Stocklore

Okta, Inc. (OKTA)

Software · US stock

What changed in recent filings

  • Institutions — 3 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Okta, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 42019 Q2 · 42019 Q3 · 52019 Q4 · 22020 Q1 · 22020 Q2 · 42020 Q3 · 32020 Q4 · 42021 Q1 · 22021 Q2 · 32021 Q3 · 52021 Q4 · 42022 Q1 · 32022 Q2 · 32022 Q3 · 42022 Q4 · 42023 Q1 · 32023 Q2 · 22023 Q3 · 02023 Q4 · 22024 Q1 · 62024 Q2 · 32024 Q3 · 22024 Q4 · 32025 Q1 · 32025 Q2 · 12025 Q3 · 22025 Q4 · 22026 Q1 · 32026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Okta, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Point72 Asset Management0.28% of portfolio · since 2025 Q3
  • National Pension Service (Korea)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.12% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Okta. An enterprise identity-authentication (IAM) and zero-trust security platform. It delivers integrated ID management for employees and external users.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Okta, Inc. is classified under the Software sector. See peers below.

Okta, Inc. key financials

Based on SEC filings · as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

Okta, Inc. vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
11.2%vs benchmark 21.1%↓ below
Operating margin
13.3%vs benchmark 4.9%↑ above
Net margin
9.6%vs benchmark 10.1%↓ below
ROE
3.4%vs benchmark 4.0%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

OKTA segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jul '24Apr '25Oct '25Jul '26
Subscription and circulation 99%Technology services 1%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Okta, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%

OKTA on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full OKTA analysis →

Peers · Software

OKTA FAQ

What is Okta, Inc. (OKTA)?

Okta. An enterprise identity-authentication (IAM) and zero-trust security platform. It delivers integrated ID management for employees and external users.

What sector is Okta, Inc. in?

Okta, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are Okta, Inc.'s key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 11.2%, Operating margin 13.3%, Net margin 9.6%, ROE 3.4%. Definitions and interpretation are available on Stocklore.

Where can I analyze Okta, Inc. (OKTA) stock?

On Stocklore you can see OKTA's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea