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 |
|---|---|---|---|---|---|
| Frec Markets, Inc. | 2,856 | $389.7K | 0.03% | +2,856 | New |
| Callan Family Office, LLC | 2,876 | $392.4K | 0.01% | +290+11.2% | Added |
| PCM Encore, LLC | 2,883 | $393.4K | 0.07% | +27+0.9% | Added |
| Motley Fool Asset Management LLC | 2,887 | $393.9K | 0.02% | −335−10.4% | Reduced |
| Royal Fund Management, LLC | 2,900 | $395.7K | 0.03% | −44,700−93.9% | Reduced |
| Syon Capital LLC | 2,909 | $396.9K | 0.02% | −964−24.9% | Reduced |
| D.A. Davidson & Co. | 2,910 | $397.1K | 0.00% | −26−0.9% | Reduced |
| Perpetual Ltd | 2,911 | $397.2K | 0.01% | +2,911 | New |
| MONECO Advisors, LLC | 2,913 | $397.5K | 0.02% | −9−0.3% | Reduced |
| Finivi Inc. | 2,963 | $404.3K | 0.21% | −279−8.6% | Reduced |
| Peapack Gladstone Financial Corp | 3,000 | $409.0K | 0.00% | +3,000 | New |
| Park Avenue Securities LLC | 3,000 | $409.0K | 0.00% | +3,000 | New |
| Allianz SE | 3,000 | $409.4K | 0.00% | −4,000−57.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 3,000 | $409.4K | 0.01% | +3,000 | New |
| LGT Fund Management Co Ltd. | 3,000 | $409.4K | 0.02% | +3,000 | New |
| Total Wealth Planning & Management, Inc. | 3,001 | $409.5K | 0.30% | +3,001 | New |
| Allworth Financial LP | 3,005 | $410.0K | 0.00% | +1,015+51.0% | Added |
| Generali Investments, Management Co LLC | 3,005 | $410.0K | 0.09% | +349+13.1% | Added |
| Norden Group LLC | 3,036 | $414.3K | 0.03% | −81−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,041 | $414.9K | 0.00% | +900+42.0% | Added |
| Pier 88 Investment Partners LLC | 3,100 | $423.0K | 0.10% | −4,400−58.7% | Reduced |
| True Link Financial Advisors, LLC | 3,149 | $429.7K | 0.02% | −351−10.0% | Reduced |
| Carson Advisory Inc. | 3,150 | $429.8K | 0.20% | −650−17.1% | Reduced |
| Farther Finance Advisors, LLC | 3,169 | $431.3K | 0.00% | −171−5.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,191 | $435.4K | 0.11% | +3,191 | New |
| BFSG, LLC | 3,200 | $436.6K | 0.04% | −165−4.9% | Reduced |
| Verdence Capital Advisors LLC | 3,231 | $440.9K | 0.02% | +143+4.6% | Added |
| Qsemble Capital Management, LP | 3,331 | $454.5K | 0.06% | −36,364−91.6% | Reduced |
| Meeder Advisory Services, Inc. | 3,370 | $459.8K | 0.02% | −29−0.9% | Reduced |
| Groupe la Francaise | 3,382 | $461.5K | 0.01% | +3,382 | New |
| Waldron Private Wealth LLC | 3,404 | $464.5K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,429 | $467.9K | 0.05% | +300+9.6% | Added |
| Signaturefd, LLC | 3,434 | $468.5K | 0.01% | −160−4.5% | Reduced |
| Rodgers Brothers Inc. | 3,495 | $476.9K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 3,524 | $480.9K | 0.00% | +18+0.5% | Added |
| Legacy Advisors, LLC | 3,600 | $491.2K | 0.05% | +3,600 | New |
| Savvy Advisors, Inc. | 3,629 | $495.2K | 0.01% | +3,629 | New |
| Kazazian Asset Management, LLC | 3,656 | $498.9K | 0.45% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,656 | $498.9K | 0.01% | +236+6.9% | Added |
| First Manhattan Co | 3,665 | $500.1K | 0.00% | +3,665 | New |
| Yarbrough Capital, LLC | 3,667 | $500.4K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,705 | $505.5K | 0.00% | +3,705 | New |
| EP Wealth Advisors, LLC | 3,719 | $507.4K | 0.00% | +3,719 | New |
| STRS Ohio | 3,747 | $511.3K | 0.00% | −256−6.4% | Reduced |
| Accent Capital Management, LLC | 3,758 | $512.8K | 0.22% | +3,664+3,897.9% | Added |
| Frank, Rimerman Advisors LLC | 3,782 | $516.1K | 0.03% | +3,782 | New |
| Atria Investments LLC | 3,824 | $521.8K | 0.01% | +461+13.7% | Added |
| Nisa Investment Advisors, LLC | 3,880 | $529.4K | 0.00% | +281+7.8% | Added |
| GAMMA Investing LLC | 3,936 | $537.1K | 0.02% | +1,162+41.9% | Added |
| Independent Financial Group, LLC | 3,980 | $543.1K | 0.01% | −2,917−42.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,000 | $545.8K | 0.03% | +4,000 | New |
| Stonebridge Financial Group, LLC | 4,007 | $546.0K | 0.08% | +4,007 | New |
| High Net Worth Advisory Group LLC | 4,012 | $547.4K | 0.12% | +4,012 | New |
| Stratos Wealth Partners, LTD. | 4,034 | $550.4K | 0.01% | −1,033−20.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,073 | $555.8K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,087 | $557.7K | 0.00% | +1,287+46.0% | Added |
| Jackson Creek Investment Advisors LLC | 3,998 | $567.0K | 0.19% | −2,028−33.7% | Reduced |
| Wahed Invest LLC | 4,198 | $572.8K | 0.06% | +74+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,252 | $580.2K | 0.03% | −29−0.7% | Reduced |
| Caxton Associates LLP | 4,307 | $587.7K | 0.01% | +4,307 | New |
| Miracle Mile Advisors, LLC | 4,353 | $594.0K | 0.01% | +44+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,384 | $598.2K | 0.04% | +49+1.1% | Added |
| Sheets Smith Wealth Management | 4,450 | $607.2K | 0.06% | +108+2.5% | Added |
| Avestar Capital, LLC | 4,480 | $611.3K | 0.04% | +4,480 | New |
| Bryn Mawr Trust Co | 4,494 | $613.2K | 0.01% | −200−4.3% | Reduced |
| Ethos Financial Group, LLC | 4,495 | $615.4K | 0.04% | +4,495 | New |
| Sigma Planning Corp | 4,544 | $620.0K | 0.02% | +4,544 | New |
| Sender Co & Partners, Inc. | 4,549 | $620.7K | 0.26% | +4,549 | New |
| Atlas Capital Advisors LLC | 4,590 | $626.3K | 0.07% | +257+5.9% | Added |
| Nemes Rush Group LLC | 4,611 | $629.2K | 0.05% | +148+3.3% | Added |
| Storgate, LLC | 4,611 | $629.2K | 0.13% | +4,611 | New |
| GK Wealth Management LLC | 4,686 | $639.4K | 0.39% | +4,686 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,700 | $641.3K | 0.01% | +4,700 | New |
| Alerus Financial NA | 4,726 | $644.9K | 0.03% | −1,178−20.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,739 | $646.6K | 0.02% | +24+0.5% | Added |
| Revisor Wealth Management LLC | 4,757 | $649.1K | 0.16% | +1,483+45.3% | Added |
| MAI Capital Management | 4,796 | $654.4K | 0.00% | +537+12.6% | Added |
| Aaron Wealth Advisors | 4,848 | $661.5K | 0.03% | −966−16.6% | Reduced |
| North Dakota State Investment Board | 4,976 | $679.0K | 0.03% | −2,883−36.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,995 | $681.6K | 0.01% | +4,995 | New |
| Greenwood Capital Associates LLC | 5,004 | $682.8K | 0.07% | −1,189−19.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,060 | $690.4K | 0.02% | −106−2.1% | Reduced |
| Sterling Capital Management LLC | 5,070 | $691.8K | 0.01% | +1,195+30.8% | Added |
| Cornerstone Wealth Management, LLC | 5,070 | $691.8K | 0.03% | −150−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 5,108 | $697.1K | 0.01% | −75−1.4% | Reduced |
| Everence Capital Management Inc | 5,130 | $700.0K | 0.04% | +28+0.5% | Added |
| Scientech Research LLC | 5,165 | $704.8K | 0.57% | +5,165 | New |
| IFS Group,LLC | 5,250 | $716.4K | 0.98% | +485+10.2% | Added |
| Resonant Capital Advisors, LLC | 5,281 | $720.6K | 0.03% | −240−4.3% | Reduced |
| RSM US Wealth Management LLC | 5,293 | $722.2K | 0.01% | −399−7.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 6,206 | $729.9K | 0.01% | +6,206 | New |
| Shelton Capital Management | 5,486 | $748.6K | 0.01% | −91−1.6% | Reduced |
| Alphadyne Asset Management LP | 5,510 | $751.8K | 0.03% | +5,510 | New |
| Sequoia Financial Advisors, LLC | 5,553 | $757.7K | 0.00% | −133−2.3% | Reduced |
| River Street Advisors LLC | 5,555 | $758.0K | 0.22% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,567 | $760.0K | 0.01% | −22,064−79.9% | Reduced |
| CastleKnight Management LP | 5,600 | $764.1K | 0.03% | −5,600−50.0% | Reduced |
| Apollon Wealth Management, LLC | 5,626 | $767.7K | 0.01% | +5,626 | New |
| Winton Group Ltd | 5,716 | $779.9K | 0.03% | −70,467−92.5% | Reduced |
| Qtron Investments LLC | 5,874 | $801.5K | 0.11% | −618−9.5% | Reduced |