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Security record

OKTA

Okta, Inc. · Technology · Software - Infrastructure

130.61 -0.3% mkt cap $21.70B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
149Tracked holders
-7Δ holders
126.56MShares held
$17.23BReported value
+5New positions
−11Exits
Falling Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.5% · share flow +1.2% · net new positions -4.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 149 -7 126.56M $17.23B +5 −11
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 12.94M $1.21B
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
2 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
5 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
6 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
7 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
8 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
9 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
10 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
11 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
12 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
13 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
14 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
15 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
16 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
17 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
18 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
19 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
20 BlackRock (passive) 18.70M -1.8% $2.55B 0.0% ▼ Trim 5 SEC ↗
21 Fidelity (FMR) 16.27M +43.5% $2.22B 0.1% ▲ Add 5 SEC ↗
22 Fidelity (FMR) 16.27M +43.5% $2.22B 0.1% ▲ Add 5 SEC ↗
23 Fidelity (FMR) 16.27M +43.5% $2.22B 0.1% ▲ Add 5 SEC ↗
24 Fidelity (FMR) 16.27M +43.5% $2.22B 0.1% ▲ Add 5 SEC ↗
25 Fidelity (FMR) 16.27M +43.5% $2.22B 0.1% ▲ Add 5 SEC ↗
26 Fidelity (FMR) 16.27M +43.5% $2.22B 0.1% ▲ Add 5 SEC ↗
27 Vanguard Capital Management Llc 7.59M +0.1% $1.04B 0.0% ▲ Add 2 SEC ↗
28 State Street Global Advisors (passive) 6.27M +2.7% $856.17M 0.0% ▲ Add 7 SEC ↗
29 First Trust Advisors Lp 4.50M +7.2% $613.74M 0.4% ▲ Add 3 SEC ↗
30 Allspring Global Investments… 3.63M +2.3% $510.41M 0.8% ▲ Add 3 SEC ↗
31 Allspring Global Investments… 3.63M +2.3% $510.41M 0.8% ▲ Add 3 SEC ↗
32 Allspring Global Investments… 3.63M +2.3% $510.41M 0.8% ▲ Add 3 SEC ↗
33 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
34 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
35 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
37 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
38 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
39 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
40 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
41 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
42 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
43 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
45 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
46 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
47 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
48 Morgan Stanley 3.44M +85.8% $469.44M 0.0% ▲ Add 4 SEC ↗
49 Geode Capital Management (passive) 3.27M -3.4% $445.23M 0.0% ▼ Trim 9 SEC ↗
50 Geode Capital Management (passive) 3.27M -3.4% $445.23M 0.0% ▼ Trim 9 SEC ↗
51 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
52 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
53 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
54 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
55 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
56 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
57 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
58 Massachusetts Financial Services Co… 3.06M -18.1% $420.87M 0.1% ▼ Trim 3 SEC ↗
59 American Century Companies Inc 2.92M -4.4% $399.07M 0.2% ▼ Trim 3 SEC ↗
60 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
61 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
62 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
63 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
64 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
65 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
66 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
67 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
68 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
69 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
70 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
71 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
72 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
73 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
74 JPMorgan Chase 2.71M +19.1% $356.85M 0.0% ▲ Add 4 SEC ↗
75 Swedbank AB 2.57M +16.0% $350.85M 0.3% ▲ Add 3 SEC ↗
76 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
77 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
78 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
79 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
80 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
81 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
82 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
83 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
84 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
85 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
86 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
87 UBS AM, a distinct business unit of… 2.42M -2.3% $329.65M 0.1% ▼ Trim 3 SEC ↗
88 Ameriprise Financial Inc 2.35M +9.7% $320.45M 0.1% ▲ Add 3 SEC ↗
89 Ameriprise Financial Inc 2.35M +9.7% $320.45M 0.1% ▲ Add 3 SEC ↗
90 Ameriprise Financial Inc 2.35M +9.7% $320.45M 0.1% ▲ Add 3 SEC ↗
91 Ameriprise Financial Inc 2.35M +9.7% $320.45M 0.1% ▲ Add 3 SEC ↗
92 Ameriprise Financial Inc 2.35M +9.7% $320.45M 0.1% ▲ Add 3 SEC ↗
93 Ameriprise Financial Inc 2.35M +9.7% $320.45M 0.1% ▲ Add 3 SEC ↗
94 Pictet Asset Management Holding SA 2.19M -12.2% $298.09M 0.3% ▼ Trim 3 SEC ↗
95 Victory Capital Management Inc 2.17M +57.3% $296.71M 0.2% ▲ Add 3 SEC ↗
96 Victory Capital Management Inc 2.17M +57.3% $296.71M 0.2% ▲ Add 3 SEC ↗
97 Victory Capital Management Inc 2.17M +57.3% $296.71M 0.2% ▲ Add 3 SEC ↗
98 Citadel Advisors 2.11M -38.1% $287.42M 0.2% ▼ Trim 9 SEC ↗
99 Citadel Advisors 2.11M -38.1% $287.42M 0.2% ▼ Trim 9 SEC ↗
100 UBS Group AG 2.06M -39.4% $281.18M 0.0% ▼ Trim 3 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Alyeska Investment Group, L.P. $87.52M was 0.2%
Canada Pension Plan… $44.16M was 0.0%
Capital World Investors $39.35M was 0.0%
Connor, Clark & Lunn… $5.97M was 0.0%
Tudor Investment Corp Et Al $5.00M was 0.0%
Bridgewater Associates $3.44M was 0.0%
Optiver Holding B.V. $2.96M was 0.1%
1832 Asset Management L.P. $652,978 was 0.0%
Cibc World Market Inc. $431,646 was 0.0%
National Bank Of Canada /Fi/ $283,782 was 0.0%
DZ BANK AG Deutsche Zentral… $3,748 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.

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: Q2 2026 · Methodology · Get this via the API