DaveManuel.com · Institutional Ownership · Who Owns It
OKTA INC (OKTA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
842
Reporting holders
$23.9B
Reported value
4.7%
Calls
5.0%
Puts
+99
Holder change
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.6B | 18,695,465 | 0.04% | 8q | -1.8%-$46.7M |
| FMR LLC | $2.2B | 16,272,067 | 0.10% | 31q | +43.5%+$672.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 8,949,045 | 0.06% | 2q | -3.1%-$38.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 7,594,193 | 0.02% | 2q | HELD |
| STATE STREET CORP | $856.2M | 6,274,631 | 0.03% | 31q | +2.7%+$22.5M |
| FIRST TRUST ADVISORS LP | $613.7M | 4,497,939 | 0.36% | 31q | +7.2%+$41.4M |
| CITADEL ADVISORS LLC | $551.6M incl. $264.2M options CALL+PUT | 2,106,402 | 0.06% | 31q | -38.1%-$339.2M |
| Allspring Global Investments Holdings, LLC | $510.4M | 3,633,828 | 0.78% | 19q | +2.3%+$11.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $498.2M incl. $429.7M options CALL+PUT | 501,935 | 0.04% | 31q | +30.0%+$114.8M |
| MORGAN STANLEY | $469.4M | 3,440,371 | 0.02% | 35q | +85.8%+$216.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $445.2M | 3,271,979 | 0.02% | 31q | -3.4%-$15.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $420.9M | 3,060,676 | 0.13% | 9q | -18.1%-$93.0M |
| AMERICAN CENTURY COMPANIES INC | $399.1M | 2,924,665 | 0.18% | 31q | -4.4%-$18.5M |
| JPMORGAN CHASE & CO | $356.8M | 2,709,757 | 0.02% | 31q | +19.1%+$57.2M |
| Swedbank AB | $350.9M | 2,571,276 | 0.30% | 21q | +16.0%+$48.4M |
| UBS Group AG | $342.7M incl. $61.5M options CALL+PUT | 2,060,649 | 0.04% | 31q | -39.4%-$222.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $329.6M | 2,415,891 | 0.06% | 31q | -2.3%-$7.8M |
| AMERIPRISE FINANCIAL INC | $320.5M | 2,348,448 | 0.06% | 31q | +9.7%+$28.3M |
| JANE STREET GROUP, LLC | $316.4M incl. $292.3M options CALL+PUT | 176,420 | 0.03% | 31q | -38.2%-$195.2M |
| ADAPT Investment Managers SA | $305.3M CALL+PUT | options only | 2.43% | 6q | OPTIONS |
| Pictet Asset Management Holding SA | $298.1M | 2,186,553 | 0.28% | 12q | -12.2%-$41.5M |
| VICTORY CAPITAL MANAGEMENT INC | $296.7M | 2,174,495 | 0.17% | 31q | +57.3%+$108.1M |
| Point72 Asset Management, L.P. | $254.6M incl. $1.9M options CALL+PUT | 1,851,774 | 0.28% | 4q | -33.2%-$126.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $246.5M | 1,806,836 | 0.21% | 31q | +68.2%+$100.0M |
| IMC-Chicago, LLC | $233.5M incl. $232.2M options CALL+PUT | 10,047 | 0.06% | 19q | -86.4%-$1.5B |
| NORTHERN TRUST CORP | $220.4M | 1,615,525 | 0.03% | 31q | -1.1%-$2.4M |
| PRIMECAP MANAGEMENT CO/CA/ | $206.9M | 1,516,091 | 0.12% | 26q | -11.4%-$26.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $205.9M | 1,508,803 | 0.03% | 31q | +4.7%+$9.2M |
| Walleye Trading LLC | $201.4M incl. $187.5M options CALL+PUT | 102,000 | 0.23% | 31q | -2.4%-$5.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $198.8M | 1,457,153 | 0.03% | 20q | -18.9%-$46.2M |
| DIMENSIONAL FUND ADVISORS LP | $174.9M | 1,282,022 | 0.03% | 31q | +2.6%+$4.5M |
| Bank of New York Mellon Corp | $170.4M | 1,249,078 | 0.03% | 31q | -4.3%-$7.7M |
| MILLENNIUM MANAGEMENT LLC | $147.8M incl. $49.6M options CALL+PUT | 719,725 | 0.05% | 31q | -49.0%-$142.0M |
| VANGUARD FIDUCIARY TRUST CO | $144.9M | 1,062,091 | 0.03% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $140.7M | 1,031,471 | 0.17% | 9q | +16.7%+$20.1M |
| BANK OF AMERICA CORP /DE/ | $138.0M | 1,011,189 | 0.01% | 31q | -32.4%-$66.3M |
| Balyasny Asset Management L.P. | $137.0M incl. $7.3M options CALL+PUT | 950,408 | 0.17% | 19q | +14.3%+$17.1M |
| Optimus Prime Fund Management Co., Ltd. | $124.2M | 910,000 | 9.19% | 13q | HELD |
| Legal & General Group Plc | $122.8M | 900,262 | 0.03% | 31q | -4.0%-$5.1M |
| RAYMOND JAMES FINANCIAL INC | $121.3M | 889,335 | 0.03% | 7q | +4.4%+$5.1M |
| GOLDMAN SACHS GROUP INC | $120.1M incl. $27.2M options CALL+PUT | 680,583 | 0.01% | 31q | -33.2%-$59.8M |
| Penserra Capital Management LLC | $115.0M | 842,934 | 0.88% | 12q | -21.7%-$31.8M |
| Senvest Management, LLC | $112.7M | 825,615 | 3.30% | 5q | -0.6%-$668.6K |
| Pacer Advisors, Inc. | $110.2M | 807,713 | 0.28% | 17q | +232.9%+$77.1M |
| DAVENPORT & Co LLC | $110.2M | 807,504 | 0.54% | 6q | -9.3%-$11.3M |
| Greenvale Capital LLP | $109.2M | 800,000 | 11.92% | 4q | -27.3%-$40.9M |
| WELLS FARGO & COMPANY/MN | $104.3M incl. $2.7M options PUT | 744,512 | 0.02% | 31q | +3.8%+$3.8M |
| US BANCORP \DE\ | $96.2M | 704,730 | 0.11% | 31q | -4.2%-$4.2M |
| FEDERATED HERMES, INC. | $95.6M | 700,460 | 0.14% | 17q | +23.9%+$18.4M |
| NORGES BANK | $93.6M | 685,697 | 0.01% | 30q | -66.2%-$182.9M |
| Stephens Investment Management Group LLC | $88.1M | 645,472 | 0.94% | 14q | +45.4%+$27.5M |
| Woodline Partners LP | $86.9M | 637,156 | 0.27% | 4q | +13.8%+$10.6M |
| Holocene Advisors, LP | $86.7M | 635,447 | 0.20% | 3q | +3157.0%+$84.0M |
| Optiver Holding B.V. | $86.6M CALL+PUT | options only | 0.02% | 6q | OPTIONS |
| Dorsal Capital Management, LP | $81.9M | 600,000 | 2.90% | new | NEW |
| STOREBRAND ASSET MANAGEMENT AS | $77.5M | 567,805 | 0.19% | 26q | -7.4%-$6.1M |
| Invesco Ltd. | $68.9M | 504,806 | 0.01% | 31q | -6.6%-$4.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $68.2M | 499,640 | 0.01% | 31q | +41.4%+$20.0M |
| Amundi | $68.1M | 498,730 | 0.02% | 21q | -18.1%-$15.1M |
| Ensign Peak Advisors, Inc | $66.1M | 484,423 | 0.11% | 27q | -26.3%-$23.5M |
| Swiss National Bank | $65.1M | 477,300 | 0.03% | 29q | -4.0%-$2.7M |
| RHUMBLINE ADVISERS | $63.2M | 462,826 | 0.05% | 31q | -6.3%-$4.2M |
| PRINCIPAL FINANCIAL GROUP INC | $62.0M | 454,623 | 0.03% | 31q | +19.8%+$10.3M |
| BNP PARIBAS FINANCIAL MARKETS | $61.4M | 450,337 | 0.02% | 15q | -32.4%-$29.5M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $61.2M | 448,665 | 0.54% | new | NEW |
| GLENMEDE TRUST CO NA | $60.7M | 445,195 | 0.27% | 12q | -17.7%-$13.1M |
| TORONTO DOMINION BANK | $60.7M | 444,973 | 0.07% | 30q | +1457.2%+$56.8M |
| Quantinno Capital Management LP | $60.3M | 441,572 | 0.07% | 15q | -40.8%-$41.5M |
| DEUTSCHE BANK AG\ | $60.2M | 440,848 | 0.02% | 34q | +10.6%+$5.8M |
| Nuveen, LLC | $59.3M | 434,413 | 0.01% | 6q | +18.4%+$9.2M |
| Champlain Investment Partners, LLC | $56.4M | 412,985 | 1.45% | 31q | -69.2%-$126.6M |
| Smith Group Asset Management, LLC | $55.4M | 406,370 | 2.26% | 11q | +7.8%+$4.0M |
| Assenagon Asset Management S.A. | $50.9M | 373,270 | 0.03% | 23q | +164.5%+$31.7M |
| SEI INVESTMENTS CO | $49.9M | 365,347 | 0.04% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $49.0M | 622,037 | 0.02% | 31q | +29.2%+$11.1M |
| CANADA LIFE ASSURANCE Co | $48.0M | 351,873 | 0.08% | 29q | -9.0%-$4.7M |
| Sumitomo Mitsui Trust Group, Inc. | $47.2M | 345,592 | 0.03% | 29q | -2.8%-$1.4M |
| Nishkama Capital, LLC | $46.6M incl. $36.8M options CALL | 71,405 | 1.44% | new | NEW |
| Junto Capital Management LP | $45.5M | 333,350 | 0.80% | new | NEW |
| SIMPLEX TRADING, LLC | $45.1M incl. $38.9M options CALL+PUT | 45,957 | 0.03% | 21q | -40.2%-$30.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $44.8M | 328,548 | 0.03% | 2q | +15.0%+$5.9M |
| Vident Advisory, LLC | $44.4M | 325,137 | 0.32% | 12q | -3.5%-$1.6M |
| BARCLAYS PLC | $41.2M incl. $14.9M options PUT | 192,151 | 0.01% | 31q | -56.6%-$53.6M |
| ROYAL BANK OF CANADA | $39.5M | 289,782 | 0.01% | 31q | +2.2%+$856.2K |
| California Public Employees Retirement System | $38.2M | 279,651 | 0.02% | 31q | -4.1%-$1.6M |
| SG Americas Securities, LLC | $37.1M | 271,882 | 0.02% | 6q | -30.7%-$16.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $36.8M | 269,764 | 0.04% | 29q | +122.1%+$20.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $36.3M | 265,860 | 0.03% | 31q | +1.5%+$550.3K |
| Squarepoint Ops LLC | $35.6M CALL+PUT | options only | 0.04% | new | OPTIONS |
| GROUP ONE TRADING LLC | $33.8M incl. $27.3M options CALL+PUT | 47,314 | 0.05% | 31q | +186.7%+$22.0M |
| Schonfeld Strategic Advisors LLC | $32.8M | 240,642 | 0.12% | new | NEW |
| Retirement Systems of Alabama | $32.2M | 236,059 | 0.10% | 5q | -12.7%-$4.7M |
| ShawSpring Partners LLC | $32.0M | 234,744 | 13.80% | 5q | -58.5%-$45.1M |
| PFA Pension, Forsikringsaktieselskab | $31.6M | 231,497 | 0.08% | new | NEW |
| ExodusPoint Capital Management, LP | $31.2M | 229,003 | 0.20% | 2q | +88.2%+$14.6M |
| Focus Partners Wealth | $31.2M | 228,582 | 0.03% | 10q | +9.3%+$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $31.1M | 227,871 | 0.01% | 30q | +9.5%+$2.7M |
| Allianz Asset Management GmbH | $30.7M incl. $29.7M options CALL | 7,658 | 0.02% | 36q | -25.5%-$10.5M |
| Korea Investment CORP | $30.2M | 221,006 | 0.06% | 29q | +45.9%+$9.5M |
| Handelsbanken Fonder AB | $29.5M | 216,191 | 0.08% | 25q | +351.3%+$23.0M |
Showing the largest 100 of 842 reported holders.
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 |
| 2026-06-22 | Schwartz Larissa | See Remarks | Sold | 2,463 | $295.6K |
| 2026-05-18 | ARCHAMBEAU SHELLYE L | Director | Sold | 2,500 | $212.5K |
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 | 299 | $1.6B | 7,743,561 | 78 | 87 | 81 | 0.0% |
| Q2 2026 | 842 | $23.9B | 158,827,969 | 190 | 259 | 287 | 9.7% |
| Q1 2026 | 743 | $13.5B | 157,798,834 | 91 | 294 | 214 | 8.0% |
| Q4 2025 | 748 | $14.4B | 152,838,500 | 77 | 223 | 288 | 8.6% |
| Q3 2025 | 761 | $15.6B | 154,048,925 | 106 | 281 | 240 | 9.5% |
| Q2 2025 | 763 | $17.0B | 156,420,959 | 146 | 297 | 215 | 8.2% |
| Q1 2025 | 750 | $17.1B | 147,542,273 | 165 | 270 | 207 | 9.4% |
| Q4 2024 | 675 | $12.2B | 140,209,482 | 104 | 232 | 203 | 9.5% |
| Q3 2024 | 643 | $11.3B | 137,855,936 | 88 | 218 | 203 | 9.3% |
| Q2 2024 | 649 | $14.1B | 137,971,375 | 74 | 260 | 189 | 8.3% |
| Q1 2024 | 666 | $15.6B | 137,303,427 | 104 | 227 | 199 | 7.9% |
| Q4 2023 | 631 | $13.7B | 134,775,455 | 71 | 173 | 225 | 10.9% |
| Q3 2023 | 610 | $11.4B | 126,950,011 | 78 | 185 | 213 | 8.9% |
| Q2 2023 | 626 | $9.5B | 126,925,897 | 79 | 191 | 208 | 6.9% |
| Q1 2023 | 642 | $12.7B | 135,267,095 | 113 | 210 | 196 | 8.1% |
| Q4 2022 | 587 | $9.5B | 124,706,309 | 103 | 176 | 195 | 10.7% |
| Q3 2022 | 558 | $45.6B | 786,710,240 | 72 | 222 | 158 | 1.8% |
| Q2 2022 | 599 | $100.4B | 1,254,977,688 | 76 | 230 | 184 | 1.3% |
| Q1 2022 | 673 | $98.4B | 844,205,220 | 83 | 238 | 218 | 1.7% |
| Q4 2021 | 752 | $57.0B | 433,923,823 | 81 | 273 | 191 | 5.8% |
| Q3 2021 | 727 | $63.7B | 389,219,715 | 86 | 263 | 173 | 4.0% |
| Q2 2021 | 704 | $46.5B | 282,213,269 | 109 | 249 | 192 | 4.6% |
| Q1 2021 | 671 | $37.0B | 260,754,627 | 73 | 235 | 222 | 3.5% |
| Q4 2020 | 733 | $59.3B | 291,464,272 | 128 | 275 | 150 | 4.9% |
| Q3 2020 | 625 | $33.9B | 220,074,579 | 82 | 229 | 193 | 5.3% |
| Q2 2020 | 617 | $39.2B | 276,300,756 | 171 | 224 | 140 | 5.2% |
| Q1 2020 | 508 | $20.2B | 209,126,199 | 94 | 179 | 155 | 5.3% |
| Q4 2019 | 467 | $14.7B | 120,002,024 | 66 | 158 | 138 | 6.1% |
| Q3 2019 | 461 | $11.7B | 208,166,109 | 78 | 160 | 144 | 5.3% |
| Q2 2019 | 451 | $14.3B | 108,617,236 | 123 | 138 | 128 | 6.4% |
| Q1 2019 | 379 | $8.4B | 97,575,744 | 96 | 111 | 95 | 3.7% |
| Q4 2018 | 324 | $5.9B | 90,708,795 | 7 | 6 | 2 | 1.7% |