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OKTA in the 13F filings

Okta Inc · CUSIP 679295105

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 14 listed it in both
Shares listed
35,385,001
combined, among listed positions
Reported value
$3.7bn
combined, at the quarter end

Among the 95 comparable managers: 13 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing OKTA in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Fidelity (FMR LLC)20,901,996$2.2bn0.14%Added+3,949,7435 Nov 2026 (the filing on sec.gov)
MFS Investment Management3,699,944$389m0.13%Added+2,830,5822 May 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC2,543,104$268m4.64%Added+1,729,40315 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,387,473$146m0.13%Trimmed-543,94215 May 2025 (the filing on sec.gov)
AQR Capital Management LLC1,032,042$108m0.11%Added+182,40015 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,011,121$106m0.13%Added+503,44927 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP932,701$98m0.08%Trimmed-308,51914 May 2025 (the filing on sec.gov)
Marshall Wace LLP916,576$96m0.12%Trimmed-2,667,36115 May 2025 (the filing on sec.gov)
Capital World Investors501,001$53munder 0.1%Held012 May 2025 (the filing on sec.gov)
Tudor Investment Corp483,343$51m0.17%Newnew15 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC441,937$47munder 0.1%Trimmed-232,12227 Oct 2026 (the filing on sec.gov)
Man Group PLC346,376$36m0.09%Trimmed-161,93315 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC300,080$32m0.19%Addedn.a.15 May 2025 (the filing on sec.gov)
Two Sigma Investments LP251,610$26m0.06%Newnew15 May 2025 (the filing on sec.gov)
Verition Fund Management LLC168,025$18m0.08%Trimmed-66,42915 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP142,160$15munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC100,354$11munder 0.1%Trimmed-89,51621 May 2025 (the filing on sec.gov)
Holocene Advisors LP99,782$10munder 0.1%Newnew15 May 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP97,138$10m0.10%Trimmed-54,16114 May 2025 (the filing on sec.gov)
PDT Partners LLC20,600$2.2m0.15%Newnew15 May 2025 (the filing on sec.gov)
Caxton Associates LLP4,924$518kunder 0.1%Newnew16 May 2025 (the filing on sec.gov)
Moore Capital Management LP2,714$286kunder 0.1%Newnew12 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

0102030201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OKTA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20177$30mn.a.n.a.
Q3 20175$33mn.a.n.a.
Q4 20177$65mn.a.n.a.
Q1 201814$540mn.a.n.a.
Q2 201812$707mn.a.n.a.
Q3 201817$1.1bnn.a.n.a.
Q4 201817$1.3bnn.a.n.a.
Q1 201924$1.8bnn.a.n.a.
Q2 201919$2.5bnn.a.n.a.
Q3 201924$2.3bnn.a.n.a.
Q4 201915$2.5bnn.a.n.a.
Q1 202020$2.4bnn.a.n.a.
Q2 202023$4.0bnn.a.n.a.
Q3 202020$4.3bnn.a.n.a.
Q4 202021$4.5bnn.a.n.a.
Q1 202111$4.4bnn.a.n.a.
Q2 202114$5.3bnn.a.n.a.
Q3 202119$5.5bnn.a.n.a.
Q4 202116$4.9bnn.a.n.a.
Q1 202228$4.3bnn.a.n.a.
Q2 202223$2.9bnn.a.n.a.
Q3 202221$1.5bnn.a.n.a.
Q4 202219$1.7bnn.a.n.a.
Q1 202321$2.0bnn.a.n.a.
Q2 202321$1.9bnn.a.n.a.
Q3 202316$1.8bnn.a.n.a.
Q4 202315$2.4bn125
Q1 202421$2.8bn128
Q2 202418$2.6bn118
Q3 202415$2.1bn107
Q4 202422$2.8bn167
Q1 202522$3.7bn1311
Q2 202514$2.5bn106
Q3 202514$2.1bn95
Q4 202514$2.0bn1320
Q1 202613$2.1bn1515
Q2 202612$3.8bn1716

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

OKTA and GOOGL →OKTA and AMZN →OKTA and MSFT →Choose a stock to compare with OKTA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own OKTA, latest filings →Back to the 13F Explorer →