Follow-The-Filings

Security

OKTA

Okta Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 exits max 16.6% (Dennis Hong - Shawspring ...)

grid → activity → earnings →
owners 14
max % 16.6%
tracked value $2.5B
qoq A 7 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dennis Hong - Shawspring Partners, LLC 2026 Q1 16.6% Reduce -36.0% 565,036 $44M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.3% Add +107.9% 2,770,741 $218M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -31.9% 831,630 $65M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +337.4% 1,410,954 $111M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +37.7% 3,401,709 $268M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +21.6% 422,737 $33M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +52.2% 125,068 $10M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -8.8% 18,051,250 $1.6B hist
Norges Bank 2025 Q4 stale 0.0% Reduce -4.4% 2,026,053 $175M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -79.9% 43,649 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -79.2% 73,574 $6M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -31.0% 50,369 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.7% 30,246 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +58.2% 731 $58 hist
Alex Sacerdote - Whale Rock Capital Management LLC exited 2026 Q1 last 2025 Q4 0.5% Exit -0.48 pp 434,854 $38M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit -0.01 pp 50,392 $5M hist

14 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
4 FORM 4 Filing Doc

Updated 12 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.86B $2.26B $2.61B $2.92B
Gross profit $1.31B $1.68B $1.99B $2.26B
Gross margin * 70.6% 74.3% 76.3% 77.4%
Net income -$815M -$355M $28M $235M
Net margin * -43.9% -15.7% 1.1% 8.1%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.23B $2.98B $3.42B $3.64B
Total non-current assets * $6.08B $6.01B $6.02B $6.07B
Total assets $9.31B $8.99B $9.44B $9.71B
Total current liabilities $1.46B $1.78B $2.52B $2.55B
Total non-current liabilities * $2.38B $1.32B $509M $157M
Total equity $5.47B $5.89B $6.4B $7B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $86M $512M $750M $884M
Cash from investing -$130M $441M -$314M $271M
Cash from financing $48M -$883M -$359M -$720M
Net change in cash -$2M $71M $73M $449M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders