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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 14,995 | $1.18M | 0.00% | +600+4.2% | Added |
| Janus Henderson Group PLC | 14,859 | $1.17M | 0.00% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 14,630 | $1.15M | 0.01% | −550−3.6% | Reduced |
| Geneos Wealth Management Inc. | 14,624 | $1.15M | 0.03% | −1,838−11.2% | Reduced |
| Lido Advisors, LLC | 14,592 | $1.15M | 0.00% | −111−0.8% | Reduced |
| Jones Financial Companies LLLP | 15,630 | $1.14M | 0.00% | +9,391+150.5% | Added |
| Y.D. More Investments Ltd | 14,471 | $1.14M | 0.04% | −1,419−8.9% | Reduced |
| Nomura Holdings Inc | 14,374 | $1.13M | 0.01% | −3,562−19.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,165 | $1.11M | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 14,116 | $1.11M | 0.00% | −7,461−34.6% | Reduced |
| Mercer Global Advisors Inc | 14,086 | $1.11M | 0.00% | +3,891+38.2% | Added |
| Laird Norton Trust Company, LLC | 14,057 | $1.11M | 0.02% | +1,020+7.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,735 | $1.10M | 0.00% | −669−4.6% | Reduced |
| Diversified Trust Co | 13,683 | $1.08M | 0.02% | +399+3.0% | Added |
| Fort Washington Investment Advisors Inc | 13,498 | $1.06M | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 13,460 | $1.06M | 0.31% | +116+0.9% | Added |
| Parallax Volatility Advisers, L.P. | 13,407 | $1.06M | 0.05% | −53,348−79.9% | Reduced |
| Aquatic Capital Management LLC | 13,357 | $1.05M | 0.03% | +13,357 | New |
| Gulf International Bank (UK) Ltd | 13,238 | $1.04M | 0.02% | +5,002+60.7% | Added |
| SummitTX Capital, L.P. | 13,197 | $1.04M | 0.03% | +13,197 | New |
| Ahara Advisors LLC | 12,912 | $1.02M | 0.85% | +4,178+47.8% | Added |
| Oppenheimer & Co Inc | 12,795 | $1.01M | 0.01% | +1,441+12.7% | Added |
| CAPROCK Group, Inc. | 12,746 | $1.00M | 0.02% | +7,661+150.7% | Added |
| Securian Asset Management, Inc | 12,490 | $983.1K | 0.04% | +283+2.3% | Added |
| Skopos Labs, Inc. | 12,391 | $975.3K | 0.03% | +8,756+240.9% | Added |
| Aureus Asset Management, LLC | 12,360 | $972.9K | 0.06% | +12,360 | New |
| Arkadios Wealth Advisors | 12,295 | $967.7K | 0.02% | +7,028+133.4% | Added |
| Sanctuary Advisors, LLC | 12,278 | $966.4K | 0.01% | +1,407+12.9% | Added |
| XTX Topco Ltd | 12,222 | $962.0K | 0.02% | −8,576−41.2% | Reduced |
| Private Advisory Group LLC | 12,207 | $960.8K | 0.07% | +12,207 | New |
| Prospera Financial Services Inc | 12,202 | $960.4K | 0.02% | +236+2.0% | Added |
| Investment Management Corp of Ontario | 12,139 | $955.5K | 0.01% | −9,288−43.3% | Reduced |
| Triumph Capital Management | 11,990 | $943.7K | 0.19% | +4,070+51.4% | Added |
| SCS Capital Management LLC | 11,856 | $933.2K | 0.01% | −10.0% | Reduced |
| Pathstone Holdings, LLC | 11,796 | $928.5K | 0.00% | −2,954−20.0% | Reduced |
| Z3 Capital Partners, LLC | 11,555 | $909.5K | 0.23% | +1,265+12.3% | Added |
| Nicolet Bankshares Inc | 11,493 | $904.6K | 0.03% | +11,493 | New |
| CastleKnight Management LP | 11,200 | $881.6K | 0.04% | +11,200 | New |
| Federation des caisses Desjardins du Quebec | 11,155 | $878.8K | 0.00% | −1,731−13.4% | Reduced |
| Plato Investment Management Ltd | 10,709 | $843.4K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,556 | $830.9K | 0.00% | +1,819+20.8% | Added |
| Franklin Resources Inc | 10,466 | $823.8K | 0.00% | −1,791−14.6% | Reduced |
| Crossmark Global Holdings, Inc. | 10,367 | $816.0K | 0.01% | +235+2.3% | Added |
| Allianz Asset Management GmbH | 10,278 | $809.0K | 0.00% | +1,701+19.8% | Added |
| FNY Investment Advisers, LLC | 10,250 | $806.0K | 0.36% | +750+7.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,173 | $798.8K | 0.00% | −376−3.6% | Reduced |
| Kestra Advisory Services, LLC | 10,146 | $798.6K | 0.00% | +461+4.8% | Added |
| MML Investors Services, LLC | 9,931 | $781.7K | 0.00% | −4,922−33.1% | Reduced |
| Alps Advisors Inc | 9,905 | $779.6K | 0.00% | +540+5.8% | Added |
| Profund Advisors LLC | 9,676 | $761.6K | 0.03% | −217−2.2% | Reduced |
| Baker Avenue Asset Management, LP | 9,618 | $757.0K | 0.02% | +9,618 | New |
| Buckland Partners Management Co LLC | 9,500 | $747.7K | 0.45% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 9,728 | $734.2K | 0.01% | +2,826+40.9% | Added |
| Prudential Financial Inc | 9,200 | $724.1K | 0.00% | −8,360−47.6% | Reduced |
| Courier Capital LLC | 9,198 | $724.0K | 0.04% | +19+0.2% | Added |
| Independent Advisor Alliance | 9,127 | $718.4K | 0.01% | +1,214+15.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,074 | $714.2K | 0.02% | +973+12.0% | Added |
| BCJ Capital Management, LLC | 9,030 | $710.8K | 0.04% | +9,030 | New |
| Altrafin AG | 9,000 | $708.4K | 0.24% | +9,000 | New |
| The PNC Financial Services Group, Inc. | 8,945 | $704.1K | 0.00% | −1,800−16.8% | Reduced |
| Clear Street Group Inc. | 8,779 | $691.0K | 0.00% | +3,557+68.1% | Added |
| Schwab Charitable Fund | 8,775 | $690.7K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,617 | $678.3K | 0.01% | +8,617 | New |
| Neuberger Berman Group LLC | 8,611 | $677.8K | 0.00% | +20.0% | Added |
| Thompson Investment Management, Inc. | 8,582 | $675.5K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,551 | $673.0K | 0.00% | −678−7.3% | Reduced |
| Omers Administration Corp | 8,457 | $665.6K | 0.00% | +1,811+27.2% | Added |
| HighTower Advisors, LLC | 8,302 | $653.4K | 0.00% | −49,955−85.7% | Reduced |
| 1832 Asset Management L.P. | 8,296 | $653.0K | 0.00% | −13,170−61.4% | Reduced |
| Azzad Asset Management Inc | 8,253 | $649.6K | 0.07% | +8,253 | New |
| Principal Street Partners, LLC | 8,059 | $634.3K | 0.10% | +2,242+38.5% | Added |
| Maryland State Retirement & Pension System | 8,007 | $630.2K | 0.01% | 00.0% | Unchanged |
| Formula Growth Ltd | 8,000 | $629.7K | 0.28% | −3,000−27.3% | Reduced |
| Lecap Asset Management Ltd | 7,975 | $627.7K | 0.24% | +7,975 | New |
| North Dakota State Investment Board | 7,859 | $618.6K | 0.03% | −1,110−12.4% | Reduced |
| Wealthfront Advisers LLC | 7,729 | $608.4K | 0.00% | −2,744−26.2% | Reduced |
| CIBC Asset Management Inc | 7,541 | $593.6K | 0.00% | +419+5.9% | Added |
| Pier 88 Investment Partners LLC | 7,500 | $590.3K | 0.15% | −5,920−44.1% | Reduced |
| Metis Global Partners, LLC | 7,481 | $588.8K | 0.01% | −250−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 7,411 | $583.3K | 0.00% | +3,508+89.9% | Added |
| DC Investments Management, LLC | 7,396 | $582.1K | 0.22% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,363 | $579.5K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,341 | $577.8K | 0.25% | −200−2.7% | Reduced |
| Evanson Asset Management, LLC | 7,337 | $577.5K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 7,287 | $573.6K | 0.07% | −76−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,266 | $571.9K | 0.02% | +182+2.6% | Added |
| Accurate Wealth Management, LLC | 9,008 | $567.2K | 0.07% | +9,008 | New |
| FIL Ltd | 7,085 | $557.7K | 0.00% | +7,085 | New |
| SBI Securities Co., Ltd. | 7,076 | $557.0K | 0.02% | −21,178−75.0% | Reduced |
| Rafferty Asset Management, LLC | 7,073 | $556.7K | 0.00% | −1,133−13.8% | Reduced |
| Allianz SE | 7,000 | $551.0K | 0.01% | +4,000+133.3% | Added |
| Truvestments Capital LLC | 6,960 | $547.9K | 0.10% | +556+8.7% | Added |
| Independent Financial Group, LLC | 6,897 | $542.9K | 0.01% | +2,551+58.7% | Added |
| ProShare Advisors LLC | 6,796 | $534.9K | 0.00% | +40+0.6% | Added |
| Evergreen Capital Management LLC | 6,670 | $525.0K | 0.01% | +2,069+45.0% | Added |
| Ostrum Asset Management | 6,659 | $524.1K | 0.03% | +97+1.5% | Added |
| Banque Pictet & Cie SA | 6,625 | $521.5K | 0.01% | −21,240−76.2% | Reduced |
| CWM, LLC | 6,545 | $515.2K | 0.00% | −2,689−29.1% | Reduced |
| Merit Financial Group, LLC | 6,494 | $511.1K | 0.00% | +1,049+19.3% | Added |
| Qtron Investments LLC | 6,492 | $511.0K | 0.07% | 00.0% | Unchanged |