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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 6,479 | $510.0K | 0.38% | −35−0.5% | Reduced |
| Pingora Partners LLC | 6,420 | $505.3K | 0.30% | +5,820+970.0% | Added |
| Abn Amro Investment Solutions | 6,418 | $505.2K | 0.01% | −4,777−42.7% | Reduced |
| Kera Capital Partners, Inc. | 6,394 | $503.3K | 0.06% | +993+18.4% | Added |
| Saudi Central Bank | 6,255 | $492.3K | 0.01% | +6,255 | New |
| Greenwood Capital Associates LLC | 6,193 | $487.5K | 0.05% | −424−6.4% | Reduced |
| Citizens Financial Group Inc | 6,101 | $480.2K | 0.01% | −2,165−26.2% | Reduced |
| Rare Wolf Capital LLC | 6,088 | $479.2K | 0.31% | +1,574+34.9% | Added |
| Mariner, LLC | 6,069 | $476.9K | 0.00% | −3,269−35.0% | Reduced |
| Advisors Asset Management, Inc. | 6,053 | $476.4K | 0.01% | +2,784+85.2% | Added |
| Jackson Creek Investment Advisors LLC | 6,026 | $474.0K | 0.14% | +6,026 | New |
| Infrastructure Capital Advisors, LLC | 5,948 | $468.2K | 0.04% | +798+15.5% | Added |
| Alerus Financial NA | 5,904 | $464.7K | 0.02% | −766−11.5% | Reduced |
| E. Ohman J:or Asset Management AB | 5,856 | $460.9K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,814 | $457.6K | 0.03% | +1,983+51.8% | Added |
| Hantz Financial Services, Inc. | 5,811 | $457.0K | 0.01% | +2,845+95.9% | Added |
| RSM US Wealth Management LLC | 5,692 | $448.0K | 0.01% | +428+8.1% | Added |
| Sequoia Financial Advisors, LLC | 5,686 | $447.6K | 0.00% | +600+11.8% | Added |
| Perbak Capital Partners LLP | 5,642 | $444.1K | 0.11% | +2,574+83.9% | Added |
| Parallel Advisors, LLC | 5,611 | $441.7K | 0.01% | +945+20.3% | Added |
| Shelton Capital Management | 5,577 | $439.0K | 0.01% | 00.0% | Unchanged |
| River Street Advisors LLC | 5,555 | $437.2K | 0.15% | +5,555 | New |
| Resonant Capital Advisors, LLC | 5,521 | $434.6K | 0.02% | +421+8.3% | Added |
| Inscription Capital, LLC | 5,515 | $434.1K | 0.05% | +2,258+69.3% | Added |
| TCG Advisory Services, LLC | 5,500 | $432.9K | 0.01% | +4,211+326.7% | Added |
| CIBC World Markets Inc. | 5,484 | $431.6K | 0.00% | +5,484 | New |
| M&T Bank Corp | 5,405 | $425.0K | 0.00% | +373+7.4% | Added |
| Cornerstone Wealth Management, LLC | 5,220 | $410.9K | 0.02% | +5,220 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,188 | $408.3K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,183 | $408.0K | 0.00% | +2,651+104.7% | Added |
| GraniteShares Advisors LLC | 5,171 | $407.0K | 0.29% | −597−10.4% | Reduced |
| Steel Peak Wealth Management LLC | 5,166 | $406.6K | 0.01% | +140+2.8% | Added |
| SkyOak Wealth, LLC | 5,150 | $405.4K | 0.07% | +1,300+33.8% | Added |
| Everence Capital Management Inc | 5,102 | $402.0K | 0.02% | +1,553+43.8% | Added |
| Stratos Wealth Partners, LTD. | 5,067 | $398.8K | 0.00% | −161−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,964 | $390.7K | 0.01% | −5,855−54.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,950 | $389.6K | 0.00% | +4,950 | New |
| Van Eck Associates Corp | 4,820 | $379.0K | 0.00% | +156+3.3% | Added |
| IFS Group,LLC | 4,765 | $375.1K | 0.33% | +4,765 | New |
| Fifth Third Wealth Advisors LLC | 4,715 | $371.1K | 0.01% | +346+7.9% | Added |
| Bryn Mawr Trust Co | 4,694 | $369.5K | 0.01% | −100−2.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,691 | $369.2K | 0.01% | +4,691 | New |
| O'Shaughnessy Asset Management, LLC | 4,636 | $364.9K | 0.00% | −1,109−19.3% | Reduced |
| Nemes Rush Group LLC | 4,463 | $351.3K | 0.03% | +89+2.0% | Added |
| Sheets Smith Wealth Management | 4,342 | $341.8K | 0.04% | +4,342 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,335 | $341.2K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,333 | $341.1K | 0.04% | +227+5.5% | Added |
| Intech Investment Management LLC | 4,326 | $340.5K | 0.00% | −703−14.0% | Reduced |
| Eventide Asset Management, LLC | 4,505 | $340.0K | 0.01% | +592+15.1% | Added |
| Miracle Mile Advisors, LLC | 4,309 | $339.2K | 0.00% | +35+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,281 | $337.0K | 0.02% | +25+0.6% | Added |
| MAI Capital Management | 4,259 | $335.2K | 0.00% | −276−6.1% | Reduced |
| Wahed Invest LLC | 4,124 | $324.6K | 0.04% | −282−6.4% | Reduced |
| Yorktown Management & Research Co Inc | 4,100 | $322.7K | 0.27% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,073 | $320.6K | 0.00% | −2,339−36.5% | Reduced |
| Camden Capital, LLC | 4,073 | $320.6K | 0.02% | +1,649+68.0% | Added |
| STRS Ohio | 4,003 | $315.1K | 0.00% | −117,006−96.7% | Reduced |
| Kingsview Wealth Management, LLC | 3,963 | $311.9K | 0.00% | +1,510+61.6% | Added |
| Sterling Capital Management LLC | 3,875 | $305.0K | 0.01% | −2,611−40.3% | Reduced |
| Syon Capital LLC | 3,873 | $304.8K | 0.02% | +1,148+42.1% | Added |
| Scotia Capital Inc. | 3,860 | $303.8K | 0.00% | +899+30.4% | Added |
| Marex Group plc | 3,841 | $302.3K | 0.00% | −18,048−82.5% | Reduced |
| Principal Securities, Inc. | 3,838 | $302.1K | 0.00% | +344+9.8% | Added |
| Carson Advisory Inc. | 3,800 | $299.1K | 0.16% | +3,800 | New |
| 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 |
| Yarbrough Capital, LLC | 3,667 | $288.6K | 0.01% | −733−16.7% | Reduced |
| Kazazian Asset Management, LLC | 3,656 | $287.8K | 0.31% | +656+21.9% | Added |
| National Bank of Canada | 3,600 | $283.8K | 0.00% | +972+37.0% | Added |
| Nisa Investment Advisors, LLC | 3,599 | $283.3K | 0.00% | −15,994−81.6% | Reduced |
| Signaturefd, LLC | 3,594 | $282.9K | 0.00% | +12+0.3% | Added |
| Osmosis Investment Management UK Ltd | 3,549 | $279.3K | 0.01% | −5,376−60.2% | Reduced |
| International Assets Investment Management, LLC | 3,528 | $279.2K | 0.02% | +2,076+143.0% | Added |
| First International Bank of Israel Ltd. | 3,515 | $276.7K | 0.08% | +3,515 | New |
| Catalyst Funds Management Pty Ltd | 3,513 | $276.5K | 0.05% | −1,387−28.3% | Reduced |
| Commerce Bank | 3,506 | $276.0K | 0.00% | +62+1.8% | Added |
| True Link Financial Advisors, LLC | 3,500 | $275.5K | 0.02% | −1,224−25.9% | Reduced |
| Rodgers Brothers Inc. | 3,495 | $275.1K | 0.03% | +3,495 | New |
| Ameritas Advisory Services, LLC | 3,420 | $269.2K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,404 | $267.9K | 0.01% | +21+0.6% | Added |
| Meeder Advisory Services, Inc. | 3,399 | $267.5K | 0.01% | +3,399 | New |
| Alpha Wealth Funds, LLC | 3,500 | $267.4K | 0.19% | −1,500−30.0% | Reduced |
| BFSG, LLC | 3,365 | $264.9K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 3,363 | $264.7K | 0.00% | +26+0.8% | Added |
| Farther Finance Advisors, LLC | 3,340 | $264.3K | 0.00% | −263−7.3% | Reduced |
| Brand Asset Management Group, Inc. | 3,326 | $261.8K | 0.07% | +3,326 | New |
| Revisor Wealth Management LLC | 3,274 | $257.7K | 0.07% | −773−19.1% | Reduced |
| Finivi Inc. | 3,242 | $255.2K | 0.14% | +3,242 | New |
| Kestra Private Wealth Services, LLC | 3,223 | $253.7K | 0.00% | −1,115−25.7% | Reduced |
| Motley Fool Asset Management LLC | 3,222 | $253.6K | 0.01% | +299+10.2% | Added |
| Numerai GP LLC | 3,194 | $251.4K | 0.03% | +3,194 | New |
| Sivia Capital Partners, LLC | 3,134 | $246.7K | 0.05% | +121+4.0% | Added |
| Larson Financial Group LLC | 3,131 | $246.4K | 0.01% | +2,565+453.2% | Added |
| Mirabella Financial Services LLP | 3,129 | $246.3K | 0.02% | +3,129 | New |
| Norden Group LLC | 3,117 | $245.3K | 0.02% | +23+0.7% | Added |
| Arista Wealth Management, LLC | 3,096 | $243.7K | 0.03% | +17+0.6% | Added |
| Verdence Capital Advisors LLC | 3,088 | $243.1K | 0.01% | −6−0.2% | Reduced |
| Opes Wealth Management LLC | 3,072 | $241.8K | 0.04% | +47+1.6% | Added |
| Burney Co | 3,063 | $241.1K | 0.01% | −3,909−56.1% | Reduced |
| MCF Advisors LLC | 3,035 | $238.9K | 0.01% | 00.0% | Unchanged |