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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 12 listed it in both
Shares listed
29,882,404
combined, among listed positions
Reported value
$2.4bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,542,875.

Managers listing OKTA in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)11,342,824$893munder 0.1%Added+1,334,02915 May 2026 (the filing on sec.gov)
MFS Investment Management3,737,304$296m0.10%Trimmed-512,53014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC3,401,709$268munder 0.1%Added+930,94215 May 2026 (the filing on sec.gov)
Point72 Asset Management LP2,770,741$218m0.28%Added+1,437,75615 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,796,056$141munder 0.1%Added+1,784,29615 May 2026 (the filing on sec.gov)
Millennium Management LLC1,410,954$111munder 0.1%Added+1,088,39615 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC831,630$65m0.08%Trimmed-390,03315 May 2026 (the filing on sec.gov)
Woodline Partners LP559,731$44m0.17%Trimmed-160,46015 May 2026 (the filing on sec.gov)
Invesco Ltd540,440$43munder 0.1%Trimmed-8,30112 May 2026 (the filing on sec.gov)
AllianceBernstein LP481,510$42munder 0.1%Added+262,19915 May 2026 (the filing on sec.gov)
Capital World Investors500,000$39munder 0.1%Held013 May 2026 (the filing on sec.gov)
Marshall Wace LLP422,737$33munder 0.1%Added+75,02115 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP386,215$30munder 0.1%Added+274,71115 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc353,297$28munder 0.1%Trimmed-355,06715 May 2026 (the filing on sec.gov)
Jane Street Group LLC285,247$22munder 0.1%Added+36,23212 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP244,206$19m0.14%Trimmed-602,81815 May 2026 (the filing on sec.gov)
Verition Fund Management LLC169,194$13m0.09%Trimmed-5,12715 May 2026 (the filing on sec.gov)
Man Group PLC149,035$12munder 0.1%Trimmed-246,64615 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP121,698$9.6m0.08%Newnew14 May 2026 (the filing on sec.gov)
Winton Group Ltd76,183$6.0m0.21%Newnew12 May 2026 (the filing on sec.gov)
AQR Capital Management LLC73,574$5.7munder 0.1%Trimmed-279,46915 May 2026 (the filing on sec.gov)
Tudor Investment Corp63,574$5.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.50,369$4.0munder 0.1%Trimmed-22,58515 May 2026 (the filing on sec.gov)
Bridgewater Associates LP43,649$3.4munder 0.1%Trimmed-173,37915 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP25,685$2.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (4)

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.

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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 →