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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 5,952 | $812.1K | 0.04% | −3,078−34.1% | Reduced |
| Synergy Financial Group, LTD | 5,969 | $814.5K | 0.59% | −510−7.9% | Reduced |
| M&T Bank Corp | 5,986 | $816.1K | 0.00% | +581+10.7% | Added |
| Guardian Partners Inc. | 6,000 | $818.7K | 0.07% | +6,000 | New |
| Connective Portfolio Management, LLC | 6,000 | $818.7K | 1.36% | +6,000 | New |
| Sivia Capital Partners, LLC | 6,018 | $821.2K | 0.10% | +2,884+92.0% | Added |
| Triumph Capital Management | 6,098 | $832.1K | 0.15% | −5,892−49.1% | Reduced |
| Coastal Bridge Advisors, LLC | 6,118 | $834.8K | 0.05% | +3,084+101.6% | Added |
| Evanson Financial, LLC | 6,244 | $852.0K | 0.04% | +6,244 | New |
| Intech Investment Management LLC | 6,289 | $858.1K | 0.01% | +1,963+45.4% | Added |
| Evergreen Capital Management LLC | 6,307 | $860.6K | 0.02% | −363−5.4% | Reduced |
| Almanack Investment Partners, LLC. | 6,391 | $872.1K | 0.11% | +6,391 | New |
| Pingora Partners LLC | 6,420 | $876.0K | 0.51% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,544 | $892.9K | 0.00% | −3,922−37.5% | Reduced |
| ProShare Advisors LLC | 6,614 | $902.5K | 0.00% | −182−2.7% | Reduced |
| Plato Investment Management Ltd | 6,663 | $903.9K | 0.05% | −4,046−37.8% | Reduced |
| Rafferty Asset Management, LLC | 6,649 | $907.3K | 0.00% | −424−6.0% | Reduced |
| SBI Securities Co., Ltd. | 6,691 | $913.0K | 0.02% | −385−5.4% | Reduced |
| Accurate Wealth Management, LLC | 6,606 | $915.9K | 0.09% | −2,402−26.7% | Reduced |
| Wealthfront Advisers LLC | 6,741 | $919.8K | 0.00% | −988−12.8% | Reduced |
| Parallel Advisors, LLC | 6,746 | $920.6K | 0.01% | +1,135+20.2% | Added |
| Monimus Capital Management, LP | 6,770 | $923.8K | 0.23% | +6,770 | New |
| United Capital Financial Advisers, LLC | 6,809 | $929.0K | 0.01% | −602−8.1% | Reduced |
| Andra AP-fonden | 7,040 | $960.6K | 0.01% | +7,040 | New |
| Alps Advisors Inc | 7,122 | $971.8K | 0.00% | −2,783−28.1% | Reduced |
| Gilbert & Cook, Inc. | 7,143 | $974.7K | 0.11% | −144−2.0% | Reduced |
| VGI Partners Ltd | 7,178 | $979.4K | 0.05% | +7,178 | New |
| Merit Financial Group, LLC | 7,221 | $985.4K | 0.01% | +727+11.2% | Added |
| Macquarie Group Ltd | 7,267 | $991.6K | 0.00% | −96−1.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,329 | $1.00M | 0.02% | +63+0.9% | Added |
| Truvestments Capital LLC | 7,444 | $1.02M | 0.15% | +484+7.0% | Added |
| Baker Avenue Asset Management, LP | 7,456 | $1.02M | 0.02% | −2,162−22.5% | Reduced |
| QRG Capital Management, Inc. | 7,515 | $1.03M | 0.01% | +7,515 | New |
| Citizens Financial Group Inc | 7,581 | $1.03M | 0.01% | +1,480+24.3% | Added |
| Allianz Asset Management GmbH | 7,658 | $1.04M | 0.00% | −2,620−25.5% | Reduced |
| Thompson Investment Management, Inc. | 7,782 | $1.06M | 0.12% | −800−9.3% | Reduced |
| Principal Street Partners, LLC | 7,886 | $1.08M | 0.16% | −173−2.1% | Reduced |
| Metis Global Partners, LLC | 7,896 | $1.08M | 0.02% | +415+5.5% | Added |
| CIBC Asset Management Inc | 7,935 | $1.08M | 0.00% | +394+5.2% | Added |
| Advisors Asset Management, Inc. | 8,054 | $1.10M | 0.02% | +2,001+33.1% | Added |
| HighTower Advisors, LLC | 8,082 | $1.10M | 0.00% | −220−2.6% | Reduced |
| Atom Investors LP | 8,420 | $1.15M | 0.10% | +5,462+184.7% | Added |
| Private Advisory Group LLC | 8,537 | $1.16M | 0.06% | −3,670−30.1% | Reduced |
| Profund Advisors LLC | 8,744 | $1.19M | 0.03% | −932−9.6% | Reduced |
| Schwab Charitable Fund | 8,775 | $1.20M | 0.03% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,957 | $1.22M | 0.01% | +2,539+39.6% | Added |
| Cresset Asset Management, LLC | 9,025 | $1.23M | 0.00% | +9,025 | New |
| Stableford Capital II LLC | 9,025 | $1.23M | 0.43% | +9,025 | New |
| Van Eck Associates Corp | 9,190 | $1.25M | 0.00% | +4,370+90.7% | Added |
| Hantz Financial Services, Inc. | 9,191 | $1.25M | 0.02% | +3,380+58.2% | Added |
| Wincap Financial LLC | 9,209 | $1.26M | 0.68% | +9,209 | New |
| Hennion & Walsh Asset Management, Inc. | 9,241 | $1.26M | 0.04% | +167+1.8% | Added |
| Courier Capital LLC | 9,326 | $1.27M | 0.06% | +128+1.4% | Added |
| Independent Advisor Alliance | 9,436 | $1.29M | 0.03% | +309+3.4% | Added |
| Omers Administration Corp | 9,473 | $1.29M | 0.01% | +1,016+12.0% | Added |
| Maryland State Retirement & Pension System | 9,480 | $1.29M | 0.02% | +1,473+18.4% | Added |
| FNY Investment Advisers, LLC | 9,501 | $1.30M | 0.47% | −749−7.3% | Reduced |
| Buckland Partners Management Co LLC | 9,500 | $1.30M | 0.63% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,640 | $1.32M | 0.00% | +1,029+11.9% | Added |
| Delta Global Management LP | 9,804 | $1.34M | 0.15% | +9,804 | New |
| Nomura Holdings Inc | 9,842 | $1.34M | 0.01% | −4,532−31.5% | Reduced |
| Brevan Howard Capital Management LP | 9,986 | $1.36M | 0.02% | −15,699−61.1% | Reduced |
| IMC-Chicago, LLC | 10,047 | $1.37M | 0.01% | −64,092−86.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,145 | $1.38M | 0.01% | −23,147−69.5% | Reduced |
| Crossmark Global Holdings, Inc. | 10,455 | $1.43M | 0.02% | +88+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,503 | $1.43M | 0.01% | +330+3.2% | Added |
| Kentucky Retirement Systems | 10,565 | $1.44M | 0.04% | +10,565 | New |
| Titan Global Capital Management USA LLC | 10,800 | $1.47M | 0.19% | −21,244−66.3% | Reduced |
| Investment Management Corp of Ontario | 10,839 | $1.48M | 0.02% | −1,300−10.7% | Reduced |
| Mercer Global Advisors Inc | 10,845 | $1.48M | 0.00% | −3,241−23.0% | Reduced |
| Baird Financial Group, Inc. | 10,918 | $1.49M | 0.00% | +362+3.4% | Added |
| The PNC Financial Services Group, Inc. | 10,970 | $1.50M | 0.00% | +2,025+22.6% | Added |
| Pathstone Holdings, LLC | 11,111 | $1.52M | 0.00% | −685−5.8% | Reduced |
| Captrust Financial Advisors | 11,501 | $1.57M | 0.00% | +2,950+34.5% | Added |
| Arkadios Wealth Advisors | 11,525 | $1.57M | 0.02% | −770−6.3% | Reduced |
| Kestra Advisory Services, LLC | 11,701 | $1.60M | 0.01% | +1,555+15.3% | Added |
| Saudi Central Bank | 11,844 | $1.62M | 0.02% | +5,589+89.4% | Added |
| Oppenheimer & Co Inc | 11,997 | $1.64M | 0.02% | −798−6.2% | Reduced |
| Z3 Capital Partners, LLC | 12,155 | $1.66M | 0.35% | +600+5.2% | Added |
| Janney Montgomery Scott LLC | 12,278 | $1.68M | 0.00% | +12,278 | New |
| Edgestream Partners, L.P. | 12,699 | $1.73M | 0.05% | −7,674−37.7% | Reduced |
| Quadrature Capital Ltd | 12,708 | $1.73M | 0.01% | −56,729−81.7% | Reduced |
| Tower Research Capital LLC (TRC) | 12,717 | $1.74M | 0.04% | +7,753+156.2% | Added |
| Credit Agricole S A | 12,802 | $1.75M | 0.00% | −1,314−9.3% | Reduced |
| Diversified Trust Co | 12,842 | $1.75M | 0.03% | −841−6.1% | Reduced |
| Gulf International Bank (UK) Ltd | 12,859 | $1.75M | 0.03% | −379−2.9% | Reduced |
| SCS Capital Management LLC | 13,110 | $1.79M | 0.02% | +1,254+10.6% | Added |
| Ahara Advisors LLC | 13,166 | $1.80M | 1.21% | +254+2.0% | Added |
| Prospera Financial Services Inc | 13,388 | $1.83M | 0.03% | +1,186+9.7% | Added |
| Odyssean, LLC | 13,437 | $1.83M | 0.30% | −3,218−19.3% | Reduced |
| Fort Washington Investment Advisors Inc | 13,498 | $1.84M | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,364 | $1.85M | 0.07% | −126−1.0% | Reduced |
| Polianta Ltd | 13,700 | $1.87M | 0.23% | +13,700 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,165 | $1.93M | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 14,253 | $1.94M | 0.04% | +196+1.4% | Added |
| Vectors Research Management, LLC | 14,580 | $1.99M | 0.52% | +1,120+8.3% | Added |
| Geneos Wealth Management Inc. | 14,628 | $2.00M | 0.04% | +40.0% | Added |
| DekaBank Deutsche Girozentrale | 26,155 | $2.02M | 0.00% | 00.0% | Unchanged |
| Jupiter Topco LLC | 14,879 | $2.03M | 0.00% | +14,879 | New |
| MML Investors Services, LLC | 14,972 | $2.04M | 0.00% | +5,041+50.8% | Added |