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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 78 | $10.6K | 0.00% | +78 | New |
| Addison Advisors LLC | 78 | $10.6K | 0.01% | +8+11.4% | Added |
| Bell Investment Advisors, Inc | 82 | $11.2K | 0.00% | −81−49.7% | Reduced |
| Kemnay Advisory Services Inc. | 83 | $11.3K | 0.00% | +15+22.1% | Added |
| Quarry LP | 90 | $12.3K | 0.00% | −1,249−93.3% | Reduced |
| Vanguard National Trust Co | 92 | $12.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 93 | $12.7K | 0.01% | −21−18.4% | Reduced |
| Fortitude Family Office, LLC | 100 | $13.6K | 0.00% | +36+56.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $13.6K | 0.00% | +100 | New |
| IFG Advisory, LLC | 104 | $14.2K | 0.00% | +104 | New |
| True Wealth Design, LLC | 110 | $15.0K | 0.00% | −188−63.1% | Reduced |
| Planning Strategies Inc. | 115 | $15.7K | 0.01% | +115 | New |
| Action Point Financial Planning, LLC | 120 | $15.8K | 0.00% | +120 | New |
| TSFG, LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 120 | $16.4K | 0.00% | +60+100.0% | Added |
| 1015 Capital Partners, LLC | 121 | $16.5K | 0.01% | +4+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 123 | $16.8K | 0.00% | −145−54.1% | Reduced |
| First National Bank | 125 | $17.1K | 0.01% | +125 | New |
| Brown, Lisle/Cummings, Inc. | 125 | $17.1K | 0.00% | −47−27.3% | Reduced |
| Marquette Asset Management, LLC | 141 | $19.2K | 0.00% | +109+340.6% | Added |
| Farmers & Merchants Investments Inc | 144 | $19.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 146 | $19.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 147 | $20.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $21.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 156 | $21.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 163 | $22.2K | 0.00% | +23+16.4% | Added |
| Keating Financial Advisory Services, Inc. | 170 | $23.2K | 0.00% | +78+84.8% | Added |
| Manchester Capital Management LLC | 173 | $23.6K | 0.00% | −18−9.4% | Reduced |
| McGuire Capital Advisors Inc | 176 | $24.0K | 0.01% | +70+66.0% | Added |
| Owl Creek Wealth Partners LLC | 177 | $24.2K | 0.01% | +40+29.2% | Added |
| Institute for Wealth Management, LLC. | 178 | $24.3K | 0.00% | +178 | New |
| NBC Securities, Inc. | 185 | $25.2K | 0.00% | −144−43.8% | Reduced |
| Private Trust Co NA | 191 | $26.1K | 0.00% | +22+13.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 197 | $26.9K | 0.00% | +37+23.1% | Added |
| Washington Trust Advisors, Inc. | 197 | $26.9K | 0.00% | +77+64.2% | Added |
| Capital Advisors, Ltd. LLC | 195 | $27.0K | 0.00% | −2−1.0% | Reduced |
| MCF Advisors LLC | 198 | $27.0K | 0.00% | −2,837−93.5% | Reduced |
| Bruce G. Allen Investments, LLC | 201 | $27.4K | 0.02% | +9+4.7% | Added |
| Global Trust Asset Management, LLC | 208 | $28.4K | 0.01% | −139−40.1% | Reduced |
| Raiffeisen Bank International AG | 218 | $28.6K | 0.00% | −9,510−97.8% | Reduced |
| Chilton Capital Management LLC | 210 | $28.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 210 | $28.7K | 0.00% | +44+26.5% | Added |
| JFS Wealth Advisors, LLC | 244 | $33.3K | 0.00% | −35−12.5% | Reduced |
| City State Bank | 249 | $34.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 253 | $34.5K | 0.00% | +253 | New |
| Transamerica Financial Advisors, Inc. | 254 | $34.7K | 0.00% | +13+5.4% | Added |
| CVA Family Office, LLC | 274 | $37.4K | 0.00% | +39+16.6% | Added |
| Massmutual Trust Co FSB | 296 | $40.4K | 0.00% | +218+279.5% | Added |
| SHP Wealth Management | 304 | $41.5K | 0.00% | −27−8.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 310 | $42.3K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 353 | $48.2K | 0.08% | +1+0.3% | Added |
| Salomon & Ludwin, LLC | 349 | $49.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 366 | $49.9K | 0.02% | +366 | New |
| Creative Financial Designs Inc | 369 | $50.4K | 0.00% | +74+25.1% | Added |
| Ronald Blue Trust, Inc. | 404 | $55.1K | 0.00% | +325+411.4% | Added |
| Westside Investment Management, Inc. | 415 | $56.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 436 | $59.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 485 | $66.2K | 0.01% | +479+7,983.3% | Added |
| Hartford Financial Management Inc. | 500 | $68.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $68.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 503 | $68.6K | 0.01% | −1,987−79.8% | Reduced |
| SJS Investment Consulting Inc. | 504 | $68.8K | 0.01% | −247−32.9% | Reduced |
| Basecamp Wealth Advisors LLC | 513 | $70.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 526 | $71.8K | 0.02% | +360+216.9% | Added |
| Forum Finance Group S.A. | 680 | $75.0K | 0.03% | 00.0% | Unchanged |
| EFG International AG | 550 | $75.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 555 | $75.7K | 0.02% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 555 | $75.8K | 0.00% | +555 | New |
| Harbour Investments, Inc. | 567 | $77.4K | 0.00% | +212+59.7% | Added |
| Pinnacle Bancorp, Inc. | 583 | $79.5K | 0.02% | +583 | New |
| HHM Wealth Advisors, LLC | 625 | $85.3K | 0.01% | −625−50.0% | Reduced |
| Golden State Wealth Management, LLC | 629 | $85.8K | 0.01% | +619+6,190.0% | Added |
| Spire Wealth Management | 637 | $86.9K | 0.00% | +134+26.6% | Added |
| Jefferies Financial Group Inc. | 659 | $89.9K | 0.00% | +659 | New |
| Uniplan Investment Counsel, Inc. | 732 | $100.0K | 0.01% | +732 | New |
| Assetmark, Inc | 738 | $100.7K | 0.00% | +19+2.6% | Added |
| ZRC Wealth Management, LLC | 852 | $116.3K | 0.03% | +266+45.4% | Added |
| Central Pacific Bank - Trust Division | 860 | $117.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 863 | $117.8K | 0.00% | −2,268−72.4% | Reduced |
| Westpac Banking Corp | 915 | $124.9K | 0.01% | −1,785−66.1% | Reduced |
| IMG Wealth Management, Inc. | 925 | $126.2K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 988 | $134.8K | 0.00% | −214−17.8% | Reduced |
| TD Private Client Wealth LLC | 1,007 | $137.4K | 0.00% | +398+65.4% | Added |
| Smartleaf Asset Management LLC | 1,063 | $139.6K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 1,000 | $141.5K | 0.01% | +1,000 | New |
| Oslo Pensjonsforsikring AS | 1,205 | $164.4K | 0.02% | −1,544−56.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,264 | $172.5K | 0.01% | −69−5.2% | Reduced |
| Montag A & Associates Inc | 1,297 | $177.0K | 0.01% | −258−16.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,315 | $179.4K | 0.09% | +717+119.9% | Added |
| Northwest & Ethical Investments L.P. | 1,389 | $182.4K | 0.00% | +1,389 | New |
| Rothschild Investment LLC | 1,349 | $184.1K | 0.01% | +1,047+346.7% | Added |
| Covestor Ltd | 1,434 | $196.0K | 0.11% | +716+99.7% | Added |
| Fortis Capital Management LLC | 1,479 | $201.8K | 0.02% | +1,479 | New |
| Kovack Advisors, Inc. | 1,464 | $202.9K | 0.01% | +1,464 | New |
| Engineers Gate Manager LP | 1,500 | $204.7K | 0.00% | −228,534−99.3% | Reduced |
| Crewe Advisors LLC | 1,500 | $204.7K | 0.01% | +500+50.0% | Added |
| Kera Capital Partners, Inc. | 1,518 | $207.1K | 0.02% | −4,876−76.3% | Reduced |
| Sentinus, LLC | 1,533 | $209.2K | 0.02% | +1,533 | New |
| Kingswood Wealth Advisors, LLC | 1,537 | $209.7K | 0.01% | +1,537 | New |