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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 3,034 | $238.8K | 0.02% | −186−5.8% | Reduced |
| Atom Investors LP | 2,958 | $232.8K | 0.02% | +2,958 | New |
| Benjamin Edwards Inc | 2,942 | $231.5K | 0.00% | −2,518−46.1% | Reduced |
| D.A. Davidson & Co. | 2,936 | $231.1K | 0.00% | −279−8.7% | Reduced |
| Optas, LLC | 2,935 | $231.0K | 0.03% | +2,935 | New |
| MONECO Advisors, LLC | 2,922 | $230.0K | 0.02% | +2,922 | New |
| Shay Capital LLC | 2,900 | $228.3K | 0.03% | +2,900 | New |
| American Trust | 2,865 | $225.5K | 0.02% | +325+12.8% | Added |
| PCM Encore, LLC | 2,856 | $224.8K | 0.05% | +17+0.6% | Added |
| Brandywine Managers, LLC | 2,809 | $221.1K | 0.13% | −1,100−28.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,018 | $221.0K | 0.01% | −1,247−29.2% | Reduced |
| UniSuper Management Pty Ltd | 2,800 | $220.4K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 2,785 | $219.2K | 0.03% | −6−0.2% | Reduced |
| GAMMA Investing LLC | 2,774 | $218.3K | 0.01% | +1,364+96.7% | Added |
| Green Square Capital Advisors LLC | 2,769 | $217.9K | 0.02% | +2,769 | New |
| HB Wealth Management, LLC | 2,757 | $217.0K | 0.00% | +122+4.6% | Added |
| Change Path, LLC | 2,749 | $216.4K | 0.01% | −6−0.2% | Reduced |
| Oslo Pensjonsforsikring AS | 2,749 | $216.4K | 0.03% | +2,749 | New |
| Westpac Banking Corp | 2,700 | $212.5K | 0.01% | +880+48.4% | Added |
| Bokf, NA | 2,671 | $210.2K | 0.00% | +279+11.7% | Added |
| Creekside Partners | 2,668 | $210.0K | 0.09% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 2,656 | $209.1K | 0.05% | +982+58.7% | Added |
| Savant Capital, LLC | 2,630 | $207.0K | 0.00% | +2,630 | New |
| Northland Securities, Inc. | 2,617 | $206.0K | 0.20% | −50−1.9% | Reduced |
| Amica Mutual Insurance Co | 2,602 | $205.0K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,586 | $203.5K | 0.00% | −268−9.4% | Reduced |
| Fieldview Capital Management, LLC | 2,572 | $202.4K | 0.06% | −1,732−40.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,561 | $201.6K | 0.01% | +492+23.8% | Added |
| Fairscale Capital, LLC | 2,548 | $200.6K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 2,506 | $197.0K | 0.01% | +1,340+114.9% | Added |
| Versant Capital Management, Inc | 2,490 | $196.0K | 0.02% | +1,184+90.7% | Added |
| HM Payson & Co | 2,450 | $192.8K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,434 | $191.6K | 0.01% | +163+7.2% | Added |
| Advisory Services Network, LLC | 2,374 | $186.9K | 0.00% | +18+0.8% | Added |
| Gs Investments, Inc. | 2,350 | $185.0K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,252 | $177.3K | 0.00% | +2,252 | New |
| Exchange Traded Concepts, LLC | 2,250 | $177.1K | 0.00% | +2,250 | New |
| C M Bidwell & Associates Ltd | 2,173 | $171.0K | 0.08% | −5−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,141 | $168.5K | 0.00% | −383−15.2% | Reduced |
| Dara Capital US, Inc. | 2,052 | $161.5K | 0.15% | +105+5.4% | Added |
| Fulcrum Asset Management LLP | 2,116 | $159.7K | 0.02% | +136+6.9% | Added |
| Allworth Financial LP | 1,990 | $156.6K | 0.00% | −360−15.3% | Reduced |
| Walleye Capital LLC | 1,862 | $146.6K | 0.00% | −164−8.1% | Reduced |
| Sunbelt Securities, Inc. | 1,738 | $136.8K | 0.01% | −14−0.8% | Reduced |
| Umb Bank N A | 1,607 | $126.5K | 0.00% | +303+23.2% | Added |
| Montag A & Associates Inc | 1,555 | $122.4K | 0.01% | −278−15.2% | Reduced |
| 1620 Investment Advisors, Inc. | 1,549 | $121.9K | 0.08% | +173+12.6% | Added |
| Quent Capital, LLC | 1,515 | $119.2K | 0.01% | −475−23.9% | Reduced |
| Quarry LP | 1,339 | $105.4K | 0.02% | +1,339 | New |
| Quadrant Capital Group LLC | 1,338 | $105.3K | 0.00% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,333 | $104.9K | 0.00% | +129+10.7% | Added |
| HHM Wealth Advisors, LLC | 1,250 | $98.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,202 | $94.6K | 0.00% | −89−6.9% | Reduced |
| Ares Systematic Credit Ltd | 1,083 | $81.7K | 0.06% | +1,083 | New |
| Smartleaf Asset Management LLC | 1,063 | $80.2K | 0.00% | −84−7.3% | Reduced |
| Crewe Advisors LLC | 1,000 | $78.7K | 0.01% | +1,000 | New |
| IMG Wealth Management, Inc. | 925 | $72.8K | 0.05% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 879 | $69.2K | 0.01% | −33−3.6% | Reduced |
| Central Pacific Bank - Trust Division | 860 | $67.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 795 | $62.6K | 0.01% | +345+76.7% | Added |
| Los Angeles Capital Management LLC | 790 | $62.2K | 0.00% | −23−2.8% | Reduced |
| SJS Investment Consulting Inc. | 751 | $59.1K | 0.01% | +696+1,265.5% | Added |
| Ancora Advisors, LLC | 731 | $57.5K | 0.00% | +269+58.2% | Added |
| Covestor Ltd | 718 | $57.0K | 0.04% | −451−38.6% | Reduced |
| Assetmark, Inc | 719 | $56.6K | 0.00% | +322+81.1% | Added |
| TD Private Client Wealth LLC | 609 | $47.9K | 0.00% | −479−44.0% | Reduced |
| Frazier Financial Advisors, LLC | 598 | $47.1K | 0.03% | −205−25.5% | Reduced |
| ZRC Wealth Management, LLC | 586 | $46.1K | 0.02% | +290+98.0% | Added |
| Bayforest Capital Ltd | 580 | $45.7K | 0.05% | −902−60.9% | Reduced |
| Caitlin John, LLC | 575 | $45.3K | 0.03% | +575 | New |
| Costello Asset Management, INC | 555 | $43.7K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 550 | $43.3K | 0.00% | −157−22.2% | Reduced |
| Forum Finance Group S.A. | 680 | $43.0K | 0.02% | +680 | New |
| Basecamp Wealth Advisors LLC | 513 | $40.4K | 0.01% | +41+8.7% | Added |
| Rossby Financial, LCC | 504 | $39.9K | 0.01% | +200+65.8% | Added |
| V-Square Quantitative Management LLC | 505 | $39.7K | 0.00% | −141−21.8% | Reduced |
| Spire Wealth Management | 503 | $39.6K | 0.00% | −2−0.4% | 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 |
| GWM Advisors LLC | 455 | $35.8K | 0.00% | −2,476−84.5% | Reduced |
| Brown Brothers Harriman & Co | 436 | $34.3K | 0.00% | −5−1.1% | Reduced |
| Westside Investment Management, Inc. | 415 | $33.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 387 | $30.5K | 0.01% | −303−43.9% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 364 | $28.6K | 0.01% | +86+30.9% | Added |
| Salomon & Ludwin, LLC | 349 | $28.0K | 0.00% | +322+1,192.6% | Added |
| Harbour Investments, Inc. | 355 | $28.0K | 0.00% | +265+294.4% | Added |
| Gordian Capital Singapore Pte Ltd | 352 | $27.7K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 347 | $27.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 334 | $26.3K | 0.01% | +25+8.1% | Added |
| SHP Wealth Management | 331 | $26.1K | 0.00% | +22+7.1% | Added |
| NBC Securities, Inc. | 329 | $25.9K | 0.00% | −65−16.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 310 | $24.4K | 0.00% | +310 | New |
| Rothschild Investment LLC | 302 | $23.8K | 0.00% | +41+15.7% | Added |
| True Wealth Design, LLC | 298 | $23.5K | 0.01% | +89+42.6% | Added |
| Creative Financial Designs Inc | 295 | $23.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 279 | $22.0K | 0.00% | −30−9.7% | Reduced |
| Vega Investment Solutions | 268 | $21.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 268 | $21.1K | 0.00% | −114−29.8% | Reduced |
| Strive Financial Group ,LLC | 270 | $21.0K | 0.01% | +36+15.4% | Added |
| Root Financial Partners, LLC | 259 | $20.4K | 0.00% | −37−12.5% | Reduced |