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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
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 11 listed it in both
Shares listed
31,197,096
combined, among listed positions
Reported value
$4.2bn
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: 17 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,314,692.

Managers listing OKTA in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, 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)16,272,067$2.2bn0.10%Added+4,929,24313 Aug 2026 (the filing on sec.gov)
MFS Investment Management3,060,676$421m0.13%Trimmed-676,6283 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC2,106,402$287munder 0.1%Trimmed-1,295,3072 Sep 2026 (the filing on sec.gov)
Point72 Asset Management LP1,851,774$253m0.28%Trimmed-918,96714 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP1,457,153$199munder 0.1%Trimmed-338,90314 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC950,408$130m0.16%Added+118,77814 Aug 2026 (the filing on sec.gov)
Millennium Management LLC719,725$98munder 0.1%Trimmed-691,22914 Aug 2026 (the filing on sec.gov)
Woodline Partners LP637,156$87m0.27%Added+77,42514 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP635,447$87m0.20%Added+615,93714 Aug 2026 (the filing on sec.gov)
Invesco Ltd504,806$69munder 0.1%Trimmed-35,63414 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP501,935$68munder 0.1%Added+115,72014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc499,640$68munder 0.1%Added+146,34314 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP622,037$49munder 0.1%Added+140,52714 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC240,642$33m0.12%Newnew14 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP229,003$31m0.20%Added+107,30514 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC176,420$24munder 0.1%Trimmed-108,82714 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC174,576$23munder 0.1%Added+101,00214 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC163,045$22munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.138,061$19munder 0.1%Added+87,69214 Aug 2026 (the filing on sec.gov)
Man Group PLC81,731$11munder 0.1%Trimmed-67,30414 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP65,534$8.9munder 0.1%Trimmed-357,20313 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC60,813$8.3munder 0.1%Trimmed-108,38114 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd14,879$2.0munder 0.1%Added+2014 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP9,986$1.4munder 0.1%Trimmed-15,69914 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC9,640$1.3munder 0.1%Added+1,02927 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 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 (4)

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 →