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Livermore
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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, Q2 2026

Institutional positions in Okta, Inc. as of Jun 30, 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
825
+101 vs. Q1 2026
Shares held
158.6M
+924.5K (+0.6%) vs. Q1 2026
Total value
$21.6B
+$9.20B (+74.2%) vs. Q1 2026
New holders
193
263 more added
Sold out
92
287 more reduced

9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 825 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 heldQ2 2026: $21.6B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2026.

Institutions holding OKTA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Maryland Capital Advisors Inc.1$1370.00%+1New
Atlantic Union Bankshares Corp2$2730.00%−3−60.0%Reduced
Comprehensive Financial Planning, Inc.2$2730.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2730.00%+2New
Motco3$4090.00%+3New
Cassaday & Co Wealth Management LLC3$4100.00%−6−66.7%Reduced
Seneschal Advisors, LLC3$4100.00%+1+50.0%Added
DT Investment Partners, LLC3$4100.00%+3New
Abound Wealth Management3$4100.00%+3New
Beaird Harris Wealth Management, LLC3$4180.00%00.0%Unchanged
Vision Financial Markets LLC3$4220.00%00.0%Unchanged
WPG Advisers, LLC4$5460.00%00.0%Unchanged
Salem Investment Counselors Inc4$5460.00%+4New
DecisionPoint Financial, LLC4$5620.00%00.0%Unchanged
Cedar Mountain Advisors, LLC5$6820.00%00.0%Unchanged
Tidemark, LLC5$6820.00%00.0%Unchanged
Tower Trust & Investment Co5$6820.00%+5New
Kilter Group LLC5$6830.00%00.0%Unchanged
Darwin Advisors, LLC6$8180.00%00.0%Unchanged
Hughes Financial Services, LLC6$8190.00%+5+500.0%Added
PayPay Securities Corp7$9550.04%−5−41.7%Reduced
Colonial Trust Advisors7$9550.00%00.0%Unchanged
Trifecta Capital Advisors, LLC7$9560.00%+7New
Pin Oak Investment Advisors Inc5$1.00K0.00%+5New
CKW Financial Group9$1.00K0.00%+9New
Navigoe, LLC8$1.00K0.00%+8New
UMA Financial Services, Inc.8$1.09K0.00%00.0%Unchanged
Quaker Wealth Management, LLC8$1.09K0.00%+3+60.0%Added
LRI Investments, LLC8$1.09K0.00%+8New
Berkshire Capital Holdings Inc10$1.36K0.00%00.0%Unchanged
Rossby Financial, LCC11$1.50K0.00%−493−97.8%Reduced
Continuum Advisory, LLC12$1.64K0.00%+12New
Cape Investment Advisory, Inc.12$1.64K0.00%+12New
Torren Management, LLC13$1.77K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.13$1.77K0.00%+13New
Cornerstone Planning Group LLC14$1.91K0.00%00.0%Unchanged
Avion Wealth16$2.00K0.00%+3+23.1%Added
Dunhill Financial, LLC14$2.02K0.00%00.0%Unchanged
Cornerstone Financial Management LLC15$2.05K0.00%−6−28.6%Reduced
Financial Management Professionals, Inc.16$2.18K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.16$2.18K0.00%00.0%Unchanged
South State Corp.16$2.18K0.00%−3−15.8%Reduced
Anchor Investment Management, LLC18$2.46K0.00%+18New
HFM Investment Advisors, LLC19$2.59K0.00%+16+533.3%Added
High Note Wealth, LLC20$2.73K0.00%−7−25.9%Reduced
DiNuzzo Private Wealth, Inc.20$2.73K0.00%−1−4.8%Reduced
Game Plan Financial Advisors, LLC20$2.73K0.00%+20New
NVWM, LLC21$2.87K0.00%+21New
Rialto Wealth Management, LLC21$2.87K0.00%+7+50.0%Added
Principia Wealth Advisory, LLC22$3.00K0.00%+8+57.1%Added
Prestige Wealth Management Group LLC22$3.00K0.00%+22New
Sankala Group LLC21$3.06K0.00%+21New
Mather Group, LLC.23$3.12K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC23$3.14K0.00%+10+76.9%Added
Valued Wealth Advisors LLC23$3.14K0.00%00.0%Unchanged
Kingdom Financial Group LLC.24$3.27K0.00%00.0%Unchanged
Evolution Wealth Management Inc.25$3.41K0.00%+25New
Whittier Trust Co of Nevada Inc24$3.56K0.00%+24New
Insight Financial Services30$4.09K0.00%00.0%Unchanged
Gill Capital Partners, LLC30$4.09K0.00%00.0%Unchanged
Field & Main Bank30$4.09K0.00%00.0%Unchanged
Mosley Wealth Management30$4.09K0.00%+10+50.0%Added
Minot DeBlois Advisors LLC33$4.50K0.00%+33New
Retirement Wealth Solutions LLC33$4.50K0.00%+33New
Signature Equity Partners, LLC34$4.64K0.00%+34New
Synergy Investment Management, LLC34$4.66K0.00%+34New
Kayne Anderson Rudnick Investment Management LLC35$4.89K0.00%−5−12.5%Reduced
Bayban37$5.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc37$5.05K0.00%+2+5.7%Added
MV Capital Management, Inc.37$5.05K0.00%+31+516.7%Added
Highline Wealth Partners LLC39$5.32K0.00%00.0%Unchanged
Financial Consulate, Inc39$5.32K0.00%+2+5.4%Added
Creative Capital Management Investments LLC39$5.32K0.00%+39New
HighMark Wealth Management LLC40$5.46K0.00%−10−20.0%Reduced
Barrett & Company, Inc.40$5.46K0.00%+30+300.0%Added
Manning & Napier Advisors LLC42$5.51K0.00%+42New
Colonial Trust Co42$5.73K0.00%−12−22.2%Reduced
LifeSteps Financial, Inc.42$5.73K0.00%+42New
Raffa Wealth Management, LLC44$6.00K0.00%+23+109.5%Added
Commonwealth Retirement Investments LLC45$6.14K0.00%+45New
IMA Wealth, Inc.45$6.14K0.00%+45New
JPL Wealth Management, LLC46$6.28K0.00%00.0%Unchanged
Cromwell Holdings LLC47$6.41K0.00%+15+46.9%Added
Sherman Asset Management, Inc.50$6.82K0.01%00.0%Unchanged
Oakworth Capital, Inc.51$6.96K0.00%00.0%Unchanged
Winthrop Capital Management, LLC49$7.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC53$7.23K0.00%−179−77.2%Reduced
Aspect Partners, LLC58$7.91K0.00%−77−57.0%Reduced
Close Asset Management Ltd56$8.00K0.00%00.0%Unchanged
Ares Financial Consulting, LLC61$8.32K0.01%00.0%Unchanged
McDonald Partners LLC62$8.46K0.00%+62New
Private Wealth Management Group, LLC67$9.14K0.00%−23−25.6%Reduced
Caitlin John, LLC70$9.55K0.01%−505−87.8%Reduced
Downshift Financial, LLC70$9.55K0.00%+70New
Activest Wealth Management72$9.82K0.00%+71+7,100.0%Added
Bogart Wealth, LLC73$9.96K0.00%+67+1,116.7%Added
First Horizon Corp74$10.1K0.00%−5−6.3%Reduced
Center for Financial Planning, Inc.74$10.1K0.00%−721−90.7%Reduced
Boreal Capital Management LLC75$10.2K0.01%00.0%Unchanged