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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
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 Aug 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 13 listed it in both
Shares listed
27,777,032
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 94 comparable managers: 11 buyers (opened or added shares) and 8 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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Fidelity (FMR LLC)17,038,748$1.6bn0.10%Added+1,910,7545 Nov 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC2,401,573$225m3.19%Added+125,83014 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP2,273,700$213m0.28%Added+1,227,89014 Aug 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,335,968$125m0.12%Trimmed-642,11514 Aug 2024 (the filing on sec.gov)
Squarepoint Ops LLC983,268$92m0.15%Trimmed-9,68514 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC923,124$86m0.07%Added+72,30314 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP663,082$62m0.05%Trimmed-116,34814 Aug 2024 (the filing on sec.gov)
Capital World Investors500,000$47munder 0.1%Held013 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC428,947$40m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Renaissance Technologies LLC404,800$38m0.06%Trimmed-461,5009 Aug 2024 (the filing on sec.gov)
Man Group PLC280,809$26m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC252,400$24m0.15%Addedn.a.14 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP180,317$17m0.12%Trimmed-166,99013 Aug 2024 (the filing on sec.gov)
PDT Partners LLC39,677$3.7m0.35%Added+5,27415 Aug 2024 (the filing on sec.gov)
Tybourne Capital Management HK Ltd24,504$2.3m0.47%Newnew14 Aug 2024 (the filing on sec.gov)
Winton Group Ltd24,256$2.3m0.15%Newnew9 Aug 2024 (the filing on sec.gov)
Maverick Capital Ltd16,459$1.5munder 0.1%Added+11,55214 Aug 2024 (the filing on sec.gov)
Moore Capital Management LP5,400$505kunder 0.1%Trimmed-12,12614 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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 (2)

Exited (2)

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 →