L3VLUP
ProSign in

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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 13 listed it in both
Shares listed
26,350,329
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +476,985.

Managers listing OKTA in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 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)10,008,795$865munder 0.1%Added+211,52217 Feb 2026 (the filing on sec.gov)
MFS Investment Management4,249,834$367m0.12%Trimmed-385,73822 Jan 2026 (the filing on sec.gov)
Citadel Advisors LLC2,470,767$214munder 0.1%Added+1,953,38917 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP1,332,985$115m0.13%Added+222,35317 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,221,663$106m0.13%Added+989,31417 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP847,024$73m0.53%Added+552,32417 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC750,087$65m0.07%Trimmed-1,219,33213 Feb 2026 (the filing on sec.gov)
Woodline Partners LP720,191$62m0.24%Added+715,56517 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc708,364$61munder 0.1%Added+27,22217 Feb 2026 (the filing on sec.gov)
Invesco Ltd548,741$47munder 0.1%Added+88,11219 Feb 2026 (the filing on sec.gov)
Capital World Investors500,000$43munder 0.1%Trimmed-5,60711 Feb 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC434,854$38m0.48%Held017 Feb 2026 (the filing on sec.gov)
Man Group PLC395,681$34m0.06%Trimmed-346,24317 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC353,043$31munder 0.1%Trimmed-594,69517 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP347,716$30munder 0.1%Trimmed-972,99913 Feb 2026 (the filing on sec.gov)
Millennium Management LLC322,558$28munder 0.1%Added+310,01217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC249,015$22munder 0.1%Trimmed-210,32412 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP219,311$19munder 0.1%Trimmed-89,93417 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP217,028$19m0.07%Added+76,46613 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC174,321$15m0.06%Trimmed-21,32213 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP111,504$9.6munder 0.1%Trimmed-93,16717 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.72,954$6.3munder 0.1%Trimmed-151,74817 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC26,396$2.3munder 0.1%Trimmed-112,48410 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP19,443$1.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd14,859$1.3munder 0.1%Added+4,70017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (2)

Exited (5)

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 →