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Also trades as: 0KB7.L (LSE) · $vol 2M

OKTA Institutional Ownership

Okta, Inc.
1W: +16.5% 1M: +11.8% 3M: +65.1% YTD: +170.3% 1Y: +153.8% 3Y: +199.2% 5Y: -12.3%
$226.07
+6.06 (+2.75%)
 
Weekly Expected Move ±9.2%
$174 $194 $213 $233 $252
NASDAQ · Technology · Software - Infrastructure · Tech Score Buy · Power 75 · $37.8B mcap · 166M float · 2.10% daily turnover · Short 51% of daily vol
Credit Risk of going bust: lower than 84% of companies Debt: 0.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.04 (down more than 99.9%), Okta, Inc. would be worth roughly what it owes.
Total debt $53.0M against a stock market value of $37.79B.
Distance to default 10.95 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $26.5M (short-term plus half of long-term), stock volatility 64.9%; Altman Z'' 3.54. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — OKTA

930
Institutional Holders
+96 vs prior quarter
0.0%
Ownership
+0.00pp
$22B
Total Invested
194
New Positions
264
Increased
378
Reduced
91
Closed
0.71
Put/Call Ratio

Ownership Trends

Top Institutional Holders (995 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 18,695,465 $4.2B -342,067 -1.8% 8Q SEC ↗
2 FMR LLC 16,272,067 $3.7B +4,929,243 +43.5% 37Q SEC ↗
3 VANGUARD PORTFOLIO MANAGEMENT LLC 8,949,045 $2.0B -282,054 -3.1% 2Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 7,594,193 $1.7B +6,495 +0.1% 2Q SEC ↗
5 STATE STREET CORP 6,274,631 $1.4B +164,855 +2.7% 37Q SEC ↗
6 FIRST TRUST ADVISORS LP 4,497,939 $1.0B +303,331 +7.2% 33Q SEC ↗
7 Allspring Global Investments Holdings, 3,633,828 $821M +80,737 +2.3% 19Q SEC ↗
8 MORGAN STANLEY 3,440,371 $778M +1,589,170 +85.8% 37Q SEC ↗
9 GEODE CAPITAL MANAGEMENT, LLC 3,271,979 $740M -114,906 -3.4% 37Q SEC ↗
10 MASSACHUSETTS FINANCIAL SERVICES CO /M 3,060,676 $692M -676,628 -18.1% 9Q SEC ↗
11 AMERICAN CENTURY COMPANIES INC 2,924,665 $661M -135,279 -4.4% 15Q SEC ↗
12 JPMORGAN CHASE & CO 2,709,757 $613M +434,283 +19.1% 37Q SEC ↗
13 Swedbank AB 2,571,276 $581M +354,688 +16.0% 22Q SEC ↗
14 UBS AM, a distinct business unit of UB 2,415,891 $546M -57,338 -2.3% 33Q SEC ↗
15 AMERIPRISE FINANCIAL INC 2,348,448 $531M +207,232 +9.7% 16Q SEC ↗
16 Pictet Asset Management Holding SA 2,186,553 $494M -304,128 -12.2% 12Q SEC ↗
17 VICTORY CAPITAL MANAGEMENT INC 2,174,495 $492M +792,063 +57.3% 31Q SEC ↗
18 CITADEL ADVISORS LLC 2,106,402 $476M -1,295,307 -38.1% 37Q SEC ↗
19 UBS Group AG 2,060,649 $466M -1,340,421 -39.4% 37Q SEC ↗
20 Point72 Asset Management, L.P. 1,851,774 $419M -918,967 -33.2% 4Q SEC ↗
21 VOYA INVESTMENT MANAGEMENT LLC 1,806,836 $408M +732,643 +68.2% 34Q SEC ↗
22 NORTHERN TRUST CORP 1,615,525 $365M -17,601 -1.1% 37Q SEC ↗
23 PRIMECAP MANAGEMENT CO/CA 1,516,091 $343M -195,337 -11.4% 15Q SEC ↗
24 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,508,803 $341M +67,685 +4.7% 15Q SEC ↗
25 Sixth Street Partners Management Compa NEW 1,508,803 $341M — +0.0% 1Q SEC ↗
26 WELLINGTON MANAGEMENT GROUP LLP 1,457,153 $329M -338,903 -18.9% 20Q SEC ↗
27 DIMENSIONAL FUND ADVISORS LP 1,282,022 $290M +32,849 +2.6% 33Q SEC ↗
28 Bank of New York Mellon Corp 1,249,078 $282M -56,460 -4.3% 37Q SEC ↗
29 VANGUARD FIDUCIARY TRUST CO 1,062,091 $240M +690 +0.1% 2Q SEC ↗
30 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,031,471 $233M +147,273 +16.7% 9Q SEC ↗
31 BANK OF AMERICA CORP /DE 1,011,189 $229M -485,707 -32.4% 15Q SEC ↗
32 Balyasny Asset Management L.P. 950,408 $215M +118,778 +14.3% 5Q SEC ↗
33 Optimus Prime Fund Management Co., Ltd 910,000 $206M — +0.0% 13Q SEC ↗
34 Legal & General Group Plc 900,262 $204M -37,081 -4.0% 27Q SEC ↗
35 RAYMOND JAMES FINANCIAL INC 889,335 $201M +37,223 +4.4% 7Q SEC ↗
36 Penserra Capital Management LLC 842,934 $191M -233,101 -21.7% 12Q SEC ↗
37 Senvest Management, LLC 825,615 $187M -4,900 -0.6% 5Q SEC ↗
38 Pacer Advisors, Inc. 807,713 $183M +565,098 +232.9% 17Q SEC ↗
39 DAVENPORT & Co LLC 807,504 $183M -82,628 -9.3% 6Q SEC ↗
40 Greenvale Capital LLP 800,000 $181M -300,000 -27.3% 4Q SEC ↗
41 WELLS FARGO & COMPANY/MN 744,512 $168M +27,404 +3.8% 37Q SEC ↗
42 MILLENNIUM MANAGEMENT LLC 719,725 $163M -691,229 -49.0% 35Q SEC ↗
43 US BANCORP \DE 704,730 $159M -30,995 -4.2% 35Q SEC ↗
44 FEDERATED HERMES, INC. 700,460 $158M +135,143 +23.9% 17Q SEC ↗
45 NORGES BANK NEW 685,697 $155M — +0.0% 1Q SEC ↗
46 GOLDMAN SACHS GROUP INC 680,583 $154M -338,829 -33.2% 15Q SEC ↗
47 Stephens Investment Management Group L 645,472 $146M +201,645 +45.4% 14Q SEC ↗
48 Woodline Partners LP 637,156 $144M +77,425 +13.8% 4Q SEC ↗
49 Holocene Advisors, LP 635,447 $144M +615,937 +3157.0% 3Q SEC ↗
50 ALLIANCEBERNSTEIN L.P. 622,037 $141M +140,527 +29.2% 34Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
FMR LLC +4,929,243 +43.5% 16,272,067
MORGAN STANLEY +1,589,170 +85.8% 3,440,371
VICTORY CAPITAL MANAGEMENT INC +792,063 +57.3% 2,174,495
VOYA INVESTMENT MANAGEMENT LLC +732,643 +68.2% 1,806,836
Holocene Advisors, LP +615,937 +3157.0% 635,447
Pacer Advisors, Inc. +565,098 +232.9% 807,713
JPMORGAN CHASE & CO +434,283 +19.1% 2,709,757
TORONTO DOMINION BANK +416,398 +1457.2% 444,973
Swedbank AB +354,688 +16.0% 2,571,276
FIRST TRUST ADVISORS LP +303,331 +7.2% 4,497,939
AMERIPRISE FINANCIAL INC +207,232 +9.7% 2,348,448
Stephens Investment Management Grou +201,645 +45.4% 645,472
Handelsbanken Fonder AB +168,291 +351.3% 216,191
STATE STREET CORP +164,855 +2.7% 6,274,631
SEB Asset Management AB +153,577 +441.1% 188,391
BNP PARIBAS ASSET MANAGEMENT Holdin +148,307 +122.1% 269,764
MIRAE ASSET GLOBAL ETFS HOLDINGS Lt +147,273 +16.7% 1,031,471
PRICE T ROWE ASSOCIATES INC /MD +146,343 +41.4% 499,640
ALLIANCEBERNSTEIN L.P. +140,527 +29.2% 622,037
E. Ohman J:or Asset Management AB +140,300 +2395.8% 146,156
Biggest Decreases (20)
HolderReducedChange %Total Shares
UBS Group AG -1,340,421 -39.4% 2,060,649
CITADEL ADVISORS LLC -1,295,307 -38.1% 2,106,402
Champlain Investment Partners, LLC -927,550 -69.2% 412,985
Point72 Asset Management, L.P. -918,967 -33.2% 1,851,774
MILLENNIUM MANAGEMENT LLC -691,229 -49.0% 719,725
MASSACHUSETTS FINANCIAL SERVICES CO -676,628 -18.1% 3,060,676
BANK OF AMERICA CORP /DE -485,707 -32.4% 1,011,189
MARSHALL WACE, LLP -357,203 -84.5% 65,534
BlackRock, Inc. -342,067 -1.8% 18,695,465
WELLINGTON MANAGEMENT GROUP LLP -338,903 -18.9% 1,457,153
GOLDMAN SACHS GROUP INC -338,829 -33.2% 680,583
ShawSpring Partners LLC -330,292 -58.5% 234,744
Quantinno Capital Management LP -304,437 -40.8% 441,572
Pictet Asset Management Holding SA -304,128 -12.2% 2,186,553
SCHRODER INVESTMENT MANAGEMENT GROU -301,094 -93.8% 19,756
Greenvale Capital LLP -300,000 -27.3% 800,000
VANGUARD PORTFOLIO MANAGEMENT LLC -282,054 -3.1% 8,949,045
Torque Asset Management LLC -274,811 -86.2% 44,028
BARCLAYS PLC -250,112 -56.6% 192,151
JUPITER ASSET MANAGEMENT LTD -237,762 -71.8% 93,220

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms