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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 3,191 | $435.4K | 0.11% | +3,191 | New |
| Farther Finance Advisors, LLC | 3,169 | $431.3K | 0.00% | −171−5.1% | Reduced |
| Carson Advisory Inc. | 3,150 | $429.8K | 0.20% | −650−17.1% | Reduced |
| True Link Financial Advisors, LLC | 3,149 | $429.7K | 0.02% | −351−10.0% | Reduced |
| Pier 88 Investment Partners LLC | 3,100 | $423.0K | 0.10% | −4,400−58.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,041 | $414.9K | 0.00% | +900+42.0% | Added |
| Norden Group LLC | 3,036 | $414.3K | 0.03% | −81−2.6% | Reduced |
| Generali Investments, Management Co LLC | 3,005 | $410.0K | 0.09% | +349+13.1% | Added |
| Allworth Financial LP | 3,005 | $410.0K | 0.00% | +1,015+51.0% | Added |
| Total Wealth Planning & Management, Inc. | 3,001 | $409.5K | 0.30% | +3,001 | 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 |
| 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 |
| Finivi Inc. | 2,963 | $404.3K | 0.21% | −279−8.6% | Reduced |
| MONECO Advisors, LLC | 2,913 | $397.5K | 0.02% | −9−0.3% | Reduced |
| Perpetual Ltd | 2,911 | $397.2K | 0.01% | +2,911 | New |
| D.A. Davidson & Co. | 2,910 | $397.1K | 0.00% | −26−0.9% | Reduced |
| Syon Capital LLC | 2,909 | $396.9K | 0.02% | −964−24.9% | Reduced |
| Royal Fund Management, LLC | 2,900 | $395.7K | 0.03% | −44,700−93.9% | Reduced |
| Motley Fool Asset Management LLC | 2,887 | $393.9K | 0.02% | −335−10.4% | Reduced |
| PCM Encore, LLC | 2,883 | $393.4K | 0.07% | +27+0.9% | Added |
| Callan Family Office, LLC | 2,876 | $392.4K | 0.01% | +290+11.2% | Added |
| Frec Markets, Inc. | 2,856 | $389.7K | 0.03% | +2,856 | New |
| Advisory Services Network, LLC | 2,852 | $389.2K | 0.00% | +478+20.1% | Added |
| International Assets Investment Management, LLC | 2,768 | $388.8K | 0.02% | −760−21.5% | Reduced |
| Brand Asset Management Group, Inc. | 2,830 | $386.2K | 0.09% | −496−14.9% | Reduced |
| GWM Advisors LLC | 2,828 | $385.9K | 0.00% | +2,373+521.5% | Added |
| Osmosis Investment Management UK Ltd | 2,811 | $383.6K | 0.02% | −738−20.8% | Reduced |
| Brandywine Managers, LLC | 2,809 | $383.3K | 0.19% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,806 | $382.9K | 0.00% | +49+1.8% | Added |
| Green Square Capital Advisors LLC | 2,738 | $373.6K | 0.03% | −31−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,732 | $372.8K | 0.00% | −491−15.2% | Reduced |
| Brighton Jones LLC | 2,721 | $371.3K | 0.01% | +2,721 | New |
| First International Bank of Israel Ltd. | 2,711 | $369.9K | 0.10% | −804−22.9% | Reduced |
| American Trust | 2,706 | $369.2K | 0.03% | −159−5.5% | Reduced |
| 111 Capital | 2,704 | $369.0K | 0.06% | +2,704 | New |
| Coldstream Capital Management Inc | 2,701 | $368.6K | 0.00% | +2,701 | New |
| Ancora Advisors, LLC | 2,682 | $366.0K | 0.01% | +1,951+266.9% | Added |
| J.W. Cole Advisors, Inc. | 2,681 | $365.8K | 0.01% | +2,681 | New |
| Fulton Bank, N.A. | 2,672 | $364.6K | 0.01% | +2,672 | New |
| Horizon Investments, LLC | 2,669 | $364.2K | 0.00% | +417+18.5% | Added |
| Exchange Traded Concepts, LLC | 2,668 | $364.0K | 0.00% | +418+18.6% | Added |
| Flow Traders U.S. LLC | 2,656 | $362.0K | 0.01% | +2,656 | New |
| Global Retirement Partners, LLC | 2,637 | $359.8K | 0.01% | +2,637 | New |
| Dara Capital US, Inc. | 2,635 | $359.5K | 0.25% | +583+28.4% | Added |
| CX Institutional | 2,633 | $359.0K | 0.01% | +127+5.1% | Added |
| Amica Mutual Insurance Co | 2,602 | $355.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,583 | $352.4K | 0.00% | −359−12.2% | Reduced |
| Creekside Partners | 2,582 | $352.3K | 0.13% | −86−3.2% | Reduced |
| Bokf, NA | 2,580 | $352.0K | 0.00% | −91−3.4% | Reduced |
| Atomi Financial Group, Inc. | 2,557 | $348.9K | 0.01% | +2,557 | New |
| Compass Financial Management LLC | 2,548 | $348.8K | 0.04% | +2,548 | New |
| Fairscale Capital, LLC | 2,548 | $347.7K | 0.21% | 00.0% | Unchanged |
| Themes Management Co LLC | 2,516 | $343.3K | 0.23% | +2,516 | New |
| Cura Wealth Advisors, LLC | 2,500 | $341.1K | 0.15% | +2,500 | New |
| 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 |
| Flagship Harbor Advisors, LLC | 2,486 | $339.2K | 0.01% | −75−2.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,480 | $338.4K | 0.02% | +46+1.9% | Added |
| HM Payson & Co | 2,450 | $334.3K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,392 | $326.4K | 0.00% | −1,571−39.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,376 | $324.2K | 0.00% | −6,241−72.4% | Reduced |
| GDS Wealth Management | 2,365 | $322.7K | 0.02% | +2,365 | New |
| Gs Investments, Inc. | 2,350 | $320.7K | 0.23% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,340 | $319.3K | 0.01% | +2,340 | New |
| Principal Securities, Inc. | 2,332 | $318.2K | 0.00% | −1,506−39.2% | Reduced |
| Groupama Asset Managment | 2,375 | $311.9K | 0.00% | +2,375 | New |
| Schulz Wealth, LTD. | 2,284 | $311.7K | 0.16% | +2,284 | New |
| Douglass Winthrop Advisors, LLC | 2,260 | $308.4K | 0.01% | +2,260 | New |
| 1620 Investment Advisors, Inc. | 2,224 | $303.5K | 0.19% | +675+43.6% | Added |
| 71 West Capital Partners | 2,196 | $299.6K | 0.01% | +2,196 | New |
| Savant Capital, LLC | 3,060 | $299.6K | 0.00% | +430+16.3% | Added |
| Mattson Financial Services, LLC | 2,025 | $299.2K | 0.06% | +2,025 | New |
| Connecticut Wealth Management, LLC | 2,185 | $298.1K | 0.01% | +2,185 | New |
| Catalyst Funds Management Pty Ltd | 2,183 | $297.9K | 0.02% | −1,330−37.9% | Reduced |
| Greenleaf Trust | 2,129 | $290.5K | 0.00% | +2,129 | New |
| CAPROCK Group, Inc. | 2,117 | $288.9K | 0.01% | −10,629−83.4% | Reduced |
| Awm Capital, LLC | 2,108 | $287.6K | 0.02% | +2,108 | New |
| Ci Investments Inc. | 2,093 | $285.6K | 0.00% | +2,093 | New |
| TCG Advisory Services, LLC | 2,080 | $283.8K | 0.01% | −3,420−62.2% | Reduced |
| Quadrant Capital Group LLC | 2,079 | $283.7K | 0.01% | +741+55.4% | Added |
| 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 |
| Aspen Grove Capital, LLC | 2,036 | $277.8K | 0.04% | +2,036 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $272.9K | 0.11% | +2,000 | New |
| Warren Averett Asset Management, LLC | 1,993 | $272.0K | 0.00% | +1,993 | New |
| Leavell Investment Management, Inc. | 1,975 | $269.5K | 0.01% | +1,975 | New |
| Snowden Capital Advisors LLC | 1,943 | $265.1K | 0.01% | +1,943 | New |
| Umb Bank N A | 1,938 | $264.4K | 0.00% | +331+20.6% | Added |
| Zacks Investment Management | 1,928 | $263.1K | 0.00% | −82,483−97.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,909 | $260.5K | 0.00% | −2,782−59.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,888 | $257.6K | 0.00% | −2,748−59.3% | Reduced |
| Walleye Capital LLC | 1,887 | $257.5K | 0.00% | +25+1.3% | Added |
| Vise Technologies, Inc. | 1,876 | $256.0K | 0.00% | +1,876 | New |
| Chicago Partners Investment Group LLC | 1,878 | $255.6K | 0.01% | +1,878 | New |
| Rakuten Securities, Inc. | 1,835 | $250.4K | 0.06% | +1,448+374.2% | Added |
| Inspirion Wealth Advisors, LLC | 1,760 | $247.2K | 0.03% | +1,760 | New |
| Symmetry Peak Management LLC | 1,800 | $245.6K | 5.37% | +1,800 | New |