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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 7,122 | $971.8K | 0.00% | −2,783−28.1% | Reduced |
| Andra AP-fonden | 7,040 | $960.6K | 0.01% | +7,040 | New |
| United Capital Financial Advisers, LLC | 6,809 | $929.0K | 0.01% | −602−8.1% | Reduced |
| Monimus Capital Management, LP | 6,770 | $923.8K | 0.23% | +6,770 | New |
| Parallel Advisors, LLC | 6,746 | $920.6K | 0.01% | +1,135+20.2% | Added |
| Wealthfront Advisers LLC | 6,741 | $919.8K | 0.00% | −988−12.8% | Reduced |
| Accurate Wealth Management, LLC | 6,606 | $915.9K | 0.09% | −2,402−26.7% | Reduced |
| SBI Securities Co., Ltd. | 6,691 | $913.0K | 0.02% | −385−5.4% | Reduced |
| Rafferty Asset Management, LLC | 6,649 | $907.3K | 0.00% | −424−6.0% | Reduced |
| Plato Investment Management Ltd | 6,663 | $903.9K | 0.05% | −4,046−37.8% | Reduced |
| ProShare Advisors LLC | 6,614 | $902.5K | 0.00% | −182−2.7% | Reduced |
| Franklin Resources Inc | 6,544 | $892.9K | 0.00% | −3,922−37.5% | Reduced |
| Pingora Partners LLC | 6,420 | $876.0K | 0.51% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,391 | $872.1K | 0.11% | +6,391 | New |
| Evergreen Capital Management LLC | 6,307 | $860.6K | 0.02% | −363−5.4% | Reduced |
| Intech Investment Management LLC | 6,289 | $858.1K | 0.01% | +1,963+45.4% | Added |
| Evanson Financial, LLC | 6,244 | $852.0K | 0.04% | +6,244 | New |
| Coastal Bridge Advisors, LLC | 6,118 | $834.8K | 0.05% | +3,084+101.6% | Added |
| Triumph Capital Management | 6,098 | $832.1K | 0.15% | −5,892−49.1% | Reduced |
| Sivia Capital Partners, LLC | 6,018 | $821.2K | 0.10% | +2,884+92.0% | 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 |
| M&T Bank Corp | 5,986 | $816.1K | 0.00% | +581+10.7% | Added |
| Synergy Financial Group, LTD | 5,969 | $814.5K | 0.59% | −510−7.9% | Reduced |
| BCJ Capital Management, LLC | 5,952 | $812.1K | 0.04% | −3,078−34.1% | Reduced |
| Qtron Investments LLC | 5,874 | $801.5K | 0.11% | −618−9.5% | Reduced |
| Winton Group Ltd | 5,716 | $779.9K | 0.03% | −70,467−92.5% | Reduced |
| Apollon Wealth Management, LLC | 5,626 | $767.7K | 0.01% | +5,626 | New |
| CastleKnight Management LP | 5,600 | $764.1K | 0.03% | −5,600−50.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,567 | $760.0K | 0.01% | −22,064−79.9% | Reduced |
| River Street Advisors LLC | 5,555 | $758.0K | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,553 | $757.7K | 0.00% | −133−2.3% | Reduced |
| Alphadyne Asset Management LP | 5,510 | $751.8K | 0.03% | +5,510 | New |
| Shelton Capital Management | 5,486 | $748.6K | 0.01% | −91−1.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 6,206 | $729.9K | 0.01% | +6,206 | New |
| RSM US Wealth Management LLC | 5,293 | $722.2K | 0.01% | −399−7.0% | Reduced |
| Resonant Capital Advisors, LLC | 5,281 | $720.6K | 0.03% | −240−4.3% | Reduced |
| IFS Group,LLC | 5,250 | $716.4K | 0.98% | +485+10.2% | Added |
| Scientech Research LLC | 5,165 | $704.8K | 0.57% | +5,165 | New |
| Everence Capital Management Inc | 5,130 | $700.0K | 0.04% | +28+0.5% | Added |
| Concurrent Investment Advisors, LLC | 5,108 | $697.1K | 0.01% | −75−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,070 | $691.8K | 0.03% | −150−2.9% | Reduced |
| Sterling Capital Management LLC | 5,070 | $691.8K | 0.01% | +1,195+30.8% | Added |
| Steel Peak Wealth Management LLC | 5,060 | $690.4K | 0.02% | −106−2.1% | Reduced |
| Greenwood Capital Associates LLC | 5,004 | $682.8K | 0.07% | −1,189−19.2% | Reduced |
| Foundations Investment Advisors, LLC | 4,995 | $681.6K | 0.01% | +4,995 | New |
| North Dakota State Investment Board | 4,976 | $679.0K | 0.03% | −2,883−36.7% | Reduced |
| Aaron Wealth Advisors | 4,848 | $661.5K | 0.03% | −966−16.6% | Reduced |
| MAI Capital Management | 4,796 | $654.4K | 0.00% | +537+12.6% | Added |
| Revisor Wealth Management LLC | 4,757 | $649.1K | 0.16% | +1,483+45.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,739 | $646.6K | 0.02% | +24+0.5% | Added |
| Alerus Financial NA | 4,726 | $644.9K | 0.03% | −1,178−20.0% | Reduced |
| 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 |
| GK Wealth Management LLC | 4,686 | $639.4K | 0.39% | +4,686 | New |
| 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 |
| Atlas Capital Advisors LLC | 4,590 | $626.3K | 0.07% | +257+5.9% | Added |
| Sender Co & Partners, Inc. | 4,549 | $620.7K | 0.26% | +4,549 | New |
| Sigma Planning Corp | 4,544 | $620.0K | 0.02% | +4,544 | New |
| Ethos Financial Group, LLC | 4,495 | $615.4K | 0.04% | +4,495 | New |
| Bryn Mawr Trust Co | 4,494 | $613.2K | 0.01% | −200−4.3% | Reduced |
| Avestar Capital, LLC | 4,480 | $611.3K | 0.04% | +4,480 | New |
| Sheets Smith Wealth Management | 4,450 | $607.2K | 0.06% | +108+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,384 | $598.2K | 0.04% | +49+1.1% | Added |
| Miracle Mile Advisors, LLC | 4,353 | $594.0K | 0.01% | +44+1.0% | Added |
| Caxton Associates LLP | 4,307 | $587.7K | 0.01% | +4,307 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,252 | $580.2K | 0.03% | −29−0.7% | Reduced |
| Wahed Invest LLC | 4,198 | $572.8K | 0.06% | +74+1.8% | Added |
| Jackson Creek Investment Advisors LLC | 3,998 | $567.0K | 0.19% | −2,028−33.7% | Reduced |
| UniSuper Management Pty Ltd | 4,087 | $557.7K | 0.00% | +1,287+46.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,073 | $555.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,034 | $550.4K | 0.01% | −1,033−20.4% | Reduced |
| High Net Worth Advisory Group LLC | 4,012 | $547.4K | 0.12% | +4,012 | New |
| Stonebridge Financial Group, LLC | 4,007 | $546.0K | 0.08% | +4,007 | New |
| China Universal Asset Management Co., Ltd. | 4,000 | $545.8K | 0.03% | +4,000 | New |
| Independent Financial Group, LLC | 3,980 | $543.1K | 0.01% | −2,917−42.3% | Reduced |
| GAMMA Investing LLC | 3,936 | $537.1K | 0.02% | +1,162+41.9% | Added |
| Nisa Investment Advisors, LLC | 3,880 | $529.4K | 0.00% | +281+7.8% | Added |
| Atria Investments LLC | 3,824 | $521.8K | 0.01% | +461+13.7% | Added |
| Frank, Rimerman Advisors LLC | 3,782 | $516.1K | 0.03% | +3,782 | New |
| Accent Capital Management, LLC | 3,758 | $512.8K | 0.22% | +3,664+3,897.9% | Added |
| STRS Ohio | 3,747 | $511.3K | 0.00% | −256−6.4% | Reduced |
| EP Wealth Advisors, LLC | 3,719 | $507.4K | 0.00% | +3,719 | New |
| Brinker Capital Investments, LLC | 3,705 | $505.5K | 0.00% | +3,705 | New |
| Yarbrough Capital, LLC | 3,667 | $500.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,665 | $500.1K | 0.00% | +3,665 | 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 |
| Savvy Advisors, Inc. | 3,629 | $495.2K | 0.01% | +3,629 | New |
| Legacy Advisors, LLC | 3,600 | $491.2K | 0.05% | +3,600 | New |
| Commerce Bank | 3,524 | $480.9K | 0.00% | +18+0.5% | Added |
| Rodgers Brothers Inc. | 3,495 | $476.9K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,434 | $468.5K | 0.01% | −160−4.5% | Reduced |
| Mirabella Financial Services LLP | 3,429 | $467.9K | 0.05% | +300+9.6% | Added |
| Waldron Private Wealth LLC | 3,404 | $464.5K | 0.02% | 00.0% | Unchanged |
| Groupe la Francaise | 3,382 | $461.5K | 0.01% | +3,382 | New |
| Meeder Advisory Services, Inc. | 3,370 | $459.8K | 0.02% | −29−0.9% | Reduced |
| Qsemble Capital Management, LP | 3,331 | $454.5K | 0.06% | −36,364−91.6% | Reduced |
| Verdence Capital Advisors LLC | 3,231 | $440.9K | 0.02% | +143+4.6% | Added |
| BFSG, LLC | 3,200 | $436.6K | 0.04% | −165−4.9% | Reduced |