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 ($17.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.75. Options: 46 managers hold calls ($691.3m notional), 36 hold puts ($791.0m).
Trends to Q3 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 |
| Q3 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 |
|---|---|---|
| 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 |
| Q3 2025 | 393 | 351 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $637.6m | $522.6m | 0.82 |
| Q1 2025 | $811.1m | $791.6m | 0.98 |
| Q2 2025 | $568.6m | $831.6m | 1.46 |
| Q3 2025 | $691.3m | $791.0m | 1.14 |
Biggest buyers
| Squarepoint Ops LLC | Added | +1.7m |
| Ninety One UK Ltd | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| Point72 Asset Management, L.P. | New | +1.1m |
| VANGUARD GROUP INC | Added | +1.1m |
| Alyeska Investment Group, L.P. | Added | +1.0m |
| Greenvale Capital LLP | New | +740.0k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +571.4k |
| Allspring Global Investments Holdings, LLC | Added | +531.8k |
| JANE STREET GROUP, LLC | Added | +453.2k |
Biggest sellers
| FMR LLC | Reduced | -6.4m |
| EMINENCE CAPITAL, LP | Sold out | -979.5k |
| Bain Capital Public Equity Management II, LLC | Sold out | -738.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -677.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -588.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -570.3k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -458.8k |
| Migdal Insurance & Financial Holdings Ltd. | Reduced | -403.4k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -381.3k |
| ALKEON CAPITAL MANAGEMENT LLC | Sold out | -380.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $167.9m1.8m shares |
| CITADEL ADVISORS LLC | Added | $69.5m758.0k shares |
| IMC-Chicago, LLC | Added | $67.3m733.9k shares |
| Walleye Trading LLC | Added | $40.2m438.0k shares |
| WOLVERINE TRADING, LLC | Added | $37.4m398.4k shares |
| JANE STREET GROUP, LLC | Reduced | $36.3m396.4k shares |
| HSBC HOLDINGS PLC | Unchanged | $29.0m320.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $24.3m264.9k shares |
| SIMPLEX TRADING, LLC | Added | $23.2m252.5k shares |
| PEAK6 LLC | Added | $20.8m226.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $135.9m1.5m shares |
| CITADEL ADVISORS LLC | Reduced | $78.5m856.3k shares |
| ADAPT Investment Managers SA | Unchanged | $59.6m650.0k shares |
| PEAK6 LLC | Added | $59.5m649.0k shares |
| JANE STREET GROUP, LLC | Added | $52.4m571.2k shares |
| IMC-Chicago, LLC | Added | $50.2m547.8k shares |
| Walleye Trading LLC | Added | $45.6m497.2k shares |
| D. E. Shaw & Co., Inc. | Added | $33.3m363.3k shares |
| UBS Group AG | Added | $31.4m342.1k shares |
| WOLVERINE TRADING, LLC | Added | $28.5m303.5k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 5 | $11.8m | $11.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-22 | McKinnon Todd Chief Executive Officer, director | Sold plan | $3.0m32.0k shares |
| 2025-09-18 | Kelleher Eric Robert Officer | Sold plan | $789.3k8.5k shares |
| 2025-09-18 | Addison Jonathan James Chief Revenue Officer | Sold plan | $564.1k6.1k shares |
| 2025-09-17 | Schwartz Larissa Officer | Sold plan | $301.9k3.3k shares |
| 2025-07-25 | Addison Jonathan James Chief Revenue Officer | Sold plan | $900.0k9.0k shares |
| 2025-07-21 | McKinnon Todd Chief Executive Officer, director | Sold plan | $3.0m31.6k shares |
| 2025-07-18 | Tighe Brett Chief Financial Officer | Sold plan | $950.0k10.0k shares |
| 2025-07-15 | Kelleher Eric Robert Officer | Sold plan | $1.5m16.0k shares |
| 2025-07-15 | Addison Jonathan James Chief Revenue Officer | Sold plan | $275.4k3.0k shares |
| 2025-07-14 | Addison Jonathan James Chief Revenue Officer | Sold plan | $554.5k6.0k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 19.8m $1.8bn | Added +1.1m |
| BlackRock, Inc. 0.03% of their portfolio | 18.5m $1.7bn | Reduced -15.5k |
| FMR LLC 0.05% of their portfolio | 9.8m $898.4m | Reduced -6.4m |
| STATE STREET CORP 0.02% of their portfolio | 5.9m $542.7m | Added +20.0k |
| FIRST TRUST ADVISORS LP 0.32% of their portfolio | 4.7m $431.4m | Reduced -197.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.13% of their portfolio | 4.6m $425.1m | Added +179.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.3m $391.8m | Added +1.2m |
| Ninety One UK Ltd 0.40% of their portfolio | 4.0m $367.5m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.2m $293.0m | Added +48.7k |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 2.9m $268.4m | Reduced -458.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.4m $222.4m | Reduced -37.0k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 2.2m $204.2m | Added +189.0k |
| Squarepoint Ops LLC 0.38% of their portfolio | 2.0m $180.6m | Added +1.7m |
| Pictet Asset Management Holding SA 0.17% of their portfolio | 1.9m $175.5m | Reduced -20.7k |
| MORGAN STANLEY 0.01% of their portfolio | 1.7m $159.1m | Reduced -366.3k |
| Champlain Investment Partners, LLC 1.18% of their portfolio | 1.7m $155.9m | Added +76.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $153.0m | Reduced -143.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $149.6m | Added +60.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.11% of their portfolio | 1.6m $145.7m | Added +2.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.4m $129.2m | Reduced -149.1k |
| Alyeska Investment Group, L.P. 0.39% of their portfolio | 1.4m $128.7m | Added +1.0m |
| MARSHALL WACE, LLP 0.13% of their portfolio | 1.3m $121.1m | Added +203.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 1.3m $120.9m | Reduced -305.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $119.2m | Added +145.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.3m $118.8m | Added +51.1k |
| UBS Group AG 0.02% of their portfolio | 1.2m $106.9m | Reduced -203.5k |
| Point72 Asset Management, L.P. 0.22% of their portfolio | 1.1m $101.8m | New |
| Legal & General Group Plc 0.02% of their portfolio | 1.0m $92.5m | Added +45.5k |
| ShawSpring Partners LLC 13.50% of their portfolio | 990.5k $90.8m | Added +36.2k |
| SOMA EQUITY PARTNERS LP 4.52% of their portfolio | 982.7k $90.1m | Unchanged |
| PointState Capital LP 1.61% of their portfolio | 981.9k $90.0m | Added +262.0k |
| Allspring Global Investments Holdings, LLC 0.14% of their portfolio | 967.2k $88.7m | Added +531.8k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 947.7k $86.9m | Reduced -227.9k |
| Penserra Capital Management LLC 1.00% of their portfolio | 915.9k $84.0m | Added +34.7k |
| Optimus Prime Fund Management Co., Ltd. 7.39% of their portfolio | 910.0k $83.4m | Added +95.0k |
| DAVENPORT & Co LLC 0.42% of their portfolio | 841.7k $77.9m | Added +252.4k |
| Pacer Advisors, Inc. 0.20% of their portfolio | 838.8k $76.9m | Reduced -110.4k |
| Swedbank AB 0.08% of their portfolio | 811.2k $74.4m | Added +313.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% of their portfolio | 774.1k $71.0m | Added +66.4k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 752.7k $69.0m | Added +94.2k |
| Man Group plc 0.13% of their portfolio | 741.9k $68.0m | Added +422.3k |
| Greenvale Capital LLP 5.43% of their portfolio | 740.0k $67.9m | New |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 690.4k $63.3m | Reduced -111.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 681.1k $62.5m | Reduced -588.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 641.4k $58.8m | Added +571.4k |
| BARCLAYS PLC 0.02% of their portfolio | 618.0k $56.7m | Added +46.9k |
| Quantinno Capital Management LP 0.15% of their portfolio | 610.8k $56.0m | Added +273.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 609.7k $55.9m | Reduced -677.5k |
| a16z Perennial Management, L.P. 4.35% of their portfolio | 598.1k $54.8m | Added +234 |
| STOREBRAND ASSET MANAGEMENT AS 0.14% of their portfolio | 574.9k $52.7m | Added +66.3k |
| US BANCORP \DE\ 0.06% of their portfolio | 556.0k $51.0m | Added +147.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 547.1k $50.2m | Reduced -5.9k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 517.4k $47.4m | Added +390.0k |
| Glenmede Investment Management, LP 0.23% of their portfolio | 509.4k $46.7m | Added +18.0k |
| Capital World Investors 0.01% of their portfolio | 505.6k $46.4m | Added +2.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 489.0k $44.8m | Reduced -5.6k |
| Swiss National Bank 0.03% of their portfolio | 481.9k $44.2m | Reduced -20.1k |
| Tredje AP-fonden 0.34% of their portfolio | 465.6k $42.7m | Added +74.4k |
| Invesco Ltd. 0.01% of their portfolio | 460.6k $42.2m | Added +29.8k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 459.3k $42.1m | Added +453.2k |
| Senvest Management, LLC 1.33% of their portfolio | 453.1k $41.6m | Added +408.1k |
| Amundi 0.01% of their portfolio | 451.1k $42.3m | Added +20.9k |
| Stephens Investment Management Group LLC 0.52% of their portfolio | 436.7k $40.0m | Reduced -25.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 435.5k $39.9m | Reduced -6.5k |
| Whale Rock Capital Management LLC 0.47% of their portfolio | 434.9k $39.9m | Unchanged |
| Nuveen, LLC 0.01% of their portfolio | 424.5k $38.9m | Added +148.6k |
| Vident Advisory, LLC 0.35% of their portfolio | 385.7k $35.4m | Added +8.0k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 384.6k $36.1m | Added +25.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 381.1k $34.9m | Added +5.5k |
| DNB Asset Management AS 0.13% of their portfolio | 374.6k $34.3m | Added +214.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 372.6k $34.2m | Added +124.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 370.7k $34.0m | Reduced -8.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.10% of their portfolio | 347.7k $31.9m | Reduced -98.3k |
| Smith Group Asset Management, LLC 1.77% of their portfolio | 335.3k $30.7m | Added +92.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 309.2k $28.4m | Added +96.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 304.6k $27.9m | Added +4.1k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 304.3k $27.9m | Reduced -4.9k |
| Freestone Grove Partners LP 0.20% of their portfolio | 294.7k $27.0m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 285.0k $26.1m | Reduced -5.8k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 269.5k $24.7m | Added +42.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 265.1k $24.3m | Added +3.3k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 264.4k $24.2m | Added +40.2k |
| Walleye Trading LLC 0.37% of their portfolio | 252.7k $23.2m | Added +226.2k |
| Barton Investment Management 2.34% of their portfolio | 250.5k $23.0m | Reduced -1.5k |
| STALEY CAPITAL ADVISERS INC 0.93% of their portfolio | 246.2k $22.6m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.16% of their portfolio | 245.0k $22.5m | Added +220.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 235.2k $21.6m | Added +13.0k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 232.3k $21.3m | Added +227.4k |
| Summit Trail Advisors, LLC 0.29% of their portfolio | 225.7k $20.7m | Added +64.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 224.7k $20.6m | Reduced -32.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 219.6k $20.0m | Added +23.7k |
| Sea Cliff Partners Management, LP 7.53% of their portfolio | 214.5k $19.7m | Added +5.3k |
| Korea Investment CORP 0.04% of their portfolio | 214.5k $19.7m | Added +3.7k |
| Torque Asset Management LLC 6.77% of their portfolio | 205.8k $18.9m | Added +68.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 204.7k $18.8m | Added +62.6k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 202.2k $18.5m | Added +41.4k |
| Retirement Systems of Alabama 0.06% of their portfolio | 202.1k $18.5m | Reduced -2.2k |
| Sellaronda Global Management LP 16.20% of their portfolio | 200.0k $18.3m | Added +75.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.71% of their portfolio | 198.7k $18.2m | Unchanged |
| Verition Fund Management LLC 0.10% of their portfolio | 195.6k $17.9m | Added +160.8k |