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 ($38.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $136.17. Options: 45 managers hold calls ($1.1bn notional), 30 hold puts ($1.2bn).
Trends to Q2 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 |
| Q2 2026 | 821 |
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 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 |
| Q2 2026 | 442 | 376 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $691.3m | $791.0m | 1.14 |
| Q4 2025 | $573.8m | $664.8m | 1.16 |
| Q1 2026 | $505.6m | $568.2m | 1.12 |
| Q2 2026 | $1.1bn | $1.2bn | 1.06 |
Biggest buyers
| FMR LLC | Added | +4.9m |
| MORGAN STANLEY | Added | +1.6m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +792.1k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +732.6k |
| Holocene Advisors, LP | Added | +615.9k |
| Dorsal Capital Management, LP | New | +600.0k |
| Pacer Advisors, Inc. | Added | +565.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +448.7k |
| JPMORGAN CHASE & CO | Added | +434.3k |
| TORONTO DOMINION BANK | Added | +416.4k |
Biggest sellers
| UBS Group AG | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -1.3m |
| Alyeska Investment Group, L.P. | Sold out | -1.1m |
| Champlain Investment Partners, LLC | Reduced | -927.5k |
| Point72 Asset Management, L.P. | Reduced | -919.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -691.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -676.6k |
| CANADA PENSION PLAN INVESTMENT BOARD | Sold out | -561.1k |
| Capital World Investors | Sold out | -500.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -485.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $219.7m1.6m shares |
| JANE STREET GROUP, LLC | Added | $158.5m1.2m shares |
| Walleye Trading LLC | Added | $116.4m853.3k shares |
| CITADEL ADVISORS LLC | Added | $109.5m802.6k shares |
| IMC-Chicago, LLC | Added | $107.4m787.3k shares |
| Optiver Holding B.V. | Added | $57.8m423.3k shares |
| Nishkama Capital, LLC | New | $36.8m270.0k shares |
| Allianz Asset Management GmbH | New | $29.7m217.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $28.5m208.6k shares |
| Jefferies Financial Group Inc. | New | $26.1m191.5k shares |
Biggest puts
| ADAPT Investment Managers SA | Added | $286.9m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $209.9m1.5m shares |
| CITADEL ADVISORS LLC | Added | $154.7m1.1m shares |
| JANE STREET GROUP, LLC | Added | $133.8m980.9k shares |
| IMC-Chicago, LLC | Added | $124.7m914.2k shares |
| Walleye Trading LLC | Added | $71.0m520.7k shares |
| UBS Group AG | Reduced | $39.6m290.2k shares |
| Optiver Holding B.V. | Added | $28.8m211.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $21.2m155.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $20.0m146.3k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 1 | $267.4k | 4 | $13.1m | $13.1m |
| Q3 2026 | 0 | — | 3 | $34.0m | $34.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-22 | McKinnon Todd Chief Executive Officer, director | Sold plan | $9.4m48.8k shares |
| 2026-09-18 | Kelleher Eric Robert Officer | Sold plan | $1.2m6.4k shares |
| 2026-09-11 | Kelleher Eric Robert Officer | Sold plan | $429.6k2.5k shares |
| 2026-09-02 | Tighe Brett Chief Financial Officer · By Trust | Sold plan | $6.7m41.3k shares |
| 2026-09-02 | Tighe Brett Chief Financial Officer | Sold plan | $6.2m38.7k shares |
| 2026-07-08 | McKinnon Todd Chief Executive Officer, director | Sold plan | $10.1m68.9k shares |
| 2026-06-22 | Schwartz Larissa Officer | Sold plan | $295.6k2.5k shares |
| 2026-06-18 | Kelleher Eric Robert Officer | Sold plan | $453.8k4.0k shares |
| 2026-06-08 | Tighe Brett Chief Financial Officer | Sold plan | $7.6m65.0k shares |
| 2026-06-02 | Schwartz Larissa Officer | Sold plan | $3.3m25.0k shares |
| 2026-05-18 | ARCHAMBEAU SHELLYE L Director · By LLC | Sold plan | $212.5k2.5k shares |
| 2026-05-07 | Schwartz Larissa Officer | Sold plan | $84.3k1.1k shares |
| 2026-05-06 | Schwartz Larissa Officer | Sold plan | $410.2k5.3k shares |
| 2026-04-16 | Schellhase David Director | Bought plan | $267.4k3.7k shares |
| 2026-04-07 | Schwartz Larissa Officer | Sold plan | $508.6k6.4k shares |
| 2026-04-01 | Kelleher Eric Robert Officer | Sold plan | $192.7k2.4k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 18.7m $2.6bn | Reduced -342.1k |
| FMR LLC 0.10% of their portfolio | 16.3m $2.2bn | Added +4.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.06% of their portfolio | 8.9m $1.2bn | Reduced -282.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 7.6m $1.0bn | Added +6.5k |
| STATE STREET CORP 0.03% of their portfolio | 6.3m $856.2m | Added +164.9k |
| FIRST TRUST ADVISORS LP 0.36% of their portfolio | 4.5m $613.7m | Added +303.3k |
| Allspring Global Investments Holdings, LLC 0.78% of their portfolio | 3.6m $510.4m | Added +80.7k |
| MORGAN STANLEY 0.02% of their portfolio | 3.4m $469.4m | Added +1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.3m $445.2m | Reduced -114.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.13% of their portfolio | 3.1m $420.9m | Reduced -676.6k |
| AMERICAN CENTURY COMPANIES INC 0.18% of their portfolio | 2.9m $399.1m | Reduced -135.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.7m $356.8m | Added +434.3k |
| Swedbank AB 0.30% of their portfolio | 2.6m $350.9m | Added +354.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 2.4m $329.6m | Reduced -57.3k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.3m $320.5m | Added +207.2k |
| Pictet Asset Management Holding SA 0.28% of their portfolio | 2.2m $298.1m | Reduced -304.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.17% of their portfolio | 2.2m $296.7m | Added +792.1k |
| CITADEL ADVISORS LLC 0.16% of their portfolio | 2.1m $287.4m | Reduced -1.3m |
| UBS Group AG 0.04% of their portfolio | 2.1m $281.2m | Reduced -1.3m |
| Point72 Asset Management, L.P. 0.39% of their portfolio | 1.9m $252.7m | Reduced -919.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 1.8m $246.5m | Added +732.6k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.6m $220.4m | Reduced -17.6k |
| PRIMECAP MANAGEMENT CO/CA/ 0.12% of their portfolio | 1.5m $206.9m | Reduced -195.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.5m $205.9m | Added +67.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.5m $198.8m | Reduced -338.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $174.9m | Added +32.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $170.4m | Reduced -56.5k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.1m $144.9m | Added +690 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% of their portfolio | 1.0m $140.7m | Added +147.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $138.0m | Reduced -485.7k |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 950.4k $129.7m | Added +118.8k |
| Optimus Prime Fund Management Co., Ltd. 9.19% of their portfolio | 910.0k $124.2m | Unchanged |
| Legal & General Group Plc 0.03% of their portfolio | 900.3k $122.8m | Reduced -37.1k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 889.3k $121.3m | Added +37.2k |
| Penserra Capital Management LLC 0.88% of their portfolio | 842.9k $115.0m | Reduced -233.1k |
| Senvest Management, LLC 3.30% of their portfolio | 825.6k $112.7m | Reduced -4.9k |
| Pacer Advisors, Inc. 0.29% of their portfolio | 807.7k $110.2m | Added +565.1k |
| DAVENPORT & Co LLC 0.56% of their portfolio | 807.5k $110.2m | Reduced -82.6k |
| Greenvale Capital LLP 12.01% of their portfolio | 800.0k $109.2m | Reduced -300.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 744.5k $101.6m | Added +27.4k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 719.7k $98.2m | Reduced -691.2k |
| US BANCORP \DE\ 0.11% of their portfolio | 704.7k $96.2m | Reduced -31.0k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 700.5k $95.6m | Added +135.1k |
| NORGES BANK 0.01% of their portfolio | 685.7k $93.6m | Not comparable |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 680.6k $92.9m | Reduced -338.8k |
| Stephens Investment Management Group LLC 0.94% of their portfolio | 645.5k $88.1m | Added +201.6k |
| Woodline Partners LP 0.27% of their portfolio | 637.2k $86.9m | Added +77.4k |
| Holocene Advisors, LP 0.20% of their portfolio | 635.4k $86.7m | Added +615.9k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 622.0k $49.0m | Added +140.5k |
| Dorsal Capital Management, LP 2.95% of their portfolio | 600.0k $81.9m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.19% of their portfolio | 567.8k $77.5m | Reduced -45.1k |
| Invesco Ltd. 0.01% of their portfolio | 504.8k $68.9m | Reduced -35.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 501.9k $68.5m | Added +115.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 499.6k $68.2m | Added +146.3k |
| Amundi 0.02% of their portfolio | 498.7k $68.1m | Reduced -110.5k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 484.4k $66.1m | Reduced -172.5k |
| Swiss National Bank 0.03% of their portfolio | 477.3k $65.1m | Reduced -20.0k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 462.8k $63.2m | Reduced -31.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 454.6k $62.0m | Added +75.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 450.3k $61.4m | Reduced -216.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.54% of their portfolio | 448.7k $61.2m | New |
| GLENMEDE TRUST CO NA 0.27% of their portfolio | 445.2k $60.7m | Reduced -95.8k |
| TORONTO DOMINION BANK 0.10% of their portfolio | 445.0k $60.7m | Added +416.4k |
| Quantinno Capital Management LP 0.07% of their portfolio | 441.6k $60.3m | Reduced -304.4k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 440.8k $60.2m | Added +42.4k |
| Nuveen, LLC 0.01% of their portfolio | 434.4k $59.3m | Added +67.5k |
| Champlain Investment Partners, LLC 1.45% of their portfolio | 413.0k $56.4m | Reduced -927.5k |
| Smith Group Asset Management, LLC 2.26% of their portfolio | 406.4k $55.4m | Added +29.3k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 373.3k $50.9m | Added +232.1k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 365.3k $49.9m | Added +82 |
| CANADA LIFE ASSURANCE Co 0.08% of their portfolio | 351.9k $48.0m | Reduced -34.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 345.6k $47.2m | Reduced -10.1k |
| Junto Capital Management LP 0.84% of their portfolio | 333.4k $45.5m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 328.5k $44.8m | Added +42.9k |
| Vident Advisory, LLC 0.33% of their portfolio | 325.1k $44.4m | Reduced -11.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 289.8k $39.5m | Added +6.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 279.7k $38.2m | Reduced -12.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 271.9k $37.1m | Reduced -120.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 269.8k $36.8m | Added +148.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 265.9k $36.3m | Added +4.0k |
| Schonfeld Strategic Advisors LLC 0.17% of their portfolio | 240.6k $32.8m | New |
| Retirement Systems of Alabama 0.10% of their portfolio | 236.1k $32.2m | Reduced -34.3k |
| ShawSpring Partners LLC 13.80% of their portfolio | 234.7k $32.0m | Reduced -330.3k |
| PFA Pension, Forsikringsaktieselskab 0.08% of their portfolio | 231.5k $31.6m | New |
| ExodusPoint Capital Management, LP 0.29% of their portfolio | 229.0k $31.2m | Added +107.3k |
| Focus Partners Wealth 0.03% of their portfolio | 228.6k $31.2m | Added +19.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 227.9k $31.1m | Added +19.8k |
| Korea Investment CORP 0.06% of their portfolio | 221.0k $30.2m | Added +69.5k |
| Handelsbanken Fonder AB 0.08% of their portfolio | 216.2k $29.5m | Added +168.3k |
| Barton Investment Management 3.96% of their portfolio | 214.3k $29.2m | Reduced -12.3k |
| Vinva Investment Management Ltd 0.18% of their portfolio | 206.0k $27.1m | Added +107.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 199.1k $27.2m | Reduced -30.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 197.5k $26.9m | Added +20.6k |
| Asset Management One Co., Ltd. 0.07% of their portfolio | 195.3k $26.6m | Reduced -6.3k |
| BARCLAYS PLC 0.01% of their portfolio | 192.2k $26.2m | Reduced -250.1k |
| Summit Trail Advisors, LLC 0.32% of their portfolio | 188.7k $25.8m | Reduced -30.7k |
| SEB Asset Management AB 0.10% of their portfolio | 188.4k $25.7m | Added +153.6k |
| ALTRINSIC GLOBAL ADVISORS LLC 0.90% of their portfolio | 179.5k $24.5m | Reduced -8.2k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 176.6k $24.1m | Reduced -129.5k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 176.4k $24.1m | Reduced -108.8k |