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 ($18.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.64. Options: 34 managers hold calls ($505.6m notional), 28 hold puts ($568.2m).
Trends to Q1 2026
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 |
| Q1 2026 | 733 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 390 | 318 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $568.6m | $831.6m | 1.46 |
| Q3 2025 | $691.3m | $791.0m | 1.14 |
| Q4 2025 | $573.8m | $664.8m | 1.16 |
| Q1 2026 | $505.6m | $568.2m | 1.12 |
Biggest buyers
| UBS Group AG | Added | +2.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.8m |
| Allspring Global Investments Holdings, LLC | Added | +1.5m |
| Point72 Asset Management, L.P. | Added | +1.4m |
| FMR LLC | Added | +1.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.1m |
| Alyeska Investment Group, L.P. | Added | +1.0m |
| CITADEL ADVISORS LLC | Added | +930.9k |
| Pictet Asset Management Holding SA | Added | +550.3k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +522.9k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Reduced | -1.8m |
| Ninety One UK Ltd | Sold out | -1.7m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.1m |
| Squarepoint Ops LLC | Sold out | -750.1k |
| Freestone Grove Partners LP | Reduced | -602.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -512.5k |
| HSBC HOLDINGS PLC | Reduced | -456.9k |
| Whale Rock Capital Management LLC | Sold out | -434.9k |
| Balyasny Asset Management L.P. | Reduced | -390.0k |
| Robeco Institutional Asset Management B.V. | Reduced | -369.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $124.0m1.6m shares |
| MAPLELANE CAPITAL, LLC | New | $54.7m277.8k shares |
| IMC-Chicago, LLC | Added | $54.4m690.7k shares |
| Walleye Trading LLC | Added | $49.5m629.1k shares |
| JANE STREET GROUP, LLC | Added | $47.5m603.7k shares |
| CITADEL ADVISORS LLC | Reduced | $37.9m481.4k shares |
| Optiver Holding B.V. | Added | $22.4m284.0k shares |
| ADAPT Investment Managers SA | Added | $18.4m234.3k shares |
| UBS Group AG | Added | $16.1m204.9k shares |
| Verition Fund Management LLC | Reduced | $11.5m146.5k shares |
Biggest puts
| ADAPT Investment Managers SA | Added | $134.0m1.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $102.7m1.3m shares |
| IMC-Chicago, LLC | Added | $62.2m790.8k shares |
| JANE STREET GROUP, LLC | Added | $60.6m770.1k shares |
| Walleye Trading LLC | Added | $38.0m483.0k shares |
| CITADEL ADVISORS LLC | Reduced | $32.9m418.4k shares |
| UBS Group AG | Reduced | $23.8m302.4k shares |
| Bank of New York Mellon Corp | Reduced | $15.7m200.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $14.4m183.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.9m176.4k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 6 | $5.8m | $5.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-25 | Addison Jonathan James Chief Revenue Officer | Sold plan | $1.8m23.3k shares |
| 2026-03-23 | McKinnon Todd Chief Executive Officer, director | Sold plan | $912.4k11.3k shares |
| 2026-03-19 | Kelleher Eric Robert Officer | Sold plan | $1.3m16.8k shares |
| 2026-03-10 | Schwartz Larissa Officer | Sold plan | $146.7k1.8k shares |
| 2026-02-06 | Schwartz Larissa Officer | Sold plan | $153.3k1.8k shares |
| 2026-01-13 | Tighe Brett Chief Financial Officer | Sold plan | $950.7k10.0k shares |
| 2026-01-13 | Ninan Shibu Chief Accounting Officer | Sold plan | $99.9k1.1k shares |
| 2026-01-07 | Schwartz Larissa Officer | Sold plan | $172.3k1.9k shares |
| 2026-01-02 | Kelleher Eric Robert Officer | Sold plan | $203.3k2.4k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 19.0m $1.5bn | Added +444.0k |
| FMR LLC 0.05% of their portfolio | 11.3m $892.8m | Added +1.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 9.2m $726.6m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.6m $597.2m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 6.1m $480.9m | Added +118.4k |
| FIRST TRUST ADVISORS LP 0.24% of their portfolio | 4.2m $330.2m | Reduced -1.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 3.7m $295.8m | Reduced -512.5k |
| Allspring Global Investments Holdings, LLC 0.47% of their portfolio | 3.6m $281.2m | Added +1.5m |
| CITADEL ADVISORS LLC 0.19% of their portfolio | 3.4m $267.7m | Added +930.9k |
| UBS Group AG 0.05% of their portfolio | 3.4m $267.7m | Added +2.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.4m $265.9m | Added +125.6k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 3.1m $240.8m | Added +47.8k |
| Point72 Asset Management, L.P. 0.38% of their portfolio | 2.8m $218.1m | Added +1.4m |
| Pictet Asset Management Holding SA 0.21% of their portfolio | 2.5m $195.8m | Added +550.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 2.5m $194.7m | Reduced -22.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.3m $171.7m | Added +96.1k |
| Swedbank AB 0.18% of their portfolio | 2.2m $174.5m | Added +397.5k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.1m $168.5m | Reduced -1.1m |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $145.7m | Added +128.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.8m $141.4m | Added +1.8m |
| PRIMECAP MANAGEMENT CO/CA/ 0.11% of their portfolio | 1.7m $134.7m | Added +70.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $128.5m | Reduced -3.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $117.8m | Added +6.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.4m $113.4m | Added +114.2k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 1.4m $111.1m | Added +1.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 1.4m $108.8m | Added +522.9k |
| Champlain Investment Partners, LLC 1.34% of their portfolio | 1.3m $105.5m | Reduced -171.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.3m $102.8m | Reduced -56.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.2m $98.3m | Reduced -48.1k |
| Alyeska Investment Group, L.P. 0.25% of their portfolio | 1.1m $87.5m | Added +1.0m |
| Greenvale Capital LLP 9.49% of their portfolio | 1.1m $86.6m | Added +155.0k |
| Penserra Capital Management LLC 0.99% of their portfolio | 1.1m $84.7m | Reduced -11.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 1.1m $84.5m | Reduced -334.9k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.1m $83.5m | First filing |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $80.2m | Added +313.4k |
| Legal & General Group Plc 0.02% of their portfolio | 937.3k $73.8m | Reduced -37.0k |
| Optimus Prime Fund Management Co., Ltd. 6.90% of their portfolio | 910.0k $71.6m | Unchanged |
| DAVENPORT & Co LLC 0.39% of their portfolio | 890.1k $70.1m | Added +142.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% of their portfolio | 884.2k $69.6m | Added +110.5k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 852.1k $65.3m | Added +155.4k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 831.6k $65.5m | Reduced -390.0k |
| Senvest Management, LLC 2.17% of their portfolio | 830.5k $65.4m | Added +292.9k |
| Quantinno Capital Management LP 0.10% of their portfolio | 746.0k $58.7m | Added +398.0k |
| US BANCORP \DE\ 0.07% of their portfolio | 735.7k $57.9m | Added +64.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 717.1k $56.4m | Added +204.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 666.6k $52.5m | Reduced -71.3k |
| Ensign Peak Advisors, Inc 0.10% of their portfolio | 656.9k $51.7m | Reduced -2.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.14% of their portfolio | 612.9k $48.2m | Added +53.1k |
| Amundi 0.01% of their portfolio | 609.2k $48.0m | Added +100.3k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 565.3k $44.5m | Added +108.7k |
| ShawSpring Partners LLC 16.62% of their portfolio | 565.0k $44.5m | Reduced -318.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 561.1k $44.2m | Reduced -255.6k |
| Woodline Partners LP 0.17% of their portfolio | 559.7k $44.1m | Reduced -160.5k |
| GLENMEDE TRUST CO NA 0.21% of their portfolio | 540.9k $42.6m | Added +35.3k |
| Invesco Ltd. 0.00% of their portfolio | 540.4k $42.5m | Reduced -8.3k |
| Capital World Investors 0.01% of their portfolio | 500.0k $39.4m | Unchanged |
| Swiss National Bank 0.02% of their portfolio | 497.3k $39.1m | Added +35.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 493.9k $38.9m | Added +14.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 481.5k $41.6m | Added +262.2k |
| Stephens Investment Management Group LLC 0.48% of their portfolio | 443.8k $34.9m | Added +6.2k |
| BARCLAYS PLC 0.01% of their portfolio | 442.3k $34.8m | Reduced -93.1k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 422.7k $33.3m | Added +75.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 398.5k $31.4m | Reduced -4.6k |
| SG Americas Securities, LLC 0.03% of their portfolio | 392.4k $30.9m | Added +339.5k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 386.6k $30.5m | Added +65.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 386.2k $30.4m | Added +274.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 379.4k $29.9m | Added +17.8k |
| Smith Group Asset Management, LLC 1.51% of their portfolio | 377.1k $29.7m | Added +32.1k |
| Nuveen, LLC 0.01% of their portfolio | 367.0k $28.9m | Added +12.8k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 365.3k $28.8m | Added +122.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 355.7k $28.0m | Reduced -16.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 353.3k $27.8m | Reduced -355.1k |
| Vident Advisory, LLC 0.23% of their portfolio | 336.8k $26.5m | Added +7.0k |
| a16z Perennial Management, L.P. 2.20% of their portfolio | 335.8k $26.4m | Reduced -40.4k |
| JUPITER ASSET MANAGEMENT LTD 0.14% of their portfolio | 331.0k $26.1m | Reduced -183.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 320.9k $25.3m | Added +88.0k |
| Torque Asset Management LLC 9.88% of their portfolio | 318.8k $25.1m | Added +29.7k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 306.2k $24.1m | Reduced -456.9k |
| OFI INVEST ASSET MANAGEMENT 0.28% of their portfolio | 304.7k $20.9m | Added +299.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 291.6k $23.0m | Reduced -5.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 285.6k $22.5m | First filing |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 285.2k $22.5m | Added +36.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 283.5k $22.3m | Added +150.0k |
| Retirement Systems of Alabama 0.07% of their portfolio | 270.4k $21.3m | Added +5.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 261.8k $20.6m | Reduced -3.7k |
| Freestone Grove Partners LP 0.14% of their portfolio | 244.2k $19.2m | Reduced -602.8k |
| Pacer Advisors, Inc. 0.05% of their portfolio | 242.6k $19.1m | Added +38.9k |
| Engineers Gate Manager LP 0.23% of their portfolio | 230.0k $18.1m | Added +225.8k |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 229.1k $18.0m | Reduced -18.3k |
| Barton Investment Management 2.24% of their portfolio | 226.6k $17.8m | Reduced -24.3k |
| Sea Cliff Partners Management, LP 8.94% of their portfolio | 220.1k $17.3m | Added +23.1k |
| Summit Trail Advisors, LLC 0.25% of their portfolio | 219.4k $17.3m | Reduced -41.9k |
| CITIGROUP INC 0.01% of their portfolio | 215.5k $17.0m | Reduced -183.1k |
| Focus Partners Wealth 0.02% of their portfolio | 209.2k $16.5m | Added +82.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 208.0k $16.4m | Added +95.3k |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 201.6k $15.9m | Added +26.8k |
| Graham Capital Management, L.P. 0.53% of their portfolio | 200.3k $15.8m | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 192.9k $15.2m | Added +55.4k |
| ALTRINSIC GLOBAL ADVISORS LLC 0.53% of their portfolio | 187.7k $14.8m | Added +24.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 176.8k $13.9m | Added +14.3k |