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 ($18.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.39. Options: 35 managers hold calls ($573.8m notional), 34 hold puts ($664.8m).
Trends to Q4 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 |
| Q4 2025 | 741 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 316 | 399 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $811.1m | $791.6m | 0.98 |
| Q2 2025 | $568.6m | $831.6m | 1.46 |
| Q3 2025 | $691.3m | $791.0m | 1.14 |
| Q4 2025 | $573.8m | $664.8m | 1.16 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +2.0m |
| FIRST TRUST ADVISORS LP | Added | +1.3m |
| Allspring Global Investments Holdings, LLC | Added | +1.1m |
| Swedbank AB | Added | +1.0m |
| AMERIPRISE FINANCIAL INC | Added | +993.1k |
| Balyasny Asset Management L.P. | Added | +989.3k |
| Woodline Partners LP | Added | +715.6k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +633.2k |
| Freestone Grove Partners LP | Added | +552.3k |
| HSBC HOLDINGS PLC | Added | +543.5k |
Biggest sellers
| Ninety One UK Ltd | Reduced | -2.3m |
| JPMORGAN CHASE & CO | Reduced | -2.1m |
| VANGUARD GROUP INC | Reduced | -1.8m |
| Alyeska Investment Group, L.P. | Reduced | -1.3m |
| Squarepoint Ops LLC | Reduced | -1.2m |
| SOMA EQUITY PARTNERS LP | Sold out | -982.7k |
| MARSHALL WACE, LLP | Reduced | -973.0k |
| PointState Capital LP | Reduced | -898.5k |
| Pacer Advisors, Inc. | Reduced | -635.1k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -594.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $160.3m1.9m shares |
| CITADEL ADVISORS LLC | Reduced | $64.9m751.1k shares |
| IMC-Chicago, LLC | Reduced | $57.9m669.8k shares |
| Walleye Trading LLC | Added | $45.3m524.0k shares |
| JANE STREET GROUP, LLC | Reduced | $32.7m377.7k shares |
| HSBC HOLDINGS PLC | Reduced | $23.7m271.6k shares |
| PEAK6 LLC | Reduced | $18.4m213.2k shares |
| Verition Fund Management LLC | Added | $17.6m203.8k shares |
| ADAPT Investment Managers SA | Unchanged | $17.3m200.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $17.3m199.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $99.4m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $72.6m839.4k shares |
| PEAK6 LLC | Added | $68.2m789.2k shares |
| ADAPT Investment Managers SA | Unchanged | $56.2m650.0k shares |
| JANE STREET GROUP, LLC | Added | $51.3m593.7k shares |
| IMC-Chicago, LLC | Reduced | $42.9m495.6k shares |
| Walleye Trading LLC | Reduced | $40.7m471.2k shares |
| UBS Group AG | Added | $33.5m387.2k shares |
| GOLDMAN SACHS GROUP INC | Added | $30.2m348.8k shares |
| Bank of New York Mellon Corp | Added | $21.4m247.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 0 | — | 4 | $3.3m | $3.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-22 | McKinnon Todd Chief Executive Officer, director | Sold plan | $1.0m11.3k shares |
| 2025-12-22 | Kelleher Eric Robert Officer | Sold plan | $11.6k127 shares |
| 2025-12-18 | Kelleher Eric Robert Officer | Sold plan | $754.9k8.4k shares |
| 2025-12-05 | Schwartz Larissa Officer | Sold plan | $113.0k1.3k shares |
| 2025-11-11 | Schwartz Larissa Officer | Sold plan | $112.4k1.3k shares |
| 2025-10-08 | Schwartz Larissa Officer | Sold plan | $120.8k1.3k shares |
| 2025-10-02 | Tighe Brett Chief Financial Officer | Sold plan | $950.0k10.0k shares |
| 2025-10-01 | Kelleher Eric Robert Officer | Sold plan | $221.1k2.4k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 18.6m $1.6bn | Added +45.0k |
| VANGUARD GROUP INC 0.02% of their portfolio | 18.1m $1.6bn | Reduced -1.8m |
| FMR LLC 0.04% of their portfolio | 10.0m $865.5m | Added +211.5k |
| FIRST TRUST ADVISORS LP 0.38% of their portfolio | 6.0m $521.4m | Added +1.3m |
| STATE STREET CORP 0.02% of their portfolio | 6.0m $518.1m | Added +73.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.12% of their portfolio | 4.2m $367.5m | Reduced -385.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.3m $281.2m | Added +57.6k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 3.2m $278.4m | Added +993.1k |
| AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio | 3.0m $260.5m | Added +84.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.5m $215.8m | Added +69.7k |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 2.5m $213.6m | Added +2.0m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.2m $188.5m | Reduced -2.1m |
| Allspring Global Investments Holdings, LLC 0.28% of their portfolio | 2.1m $172.9m | Added +1.1m |
| NORGES BANK 0.02% of their portfolio | 2.0m $175.2m | Not comparable |
| Pictet Asset Management Holding SA 0.16% of their portfolio | 1.9m $167.9m | Added +28.2k |
| Swedbank AB 0.15% of their portfolio | 1.8m $157.3m | Added +1.0m |
| Ninety One UK Ltd 0.32% of their portfolio | 1.7m $150.2m | Reduced -2.3m |
| MORGAN STANLEY 0.01% of their portfolio | 1.7m $149.0m | Reduced -12.3k |
| PRIMECAP MANAGEMENT CO/CA/ 0.11% of their portfolio | 1.6m $141.9m | Added +52.0k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $141.5m | Added +5.0k |
| Champlain Investment Partners, LLC 1.32% of their portfolio | 1.5m $130.7m | Reduced -188.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $128.9m | Reduced -178.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 1.4m $121.8m | Added +90.7k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.4m $117.8m | Reduced -47.1k |
| Point72 Asset Management, L.P. 0.18% of their portfolio | 1.3m $115.3m | Added +222.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.3m $114.7m | Added +31.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.3m $112.2m | Reduced -1.7k |
| Balyasny Asset Management L.P. 0.20% of their portfolio | 1.2m $105.6m | Added +989.3k |
| UBS Group AG 0.02% of their portfolio | 1.1m $97.1m | Reduced -43.1k |
| Penserra Capital Management LLC 1.12% of their portfolio | 1.1m $94.1m | Added +172.0k |
| Legal & General Group Plc 0.02% of their portfolio | 974.4k $84.3m | Reduced -34.5k |
| Greenvale Capital LLP 7.66% of their portfolio | 945.0k $81.7m | Added +205.0k |
| Optimus Prime Fund Management Co., Ltd. 6.34% of their portfolio | 910.0k $78.7m | Unchanged |
| ShawSpring Partners LLC 14.38% of their portfolio | 883.4k $76.4m | Reduced -107.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 859.5k $74.3m | Added +218.2k |
| Freestone Grove Partners LP 0.53% of their portfolio | 847.0k $73.2m | Added +552.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 816.7k $70.6m | Added +633.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% of their portfolio | 773.7k $66.9m | Reduced -390 |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 763.1k $66.1m | Added +543.5k |
| Squarepoint Ops LLC 0.13% of their portfolio | 750.1k $64.9m | Reduced -1.2m |
| DAVENPORT & Co LLC 0.35% of their portfolio | 748.0k $65.0m | Reduced -93.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 737.9k $63.8m | Added +302.4k |
| Woodline Partners LP 0.24% of their portfolio | 720.2k $62.3m | Added +715.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 708.4k $61.3m | Added +27.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 706.0k $61.0m | Added +96.3k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 696.7k $60.6m | Added +6.3k |
| US BANCORP \DE\ 0.07% of their portfolio | 671.7k $58.1m | Added +115.7k |
| Ensign Peak Advisors, Inc 0.10% of their portfolio | 659.6k $57.0m | Reduced -93.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.13% of their portfolio | 559.8k $48.4m | Reduced -15.1k |
| Invesco Ltd. 0.00% of their portfolio | 548.7k $47.4m | Added +88.1k |
| Senvest Management, LLC 1.44% of their portfolio | 537.6k $46.5m | Added +84.5k |
| BARCLAYS PLC 0.02% of their portfolio | 535.4k $46.3m | Reduced -82.6k |
| JUPITER ASSET MANAGEMENT LTD 0.36% of their portfolio | 514.4k $44.5m | Added +497.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 513.2k $44.4m | Reduced -33.9k |
| Amundi 0.01% of their portfolio | 509.0k $44.0m | Added +57.9k |
| GLENMEDE TRUST CO NA 0.21% of their portfolio | 505.6k $43.7m | First filing |
| Capital World Investors 0.01% of their portfolio | 500.0k $43.2m | Reduced -5.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 479.8k $41.5m | Reduced -9.2k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 465.4k $40.2m | Added +161.1k |
| Swiss National Bank 0.02% of their portfolio | 461.6k $39.9m | Reduced -20.3k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 456.6k $39.5m | Added +187.1k |
| Stephens Investment Management Group LLC 0.49% of their portfolio | 437.6k $37.8m | Added +955 |
| Whale Rock Capital Management LLC 0.48% of their portfolio | 434.9k $37.6m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 403.0k $34.9m | Added +30.4k |
| CITIGROUP INC 0.02% of their portfolio | 398.6k $34.5m | Added +296.0k |
| Man Group plc 0.07% of their portfolio | 395.7k $34.2m | Reduced -346.2k |
| a16z Perennial Management, L.P. 2.58% of their portfolio | 376.2k $32.5m | Reduced -221.9k |
| DNB Asset Management AS 0.11% of their portfolio | 374.6k $32.4m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 372.2k $32.2m | Reduced -8.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 361.7k $31.3m | Reduced -9.0k |
| Nuveen, LLC 0.01% of their portfolio | 354.2k $30.6m | Reduced -70.4k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 353.0k $30.5m | Reduced -594.7k |
| Quantinno Capital Management LP 0.06% of their portfolio | 348.1k $30.1m | Reduced -262.7k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 347.7k $30.1m | Reduced -973.0k |
| Smith Group Asset Management, LLC 1.58% of their portfolio | 345.0k $29.8m | Added +9.8k |
| Vident Advisory, LLC 0.27% of their portfolio | 329.8k $28.5m | Reduced -55.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 322.6k $27.9m | Added +310.0k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 321.1k $27.8m | Reduced -63.4k |
| TREMBLANT CAPITAL GROUP 0.68% of their portfolio | 309.1k $26.7m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 297.5k $25.7m | Reduced -7.1k |
| Torque Asset Management LLC 8.66% of their portfolio | 289.1k $25.0m | Added +83.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 265.5k $23.0m | Added +463 |
| Retirement Systems of Alabama 0.07% of their portfolio | 264.8k $22.9m | Added +62.7k |
| Summit Trail Advisors, LLC 0.39% of their portfolio | 261.3k $22.6m | Added +35.5k |
| Barton Investment Management 2.34% of their portfolio | 250.9k $21.7m | Added +361 |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 249.0k $21.5m | Reduced -210.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 247.4k $21.4m | Added +12.2k |
| STALEY CAPITAL ADVISERS INC 0.88% of their portfolio | 246.1k $21.3m | Reduced -109 |
| SEI INVESTMENTS CO 0.02% of their portfolio | 242.6k $21.0m | Reduced -21.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 232.8k $20.1m | Reduced -52.2k |
| Broad Bay Capital Management, LP 2.27% of their portfolio | 230.0k $19.9m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 219.3k $19.0m | Reduced -89.9k |
| Bridgewater Associates, LP 0.07% of their portfolio | 217.0k $18.8m | Added +76.5k |
| Tredje AP-fonden 0.14% of their portfolio | 212.0k $18.3m | Reduced -253.7k |
| Pacer Advisors, Inc. 0.05% of their portfolio | 203.7k $17.6m | Reduced -635.1k |
| Sea Cliff Partners Management, LP 7.18% of their portfolio | 197.0k $17.0m | Reduced -17.5k |
| Korea Investment CORP 0.03% of their portfolio | 188.1k $16.3m | Reduced -26.3k |
| Sellaronda Global Management LP 13.83% of their portfolio | 185.0k $16.0m | Reduced -15.0k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 174.8k $15.4m | Added +6.9k |
| Verition Fund Management LLC 0.08% of their portfolio | 174.3k $15.1m | Reduced -21.3k |