Who owns Okta (OKTA)
Which tracked institutional funds hold OKTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OKTA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OKTA is one-sided between 2026-Q1 and 2026-Q2: 385 added or opened and 106 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OKTA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes OKTA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OKTA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 765 tracked filers holding OKTA, 423 increased or opened the position and 414 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OKTA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 67
- Dorsal Capital Management, LP$82M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$61M
- Junto Capital Management LP$45M
- Schonfeld Strategic Advisors LLC$33M
- PFA Pension, Forsikringsaktieselskab$32M
- LMR Partners LLP$21M
Full exits 65
- Alyeska Investment Group, L.P.$88M
- Penserra Capital Management LLC$85M
- Amundi$48M
- CANADA PENSION PLAN INVESTMENT BOARD$44M
- Capital World Investors$39M
- SG Americas Securities, LLC$31M
Largest adds
- FMR LLC$1.3B
- BlackRock, Inc.$1.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$495M
- VANGUARD CAPITAL MANAGEMENT LLC$439M
- STATE STREET CORP$375M
- MORGAN STANLEY$324M
Largest trims
- NORGES BANK$135M
- Champlain Investment Partners, LLC$49M
- MARSHALL WACE, LLP$24M
- SCHRODER INVESTMENT MANAGEMENT GROUP$23M
- Torque Asset Management LLC$19M
- Engineers Gate Manager LP$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,695,465 | $2.6B | 13.2% | 2026-Q2 |
| FMR LLC added | 16,272,067 | $2.2B | 11.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,949,045 | $1.2B | 6.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,594,193 | $1.0B | 5.4% | 2026-Q2 |
| STATE STREET CORP added | 6,274,631 | $856M | 4.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 4,497,939 | $614M | 3.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 3,633,828 | $510M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 3,440,371 | $469M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,271,979 | $445M | 2.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,060,676 | $421M | 2.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,924,665 | $399M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,709,757 | $357M | 1.8% | 2026-Q2 |
| Swedbank AB added | 2,571,276 | $351M | 1.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,415,891 | $330M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,348,448 | $320M | 1.7% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 2,186,553 | $298M | 1.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,174,495 | $297M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,106,402 | $287M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 2,060,649 | $281M | 1.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,851,774 | $253M | 1.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,806,836 | $247M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,615,525 | $220M | 1.1% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 1,516,091 | $207M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,508,803 | $206M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,457,153 | $199M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,282,022 | $175M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,249,078 | $170M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,062,091 | $145M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,031,471 | $141M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,011,189 | $138M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 950,408 | $130M | 0.7% | 2026-Q2 |
| Optimus Prime Fund Management Co., Ltd. | 910,000 | $124M | 0.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 900,262 | $123M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 889,335 | $121M | 0.6% | 2026-Q2 |
| Senvest Management, LLC trimmed | 825,615 | $113M | 0.6% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 807,504 | $110M | 0.6% | 2026-Q2 |
| Greenvale Capital LLP trimmed | 800,000 | $109M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 744,512 | $102M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 719,725 | $98M | 0.5% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 704,730 | $96M | 0.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 700,460 | $96M | 0.5% | 2026-Q2 |
| NORGES BANK trimmed | 685,697 | $94M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 680,583 | $93M | 0.5% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 645,472 | $88M | 0.5% | 2026-Q2 |
| Woodline Partners LP added | 637,156 | $87M | 0.4% | 2026-Q2 |
| Holocene Advisors, LP added | 635,447 | $87M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 622,037 | $49M | 0.3% | 2026-Q2 |
| Dorsal Capital Management, LP new | 600,000 | $82M | 0.4% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 567,805 | $77M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 504,806 | $69M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 501,935 | $68M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 499,640 | $68M | 0.4% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 484,423 | $66M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 477,300 | $65M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 462,826 | $63M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 454,623 | $62M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 450,337 | $61M | 0.3% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 448,665 | $61M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 445,195 | $61M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 444,973 | $61M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 441,572 | $60M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 440,848 | $60M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 434,413 | $59M | 0.3% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 412,985 | $56M | 0.3% | 2026-Q2 |
| Smith Group Asset Management, LLC added | 406,370 | $55M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 365,347 | $50M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 345,592 | $47M | 0.2% | 2026-Q2 |
| Junto Capital Management LP new | 333,350 | $45M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 328,548 | $45M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 325,137 | $44M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 289,782 | $40M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 279,651 | $38M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 269,764 | $37M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 265,860 | $36M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 240,642 | $33M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 236,059 | $32M | 0.2% | 2026-Q2 |
| ShawSpring Partners LLC trimmed | 234,744 | $32M | 0.2% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 231,497 | $32M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 229,003 | $31M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 228,582 | $31M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 227,871 | $31M | 0.2% | 2026-Q2 |
| Korea Investment CORP added | 221,006 | $30M | 0.2% | 2026-Q2 |
| Barton Investment Management trimmed | 214,259 | $29M | 0.2% | 2026-Q2 |
| Vinva Investment Management Ltd added | 205,968 | $27M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 199,078 | $27M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 197,459 | $27M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 195,270 | $27M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 192,151 | $26M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 188,737 | $26M | 0.1% | 2026-Q2 |
| SEB Asset Management AB added | 188,391 | $26M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 186,635 | $25M | 0.1% | 2026-Q2 |
| ALTRINSIC GLOBAL ADVISORS LLC trimmed | 179,501 | $24M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 176,642 | $24M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 176,420 | $24M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 175,189 | $24M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 174,576 | $23M | 0.1% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 169,736 | $23M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 169,229 | $23M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 166,353 | $23M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 163,168 | $22M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.