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-Q1 13F filings. 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
133 tracked funds added or opened OKTA while 217 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 729 tracked filers holding OKTA, 402 increased or opened the position and 330 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 45
- VANGUARD PORTFOLIO MANAGEMENT LLC$727M
- VANGUARD CAPITAL MANAGEMENT LLC$597M
- VANGUARD FIDUCIARY TRUST CO$84M
- VANGUARD ASSET MANAGEMENT, Ltd$22M
- Graham Capital Management, L.P.$16M
- CIBC Bancorp USA Inc.$13M
Full exits 51
- VANGUARD GROUP INC$1.5B
- Ninety One UK Ltd$150M
- Squarepoint Ops LLC$65M
- Whale Rock Capital Management LLC$38M
- TREMBLANT CAPITAL GROUP$27M
- Broad Bay Capital Management, LP$20M
Largest adds
- UBS Group AG$171M
- WELLINGTON MANAGEMENT GROUP LLP$139M
- Allspring Global Investments Holdings, LLC$108M
- Point72 Asset Management, L.P.$103M
- MILLENNIUM MANAGEMENT LLC$83M
- Alyeska Investment Group, L.P.$80M
Largest trims
- BlackRock, Inc.$385M
- FIRST TRUST ADVISORS LP$191M
- AMERIPRISE FINANCIAL INC$110M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$72M
- Freestone Grove Partners LP$54M
- BALYASNY ASSET MANAGEMENT L.P.$40M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 15,539,088 | $1.2B | 9.1% | 2026-Q1 |
| FMR LLC added | 11,284,057 | $888M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,231,099 | $727M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,587,698 | $597M | 4.5% | 2026-Q1 |
| STATE STREET CORP added | 6,109,776 | $481M | 3.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 4,194,608 | $330M | 2.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,737,304 | $296M | 2.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 3,553,091 | $281M | 2.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,401,709 | $268M | 2.0% | 2026-Q1 |
| UBS Group AG added | 3,401,070 | $268M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,386,885 | $266M | 2.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,059,944 | $241M | 1.8% | 2026-Q1 |
| NORGES BANK added | 2,174,721 | $229M | 1.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,770,741 | $218M | 1.6% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 2,490,681 | $196M | 1.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,473,229 | $195M | 1.5% | 2026-Q1 |
| Swedbank AB added | 2,216,588 | $174M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,275,474 | $172M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,141,216 | $169M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,851,201 | $146M | 1.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,780,336 | $140M | 1.0% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 1,711,428 | $135M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,633,126 | $129M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,496,896 | $118M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,441,118 | $113M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,410,954 | $111M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,382,432 | $109M | 0.8% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 1,340,535 | $106M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,305,538 | $103M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,249,173 | $98M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,111,889 | $88M | 0.7% | 2026-Q1 |
| Greenvale Capital LLP added | 1,100,000 | $87M | 0.6% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 1,076,035 | $85M | 0.6% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,074,193 | $85M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,061,401 | $84M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,019,412 | $80M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 937,343 | $74M | 0.6% | 2026-Q1 |
| Optimus Prime Fund Management Co., Ltd. | 910,000 | $72M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC added | 890,132 | $70M | 0.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 884,198 | $70M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 831,630 | $65M | 0.5% | 2026-Q1 |
| Senvest Management, LLC added | 830,515 | $65M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 852,112 | $65M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 746,009 | $59M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ added | 735,725 | $58M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 717,108 | $56M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 666,606 | $52M | 0.4% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 656,942 | $52M | 0.4% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 612,870 | $48M | 0.4% | 2026-Q1 |
| Amundi added | 609,207 | $48M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 565,317 | $44M | 0.3% | 2026-Q1 |
| ShawSpring Partners LLC trimmed | 565,036 | $44M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 561,100 | $44M | 0.3% | 2026-Q1 |
| Woodline Partners LP trimmed | 559,731 | $44M | 0.3% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 540,947 | $43M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 481,510 | $42M | 0.3% | 2026-Q1 |
| Capital World Investors | 500,000 | $39M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 497,300 | $39M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 493,870 | $39M | 0.3% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 443,827 | $35M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 442,263 | $35M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 422,737 | $33M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 398,479 | $31M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 392,421 | $31M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 386,627 | $30M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 386,215 | $30M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 379,433 | $30M | 0.2% | 2026-Q1 |
| Smith Group Asset Management, LLC added | 377,105 | $30M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 366,962 | $29M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 365,265 | $29M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 359,752 | $28M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 355,720 | $28M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 353,297 | $28M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 336,816 | $27M | 0.2% | 2026-Q1 |
| a16z Perennial Management, L.P. trimmed | 335,780 | $26M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 330,982 | $26M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 320,850 | $25M | 0.2% | 2026-Q1 |
| Torque Asset Management LLC added | 318,839 | $25M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 306,181 | $24M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 291,645 | $23M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 285,643 | $22M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 17,625,306 | $1.5B | 11.4% | 2025-Q4 stale |
| Ninety One UK Ltd trimmed | 1,737,024 | $150M | 1.1% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 932,701 | $98M | 0.7% | 2025-Q1 stale |
| EMINENCE CAPITAL, LP trimmed | 979,542 | $98M | 0.7% | 2025-Q2 stale |
| SOMA EQUITY PARTNERS LP | 982,709 | $90M | 0.7% | 2025-Q3 stale |
| Bain Capital Public Equity Management II, LLC added | 738,884 | $74M | 0.6% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 750,087 | $65M | 0.5% | 2025-Q4 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 570,323 | $57M | 0.4% | 2025-Q2 stale |
| Glenmede Investment Management, LP added | 509,371 | $47M | 0.3% | 2025-Q3 stale |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 399,346 | $42M | 0.3% | 2025-Q1 stale |
| ALKEON CAPITAL MANAGEMENT LLC trimmed | 380,000 | $38M | 0.3% | 2025-Q2 stale |
| Whale Rock Capital Management LLC | 434,854 | $38M | 0.3% | 2025-Q4 stale |
| Anomaly Capital Management, LP new | 314,379 | $31M | 0.2% | 2025-Q2 stale |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 300,517 | $30M | 0.2% | 2025-Q2 stale |
| TREMBLANT CAPITAL GROUP new | 309,133 | $27M | 0.2% | 2025-Q4 stale |
| Blue Grotto Capital, LLC added | 252,801 | $25M | 0.2% | 2025-Q2 stale |
| Trexquant Investment LP added | 223,304 | $23M | 0.2% | 2025-Q1 stale |
| Railway Pension Investments Ltd | 225,296 | $23M | 0.2% | 2025-Q2 stale |
| Schonfeld Strategic Advisors LLC added | 244,956 | $22M | 0.2% | 2025-Q3 stale |
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.