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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 1,545 | $210.8K | 0.00% | +1,545 | New |
| Harmony Asset Management LLC | 1,545 | $210.8K | 0.06% | +1,545 | New |
| We Are One Seven, LLC | 1,554 | $212.0K | 0.00% | +1,554 | New |
| Valeo Financial Advisors, LLC | 1,563 | $213.3K | 0.00% | +1,563 | New |
| American Capital Advisory, LLC | 1,567 | $213.8K | 0.08% | +1,557+15,570.0% | Added |
| Quent Capital, LLC | 1,569 | $214.1K | 0.01% | +54+3.6% | Added |
| Cigna Investments Inc | 1,587 | $216.0K | 0.03% | +1,587 | New |
| West Family Investments, Inc. | 1,586 | $216.4K | 0.06% | +1,586 | New |
| KCM Investment Advisors LLC | 1,587 | $216.5K | 0.01% | +1,587 | New |
| Octavia Wealth Advisors, LLC | 1,603 | $218.7K | 0.02% | +1,603 | New |
| Cornerstone Capital, Inc. | 1,625 | $221.7K | 0.02% | +1,625 | New |
| Hudson Bay Capital Management LP | 1,630 | $222.4K | 0.00% | +1,630 | New |
| Aspiriant, LLC | 1,647 | $224.7K | 0.01% | +1,647 | New |
| Ashton Thomas Securities, LLC | 1,677 | $228.8K | 0.03% | +1,677 | New |
| Tortuga Wealth Management, Inc | 1,700 | $232.0K | 0.18% | +1,700 | New |
| Thoroughbred Financial Services, LLC | 1,701 | $232.0K | 0.01% | +1,701 | New |
| Novem Group | 1,702 | $232.2K | 0.02% | +1,702 | New |
| Requisite Capital Management, LLC | 1,713 | $233.7K | 0.04% | +1,713 | New |
| Abel Hall, LLC | 1,724 | $235.2K | 0.04% | +1,724 | New |
| Money Concepts Capital Corp | 1,733 | $236.5K | 0.01% | +1,733 | New |
| Strid Group, LLC | 1,733 | $236.5K | 0.03% | +1,733 | New |
| Inscription Capital, LLC | 1,749 | $238.7K | 0.02% | −3,766−68.3% | Reduced |
| Retirement Planning Group | 1,769 | $241.4K | 0.01% | +1,769 | New |
| Cypress Wealth Services, LLC | 1,771 | $241.7K | 0.03% | +1,771 | New |
| Capital Performance Advisors LLP | 1,796 | $245.1K | 0.02% | +1,796 | New |
| Symmetry Peak Management LLC | 1,800 | $245.6K | 5.37% | +1,800 | New |
| Inspirion Wealth Advisors, LLC | 1,760 | $247.2K | 0.03% | +1,760 | New |
| Rakuten Securities, Inc. | 1,835 | $250.4K | 0.06% | +1,448+374.2% | Added |
| Chicago Partners Investment Group LLC | 1,878 | $255.6K | 0.01% | +1,878 | New |
| Vise Technologies, Inc. | 1,876 | $256.0K | 0.00% | +1,876 | New |
| Walleye Capital LLC | 1,887 | $257.5K | 0.00% | +25+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 1,888 | $257.6K | 0.00% | −2,748−59.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,909 | $260.5K | 0.00% | −2,782−59.3% | Reduced |
| Zacks Investment Management | 1,928 | $263.1K | 0.00% | −82,483−97.7% | Reduced |
| Umb Bank N A | 1,938 | $264.4K | 0.00% | +331+20.6% | Added |
| Snowden Capital Advisors LLC | 1,943 | $265.1K | 0.01% | +1,943 | New |
| Leavell Investment Management, Inc. | 1,975 | $269.5K | 0.01% | +1,975 | New |
| Warren Averett Asset Management, LLC | 1,993 | $272.0K | 0.00% | +1,993 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $272.9K | 0.11% | +2,000 | New |
| Aspen Grove Capital, LLC | 2,036 | $277.8K | 0.04% | +2,036 | New |
| Oppenheimer Asset Management Inc. | 2,049 | $279.6K | 0.00% | +2,049 | New |
| Brown Financial Advisors | 2,049 | $279.6K | 0.10% | +2,049 | New |
| Quadrant Capital Group LLC | 2,079 | $283.7K | 0.01% | +741+55.4% | Added |
| TCG Advisory Services, LLC | 2,080 | $283.8K | 0.01% | −3,420−62.2% | Reduced |
| Ci Investments Inc. | 2,093 | $285.6K | 0.00% | +2,093 | New |
| Awm Capital, LLC | 2,108 | $287.6K | 0.02% | +2,108 | New |
| CAPROCK Group, Inc. | 2,117 | $288.9K | 0.01% | −10,629−83.4% | Reduced |
| Greenleaf Trust | 2,129 | $290.5K | 0.00% | +2,129 | New |
| Catalyst Funds Management Pty Ltd | 2,183 | $297.9K | 0.02% | −1,330−37.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,185 | $298.1K | 0.01% | +2,185 | New |
| Mattson Financial Services, LLC | 2,025 | $299.2K | 0.06% | +2,025 | New |
| Savant Capital, LLC | 3,060 | $299.6K | 0.00% | +430+16.3% | Added |
| 71 West Capital Partners | 2,196 | $299.6K | 0.01% | +2,196 | New |
| 1620 Investment Advisors, Inc. | 2,224 | $303.5K | 0.19% | +675+43.6% | Added |
| Douglass Winthrop Advisors, LLC | 2,260 | $308.4K | 0.01% | +2,260 | New |
| Schulz Wealth, LTD. | 2,284 | $311.7K | 0.16% | +2,284 | New |
| Groupama Asset Managment | 2,375 | $311.9K | 0.00% | +2,375 | New |
| Principal Securities, Inc. | 2,332 | $318.2K | 0.00% | −1,506−39.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,340 | $319.3K | 0.01% | +2,340 | New |
| Gs Investments, Inc. | 2,350 | $320.7K | 0.23% | 00.0% | Unchanged |
| GDS Wealth Management | 2,365 | $322.7K | 0.02% | +2,365 | New |
| Integrated Wealth Concepts LLC | 2,376 | $324.2K | 0.00% | −6,241−72.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,392 | $326.4K | 0.00% | −1,571−39.6% | Reduced |
| HM Payson & Co | 2,450 | $334.3K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,480 | $338.4K | 0.02% | +46+1.9% | Added |
| Flagship Harbor Advisors, LLC | 2,486 | $339.2K | 0.01% | −75−2.9% | Reduced |
| C M Bidwell & Associates Ltd | 2,491 | $339.9K | 0.14% | +318+14.6% | Added |
| FourThought Financial Partners, LLC | 2,491 | $339.9K | 0.03% | +2,491 | New |
| Cura Wealth Advisors, LLC | 2,500 | $341.1K | 0.15% | +2,500 | New |
| Themes Management Co LLC | 2,516 | $343.3K | 0.23% | +2,516 | New |
| Fairscale Capital, LLC | 2,548 | $347.7K | 0.21% | 00.0% | Unchanged |
| Compass Financial Management LLC | 2,548 | $348.8K | 0.04% | +2,548 | New |
| Atomi Financial Group, Inc. | 2,557 | $348.9K | 0.01% | +2,557 | New |
| Bokf, NA | 2,580 | $352.0K | 0.00% | −91−3.4% | Reduced |
| Creekside Partners | 2,582 | $352.3K | 0.13% | −86−3.2% | Reduced |
| Benjamin Edwards Inc | 2,583 | $352.4K | 0.00% | −359−12.2% | Reduced |
| Amica Mutual Insurance Co | 2,602 | $355.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 2,633 | $359.0K | 0.01% | +127+5.1% | Added |
| Dara Capital US, Inc. | 2,635 | $359.5K | 0.25% | +583+28.4% | Added |
| Global Retirement Partners, LLC | 2,637 | $359.8K | 0.01% | +2,637 | New |
| Flow Traders U.S. LLC | 2,656 | $362.0K | 0.01% | +2,656 | New |
| Exchange Traded Concepts, LLC | 2,668 | $364.0K | 0.00% | +418+18.6% | Added |
| Horizon Investments, LLC | 2,669 | $364.2K | 0.00% | +417+18.5% | Added |
| Fulton Bank, N.A. | 2,672 | $364.6K | 0.01% | +2,672 | New |
| J.W. Cole Advisors, Inc. | 2,681 | $365.8K | 0.01% | +2,681 | New |
| Ancora Advisors, LLC | 2,682 | $366.0K | 0.01% | +1,951+266.9% | Added |
| Coldstream Capital Management Inc | 2,701 | $368.6K | 0.00% | +2,701 | New |
| 111 Capital | 2,704 | $369.0K | 0.06% | +2,704 | New |
| American Trust | 2,706 | $369.2K | 0.03% | −159−5.5% | Reduced |
| First International Bank of Israel Ltd. | 2,711 | $369.9K | 0.10% | −804−22.9% | Reduced |
| Brighton Jones LLC | 2,721 | $371.3K | 0.01% | +2,721 | New |
| Kestra Private Wealth Services, LLC | 2,732 | $372.8K | 0.00% | −491−15.2% | Reduced |
| Green Square Capital Advisors LLC | 2,738 | $373.6K | 0.03% | −31−1.1% | Reduced |
| HB Wealth Management, LLC | 2,806 | $382.9K | 0.00% | +49+1.8% | Added |
| Brandywine Managers, LLC | 2,809 | $383.3K | 0.19% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 2,811 | $383.6K | 0.02% | −738−20.8% | Reduced |
| GWM Advisors LLC | 2,828 | $385.9K | 0.00% | +2,373+521.5% | Added |
| Brand Asset Management Group, Inc. | 2,830 | $386.2K | 0.09% | −496−14.9% | Reduced |
| International Assets Investment Management, LLC | 2,768 | $388.8K | 0.02% | −760−21.5% | Reduced |
| Advisory Services Network, LLC | 2,852 | $389.2K | 0.00% | +478+20.1% | Added |