Okta, Inc.· OKTA

🇺🇸 US · LargeSP400NASDAQ

TechnologySoftware - InfrastructureWebsite

Price: $147.82
Day: +4.41%
Mkt Cap: $24.56B
52W Range: $62.66 – $157.00
Volume: 2.68M
Beta: 0.77

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Okta, Inc.

OKTA|Technology|Software - Infrastructure

Current price: $148

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$10.1M

Net share flow-68.9K

Purchases0 ($0)

Sales4 ($10.1M)

Top Notable Transactions

Insider

Type

Value

Date

Kerrest Jacques Frederic

Sale

$28.3M

Jan 23

McKinnon Todd

Sale

$16.6M

Oct 18

McKinnon Todd

Sale

$12.2M

Jul 19

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership89.5%

13F share flow-6.1%

Investors holding779

+505 adding-332 reducing

104

401

224

108

New 104Inc 401Red 224Closed 108

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$1.5B

+1.3%

FMR LLC

$892.8M

+12.1%

STATE STREET CORP

$480.9M

+0.9%

FIRST TRUST ADVISORS LP

$330.2M

-31.2%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting225

Total shares held40.9M

Share flow-26.7%

64 buying36 selling

125

Buying 64Unchanged 125Selling 36

Top Fund Holders

Fund

Weight

Change

PARNASSUS FUNDS

100.9K

10.45%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

OKTA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+66

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for OKTA

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

4 sales totaling $10.1M (68.9K shares)

Share volume is below the historical pace (0.3x average)

Buying seen in 1 of 7 quarters

Notable Recent Transactions, OKTA

Top 8 highest-value recent insider trades

Kerrest Jacques Frederic

Director

Sell

325,520 shares at $86.99

Jan 23, 2025$28.32M

McKinnon Todd

Director

Sell

222,637 shares at $74.62

Oct 18, 2024$16.61M

McKinnon Todd

Director

Sell

130,896 shares at $93.26

Jul 19, 2024$12.21M

McKinnon Todd

Director

Sell

133,878 shares at $82.79

Dec 20, 2024$11.08M

McKinnon Todd

Director

Sell

91,731 shares at $113.14

Mar 20, 2025$10.38M

Kerrest Jacques Frederic

Director

Sell

117,746 shares at $80.62

Dec 2, 2024$9.49M

McKinnon Todd

Director

Sell

81,050 shares at $114.06

Mar 20, 2025$9.24M

McKinnon Todd

Director

Sell

118,614 shares at $74.97

Sep 20, 2024$8.89M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for OKTA

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

89.5% institutional ownership

Moderate accumulation: 505 adding vs 332 reducing

13F shares increased by 3.4%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+264 growing-601 shrinkingNet: -337

182

505

New (82)

Increased (182)

Reduced (96)

Closed (505)

Top Institutional Holders, OKTA

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

3.1M

$420.9M

Ownership

1.74%

-18.1%

ORG WEALTH PARTNERS, LLC

2.9M

$2.9B

Ownership

1.65%

No change

SWEDBANK AB

2.6M

$350.9M

Ownership

1.46%

+16.0%

PICTET ASSET MANAGEMENT HOLDING SA

2.2M

$298.1M

Ownership

1.24%

-12.2%

ADAPT INVESTMENT MANAGERS SA

2.1M

$286.9M

Ownership

1.19%

+23.5%

DAVENPORT & CO LLC

807.5K

$110.2M

Ownership

0.46%

-9.3%

STEPHENS INVESTMENT MANAGEMENT GROUP LLC

645.5K

$88.1M

Ownership

0.37%

+45.4%

WALLEYE TRADING LLC

520.7K

$71.0M

Ownership

0.30%

+7.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 225 ETFs and mutual funds reporting

64 buying36 sellingNet: +28

125

Buying (64)

Unchanged (125)

Selling (36)

Bullish Signal

Funds accumulating in Q2 2026

225 ETFs and mutual funds reporting

64 funds buying vs 36 selling

Top Fund Holders, OKTA

Largest 1 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS FUNDS

100.9K

Weight

10.45%

No change

Okta, Inc.· OKTA

Holdings Analysis

Insider Trading Activity

1.3Transaction History250Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings108Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

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Holdings Analysis

Insider Trading Activity

1.3Transaction History250Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings108Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights