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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 1,796 | $245.1K | 0.02% | +1,796 | New |
| Cypress Wealth Services, LLC | 1,771 | $241.7K | 0.03% | +1,771 | New |
| Retirement Planning Group | 1,769 | $241.4K | 0.01% | +1,769 | New |
| Inscription Capital, LLC | 1,749 | $238.7K | 0.02% | −3,766−68.3% | Reduced |
| 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 |
| Abel Hall, LLC | 1,724 | $235.2K | 0.04% | +1,724 | New |
| Requisite Capital Management, LLC | 1,713 | $233.7K | 0.04% | +1,713 | New |
| Novem Group | 1,702 | $232.2K | 0.02% | +1,702 | New |
| Thoroughbred Financial Services, LLC | 1,701 | $232.0K | 0.01% | +1,701 | New |
| Tortuga Wealth Management, Inc | 1,700 | $232.0K | 0.18% | +1,700 | New |
| Ashton Thomas Securities, LLC | 1,677 | $228.8K | 0.03% | +1,677 | New |
| Aspiriant, LLC | 1,647 | $224.7K | 0.01% | +1,647 | New |
| Hudson Bay Capital Management LP | 1,630 | $222.4K | 0.00% | +1,630 | New |
| Cornerstone Capital, Inc. | 1,625 | $221.7K | 0.02% | +1,625 | New |
| Octavia Wealth Advisors, LLC | 1,603 | $218.7K | 0.02% | +1,603 | New |
| KCM Investment Advisors LLC | 1,587 | $216.5K | 0.01% | +1,587 | New |
| West Family Investments, Inc. | 1,586 | $216.4K | 0.06% | +1,586 | New |
| Cigna Investments Inc | 1,587 | $216.0K | 0.03% | +1,587 | New |
| Quent Capital, LLC | 1,569 | $214.1K | 0.01% | +54+3.6% | Added |
| American Capital Advisory, LLC | 1,567 | $213.8K | 0.08% | +1,557+15,570.0% | Added |
| Valeo Financial Advisors, LLC | 1,563 | $213.3K | 0.00% | +1,563 | New |
| We Are One Seven, LLC | 1,554 | $212.0K | 0.00% | +1,554 | New |
| Harmony Asset Management LLC | 1,545 | $210.8K | 0.06% | +1,545 | New |
| Crestwood Advisors Group LLC | 1,545 | $210.8K | 0.00% | +1,545 | New |
| Kingswood Wealth Advisors, LLC | 1,537 | $209.7K | 0.01% | +1,537 | New |
| Sentinus, LLC | 1,533 | $209.2K | 0.02% | +1,533 | New |
| Kera Capital Partners, Inc. | 1,518 | $207.1K | 0.02% | −4,876−76.3% | Reduced |
| Engineers Gate Manager LP | 1,500 | $204.7K | 0.00% | −228,534−99.3% | Reduced |
| Crewe Advisors LLC | 1,500 | $204.7K | 0.01% | +500+50.0% | Added |
| Kovack Advisors, Inc. | 1,464 | $202.9K | 0.01% | +1,464 | New |
| Fortis Capital Management LLC | 1,479 | $201.8K | 0.02% | +1,479 | New |
| Covestor Ltd | 1,434 | $196.0K | 0.11% | +716+99.7% | Added |
| Rothschild Investment LLC | 1,349 | $184.1K | 0.01% | +1,047+346.7% | Added |
| Northwest & Ethical Investments L.P. | 1,389 | $182.4K | 0.00% | +1,389 | New |
| Frazier Financial Advisors, LLC | 1,315 | $179.4K | 0.09% | +717+119.9% | Added |
| Montag A & Associates Inc | 1,297 | $177.0K | 0.01% | −258−16.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,264 | $172.5K | 0.01% | −69−5.2% | Reduced |
| Oslo Pensjonsforsikring AS | 1,205 | $164.4K | 0.02% | −1,544−56.2% | Reduced |
| Intesa Sanpaolo S.p.A. | 1,000 | $141.5K | 0.01% | +1,000 | New |
| Smartleaf Asset Management LLC | 1,063 | $139.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,007 | $137.4K | 0.00% | +398+65.4% | Added |
| IFP Advisors, Inc | 988 | $134.8K | 0.00% | −214−17.8% | Reduced |
| IMG Wealth Management, Inc. | 925 | $126.2K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 915 | $124.9K | 0.01% | −1,785−66.1% | Reduced |
| Larson Financial Group LLC | 863 | $117.8K | 0.00% | −2,268−72.4% | Reduced |
| Central Pacific Bank - Trust Division | 860 | $117.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 852 | $116.3K | 0.03% | +266+45.4% | Added |
| Assetmark, Inc | 738 | $100.7K | 0.00% | +19+2.6% | Added |
| Uniplan Investment Counsel, Inc. | 732 | $100.0K | 0.01% | +732 | New |
| Jefferies Financial Group Inc. | 659 | $89.9K | 0.00% | +659 | New |
| Spire Wealth Management | 637 | $86.9K | 0.00% | +134+26.6% | Added |
| Golden State Wealth Management, LLC | 629 | $85.8K | 0.01% | +619+6,190.0% | Added |
| HHM Wealth Advisors, LLC | 625 | $85.3K | 0.01% | −625−50.0% | Reduced |
| Pinnacle Bancorp, Inc. | 583 | $79.5K | 0.02% | +583 | New |
| Harbour Investments, Inc. | 567 | $77.4K | 0.00% | +212+59.7% | Added |
| Purpose Unlimited Inc. | 555 | $75.8K | 0.00% | +555 | New |
| Costello Asset Management, INC | 555 | $75.7K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 550 | $75.0K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 680 | $75.0K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 526 | $71.8K | 0.02% | +360+216.9% | Added |
| Basecamp Wealth Advisors LLC | 513 | $70.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 504 | $68.8K | 0.01% | −247−32.9% | Reduced |
| Versant Capital Management, Inc | 503 | $68.6K | 0.01% | −1,987−79.8% | Reduced |
| Hartford Financial Management Inc. | 500 | $68.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $68.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 485 | $66.2K | 0.01% | +479+7,983.3% | Added |
| Brown Brothers Harriman & Co | 436 | $59.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 415 | $56.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 404 | $55.1K | 0.00% | +325+411.4% | Added |
| Creative Financial Designs Inc | 369 | $50.4K | 0.00% | +74+25.1% | Added |
| Wilkerson Advisory Group LLC | 366 | $49.9K | 0.02% | +366 | New |
| Salomon & Ludwin, LLC | 349 | $49.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 353 | $48.2K | 0.08% | +1+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 310 | $42.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 304 | $41.5K | 0.00% | −27−8.2% | Reduced |
| Massmutual Trust Co FSB | 296 | $40.4K | 0.00% | +218+279.5% | Added |
| CVA Family Office, LLC | 274 | $37.4K | 0.00% | +39+16.6% | Added |
| Transamerica Financial Advisors, Inc. | 254 | $34.7K | 0.00% | +13+5.4% | Added |
| Ossiam | 253 | $34.5K | 0.00% | +253 | New |
| City State Bank | 249 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 244 | $33.3K | 0.00% | −35−12.5% | Reduced |
| Chilton Capital Management LLC | 210 | $28.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 210 | $28.7K | 0.00% | +44+26.5% | Added |
| Raiffeisen Bank International AG | 218 | $28.6K | 0.00% | −9,510−97.8% | Reduced |
| Global Trust Asset Management, LLC | 208 | $28.4K | 0.01% | −139−40.1% | Reduced |
| Bruce G. Allen Investments, LLC | 201 | $27.4K | 0.02% | +9+4.7% | Added |
| MCF Advisors LLC | 198 | $27.0K | 0.00% | −2,837−93.5% | Reduced |
| Capital Advisors, Ltd. LLC | 195 | $27.0K | 0.00% | −2−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 197 | $26.9K | 0.00% | +37+23.1% | Added |
| Washington Trust Advisors, Inc. | 197 | $26.9K | 0.00% | +77+64.2% | Added |
| Private Trust Co NA | 191 | $26.1K | 0.00% | +22+13.0% | Added |
| NBC Securities, Inc. | 185 | $25.2K | 0.00% | −144−43.8% | Reduced |
| Institute for Wealth Management, LLC. | 178 | $24.3K | 0.00% | +178 | New |
| Owl Creek Wealth Partners LLC | 177 | $24.2K | 0.01% | +40+29.2% | Added |
| McGuire Capital Advisors Inc | 176 | $24.0K | 0.01% | +70+66.0% | Added |
| Manchester Capital Management LLC | 173 | $23.6K | 0.00% | −18−9.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 170 | $23.2K | 0.00% | +78+84.8% | Added |
| Zions Bancorporation, National Association | 163 | $22.2K | 0.00% | +23+16.4% | Added |
| TD Waterhouse Canada Inc. | 156 | $21.9K | 0.00% | 00.0% | Unchanged |