OKTA INC (OKTA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | $26.0M | 124,200 | 4.78% | 21q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $22.5M | 107,653 | 0.15% | 9q | -2.5%-$587.6K |
| Gradient Investments LLC | $5.2M | 24,634 | 0.07% | 3q | +4.9%+$241.1K |
| ARGENT CAPITAL MANAGEMENT LLC | $4.4M | 20,916 | 0.14% | new | NEW |
| Retireful, LLC | $2.0M | 9,460 | 1.70% | new | NEW |
| Eleva Capital SAS | $1.8M | 8,843 | 1.63% | new | NEW |
| STABLEFORD CAPITAL II LLC | $1.8M | 8,816 | 0.64% | 2q | -2.3%-$43.7K |
| GAMMA Investing LLC | $950.8K | 4,547 | 0.03% | 12q | +15.5%+$127.8K |
| Central Pacific Bank - Trust Division | $772.7K | 3,695 | 0.08% | 7q | +329.7%+$592.8K |
| Farther Finance Advisors, LLC | $699.3K | 3,344 | 0.00% | 16q | +5.5%+$36.6K |
| Valeo Financial Advisors, LLC | $529.3K | 2,531 | 0.01% | 2q | +61.9%+$202.4K |
| CoreCap Advisors, LLC | $505.2K | 2,416 | 0.01% | 9q | +4458.5%+$494.1K |
| INSPIRION WEALTH ADVISORS, LLC | $365.9K | 1,750 | 0.04% | 2q | -0.6%-$2.1K |
| Wedmont Private Capital | $260.3K | 1,182 | 0.01% | new | NEW |
| Venture Visionary Partners LLC | $259.7K | 1,242 | 0.01% | new | NEW |
| Avidian Wealth Enterprises, LLC | $258.3K | 1,235 | 0.01% | new | NEW |
| GK Wealth Management LLC | $201.8K | 965 | 0.11% | 2q | -79.4%-$778.1K |
| ELEVATION WEALTH PARTNERS, LLC | $183.0K | 875 | 0.05% | 5q | +2.7%+$4.8K |
| Versant Capital Management, Inc | $117.7K | 563 | 0.01% | 17q | +11.9%+$12.5K |
| MassMutual Private Wealth & Trust, FSB | $62.9K | 301 | 0.00% | 32q | +1.7%+$1.0K |
| Marquette Asset Management, LLC | $29.5K | 141 | 0.00% | 5q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $25.7K | 123 | 0.01% | new | NEW |
| Planning Strategies Inc. | $24.3K | 116 | 0.01% | 2q | +0.9% |
| Mn Services Vermogensbeheer B.V. | $10.6K | 50,845 | 0.08% | 11q | +5.4% |
| Retirement Wealth Solutions LLC | $8.4K | 40 | 0.00% | 2q | +21.2%+$1.5K |
| GoalVest Advisory LLC | $3.8K | 18 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $3.3K | 16 | 0.00% | new | NEW |
| Davis Capital Management | $418 | 2 | 0.00% | new | NEW |
| CX Institutional | $333 | 1,594 | 0.01% | 7q | -39.5% |
| Polaris Financial Partners | $36 | 169 | 0.02% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | FMR LLCwith 1 co-filers | 11.6% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 9.8% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-18 | 2026-09-14 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-02 | Tighe Brett | Chief Financial Officer | Sold | 80,000 | $12.9M ×10 |
| 2026-07-08 | McKinnon Todd | Chief Executive Officer | Sold | 68,936 | $10.1M ×4 |
| 2026-09-22 | McKinnon Todd | Chief Executive Officer | Sold | 48,822 | $9.4M ×10 |
| 2026-06-08 | Tighe Brett | Chief Financial Officer | Sold | 65,000 | $7.6M ×3 |
| 2026-06-02 | Schwartz Larissa | See Remarks | Sold | 24,971 | $3.3M ×8 |
| 2026-10-07 | Ninan Shibu | Chief Accounting Officer | Sold | 12,675 | $2.8M ×3 |
| 2026-09-18 | Kelleher Eric Robert | See Remarks | Sold | 6,395 | $1.2M ×6 |
| 2026-06-18 | Kelleher Eric Robert | See Remarks | Sold | 3,977 | $453.8K ×7 |
| 2026-10-08 | Ninan Shibu | Chief Accounting Officer | Sold | 2,002 | $440.4K |
| 2026-09-11 | Kelleher Eric Robert | See Remarks | Sold | 2,549 | $429.6K |
| 2026-05-06 | Schwartz Larissa | See Remarks | Sold | 5,323 | $410.2K ×2 |
| 2026-06-22 | Schwartz Larissa | See Remarks | Sold | 2,463 | $295.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $68.9M | 329,624 | 10 | 11 | 4 | 0.0% |
| Q2 2026 | 836 | $28.6B | 172,304,822 | 190 | 256 | 286 | 9.2% |
| Q1 2026 | 738 | $13.7B | 161,116,822 | 92 | 289 | 212 | 7.8% |
| Q4 2025 | 744 | $14.5B | 153,518,644 | 77 | 223 | 285 | 8.5% |
| Q3 2025 | 757 | $15.6B | 154,242,992 | 105 | 278 | 240 | 9.5% |
| Q2 2025 | 760 | $17.0B | 155,929,026 | 146 | 295 | 214 | 8.2% |
| Q1 2025 | 747 | $17.1B | 147,220,816 | 165 | 267 | 206 | 9.4% |
| Q4 2024 | 671 | $12.2B | 139,725,041 | 104 | 231 | 202 | 9.5% |
| Q3 2024 | 640 | $11.3B | 137,269,581 | 88 | 216 | 203 | 9.3% |
| Q2 2024 | 646 | $14.0B | 137,488,539 | 73 | 259 | 188 | 8.3% |
| Q1 2024 | 662 | $15.5B | 136,841,181 | 103 | 225 | 198 | 7.9% |
| Q4 2023 | 629 | $13.6B | 134,242,928 | 71 | 173 | 224 | 10.9% |
| Q3 2023 | 608 | $11.3B | 126,416,097 | 78 | 185 | 211 | 8.9% |
| Q2 2023 | 623 | $9.4B | 126,311,936 | 79 | 189 | 208 | 6.9% |
| Q1 2023 | 639 | $12.6B | 134,754,336 | 113 | 209 | 195 | 8.1% |
| Q4 2022 | 585 | $9.5B | 124,200,460 | 102 | 185 | 178 | 10.8% |
| Q3 2022 | 569 | $7.6B | 119,377,102 | 73 | 229 | 158 | 10.6% |
| Q2 2022 | 606 | $12.3B | 121,140,063 | 76 | 233 | 188 | 10.7% |
| Q1 2022 | 682 | $19.9B | 120,739,949 | 84 | 244 | 220 | 8.4% |
| Q4 2021 | 760 | $31.2B | 120,692,423 | 81 | 278 | 191 | 13.5% |
| Q3 2021 | 732 | $31.3B | 115,418,150 | 86 | 263 | 178 | 12.6% |
| Q2 2021 | 709 | $30.3B | 112,237,790 | 109 | 251 | 193 | 9.4% |
| Q1 2021 | 680 | $23.7B | 101,773,149 | 75 | 238 | 224 | 5.5% |
| Q4 2020 | 737 | $29.1B | 101,130,897 | 127 | 279 | 151 | 10.0% |
| Q3 2020 | 627 | $23.0B | 99,448,992 | 82 | 230 | 194 | 7.7% |
| Q2 2020 | 619 | $21.3B | 96,656,299 | 171 | 226 | 140 | 9.5% |
| Q1 2020 | 509 | $12.5B | 94,239,972 | 94 | 179 | 156 | 8.5% |
| Q4 2019 | 471 | $11.5B | 92,054,354 | 67 | 159 | 139 | 7.8% |
| Q3 2019 | 464 | $9.1B | 86,299,746 | 78 | 163 | 143 | 6.8% |
| Q2 2019 | 454 | $11.1B | 82,257,980 | 124 | 140 | 128 | 8.3% |
| Q1 2019 | 382 | $6.7B | 77,045,366 | 96 | 113 | 96 | 4.7% |
| Q4 2018 | 327 | $4.9B | 75,034,575 | 7 | 6 | 3 | 2.1% |