| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 7.6M | $1.04B | +0.1% | 4.571% | 0.02% |
| 5 | STATE STREET CORP | 6.3M | $856.2M | +2.7% | 3.777% | 0.01% |
| 6 | FIRST TRUST ADVISORS LP | 4.5M | $613.7M | +7.2% | 2.708% | 0.36% |
| 7 | CITADEL ADVISORS LLC | 4.0M | $551.6M | -6.0% | 2.434% | 0.03% |
| 8 | Allspring Global Investments Holdings, LLC | 3.6M | $510.4M | +2.3% | 2.188% | 0.78% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.7M | $498.2M | +11.8% | 2.198% | 0.04% |
| 10 | MORGAN STANLEY | 3.4M | $469.4M | +85.9% | 2.071% | 0.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3.3M | $445.2M | -3.4% | 1.970% | 0.02% |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.1M | $420.9M | -18.1% | 1.842% | 0.13% |
| 13 | AMERICAN CENTURY COMPANIES INC | 2.9M | $399.1M | -4.4% | 1.761% | 0.18% |
| 14 | JPMORGAN CHASE & CO | 2.7M | $356.8M | +19.1% | 1.631% | 0.02% |
| 15 | Swedbank AB | 2.6M | $350.9M | +16.0% | 1.548% | 0.30% |
| 16 | UBS Group AG | 2.5M | $342.7M | -35.8% | 1.512% | 0.04% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.4M | $329.6M | -2.3% | 1.454% | 0.06% |
| 18 | AMERIPRISE FINANCIAL INC | 2.3M | $320.5M | +9.7% | 1.414% | 0.06% |
| 19 | JANE STREET GROUP, LLC | 2.3M | $316.4M | +39.8% | 1.396% | 0.03% |
| 20 | ADAPT Investment Managers SA | 2.2M | $305.3M | +15.5% | 1.347% | 2.43% |
| 21 | Pictet Asset Management Holding SA | 2.2M | $298.1M | -12.2% | 1.316% | 0.28% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 2.2M | $296.7M | +57.3% | 1.309% | 0.17% |
| 23 | Point72 Asset Management, L.P. | 1.9M | $254.6M | -33.1% | 1.123% | 0.28% |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 1.8M | $246.5M | +68.2% | 1.088% | 0.21% |
| 25 | NORTHERN TRUST CORP | 1.6M | $220.4M | -1.1% | 0.972% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OKTA — a direct measure of their conviction.
| 90.34% |
| +2.84 pp |
| $15.12B |
| +31% |
| Q4 2024 | 640 | +5.4% | 87.50% | +2.13 pp | $11.53B | +15% |
| Q3 2024 | 607 | — | 85.37% | — | $10.02B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
181 institutions opened new positions in OKTA during Q2 2026, while 91 fully exited. 559 added to existing positions and 72 trimmed.
OKTA institutional ownership rose by 4.03 percentage points quarter-over-quarter, with a net change of +98 holders.
The top 10 institutions account for 45.9% of all reported 13F value in OKTA, and the top 25 account for 67.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Okta, Inc. (OKTA) Institutional Ownership