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Livermore
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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.

Institutional holdersQ2 2026: 825 institutions
Q1 2021: 678 institutionsQ2 2021: 702 institutionsQ3 2021: 733 institutionsQ4 2021: 755 institutionsQ1 2022: 684 institutionsQ2 2022: 607 institutionsQ3 2022: 571 institutionsQ4 2022: 584 institutionsQ1 2023: 638 institutionsQ2 2023: 618 institutionsQ3 2023: 601 institutionsQ4 2023: 623 institutionsQ1 2024: 655 institutionsQ2 2024: 641 institutionsQ3 2024: 633 institutionsQ4 2024: 667 institutionsQ1 2025: 734 institutionsQ2 2025: 750 institutionsQ3 2025: 751 institutionsQ4 2025: 740 institutionsQ1 2026: 733 institutionsQ2 2026: 825 institutions
Value heldQ2 2026: $21.6B
Q1 2021: $22.4BQ2 2021: $27.4BQ3 2021: $27.4BQ4 2021: $26.9BQ1 2022: $18.2BQ2 2022: $11.0BQ3 2022: $6.77BQ4 2022: $8.52BQ1 2023: $10.8BQ2 2023: $8.81BQ3 2023: $10.3BQ4 2023: $11.8BQ1 2024: $13.9BQ2 2024: $12.8BQ3 2024: $10.2BQ4 2024: $11.0BQ1 2025: $15.3BQ2 2025: $15.6BQ3 2025: $13.7BQ4 2025: $13.2BQ1 2026: $12.4BQ2 2026: $21.6B
Institutions holding OKTA and their total value by quarter
QuarterHoldersValue
Q2 2026825$21.6B
Q1 2026733$12.4B
Q4 2025740$13.2B
Q3 2025751$13.7B
Q2 2025750$15.6B
Q1 2025734$15.3B
Q4 2024667$11.0B
Q3 2024633$10.2B
Q2 2024641$12.8B
Q1 2024655$13.9B
Q4 2023623$11.8B
Q3 2023601$10.3B
Q2 2023618$8.81B
Q1 2023638$10.8B
Q4 2022584$8.52B
Q3 2022571$6.77B
Q2 2022607$11.0B
Q1 2022684$18.2B
Q4 2021755$26.9B
Q3 2021733$27.4B
Q2 2021702$27.4B
Q1 2021678$22.4B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Okta, Inc.; share changes are against Q1 2026.

Institutions holding OKTA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$21.8K0.01%00.0%Unchanged
Financial Perspectives, Inc147$20.1K0.00%00.0%Unchanged
Wolff Wiese Magana LLC146$19.9K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc144$19.6K0.00%00.0%Unchanged
Marquette Asset Management, LLC141$19.2K0.00%+109+340.6%Added
Brown, Lisle/Cummings, Inc.125$17.1K0.00%−47−27.3%Reduced
First National Bank125$17.1K0.01%+125New
Cullen/Frost Bankers, Inc.123$16.8K0.00%−145−54.1%Reduced
1015 Capital Partners, LLC121$16.5K0.01%+4+3.4%Added
Wall Street Access Asset Management, LLC120$16.4K0.00%+60+100.0%Added
TSFG, LLC115$16.0K0.00%00.0%Unchanged
Action Point Financial Planning, LLC120$15.8K0.00%+120New
Planning Strategies Inc.115$15.7K0.01%+115New
True Wealth Design, LLC110$15.0K0.00%−188−63.1%Reduced
IFG Advisory, LLC104$14.2K0.00%+104New
Fortitude Family Office, LLC100$13.6K0.00%+36+56.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.100$13.6K0.00%+100New
Essential Partners LLC93$12.7K0.01%−21−18.4%Reduced
Vanguard National Trust Co92$12.6K0.00%00.0%Unchanged
Quarry LP90$12.3K0.00%−1,249−93.3%Reduced
Kemnay Advisory Services Inc.83$11.3K0.00%+15+22.1%Added
Bell Investment Advisors, Inc82$11.2K0.00%−81−49.7%Reduced
Addison Advisors LLC78$10.6K0.01%+8+11.4%Added
Tounjian Advisory Partners, LLC78$10.6K0.00%+78New
Boreal Capital Management LLC75$10.2K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.75$10.2K0.00%00.0%Unchanged
Center for Financial Planning, Inc.74$10.1K0.00%−721−90.7%Reduced
First Horizon Corp74$10.1K0.00%−5−6.3%Reduced
Bogart Wealth, LLC73$9.96K0.00%+67+1,116.7%Added
Activest Wealth Management72$9.82K0.00%+71+7,100.0%Added
Caitlin John, LLC70$9.55K0.01%−505−87.8%Reduced
Downshift Financial, LLC70$9.55K0.00%+70New
Private Wealth Management Group, LLC67$9.14K0.00%−23−25.6%Reduced
McDonald Partners LLC62$8.46K0.00%+62New
Ares Financial Consulting, LLC61$8.32K0.01%00.0%Unchanged
Close Asset Management Ltd56$8.00K0.00%00.0%Unchanged
Aspect Partners, LLC58$7.91K0.00%−77−57.0%Reduced
CoreCap Advisors, LLC53$7.23K0.00%−179−77.2%Reduced
Winthrop Capital Management, LLC49$7.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.51$6.96K0.00%00.0%Unchanged
Sherman Asset Management, Inc.50$6.82K0.01%00.0%Unchanged
Cromwell Holdings LLC47$6.41K0.00%+15+46.9%Added
JPL Wealth Management, LLC46$6.28K0.00%00.0%Unchanged
IMA Wealth, Inc.45$6.14K0.00%+45New
Commonwealth Retirement Investments LLC45$6.14K0.00%+45New
Raffa Wealth Management, LLC44$6.00K0.00%+23+109.5%Added
Colonial Trust Co42$5.73K0.00%−12−22.2%Reduced
LifeSteps Financial, Inc.42$5.73K0.00%+42New
Manning & Napier Advisors LLC42$5.51K0.00%+42New
HighMark Wealth Management LLC40$5.46K0.00%−10−20.0%Reduced
Barrett & Company, Inc.40$5.46K0.00%+30+300.0%Added
Highline Wealth Partners LLC39$5.32K0.00%00.0%Unchanged
Financial Consulate, Inc39$5.32K0.00%+2+5.4%Added
Creative Capital Management Investments LLC39$5.32K0.00%+39New
Bayban37$5.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc37$5.05K0.00%+2+5.7%Added
MV Capital Management, Inc.37$5.05K0.00%+31+516.7%Added
Kayne Anderson Rudnick Investment Management LLC35$4.89K0.00%−5−12.5%Reduced
Synergy Investment Management, LLC34$4.66K0.00%+34New
Signature Equity Partners, LLC34$4.64K0.00%+34New
Minot DeBlois Advisors LLC33$4.50K0.00%+33New
Retirement Wealth Solutions LLC33$4.50K0.00%+33New
Gill Capital Partners, LLC30$4.09K0.00%00.0%Unchanged
Field & Main Bank30$4.09K0.00%00.0%Unchanged
Mosley Wealth Management30$4.09K0.00%+10+50.0%Added
Insight Financial Services30$4.09K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc24$3.56K0.00%+24New
Evolution Wealth Management Inc.25$3.41K0.00%+25New
Kingdom Financial Group LLC.24$3.27K0.00%00.0%Unchanged
Valued Wealth Advisors LLC23$3.14K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC23$3.14K0.00%+10+76.9%Added
Mather Group, LLC.23$3.12K0.00%00.0%Unchanged
Sankala Group LLC21$3.06K0.00%+21New
Principia Wealth Advisory, LLC22$3.00K0.00%+8+57.1%Added
Prestige Wealth Management Group LLC22$3.00K0.00%+22New
Rialto Wealth Management, LLC21$2.87K0.00%+7+50.0%Added
NVWM, LLC21$2.87K0.00%+21New
High Note Wealth, LLC20$2.73K0.00%−7−25.9%Reduced
DiNuzzo Private Wealth, Inc.20$2.73K0.00%−1−4.8%Reduced
Game Plan Financial Advisors, LLC20$2.73K0.00%+20New
HFM Investment Advisors, LLC19$2.59K0.00%+16+533.3%Added
Anchor Investment Management, LLC18$2.46K0.00%+18New
South State Corp.16$2.18K0.00%−3−15.8%Reduced
Financial Management Professionals, Inc.16$2.18K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.16$2.18K0.00%00.0%Unchanged
Cornerstone Financial Management LLC15$2.05K0.00%−6−28.6%Reduced
Dunhill Financial, LLC14$2.02K0.00%00.0%Unchanged
Avion Wealth16$2.00K0.00%+3+23.1%Added
Cornerstone Planning Group LLC14$1.91K0.00%00.0%Unchanged
Torren Management, LLC13$1.77K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.13$1.77K0.00%+13New
Continuum Advisory, LLC12$1.64K0.00%+12New
Cape Investment Advisory, Inc.12$1.64K0.00%+12New
Rossby Financial, LCC11$1.50K0.00%−493−97.8%Reduced
Berkshire Capital Holdings Inc10$1.36K0.00%00.0%Unchanged
UMA Financial Services, Inc.8$1.09K0.00%00.0%Unchanged
Quaker Wealth Management, LLC8$1.09K0.00%+3+60.0%Added
LRI Investments, LLC8$1.09K0.00%+8New
Pin Oak Investment Advisors Inc5$1.00K0.00%+5New
CKW Financial Group9$1.00K0.00%+9New