OKTA INC OKTA
CL A · Common Stock · CUSIP 679295105 · ISIN US6792951054
American information technology company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $99.91. Options: 42 managers hold calls ($568.6m notional), 37 hold puts ($831.6m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 572 |
| Q4 2022 | 586 |
| Q1 2023 | 639 |
| Q2 2023 | 621 |
| Q3 2023 | 603 |
| Q4 2023 | 624 |
| Q1 2024 | 656 |
| Q2 2024 | 642 |
| Q3 2024 | 635 |
| Q4 2024 | 669 |
| Q1 2025 | 736 |
| Q2 2025 | 751 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 271 | 310 |
| Q4 2023 | 258 | 327 |
| Q1 2024 | 343 | 271 |
| Q2 2024 | 342 | 289 |
| Q3 2024 | 313 | 305 |
| Q4 2024 | 337 | 305 |
| Q1 2025 | 432 | 304 |
| Q2 2025 | 444 | 345 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $655.5m | $394.5m | 0.60 |
| Q4 2024 | $637.6m | $522.6m | 0.82 |
| Q1 2025 | $811.1m | $791.6m | 0.98 |
| Q2 2025 | $568.6m | $831.6m | 1.46 |
Biggest buyers
| BlackRock, Inc. | Added | +8.2m |
| STATE STREET CORP | Added | +2.3m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
| ShawSpring Partners LLC | New | +954.3k |
| Ninety One UK Ltd | Added | +939.6k |
| VANGUARD GROUP INC | Added | +935.4k |
| UBS Group AG | Added | +895.8k |
| Pacer Advisors, Inc. | Added | +827.0k |
| GOLDMAN SACHS GROUP INC | Added | +779.0k |
Biggest sellers
| FMR LLC | Reduced | -4.7m |
| Whale Rock Capital Management LLC | Reduced | -2.1m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.8m |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | -1.5m |
| EMINENCE CAPITAL, LP | Reduced | -1.5m |
| D. E. Shaw & Co., Inc. | Reduced | -1.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -932.7k |
| Squarepoint Ops LLC | Reduced | -728.9k |
| CITADEL ADVISORS LLC | Reduced | -723.2k |
| Alyeska Investment Group, L.P. | Reduced | -677.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $116.7m1.2m shares |
| CITADEL ADVISORS LLC | Reduced | $74.9m749.3k shares |
| IMC-Chicago, LLC | Added | $63.2m631.9k shares |
| JANE STREET GROUP, LLC | Added | $52.4m523.8k shares |
| HSBC HOLDINGS PLC | Added | $31.7m320.7k shares |
| WOLVERINE TRADING, LLC | Added | $28.6m290.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $25.1m251.2k shares |
| ADAPT Investment Managers SA | Reduced | $20.0m200.0k shares |
| Twin Tree Management, LP | Added | $19.3m193.2k shares |
| BANK OF AMERICA CORP /DE/ | Added | $12.8m128.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $132.7m1.3m shares |
| CITADEL ADVISORS LLC | Added | $112.8m1.1m shares |
| ADAPT Investment Managers SA | Added | $65.0m650.0k shares |
| BARCLAYS PLC | Reduced | $54.5m545.2k shares |
| PEAK6 LLC | Added | $54.1m541.6k shares |
| IMC-Chicago, LLC | Added | $51.5m515.1k shares |
| JANE STREET GROUP, LLC | Added | $49.1m491.6k shares |
| Twin Tree Management, LP | Reduced | $47.7m477.0k shares |
| Walleye Trading LLC | Added | $29.5m295.1k shares |
| BANK OF AMERICA CORP /DE/ | Added | $28.1m280.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.8 pts · filed 2026-08-07 | 11.6% |
| BlackRock, Inc. 13G · institution filed 2025-05-05 | 10.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 4 | $1.5m | — |
| Q4 2023 | 0 | — | 5 | $2.0m | $548.4k |
| Q1 2024 | 0 | — | 3 | $1.3m | $1.3m |
| Q2 2024 | 0 | — | 1 | $2.0m | $2.0m |
| Q3 2024 | 0 | — | 3 | $50.2m | $50.2m |
| Q4 2024 | 0 | — | 4 | $51.0m | $51.0m |
| Q1 2025 | 0 | — | 5 | $140.9m | $140.9m |
| Q2 2025 | 0 | — | 3 | $1.1m | $391.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-20 | Schwartz Larissa Officer | Sold plan | $224.4k2.2k shares |
| 2025-06-20 | Kerrest Jacques Frederic Director | Sold plan | $58.3k581 shares |
| 2025-06-17 | Schwartz Larissa Officer | Sold plan | $108.8k1.1k shares |
| 2025-04-11 | Addison Jonathan James Chief Revenue Officer | Sold | $708.8k7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 18.7m $1.9bn | Added +935.4k |
| BlackRock, Inc. 0.04% of their portfolio | 18.6m $1.9bn | Added +8.2m |
| FMR LLC 0.09% of their portfolio | 16.2m $1.6bn | Reduced -4.7m |
| STATE STREET CORP 0.02% of their portfolio | 5.9m $589.6m | Added +2.3m |
| FIRST TRUST ADVISORS LP 0.39% of their portfolio | 4.9m $490.0m | Added +407.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.14% of their portfolio | 4.5m $445.4m | Added +755.7k |
| AMERICAN CENTURY COMPANIES INC 0.18% of their portfolio | 3.4m $338.5m | Reduced -36.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.2m $314.5m | Added +314.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 3.0m $304.7m | Added +1.3m |
| Ninety One UK Ltd 0.64% of their portfolio | 2.7m $274.4m | Added +939.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.5m $246.2m | Reduced -286.1k |
| NORGES BANK 0.03% of their portfolio | 2.1m $211.9m | Reduced -54.9k |
| MORGAN STANLEY 0.01% of their portfolio | 2.1m $210.1m | Added +499.4k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 2.0m $203.7m | Added +23.0k |
| Pictet Asset Management Holding SA 0.20% of their portfolio | 1.9m $193.2m | Added +516.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.8m $181.2m | Reduced -158.3k |
| Champlain Investment Partners, LLC 1.13% of their portfolio | 1.6m $162.4m | Reduced -333.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 1.6m $162.3m | Reduced -1.8m |
| PRIMECAP MANAGEMENT CO/CA/ 0.13% of their portfolio | 1.6m $158.6m | Added +280.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $157.0m | Added +490.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.6m $155.8m | Added +736.6k |
| UBS Group AG 0.03% of their portfolio | 1.4m $136.9m | Added +895.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $128.7m | Added +779.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.3m $126.9m | Added +1.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.2m $124.4m | Added +53.7k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 1.2m $117.1m | Added +143.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $115.4m | Added +57.8k |
| MARSHALL WACE, LLP 0.13% of their portfolio | 1.1m $111.7m | Added +201.0k |
| SOMA EQUITY PARTNERS LP 5.46% of their portfolio | 982.7k $98.2m | Added +218.6k |
| EMINENCE CAPITAL, LP 1.44% of their portfolio | 979.5k $97.9m | Reduced -1.5m |
| Legal & General Group Plc 0.02% of their portfolio | 963.3k $96.3m | Added +96.9k |
| ShawSpring Partners LLC 12.04% of their portfolio | 954.3k $95.4m | New |
| Pacer Advisors, Inc. 0.24% of their portfolio | 949.3k $94.9m | Added +827.0k |
| Penserra Capital Management LLC 1.23% of their portfolio | 881.2k $88.1m | Reduced -21.4k |
| Optimus Prime Fund Management Co., Ltd. 8.14% of their portfolio | 815.0k $81.5m | Added +5.0k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 802.0k $80.2m | Added +583.5k |
| Bain Capital Public Equity Management II, LLC 3.50% of their portfolio | 738.9k $73.9m | New |
| PointState Capital LP 1.54% of their portfolio | 719.8k $72.0m | Reduced -22.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% of their portfolio | 707.6k $70.7m | Added +55.7k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 658.5k $65.8m | Reduced -115.0k |
| a16z Perennial Management, L.P. 4.94% of their portfolio | 597.9k $59.8m | Unchanged |
| DAVENPORT & Co LLC 0.32% of their portfolio | 589.2k $58.4m | Added +264.5k |
| BARCLAYS PLC 0.02% of their portfolio | 571.1k $57.1m | Reduced -5.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.24% of their portfolio | 570.3k $57.0m | Reduced -8.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 553.0k $55.3m | Reduced -37.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 510.6k $51.0m | Added +282.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.15% of their portfolio | 508.6k $50.8m | Added +160.1k |
| Capital World Investors 0.01% of their portfolio | 503.5k $50.3m | Added +2.5k |
| Swiss National Bank 0.03% of their portfolio | 502.0k $50.2m | Added +39.4k |
| Swedbank AB 0.06% of their portfolio | 497.4k $49.7m | First filing |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 494.6k $49.4m | Added +300.4k |
| Glenmede Investment Management, LP 0.25% of their portfolio | 491.3k $49.1m | First filing |
| Stephens Investment Management Group LLC 0.61% of their portfolio | 462.0k $46.2m | Reduced -37.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.16% of their portfolio | 446.1k $44.6m | Reduced -73.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 442.0k $44.2m | Added +165.8k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 435.4k $42.9m | Added +28.3k |
| Whale Rock Capital Management LLC 0.60% of their portfolio | 434.9k $43.5m | Reduced -2.1m |
| Invesco Ltd. 0.01% of their portfolio | 430.8k $43.1m | Added +109.6k |
| Amundi 0.01% of their portfolio | 430.2k $42.2m | Added +417 |
| Migdal Insurance & Financial Holdings Ltd. 0.25% of their portfolio | 424.0k $42.4m | Added +190.0k |
| US BANCORP \DE\ 0.05% of their portfolio | 408.9k $40.9m | Added +338.1k |
| Tredje AP-fonden 0.31% of their portfolio | 391.2k $39.1m | Added +197.4k |
| ALKEON CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 380.0k $38.0m | Reduced -1.5m |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 379.5k $37.9m | Added +370.3k |
| Vident Advisory, LLC 0.42% of their portfolio | 377.7k $37.8m | Added +112.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 375.6k $37.5m | Added +14.7k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 372.4k $37.2m | Reduced -677.5k |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 358.7k $35.9m | Added +109.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 356.1k $35.6m | Added +230.4k |
| Quantinno Capital Management LP 0.15% of their portfolio | 336.9k $33.7m | Reduced -62.1k |
| Man Group plc 0.07% of their portfolio | 319.6k $32.0m | Reduced -26.7k |
| Anomaly Capital Management, LP 1.00% of their portfolio | 314.4k $31.4m | New |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 309.2k $30.9m | Added +9.7k |
| JUPITER ASSET MANAGEMENT LTD 0.25% of their portfolio | 300.8k $30.1m | New |
| SANDS CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 300.5k $30.0m | Reduced -58.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 300.5k $30.0m | Added +42.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 290.8k $29.1m | Added +115.5k |
| Squarepoint Ops LLC 0.06% of their portfolio | 282.3k $28.2m | Reduced -728.9k |
| Nuveen, LLC 0.01% of their portfolio | 276.0k $27.6m | Reduced -145.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 261.8k $26.2m | Added +1.2k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 256.8k $25.7m | Reduced -1.1m |
| Blue Grotto Capital, LLC 3.05% of their portfolio | 252.8k $25.3m | Added +112.8k |
| Barton Investment Management 2.61% of their portfolio | 252.1k $25.2m | Reduced -6.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 248.4k $24.8m | Added +22.1k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 247.7k $24.8m | Added +139.6k |
| STALEY CAPITAL ADVISERS INC 1.05% of their portfolio | 246.2k $24.6m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 245.5k $24.5m | Added +145.1k |
| Smith Group Asset Management, LLC 1.59% of their portfolio | 242.8k $24.3m | Added +4.8k |
| Bridgewater Associates, LP 0.09% of their portfolio | 231.6k $23.2m | New |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 227.1k $22.7m | Added +111.2k |
| Railway Pension Investments Ltd 0.32% of their portfolio | 225.3k $22.5m | Unchanged |
| SEI INVESTMENTS CO 0.03% of their portfolio | 224.1k $22.4m | Reduced -10.4k |
| COMERICA BANK 0.09% of their portfolio | 222.3k $22.2m | Added +47.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 222.2k $22.2m | Added +117.1k |
| Twin Tree Management, LP 0.56% of their portfolio | 220.9k $22.1m | Reduced -88.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 212.6k $21.3m | Added +120.7k |
| Korea Investment CORP 0.05% of their portfolio | 210.8k $21.1m | Added +73.2k |
| Sea Cliff Partners Management, LP 7.13% of their portfolio | 209.2k $20.9m | Added +38.0k |
| Creative Planning 0.02% of their portfolio | 207.3k $20.7m | Added +119.6k |
| Retirement Systems of Alabama 0.07% of their portfolio | 204.3k $20.4m | New |