Added |
| Buckland Partners Management Co LLC | 9,500 | $747.7K | 0.45% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9,618 | $757.0K | 0.02% | +9,618 | New |
| Profund Advisors LLC | 9,676 | $761.6K | 0.03% | −217−2.2% | Reduced |
| Alps Advisors Inc | 9,905 | $779.6K | 0.00% | +540+5.8% | Added |
| MML Investors Services, LLC | 9,931 | $781.7K | 0.00% | −4,922−33.1% | Reduced |
| Kestra Advisory Services, LLC | 10,146 | $798.6K | 0.00% | +461+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,173 | $798.8K | 0.00% | −376−3.6% | Reduced |
| FNY Investment Advisers, LLC | 10,250 | $806.0K | 0.36% | +750+7.9% | Added |
| Allianz Asset Management GmbH | 10,278 | $809.0K | 0.00% | +1,701+19.8% | Added |
| Crossmark Global Holdings, Inc. | 10,367 | $816.0K | 0.01% | +235+2.3% | Added |
| Franklin Resources Inc | 10,466 | $823.8K | 0.00% | −1,791−14.6% | Reduced |
| Baird Financial Group, Inc. | 10,556 | $830.9K | 0.00% | +1,819+20.8% | Added |
| Plato Investment Management Ltd | 10,709 | $843.4K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,155 | $878.8K | 0.00% | −1,731−13.4% | Reduced |
| CastleKnight Management LP | 11,200 | $881.6K | 0.04% | +11,200 | New |
| Nicolet Bankshares Inc | 11,493 | $904.6K | 0.03% | +11,493 | New |
| Z3 Capital Partners, LLC | 11,555 | $909.5K | 0.23% | +1,265+12.3% | Added |
| Pathstone Holdings, LLC | 11,796 | $928.5K | 0.00% | −2,954−20.0% | Reduced |
| SCS Capital Management LLC | 11,856 | $933.2K | 0.01% | −10.0% | Reduced |