OKTANasdaqServices-Prepackaged SoftwareFiscal year ends January 31
Okta, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 27, 2026
$189.93+2.67 (+1.43%)
Close on Oct 19, 2026
- Market cap
- $33.96B
- P/E (TTM)
- 114.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.8%
159M of 175M shares
Institutional holders
821
191 new, 91 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 82 sales
Net sold $54.71M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 9,260,653 | 5.47% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 9,073,655 | 5.36% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 19,294,277 | 11.60% | 13G (passive) amendment | Jul 31, 2026 |
| BlackRock, Inc. | 17,371,251 | 10.50% | 13G (passive) amendment | Apr 30, 2025 |
| FMR LLC | 16,272,068 | 9.80% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OKTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,695,465 | 10.69% | $2.55B | −342,067 | 0.04% |
| FMR LLC | 16,272,067 | 9.31% | $2.22B | +4,929,243 | 0.10% |
| Vanguard Portfolio Management LLC | 8,949,045 | 5.12% | $1.22B | −282,054 | 0.06% |
| Vanguard Capital Management LLC | 7,594,193 | 4.34% | $1.04B | +6,495 | 0.02% |
| State Street Corp | 6,274,631 | 3.59% | $856.17M | +164,855 | 0.03% |
| First Trust Advisors LP | 4,497,939 | 2.57% | $613.74M | +303,331 | 0.36% |
| Allspring Global Investments Holdings, LLC | 3,633,828 | 2.08% | $510.41M | +80,737 | 0.78% |
| Morgan Stanley | 3,440,371 | 1.97% | $469.44M | +1,589,170 | 0.02% |
| Geode Capital Management, LLC | 3,271,979 | 1.87% | $445.23M | −114,906 | 0.02% |
| Massachusetts Financial Services Co /Ma/ | 3,060,676 | 1.75% | $420.87M | −676,628 | 0.13% |
| American Century Companies Inc | 2,924,665 | 1.67% | $399.07M | −135,279 | 0.18% |
| JPMorgan Chase & Co | 2,709,757 | 1.55% | $356.85M | +434,283 | 0.02% |
| Swedbank AB | 2,571,276 | 1.47% | $350.85M | +354,688 | 0.30% |
| UBS Asset Management Americas Inc | 2,415,891 | 1.38% | $329.65M | −57,338 | 0.06% |
| Ameriprise Financial Inc | 2,348,448 | 1.34% | $320.45M | +207,232 | 0.06% |
| Pictet Asset Management Holding SA | 2,186,553 | 1.25% | $298.09M | −304,128 | 0.28% |
| Victory Capital Management Inc | 2,174,495 | 1.24% | $296.71M | +792,063 | 0.17% |
| Citadel Advisors LLC | 2,106,402 | 1.20% | $287.42M | −1,295,307 | 0.03% |
| UBS Group AG | 2,060,649 | 1.18% | $281.18M | −1,340,421 | 0.04% |
| Point72 Asset Management, L.P. | 1,851,774 | 1.06% | $252.67M | −918,967 | 0.28% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 821 | 159M | 90.8% | 191 / 263 | 285 / 91 | 20M | 19M |
| Q1 2026 | 733 | 158M | 90.2% | 104 / 302 | 217 / 101 | 40M | 17M |
| Q4 2025 | 740 | 153M | 87.4% | 112 / 239 | 293 / 106 | 20M | 20M |
| Q3 2025 | 751 | 154M | 88.1% | 114 / 290 | 251 / 103 | 19M | 21M |
| Q2 2025 | 750 | 156M | 89.5% | 150 / 304 | 220 / 126 | 35M | 25M |
| Q1 2025 | 734 | 148M | 84.4% | 167 / 279 | 213 / 91 | 33M | 25M |
| Q4 2024 | 667 | 140M | 80.2% | 137 / 238 | 215 / 91 | 26M | 23M |
| Q3 2024 | 630 | 138M | 78.8% | 94 / 226 | 208 / 97 | 23M | 14M |
| Q2 2024 | 638 | 138M | 78.9% | 79 / 271 | 201 / 89 | 17M | 16M |
| Q1 2024 | 653 | 138M | 78.8% | 105 / 242 | 207 / 64 | 16M | 16M |
| Q4 2023 | 621 | 138M | 79.2% | 115 / 185 | 235 / 90 | 27M | 16M |
| Q3 2023 | 600 | 127M | 72.8% | 77 / 198 | 219 / 88 | 15M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OKTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Select Technology Portfolio | 6,060,047 | 3.47% | $747.02M | 1.96% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 5,737,691 | 3.28% | $782.91M | 0.63% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,337,878 | 3.05% | $728.35M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,855,147 | 2.21% | $526.03M | 0.28% | Jun 30, 2026 |
| First Trust Nasdaq Cybersecurity ETF | 3,566,073 | 2.04% | $486.59M | 3.52% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,261,874 | 1.29% | $278.82M | 0.16% | May 31, 2026 |
| Allspring Special Mid Cap Value Fund | 2,249,900 | 1.29% | $307.00M | 2.28% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,223,637 | 1.27% | $303.42M | 0.65% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,922,717 | 1.10% | $262.35M | 0.27% | Jun 30, 2026 |
| Select Software and IT Services Portfolio | 1,492,791 | 0.85% | $184.02M | 2.44% | May 31, 2026 |
| Victory Sycamore Established Value Fund | 1,289,000 | 0.74% | $175.88M | 1.14% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 1,272,828 | 0.73% | $156.90M | 1.14% | May 31, 2026 |
| Columbia Contrarian Core Fund | 1,117,617 | 0.64% | $137.77M | 0.75% | May 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 1,003,036 | 0.57% | $136.86M | 1.21% | Jun 30, 2026 |
| Vanguard Primecap Fund | 889,235 | 0.51% | $121.34M | 0.13% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Todd McKinnon | Chief Executive Officer, Director | 6,402,843 | 3.66% | Sep 24, 2026 |
| Eric Robert Kelleher | See Remarks | 19,368 | 0.01% | Sep 22, 2026 |
| Brett Tighe | Chief Financial Officer | 192,448 | 0.11% | Sep 17, 2026 |
| Jonathan James Addison | Chief Revenue Officer | 12,844 | 0.01% | Sep 17, 2026 |
| Shibu Ninan | Chief Accounting Officer | 25,748 | 0.01% | Sep 17, 2026 |
| Scott Morgan | Chief Legal Officer | – | – | Sep 16, 2026 |
| Larissa Schwartz | See Remarks | 34,241 | 0.02% | Jun 24, 2026 |
| Helen Riley | Director | – | – | Sep 22, 2026 |
| Jacques Frederic Kerrest | Director | 812,810 | 0.46% | Sep 9, 2026 |
| David Schellhase | Director | 5,654 | 0.00% | Aug 17, 2026 |
| Emilie Choi | Director | 11,775 | 0.01% | Jun 22, 2026 |
| Shellye L. Archambeau | Director | 11,679 | 0.01% | Jun 22, 2026 |
| Robert Bernshteyn | Director | – | – | Jun 22, 2026 |
| Jeff Epstein | Director | 12,811 | 0.01% | Jun 22, 2026 |
| Paul Sagan | Director | – | – | Jun 22, 2026 |
| Robert L. Dixon JR | Director | 13,956 | 0.01% | Jun 22, 2026 |
| Anthony John Bates | Director | 6,553 | 0.00% | Jun 22, 2026 |
| Mary Agnes Wilderotter | Director | 16,839 | 0.01% | Aug 15, 2025 |
| Benjamin A. Horowitz | Director | 16,559,809 | 9.47% | Jun 24, 2025 |
| Michael A. Stankey | Director | 27,224 | 0.02% | Jun 24, 2025 |
| Rebecca Saeger | Director | 16,022 | 0.01% | Jun 24, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −6,065 | $197.20 | $1.20M | 1,847 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −9,996 | $196.24 | $1.96M | 7,912 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −3,194 | $195.46 | $624.30K | 17,908 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −2,101 | $194.24 | $408.10K | 21,102 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −4,558 | $192.88 | $879.15K | 23,203 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −5,337 | $192.02 | $1.02M | 27,761 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −3,970 | $190.81 | $757.52K | 33,098 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −6,961 | $190.05 | $1.32M | 37,068 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −4,793 | $189.04 | $906.07K | 44,029 |
| Todd McKinnon Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −1,847 | $197.79 | $365.32K | 0 |
| Eric Robert Kelleher See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −956 | $184.26 | $176.15K | 19,368 |
| Eric Robert Kelleher See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −300 | $186.70 | $56.01K | 18,768 |
| Eric Robert Kelleher See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −300 | $185.65 | $55.70K | 19,068 |
| Eric Robert Kelleher See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −100 | $188.56 | $18.86K | 18,668 |
| Eric Robert Kelleher See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −3,244 | $183.37 | $594.85K | 20,324 |
| Eric Robert Kelleher See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −1,495 | $182.23 | $272.43K | 23,568 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Tax withholding | −768 | – | – | 12,844 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Option exercise | +4,619 | – | – | 18,975 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Tax withholding | −1,568 | – | – | 14,356 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Option exercise | +3,080 | – | – | 15,924 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Tax withholding | −2,351 | – | – | 16,624 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Option exercise | +1,453 | – | – | 13,612 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Tax withholding | −1,920 | – | – | 12,159 |
| Jonathan James Addison Chief Revenue Officer | Sep 15, 2026 | Option exercise | +3,591 | – | – | 14,079 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Tax withholding | −575 | – | – | 25,748 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Option exercise | +1,129 | – | – | 26,323 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Tax withholding | −426 | – | – | 25,194 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Option exercise | +836 | – | – | 25,620 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Tax withholding | −247 | – | – | 24,784 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Option exercise | +484 | – | – | 25,031 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Tax withholding | −1,118 | – | – | 24,547 |
| Shibu Ninan Chief Accounting Officer | Sep 15, 2026 | Option exercise | +2,196 | – | – | 25,665 |
| Eric Robert Kelleher See Remarks | Sep 15, 2026 | Tax withholding | −2,687 | – | – | 22,039 |
| Eric Robert Kelleher See Remarks | Sep 15, 2026 | Option exercise | +6,158 | – | – | 28,197 |
| Eric Robert Kelleher See Remarks | Sep 15, 2026 | Tax withholding | −3,134 | – | – | 25,063 |
| Eric Robert Kelleher See Remarks | Sep 15, 2026 | Option exercise | +4,841 | – | – | 21,910 |
| Eric Robert Kelleher See Remarks | Sep 15, 2026 | Tax withholding | −2,464 | – | – | 19,446 |
| Eric Robert Kelleher See Remarks | Sep 15, 2026 | Option exercise | +5,280 | – | – | 24,726 |
| Todd McKinnon Chief Executive Officer, Director | Sep 15, 2026 | Option exercise | +7,392 | – | – | 48,349 |
| Todd McKinnon Chief Executive Officer, Director | Sep 15, 2026 | Option exercise | +5,035 | – | – | 43,519 |
| Todd McKinnon Chief Executive Officer, Director | Sep 15, 2026 | Option exercise | +8,622 | – | – | 53,209 |
| Todd McKinnon Chief Executive Officer, Director | Sep 15, 2026 | Tax withholding | −3,762 | – | – | 44,587 |
| Todd McKinnon Chief Executive Officer, Director | Sep 15, 2026 | Tax withholding | −4,387 | – | – | 48,822 |
| Todd McKinnon Chief Executive Officer, Director | Sep 15, 2026 | Tax withholding | −2,562 | – | – | 40,957 |
| Brett Tighe Chief Financial Officer | Sep 15, 2026 | Option exercise | +3,520 | – | – | 87,914 |
| Brett Tighe Chief Financial Officer | Sep 15, 2026 | Option exercise | +4,619 | – | – | 91,147 |
| Brett Tighe Chief Financial Officer | Sep 15, 2026 | Tax withholding | −1,386 | – | – | 86,528 |
| Brett Tighe Chief Financial Officer | Sep 15, 2026 | Tax withholding | −1,818 | – | – | 89,329 |
| Brett Tighe Chief Financial Officer | Sep 15, 2026 | Tax withholding | −1,525 | – | – | 84,394 |
| Brett Tighe Chief Financial Officer | Sep 15, 2026 | Option exercise | +3,873 | – | – | 85,919 |
| Eric Robert Kelleher See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −2,549 | $168.55 | $429.63K | 17,069 |
| Jacques Frederic Kerrest Director | Sep 9, 2026 | Gift | −6,000 | – | – | 0 |
| Jacques Frederic Kerrest Director | Sep 4, 2026 | Conversion | +6,000 | – | – | 6,000 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −900 | $165.20 | $148.68K | 9,293 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −10,194 | $159.42 | $1.63M | 96,262 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −14,339 | $158.51 | $2.27M | 106,456 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −600 | $167.09 | $100.25K | 7,693 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −1,000 | $166.21 | $166.21K | 8,293 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −14,216 | $160.28 | $2.28M | 82,046 |
| Brett Tighe Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −2,500 | $164.04 | $410.10K | 10,193 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ninan Shibu Officer | Oct 7, 2026 | 14,677 | $3.21M | Oct 7, 2026 | Restricted Stock Units |
| N. Schwartz Larissa Officer | Oct 1, 2026 | 24,542 | $5.13M | Oct 1, 2026 | Restricted Stock Units |
| McKinnon Todd Director, CEO | Sep 22, 2026 | 48,822 | $9.34M | Sep 22, 2026 | PSU Vesting |
| Schwartz Larissa Officer | Sep 18, 2026 | 2,462 | $467.83K | Sep 18, 2026 | Restricted Stock Units |
| Kelleher Eric Officer | Sep 18, 2026 | 6,395 | $1.22M | Sep 18, 2026 | Restricted Stock Units |
| Kelleher Eric Officer | Sep 11, 2026 | 2,549 | $436.16K | Sep 11, 2026 | Restricted Stock Units |
| Tighe Brett Officer | Sep 2, 2026 | 80,000 | $13.31M | Sep 2, 2026 | Restricted Stock Units |
| McKinnon Todd Director, CEO | Jul 8, 2026 | 68,936 | $10.23M | Jul 8, 2026 | PSU Vesting |
| Archambeau Shellye Director | Jun 24, 2026 | 9,192 | $1.09M | Jun 24, 2026 | RSU |
| Schwartz Larissa Officer | Jun 22, 2026 | 2,463 | $290.17K | Jun 22, 2026 | Restricted Stock Units |
| Kelleher Eric Officer | Jun 18, 2026 | 3,977 | $449.52K | Jun 18, 2026 | Restricted Stock Units |
| Tighe Brett Officer | Jun 8, 2026 | 65,000 | $7.72M | Jun 8, 2026 | Restricted Stock Units |
| Schwartz Larissa Officer | Jun 2, 2026 | 24,971 | $3.49M | Jun 2, 2026 | Restricted Stock Units and Employee Stock Purchase Plan |
| Shellye L. Archambeau Director | May 18, 2026 | 2,500 | $212.50K | May 18, 2026 | RSU Release |
| Schwartz Larissa Officer | May 7, 2026 | 1,054 | $81.62K | May 7, 2026 | Restricted Stock Units |