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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 13 May 2024
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 12 listed it in both
Shares listed
26,598,995
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

Among the 93 comparable managers: 12 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Fidelity (FMR LLC)15,127,994$1.6bn0.11%Trimmed-310,8365 Nov 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC2,275,743$238m3.54%Trimmed-129,45715 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,978,083$207m0.18%Addedn.a.15 May 2024 (the filing on sec.gov)
Marshall Wace LLP1,045,810$109m0.17%Trimmed-1,113,51715 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC992,953$104m0.18%Trimmed-135,47915 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC866,300$91m0.14%Added+213,95813 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC850,821$89m0.07%Trimmed-114,69814 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP779,430$82m0.08%Trimmed-259,97415 May 2024 (the filing on sec.gov)
Capital World Investors500,000$52munder 0.1%Held014 May 2024 (the filing on sec.gov)
Sachem Head Capital Management LP475,900$50m2.13%Trimmed-407,60015 May 2024 (the filing on sec.gov)
Soros Fund Management LLC426,326$45m0.74%Newnew15 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP347,307$36m0.28%Added+47,42314 May 2024 (the filing on sec.gov)
Two Sigma Investments LP340,832$36m0.08%Addedn.a.15 May 2024 (the filing on sec.gov)
Point72 Asset Management LP243,100$25m0.06%Trimmed-439,80015 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP154,160$16munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC105,203$11munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
PDT Partners LLC34,403$3.6m0.34%Added+18,32615 May 2024 (the filing on sec.gov)
Bridgewater Associates LP22,996$2.4munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Moore Capital Management LP17,526$1.8munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP9,201$963kunder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Maverick Capital Ltd4,907$513kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 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 (5)

Exited (0)

No exit shown by a manager’s own filing.

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 →