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Livermore
ZHEN

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.

Institutional holdersQ1 2026: 733 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ1 2026: $12.4B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q4 2025.

Institutions holding OKTA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
City State Bank249$19.6K0.01%−11−4.2%Reduced
Transamerica Financial Advisors, Inc.241$19.0K0.00%+91+60.7%Added
CVA Family Office, LLC235$18.5K0.00%+97+70.3%Added
CoreCap Advisors, LLC232$18.3K0.00%+52+28.9%Added
RWM Asset Management, LLC215$16.9K0.00%+215New
Chilton Capital Management LLC210$16.5K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC197$16.0K0.00%+2+1.0%Added
Bruce G. Allen Investments, LLC192$15.1K0.01%−6−3.0%Reduced
Manchester Capital Management LLC191$15.0K0.00%+69+56.6%Added
Bravera Wealth174$13.7K0.01%+174New
Brown, Lisle/Cummings, Inc.172$13.6K0.00%+162+1,620.0%Added
Private Trust Co NA169$13.3K0.00%−3−1.7%Reduced
Parkside Financial Bank & Trust166$13.1K0.00%+73+78.5%Added
Aventura Private Wealth, LLC166$13.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc163$12.8K0.00%+81+98.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$12.6K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.160$12.6K0.00%+19+13.5%Added
Silicon Valley Capital Partners160$12.6K0.00%+160New
TD Waterhouse Canada Inc.156$12.3K0.00%+106+212.0%Added
Golden State Equity Partners156$12.3K0.00%+156New
Raleigh Capital Management Inc.154$12.1K0.00%00.0%Unchanged
Financial Perspectives, Inc147$11.6K0.00%00.0%Unchanged
Wolff Wiese Magana LLC146$11.5K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc144$11.3K0.00%00.0%Unchanged
Glynn Capital Management LLC142$11.2K0.01%00.0%Unchanged
Zions Bancorporation, National Association140$11.0K0.00%+35+33.3%Added
Owl Creek Wealth Partners LLC137$10.8K0.00%+137New
Aspect Partners, LLC135$10.6K0.00%+2+1.5%Added
Washington Trust Advisors, Inc.120$9.45K0.00%−158−56.8%Reduced
1015 Capital Partners, LLC117$9.21K0.01%−3−2.5%Reduced
TSFG, LLC115$9.00K0.00%00.0%Unchanged
Essential Partners LLC114$8.97K0.00%−231−67.0%Reduced
McGuire Capital Advisors Inc106$8.34K0.01%00.0%Unchanged
Stance Capital LLC100$7.87K0.00%+100New
Accent Capital Management, LLC94$7.40K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.92$7.24K0.00%+6+7.0%Added
Vanguard National Trust Co92$7.24K0.00%+92New
Private Wealth Management Group, LLC90$7.08K0.00%+19+26.8%Added
Ronald Blue Trust, Inc.79$6.22K0.00%00.0%Unchanged
First Horizon Corp79$6.22K0.00%+11+16.2%Added
Massmutual Trust Co FSB78$6.14K0.00%−30−27.8%Reduced
Boreal Capital Management LLC75$5.90K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.75$5.90K0.00%+34+82.9%Added
Addison Advisors LLC70$5.51K0.00%00.0%Unchanged
First Pacific Financial70$5.51K0.00%+25+55.6%Added
Kemnay Advisory Services Inc.68$5.35K0.00%+68New
Fortitude Family Office, LLC64$5.04K0.00%+26+68.4%Added
Bartlett & Co. Wealth Management LLC64$4.94K0.00%+64New
Ares Financial Consulting, LLC61$4.83K0.00%00.0%Unchanged
Hurley Capital, LLC61$4.80K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC60$4.72K0.00%00.0%Unchanged
Elequin Capital LP57$4.49K0.00%+57New
Colonial Trust Co54$4.25K0.00%00.0%Unchanged
Oakworth Capital, Inc.51$4.01K0.00%00.0%Unchanged
Close Asset Management Ltd56$4.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC49$4.00K0.00%00.0%Unchanged
Sherman Asset Management, Inc.50$3.94K0.00%00.0%Unchanged
HighMark Wealth Management LLC50$3.94K0.00%+50New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main48$3.75K0.00%+48New
JPL Wealth Management, LLC46$3.62K0.00%+46New
Sapience Investments, LLC44$3.46K0.45%−4,867−99.1%Reduced
Kayne Anderson Rudnick Investment Management LLC40$3.21K0.00%−600−93.8%Reduced
Highline Wealth Partners LLC39$3.07K0.00%−3−7.1%Reduced
Financial Consulate, Inc37$2.91K0.00%−100−73.0%Reduced
Bayban37$2.91K0.00%00.0%Unchanged
AdvisorNet Financial, Inc35$2.75K0.00%+35New
Marquette Asset Management, LLC32$2.52K0.00%−157−83.1%Reduced
Cromwell Holdings LLC32$2.52K0.00%+15+88.2%Added
Sound Income Strategies, LLC30$2.37K0.00%00.0%Unchanged
Field & Main Bank30$2.36K0.00%00.0%Unchanged
Insight Financial Services30$2.36K0.00%00.0%Unchanged
Gill Capital Partners, LLC30$2.36K0.00%+30New
High Note Wealth, LLC27$2.13K0.00%+3+12.5%Added
Curio Wealth, LLC25$1.97K0.00%−75−75.0%Reduced
North Star Investment Management Corp.24$1.89K0.00%−9−27.3%Reduced
Kingdom Financial Group LLC.24$1.89K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.24$1.89K0.00%+24New
Mosley Wealth Management20$1.83K0.00%+20New
Valued Wealth Advisors LLC23$1.81K0.00%00.0%Unchanged
Mather Group, LLC.23$1.80K0.00%+23New
DiNuzzo Private Wealth, Inc.21$1.65K0.00%−1−4.5%Reduced
Sachetta, LLC21$1.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$1.65K0.00%+1+5.0%Added
Cornerstone Financial Management LLC21$1.65K0.00%+1+5.0%Added
South State Corp.19$1.50K0.00%−44−69.8%Reduced
Financial Management Professionals, Inc.16$1.26K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.16$1.26K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC15$1.18K0.00%+15New
Dunhill Financial, LLC14$1.17K0.00%+12+600.0%Added
Rialto Wealth Management, LLC14$1.10K0.00%+2+16.7%Added
Principia Wealth Advisory, LLC14$1.10K0.00%+9+180.0%Added
Cornerstone Planning Group LLC14$1.09K0.00%+11+366.7%Added
Torren Management, LLC13$1.02K0.00%−354−96.5%Reduced
Bay Harbor Wealth Management, LLC13$1.02K0.00%−1−7.1%Reduced
Avion Wealth13$1.00K0.00%−3−18.8%Reduced
PayPay Securities Corp12$8640.03%−1−7.7%Reduced
American Capital Advisory, LLC10$7880.00%+10New
MJT & Associates Financial Advisory Group, Inc.10$7880.00%+10New
Golden State Wealth Management, LLC10$7870.00%−22−68.8%Reduced
Barrett & Company, Inc.10$7870.00%00.0%Unchanged