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Security record · archived quarter

OKTA

Okta, Inc. · Technology · Software - Infrastructure

213.05 +5.8% mkt cap $35.61B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
155Tracked holders
-2Δ holders
129.24MShares held
$11.17BReported value
+1New positions
−2Exits
Stable Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.3% · share flow -2.0% · net new positions -0.6% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 233.35K $48.74M n/a −2
Q2 2026 147 -7 126.05M $17.17B +5 −13
Q1 2026 158 +2 124.69M $9.81B +7 −6
Q4 2025 155 -2 129.24M $11.17B +1 −2
Q3 2025 22 0 71.23M $6.53B +1 −2
Q2 2025 20 -1 71.67M $7.16B +1 −2
Q1 2025 18 -1 16.38M $1.72B +1 −2
Q4 2024 19 +3 24.86M $1.96B +4 −1
Q3 2024 15 -1 13.03M $968.54M +1 −2
Q2 2024 16 n/a 12.94M $1.21B n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 18.59M +0.2% $1.61B 0.0% ▲ Add 3 SEC ↗ ×21
2 The Vanguard Group ✦ (passive) 18.05M -8.8% $1.56B 0.0% ▼ Trim 3 SEC ↗ ×6
3 Fidelity (FMR) ✦ 10.01M +2.2% $865.46M 0.0% ▲ Add 3 SEC ↗ ×6
4 First Trust Advisors Lp 6.03M n/a $521.42M 0.4% n/c 1 SEC ↗
5 State Street Global Advisors ✦ (passive) 5.99M +1.2% $518.08M 0.0% ▲ Add 5 SEC ↗
6 Massachusetts Financial Services Co… 4.25M n/a $367.48M 0.1% n/c 1 SEC ↗ ×8
7 Geode Capital Management ✦ (passive) 3.26M +1.8% $281.25M 0.0% ▲ Add 7 SEC ↗ ×2
8 Ameriprise Financial Inc 3.22M n/a $278.42M 0.1% n/c 1 SEC ↗ ×5
9 American Century Companies Inc 3.01M n/a $260.46M 0.1% n/c 1 SEC ↗
10 UBS AM, a distinct business unit of… 2.50M n/a $215.78M 0.0% n/c 1 SEC ↗ ×12
11 Citadel Advisors ✦ 2.47M +377.6% $213.65M 0.1% ▲ Add 7 SEC ↗ ×2
12 JPMorgan Chase ✦ 2.18M -49.0% $188.45M 0.0% ▼ Trim 2 SEC ↗ ×13
13 Norges Bank ✦ (passive) 2.03M New $175.19M 0.0% New 1 SEC ↗
14 Allspring Global Investments… 2.07M n/a $172.89M 0.3% n/c 1 SEC ↗ ×3
15 Pictet Asset Management Holding SA 1.94M n/a $167.86M 0.2% n/c 1 SEC ↗
16 Swedbank AB 1.82M n/a $157.30M 0.2% n/c 1 SEC ↗
17 Ninety One UK Ltd 1.74M n/a $150.20M 0.3% n/c 1 SEC ↗
18 Morgan Stanley ✦ 1.72M -0.7% $148.98M 0.0% ▼ Trim 2 SEC ↗ ×13
19 PRIMECAP Management ✦ 1.64M +3.3% $141.90M 0.1% ▲ Add 7 SEC ↗
20 Northern Trust Corp 1.64M n/a $141.47M 0.0% n/c 1 SEC ↗ ×9
21 Bank Of America Corp /De/ 1.49M n/a $128.87M 0.0% n/c 1 SEC ↗ ×8
22 Voya Investment Management Llc 1.41M n/a $121.84M 0.1% n/c 1 SEC ↗ ×2
23 Bank of New York Mellon Corp 1.36M n/a $117.79M 0.0% n/c 1 SEC ↗ ×15
24 Point72 Asset Management ✦ 1.33M +20.0% $115.26M 0.2% ▲ Add 2 SEC ↗
25 Charles Schwab Investment… 1.33M n/a $114.74M 0.0% n/c 1 SEC ↗
26 Dimensional Fund Advisors Lp 1.30M n/a $112.19M 0.0% n/c 1 SEC ↗ ×5
27 Balyasny Asset Management L.P. 1.22M n/a $105.64M 0.2% n/c 1 SEC ↗
28 UBS Group AG 1.12M n/a $97.10M 0.0% n/c 1 SEC ↗ ×6
29 Legal & General Group Plc 974.38K n/a $84.25M 0.0% n/c 1 SEC ↗ ×3
30 Victory Capital Management Inc 859.54K n/a $74.32M 0.0% n/c 1 SEC ↗
31 Canada Pension Plan Investment Board 816.70K n/a $70.62M 0.0% n/c 1 SEC ↗
32 MIRAE ASSET GLOBAL ETFS HOLDINGS… 773.66K n/a $66.91M 0.1% n/c 1 SEC ↗ ×3
33 Hsbc Holdings Plc 763.09K n/a $66.08M 0.0% n/c 1 SEC ↗ ×14
34 Squarepoint Ops LLC 750.09K n/a $64.86M 0.1% n/c 1 SEC ↗
35 Bnp Paribas Financial Markets 737.91K n/a $63.81M 0.0% n/c 1 SEC ↗
36 T. Rowe Price ✦ 708.36K +4.0% $61.25M 0.0% ▲ Add 7 SEC ↗ ×2
37 Goldman Sachs Group ✦ 705.98K +15.8% $61.05M 0.0% ▲ Add 2 SEC ↗ ×5
38 Raymond James Financial Inc 696.71K n/a $60.63M 0.0% n/c 1 SEC ↗ ×6
39 Us Bancorp \De\ 671.65K n/a $58.08M 0.1% n/c 1 SEC ↗ ×4
40 Ensign Peak Advisors, Inc 659.57K n/a $57.03M 0.1% n/c 1 SEC ↗
41 Storebrand Asset Management As 559.78K n/a $48.40M 0.1% n/c 1 SEC ↗
42 Invesco Ltd. 548.74K n/a $47.45M 0.0% n/c 1 SEC ↗ ×19
43 Barclays Plc 535.39K n/a $46.30M 0.0% n/c 1 SEC ↗ ×3
44 Wells Fargo & Company/Mn 513.16K n/a $44.37M 0.0% n/c 1 SEC ↗ ×4
45 Amundi 508.95K n/a $44.01M 0.0% n/c 1 SEC ↗ ×4
46 Capital World Investors ✦ 500.00K -1.1% $43.23M 0.0% ▼ Trim 7 SEC ↗
47 Rhumbline Advisers 479.76K n/a $41.48M 0.0% n/c 1 SEC ↗
48 Robeco Institutional Asset… 465.37K n/a $40.24M 0.1% n/c 1 SEC ↗
49 Swiss National Bank 461.60K n/a $39.91M 0.0% n/c 1 SEC ↗
50 Federated Hermes, Inc. 456.63K n/a $39.49M 0.1% n/c 1 SEC ↗ ×3
51 Deutsche Bank Ag\ 403.05K n/a $34.85M 0.0% n/c 1 SEC ↗ ×6
52 Citigroup Inc 398.56K n/a $34.46M 0.0% n/c 1 SEC ↗ ×4
53 Man Group plc 395.68K n/a $34.21M 0.1% n/c 1 SEC ↗ ×3
54 Sumitomo Mitsui Trust Group, Inc. 372.18K n/a $32.18M 0.0% n/c 1 SEC ↗
55 Principal Financial Group Inc 361.68K n/a $31.27M 0.0% n/c 1 SEC ↗ ×2
56 Nuveen, LLC 354.18K n/a $30.63M 0.0% n/c 1 SEC ↗ ×2
57 AQR Capital Management ✦ 353.04K -62.8% $30.53M 0.0% ▼ Trim 7 SEC ↗ ×5
58 Quantinno Capital Management LP 348.06K n/a $30.10M 0.1% n/c 1 SEC ↗
59 Marshall Wace ✦ 347.72K -73.7% $30.07M 0.0% ▼ Trim 7 SEC ↗
60 Millennium Management ✦ 322.56K +2471.0% $27.89M 0.0% ▲ Add 7 SEC ↗
61 California Public Employees… 297.46K n/a $25.72M 0.0% n/c 1 SEC ↗
62 California State Teachers… 265.53K n/a $22.96M 0.0% n/c 1 SEC ↗
63 Jane Street Group, Llc 249.01K n/a $21.53M 0.0% n/c 1 SEC ↗ ×3
64 Nomura Asset Management Co Ltd 247.37K n/a $21.39M 0.1% n/c 1 SEC ↗ ×4
65 Sei Investments Co 242.61K n/a $20.98M 0.0% n/c 1 SEC ↗ ×2
66 Alliancebernstein L.P. 219.31K n/a $18.96M 0.0% n/c 1 SEC ↗
67 Bridgewater Associates ✦ 217.03K +54.4% $18.77M 0.1% ▲ Add 3 SEC ↗
68 Pacer Advisors, Inc. 203.71K n/a $17.61M 0.0% n/c 1 SEC ↗
69 Korea Investment CORP 188.13K n/a $16.27M 0.0% n/c 1 SEC ↗
70 Asset Management One Co., Ltd. 174.78K n/a $15.39M 0.0% n/c 1 SEC ↗
71 BNP Paribas Asset Management… 162.09K n/a $14.02M 0.0% n/c 1 SEC ↗ ×2
72 Connor, Clark & Lunn Investment… 158.97K n/a $13.75M 0.0% n/c 1 SEC ↗
73 Mitsubishi UFJ Asset Management… 162.51K n/a $13.59M 0.0% n/c 1 SEC ↗
74 State Board Of Administration Of… 145.71K n/a $12.60M 0.0% n/c 1 SEC ↗
75 Assenagon Asset Management S.A. 142.88K n/a $12.36M 0.0% n/c 1 SEC ↗
76 Aviva Plc 137.78K n/a $11.91M 0.0% n/c 1 SEC ↗
77 Rockefeller Capital Management L.P. 137.75K n/a $11.91M 0.0% n/c 1 SEC ↗ ×2
78 Zurcher Kantonalbank (Zurich… 137.51K n/a $11.89M 0.0% n/c 1 SEC ↗
79 Royal Bank Of Canada 133.55K n/a $11.55M 0.0% n/c 1 SEC ↗ ×9
80 Focus Partners Wealth 126.33K n/a $11.42M 0.0% n/c 1 SEC ↗
81 Aberdeen Group plc 118.68K n/a $10.26M 0.0% n/c 1 SEC ↗ ×2
82 Creative Planning 112.97K n/a $9.77M 0.0% n/c 1 SEC ↗
83 Envestnet Asset Management Inc 112.79K n/a $9.75M 0.0% n/c 1 SEC ↗
84 Susquehanna International Group, Llp 111.50K n/a $9.64M 0.0% n/c 1 SEC ↗ ×2
85 LPL Financial LLC 107.66K n/a $9.31M 0.0% n/c 1 SEC ↗
86 Walleye Trading LLC 106.34K n/a $9.20M 0.1% n/c 1 SEC ↗
87 Peak6 Llc 100.25K n/a $8.67M 0.1% n/c 1 SEC ↗ ×2
88 Universal- Beteiligungs- und… 95.48K n/a $8.32M 0.0% n/c 1 SEC ↗
89 Manufacturers Life Insurance… 92.73K n/a $8.02M 0.0% n/c 1 SEC ↗
90 New York State Common Retirement… 92.02K n/a $7.96M 0.0% n/c 1 SEC ↗
91 State Of Wisconsin Investment Board 90.63K n/a $7.84M 0.0% n/c 1 SEC ↗
92 Alyeska Investment Group, L.P. 90.26K n/a $7.80M 0.0% n/c 1 SEC ↗
93 Gotham Asset Management ✦ 82.17K -1.0% $7.11M 0.0% ▼ Trim 5 SEC ↗
94 Danske Bank A/S 78.13K n/a $6.76M 0.0% n/c 1 SEC ↗ ×2
95 Royal London Asset Management Ltd 73.63K n/a $6.37M 0.0% n/c 1 SEC ↗
96 D. E. Shaw & Co. ✦ 72.95K -67.5% $6.31M 0.0% ▼ Trim 7 SEC ↗ ×2
97 Mitsubishi UFJ Trust & Banking Corp 67.61K n/a $5.85M 0.0% n/c 1 SEC ↗
98 Parallax Volatility Advisers, L.P. 66.75K n/a $5.77M 0.2% n/c 1 SEC ↗
99 Optiver Holding B.V. 65.52K n/a $5.67M 0.1% n/c 1 SEC ↗
100 Stifel Financial Corp 62.52K n/a $5.41M 0.0% n/c 1 SEC ↗ ×5

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $175.19M 0.0%

Exited

Renaissance Technologies $11.86M was 0.0%
Two Sigma Investments $4.62M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 54.50K shares, $4,289 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 08 Ninan Shibu

Officer · 2.00K sh · $440,440

Oct 07 Ninan Shibu

Officer · 2.70K sh · $584,158

Oct 07 Ninan Shibu

Officer · 2.10K sh · $458,216

Oct 07 Ninan Shibu

Officer · 7.88K sh · $1.71M

Sep 22 McKinnon Todd

Officer, Director · 4.56K sh · $879,136

Sep 22 McKinnon Todd

Officer, Director · 5.34K sh · $1.02M

Sep 22 McKinnon Todd

Officer, Director · 3.97K sh · $757,529

Sep 22 McKinnon Todd

Officer, Director · 6.96K sh · $1.32M

Sep 22 McKinnon Todd

Officer, Director · 4.79K sh · $906,082

Sep 22 McKinnon Todd

Officer, Director · 6.07K sh · $1.20M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 07 SC 13G/A: FMR LLC

View original SEC filing ↗

Aug 06 SC 13G/A: FMR LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API