OKTA Okta, Inc. Class A Common Stock
XNAS
208.64
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
OKTA
$208.64
—
Key stats
$208.64
Pre-market
$204.00
-2.22%
- 52-Week Range
- $62.66 – $235.00
- YTD
- +149.45%
- IV Rank (30D)
- 37.72
- Straddle Price
- $29.55
- P/C Vol Ratio
- 1.51
- Market Cap
- $33.9B
- Open
- $194.10
- Day Range
- $192.91 – $210.86
- Volume
- 4,046,531
- Prev Close
- $194.02
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.39 |
| Cost of Equity (CAPM) | 12.82% (VRP-adj) |
| WACC | 12.45% |
| Volatility Risk Premium | +44.4pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 8.6% |
| Rev. Growth (YoY, DCF input) | +8.5% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.0B |
| Return on Equity (TTM) | 4.2% |
| Book / Price | 18.8% |
| Gross Margin (TTM) | 78.1% |
| FCF Margin (TTM) | 31.6% |
| Debt / Equity | 0.00 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +24.6% (reverse-DCF on current price) |
| SMA 50 | $182.76 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $210.17 |
| Bollinger Width / SMA20 | 10.9% (drives anchor stability) |
| Net Debt | $-0.8B |
| Market Cap | $37B |
Peers used for multiples: CRWD, FTNT, PANW, QLYS, RBRK, TENB, VRNS, ZS
60-Day Conviction
92%
20-Day Fair Value
≈ by Nov 20, 2026
$210.18
α +0.7%
rank 52%
conviction
47%
40-Day Fair Value
≈ by Dec 21, 2026
$212.76
α +2.0%
rank 66%
conviction
62%
60-Day Fair Value
≈ by Jan 19, 2027
$217.50
α +4.2%
rank 73%
conviction
92%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $83.97 | 19% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $1153.73 | 5% | median 636.8× · 5 peers |
| Peer EV/EBITDA | $231.77 | 6% | median 116.1× · 6 peers |
| Peer P/B | $528.07 | 7% | median 13.5× · 7 peers |
| Peer P/S | $242.25 | 7% | median 12.9× · 8 peers |
| Market Anchor (SMA50) | $182.76 | 37% | stability 96% (BB-width) |
| Options Expected (B-L 30d) | $209.41 | 19% | 73 strikes · skew -0.02 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNAS
- Market Cap
- $33.9B
- Employees
- 6,366
- List Date
- 2017-04-07
- CIK
- 0001660134
- Next Earnings
- 2026-12-01 (After-Close)
- EPS Forecast
- $0.43 (10 est.)
- Headquarters
- San Francisco, CA
- Homepage
- https://www.okta.com
Okta is a cloud-native security company specializing in identity and access management. The San Francisco-based firm went public in 2017 and serves two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees, contractors, and partners to securely access its cloud-based and on-premises resources. The firm's customer offering, delivered via its Auth0 platform, allow clients to provide secure access experiences to their own end users.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 3.33% | -11.12% | 5.84% | -5.00% | 19.52% | 1.00% | 2.26% |
| Feb | -1.85% | -9.22% | -6.38% | 26.38% | -2.95% | -17.74% | -1.96% |
| Mar | -18.30% | -18.02% | 20.72% | -3.57% | 20.72% | 6.41% | 1.33% |
| Apr | 17.41% | -19.81% | -17.88% | -10.16% | 7.14% | -6.94% | -5.04% |
| May | -13.08% | -33.01% | 32.43% | -4.99% | -7.77% | 62.67% | 6.04% |
| Jun | 11.91% | 7.07% | -7.15% | 5.77% | -4.55% | -2.39% | 1.78% |
| Jul | 2.93% | 2.57% | 10.97% | -0.65% | -0.76% | 0.70% | 2.63% |
| Aug | 7.34% | -7.24% | 9.61% | -13.84% | -2.48% | 22.23% | 2.60% |
| Sep | -10.36% | -6.16% | -5.40% | -2.24% | 2.46% | 25.64% | 0.66% |
| Oct | 3.82% | -2.94% | -16.49% | -0.95% | -0.17% | -1.88%* | -3.10% |
| Nov | -13.98% | -3.05% | -2.44% | 5.91% | -11.80% | -- | -5.07% |
| Dec | 13.17% | 1.33% | 22.95% | -2.54% | 7.23% | -- | 8.43% |
| Total | -5.28% | -67.61% | 39.22% | -10.57% | 23.65% | 98.22% | 12.94% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $210.17
SMA 50: $182.76
SMA 200: $120.20
Current: $208.64
EMA 12: $205.93
EMA 26: $201.31
MACD: 4.6233 | Signal: -4.2679
BULLISH
ADX (14): 34.57
TREND
+DI: 28.07
−DI: 26.57
Momentum Oscillators
RSI (14): 54.57
NEUTRAL
Stoch %K: 26.35
Stoch %D: 18.82
Williams %R: -51.28
Volume & Volatility
BB Upper: $234.15
BB Lower: $186.18
NEUTRAL
OBV: 161,511,677
Vol SMA 20: 3,403,406
Vol ROC: 78.49%
ATR: $11.41
True Range: $17.95
HV 20: 65.2%
HV 30: 67.1%
HV 60: 76.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: OKTA
Executive Summary Overall assessment: BULLISH (Confidence level: 8/10) Key drivers: Strong recent earnings, positive news sentiment, and momentum signals Primary risks: High volatility, beta above average, and potential for profit-taking Investment thesis: Okta's strong fundamentals, growth prospects, and technical momentum make it an attractive long-term investment opportunity. Recent news sentiment impact: Positive headlines have fueled the stock's rally, but cautious investors may be concerned about profit-taking.
Technical Analysis Trend Direction:
- Short-term (1-4 weeks): Bullish (Upward trend)
- Medium-term (1-3 months): Bullish (Uptrend)
- Long-term (3-12 months): Bullish (Long-term uptrend)
Support/Resistance Levels:
- Key price levels from moving averages and technical patterns: SMA 20 ($143.27), EMA 12 ($143.57), Upper Bollinger Band ($154.53)
Momentum Signals:
- RSI interpretation: Neutral (62.20) with potential for further upside
- MACD signal: Bullish (3.76 / Signal: -0.24)
- Bollinger Bands position: Neutral (Signal: 143.27, Middle: 143.27, Lower: 132.01)
Volume Analysis:
- Volume trends and institutional interest signals: Increasing volume flow (2589082.30) and on-balance volume (95134346.02), indicating growing institutional interest
- IV Premium vs HV30: 33.7% (Positive = implied richer than realized), suggesting that options market is pricing in high volatility
News & Sentiment Analysis Recent Headlines Summary:
- Positive news headlines about product launches, partnerships, and analyst upgrades have fueled the stock's rally
- Some neutral or mixed sentiment from general market commentary and routine announcements
Sentiment Assessment: POSITIVE
Catalyst Identification:
- Upcoming earnings release (Q2 2026) could provide additional catalyst for growth
Market Narrative:
- Technical signals are aligned with recent news headlines, supporting the bullish trend
- Caution is advised due to high volatility and potential for profit-taking
Risk & Volatility Assessment Beta Interpretation: Risk relative to market (beta >1.15 = high risk) Volatility Regime: Above average volatility - stock moves with market amplification Options Market Signals:
- IV Rank: 47.1% (Medium) showing historically high volatility
- Current IV: 75.4%
- Expected Move: $27.18 (32 DTE), 7-DTE: $7.25
Downside Protection:
- Support levels to monitor: SMA 20 ($143.27), EMA 12 ($143.57)
- Risk management considerations: Consider trailing stops or position sizing adjustments based on risk tolerance
Market Context & Positioning Sector Performance: Relative strength vs sector/market (Okta has outperformed the market) Institutional Activity: Increasing volume flow and institutional interest signals growing participation Correlation Analysis:
- R-squared interpretation: Okta's movement is highly correlated with the broader market (0.26)
Relative Valuation: Position within trading range
Key Levels & Action Items Critical Price Levels:
- SMA 20 ($143.27)
- EMA 12 ($143.57)
- Upper Bollinger Band ($154.53)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves: $150.77 (current price), $155.00, $160.00
Time-Sensitive Catalysts:
- Upcoming earnings release (Q2 2026) and product launches
Risk Management:
- Stop-loss levels to consider: SMA 20 ($143.27), EMA 12 ($143.57)
- Position sizing considerations based on risk tolerance
Generated
News
All OKTA news →
CrowdStrike recently posted its best quarter ever with record recurring revenue and expanding free cash flow. Okta delivered record bookings in the same quarter and saw its stock surge nearly 20%.
Showing 1–10 of 29
Page 1 of 3
Earnings History
9 of 23 under expected move
Avg Expected Move
10.91%
Avg Actual Move
13.22%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-03 | After-Close | 6.20% | 6.22% | 1.00x | Exceeded |
| 2021-05-26 | After-Close | 5.50% | 9.79% | 1.78x | Exceeded |
| 2021-09-01 | After-Close | 6.24% | 2.64% | 0.42x | Within |
| 2021-12-01 | After-Close | 9.53% | 11.66% | 1.22x | Exceeded |
| 2022-03-02 | After-Close | 10.25% | 8.06% | 0.79x | Within |
| 2022-06-02 | After-Close | 10.64% | 5.02% | 0.47x | Within |
| 2022-08-31 | After-Close | 9.29% | 33.70% | 3.63x | Exceeded |
| 2022-11-30 | After-Close | 15.98% | 26.46% | 1.66x | Exceeded |
| 2023-03-01 | After-Close | 11.27% | 13.26% | 1.18x | Exceeded |
| 2023-05-31 | After-Close | 13.56% | 17.83% | 1.31x | Exceeded |
| 2023-08-30 | After-Close | 12.99% | 13.51% | 1.04x | Exceeded |
| 2023-11-29 | After-Close | 6.49% | 5.26% | 0.81x | Within |
| 2024-02-01 | After-Close | 2.07% | 2.50% | 1.21x | Exceeded |
| 2024-05-29 | After-Close | 13.47% | 7.84% | 0.58x | Within |
| 2024-08-28 | After-Close | 12.21% | 17.64% | 1.44x | Exceeded |
| 2024-12-03 | After-Close | 12.98% | 5.38% | 0.41x | Within |
| 2025-03-03 | After-Close | 18.24% | 24.27% | 1.33x | Exceeded |
| 2025-05-27 | After-Close | 14.05% | 16.16% | 1.15x | Exceeded |
| 2025-08-26 | After-Close | 13.30% | 1.61% | 0.12x | Within |
| 2025-12-02 | After-Close | 12.06% | 5.46% | 0.45x | Within |
| 2026-03-04 | After-Close | 11.64% | 11.03% | 0.95x | Within |
| 2026-05-28 | After-Close | 13.51% | 30.14% | 2.23x | Exceeded |
| 2026-08-26 | After-Close | 9.47% | 28.63% | 3.02x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
OKTA Options Activity & IV Rank
OKTA IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 62.2%
7-DTE IV: 61.1%
Expected Move: $29.55
7-DTE Move: $16.18
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 1,265
Put Volume: 1,909
P/C Volume: 1.509
BEARISH
Call OI: 13,112
Put OI: 10,141
P/C OI: 0.773
Total OI: 23,253
ATM Options Pricing
ATM Call: $15.80
ATM Put: $13.75
Call %: 7.6%
Put %: 6.6%
Chain Summary
Chain Volume: 19,909
Chain OI: 172,691
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 86th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
86%
vs own history
GEX tilt
+0.34
OI-weighted, today
Vanna tilt
+0.21
δ-sensitivity to IV
Charm tilt
-0.24
δ-decay vs time
? What is this?
· 205 ATM contracts, 31k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
87%
+9.1
pts
EXTREME
as of Oct 21 · ATM 61.6% / Wing 70.6%
30 DTE / 10d
15%
+0.8
pts
EXTREME
as of Oct 21 · ATM 62.1% / Wing 62.9%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)21.8LowOct 21
IV Rank (30 DTE)37.7MediumOct 21
Straddle Price (30 DTE)$29.55Oct 21
Beta Analysis
Risk Metrics
Beta: 1.3544
Alpha: 86.33%
Correlation: 0.2540
R-Squared: 6.5%
Stock Volatility: 67.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
OKTA Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 177,736,750 (as of 2026-07-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
46 filers$1.17B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $219.73M | 18.84% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $158.49M | 13.59% | 2026-06-30 |
| 3 | Walleye Trading LLC | $116.43M | 9.99% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $109.51M | 9.39% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $107.43M | 9.21% | 2026-06-30 |
| 6 | Optiver Holding B.V. | $57.76M | 4.95% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $37.39M | 3.21% | 2025-09-30 |
| 8 | Nishkama Capital, LLC | $36.84M | 3.16% | 2026-06-30 |
| 9 | Allianz Asset Management GmbH | $29.68M | 2.55% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $28.46M | 2.44% | 2026-06-30 |
| 11 | Jefferies Financial Group Inc. | $26.13M | 2.24% | 2026-06-30 |
| 12 | UBS Group AG Custodian | $21.89M | 1.88% | 2026-06-30 |
| 13 | Caption Management, LLC | $21.83M | 1.87% | 2026-06-30 |
| 14 | Simplex Trading, LLC Custodian | $18.91M | 1.62% | 2026-06-30 |
| 15 | Squarepoint Ops LLC | $18.71M | 1.60% | 2026-06-30 |
| 16 | ADAPT Investment Managers SA | $18.33M | 1.57% | 2026-06-30 |
| 17 | TUDOR INVESTMENT CORP ET AL | $17.67M | 1.52% | 2026-06-30 |
| 18 | Goldman Sachs Group Inc Custodian | $16.21M | 1.39% | 2026-06-30 |
| 19 | Cubist Systematic Strategies, LLC | $14.44M | 1.24% | 2025-09-30 |
| 20 | Verition Fund Management LLC | $11.52M | 0.99% | 2026-06-30 |
| 21 | GROUP ONE TRADING LLC Custodian | $11.11M | 0.95% | 2026-06-30 |
| 22 | Citigroup Inc. Custodian | $10.23M | 0.88% | 2026-06-30 |
| 23 | Twin Tree Management, LP | $7.11M | 0.61% | 2026-06-30 |
| 24 | PEAK6 LLC | $6.62M | 0.57% | 2026-06-30 |
| 25 | Walleye Capital LLC | $5.64M | 0.48% | 2026-06-30 |
33 filers$1.23B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | ADAPT Investment Managers SA | $286.94M | 23.31% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $209.94M | 17.06% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $154.69M | 12.57% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $133.84M | 10.87% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $124.74M | 10.13% | 2026-06-30 |
| 6 | Walleye Trading LLC | $71.05M | 5.77% | 2026-06-30 |
| 7 | UBS Group AG Custodian | $39.60M | 3.22% | 2026-06-30 |
| 8 | Optiver Holding B.V. | $28.85M | 2.34% | 2026-06-30 |
| 9 | Wolverine Trading, LLC Custodian | $28.49M | 2.31% | 2025-09-30 |
| 10 | Millennium Management LLC Custodian | $21.18M | 1.72% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $19.96M | 1.62% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $16.87M | 1.37% | 2026-06-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $16.24M | 1.32% | 2026-06-30 |
| 14 | Barclays PLC Custodian | $14.94M | 1.21% | 2026-06-30 |
| 15 | Goldman Sachs Group Inc Custodian | $11.00M | 0.89% | 2026-06-30 |
| 16 | Cubist Systematic Strategies, LLC | $9.24M | 0.75% | 2025-09-30 |
| 17 | TUDOR INVESTMENT CORP ET AL | $7.37M | 0.60% | 2026-06-30 |
| 18 | Walleye Capital LLC | $7.18M | 0.58% | 2026-06-30 |
| 19 | Caption Management, LLC | $5.40M | 0.44% | 2026-06-30 |
| 20 | PEAK6 LLC | $4.78M | 0.39% | 2026-06-30 |
| 21 | Qube Research & Technologies Ltd | $4.09M | 0.33% | 2026-06-30 |
| 22 | Balyasny Asset Management L.P. | $2.92M | 0.24% | 2026-06-30 |
| 23 | Wells Fargo & Company Custodian | $2.73M | 0.22% | 2026-06-30 |
| 24 | Verition Fund Management LLC | $2.29M | 0.19% | 2026-06-30 |
| 25 | Parallax Volatility Advisers, L.P. | $2.05M | 0.17% | 2026-06-30 |
OKTA Insider Trading (Form 4)
Latest: 2026-10-09Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Shibu Ninan | Chief Accounting Officer | Sell (S) | −14,677 | $217.80 | -$3.20M | EDGAR |
| 2026-09-24 | Todd McKinnon | Chief Executive Officer | Sell (S) | −48,822 | $193.48 | -$9.45M | EDGAR |
| 2026-09-22 | Helen Riley | Director | Grant (A) | +2,907 RSU | — | EDGAR | |
| 2026-09-22 | Eric Robert Kelleher | See Remarks | Sell (S) | −6,395 | $183.58 | -$1.17M | EDGAR |
| 2026-09-17 | Brett Tighe | Chief Financial Officer | Mixed | +7,283 | — | EDGAR | |
| 2026-09-17 | Eric Robert Kelleher | See Remarks | Mixed | +7,994 | — | EDGAR | |
| 2026-09-17 | Jonathan James Addison | Chief Revenue Officer | Mixed | +6,136 | — | EDGAR | |
| 2026-09-17 | Shibu Ninan | Chief Accounting Officer | Mixed | +2,279 | — | EDGAR | |
| 2026-09-17 | Todd McKinnon | Chief Executive Officer | Mixed | +10,338 | — | EDGAR | |
| 2026-09-16 | Scott Morgan | Chief Legal Officer | Grant (A) | +97,346 RSU | — | EDGAR | |
| 2026-09-15 | Eric Robert Kelleher | See Remarks | Sell (S) | −2,549 | $168.55 | -$429.6K | EDGAR |
| 2026-09-09 | Jacques Frederic Kerrest | Director | Mixed | — | — | EDGAR | |
| 2026-09-04 | Brett Tighe | Chief Financial Officer | Mixed | −38,749 | $160.97 | -$12.88M | EDGAR |
| 2026-08-17 | David Schellhase | Director | Exer (M) | +1,942 | — | EDGAR | |
| 2026-07-10 | Todd McKinnon | Chief Executive Officer | Sell (S) | −68,936 | $146.62 | -$10.11M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
OKTA Insider Holdings
16 insiders · @ $208.64
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Benjamin A Horowitz | Director | 566,523 | $118.20M | -$245.78M | 40 | 2025-06-24 |
| 2 | Brett Tighe | Chief Financial Officer | 98,840 | $20.62M | -$29.58M | 41 | 2026-09-17 |
| 3 | Todd McKinnon | Chief Executive Officer | 59,029 | $12.32M | -$275.09M | 83 | 2026-09-24 |
| 4 | Michael A. Stankey | Director | 27,224 | $5.68M | $0 | 13 | 2025-06-24 |
| 5 | Larissa Schwartz | See Remarks | 25,241 | $5.27M | -$11.44M | 46 | 2026-06-24 |
| 6 | Eric Robert Kelleher | See Remarks | 18,768 | $3.92M | -$7.72M | 19 | 2026-09-22 |
| 7 | Rebecca Saeger | Director | 16,022 | $3.34M | $0 | 13 | 2025-06-24 |
| 8 | Robert L Dixon JR | Director | 13,956 | $2.91M | -$234.8K | 14 | 2026-06-22 |
| 9 | Shibu Ninan | Chief Accounting Officer | 13,073 | $2.73M | -$4.37M | 27 | 2026-10-09 |
| 10 | Jonathan James Addison | Chief Revenue Officer | 12,844 | $2.68M | -$5.58M | 22 | 2026-09-17 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
OKTA Board & Officers
As of SEC filings through Oct 9, 2026Directors 8
- Jacques Frederic Kerrest · since Apr 6, 2017
- Todd McKinnon · since Apr 6, 2017
- Emilie Choi · since Aug 19, 2022
- Anthony John Bates · since Jun 21, 2024
- David Schellhase · since Aug 13, 2025
- Paul Sagan · since Dec 19, 2025
- Robert Bernshteyn · since Dec 19, 2025
- Helen Riley · since Sep 18, 2026
Officers 6
- Todd McKinnon · Chief Executive Officer · since Apr 6, 2017
- Eric Robert Kelleher · President and Chief Operating Officer · since Feb 1, 2025
- Brett Tighe · Chief Financial Officer · listed since Mar 2022
- Shibu Ninan · Chief Accounting Officer · since Aug 15, 2022
- Jonathan James Addison · Chief Revenue Officer · since Jan 28, 2024
- Scott Morgan · Chief Legal Officer · since Aug 3, 2026
Changes in the last 10 years (109)
| Sep 18, 2026 | Helen Riley became a director |
| Aug 3, 2026 | Scott Morgan became Chief Legal Officer |
| Jun 22, 2026 | Shellye L Archambeau reported in an SEC filing no longer being a director |
| Jun 22, 2026 | Robert L Dixon JR reported in an SEC filing no longer being a director |
| Jun 22, 2026 | Jeff Epstein reported in an SEC filing no longer being a director |
| Apr 21, 2026 | The company announced the departure of Larissa Schwartz as Chief Legal Officer and Corporate Secretary in an SEC filing |
| Mar 5, 2026 | The company announced the departure of Michael A. Stankey from the board in an SEC filing |
| Dec 19, 2025 | Robert Bernshteyn became a director |
| Dec 19, 2025 | Paul Sagan became a director |
| Dec 15, 2025 | The company announced the departure of Mary Agnes Wilderotter from the board in an SEC filing |
| Aug 13, 2025 | Mary Agnes Wilderotter became a director |
| Aug 13, 2025 | David Schellhase became a director |
| Jun 24, 2025 | Rebecca Saeger reported in an SEC filing no longer being a director |
| Jun 24, 2025 | Benjamin A Horowitz reported in an SEC filing no longer being a director |
| Feb 1, 2025 | Eric Robert Kelleher became President and Chief Operating Officer |
| Jun 21, 2024 | Anthony John Bates became a director |
| Jun 18, 2024 | Larissa Schwartz listed as Chief Legal Officer and Corporate Secretary (previously Chief Legal Officer and Secretary) in SEC filings |
| Jan 28, 2024 | Jonathan James Addison became Chief Revenue Officer |
| Apr 25, 2023 | The company announced the departure of Patrick W Grady from the board in an SEC filing |
| Mar 3, 2023 | Larissa Schwartz became Chief Legal Officer and Secretary |
| Mar 1, 2023 | The company announced the departure of Jonathan T Runyan as General Counsel and Secretary in an SEC filing |
| Nov 7, 2022 | Jacques Frederic Kerrest no longer listed as Executive Vice Chairperson of the Board and Chief Operating Officer in SEC filings |
| Aug 19, 2022 | Emilie Choi became a director |
| Aug 15, 2022 | Shibu Ninan became Chief Accounting Officer |
| Jul 18, 2022 | The company announced the departure of Christopher K Kramer as Chief Accounting Officer in an SEC filing |
| Jun 21, 2022 | L Michelle Wilson reported in an SEC filing no longer being a director |
| Mar 17, 2022 | Brett Tighe listed as Chief Financial Officer (previously Interim Chief Financial Officer) in SEC filings |
| Jun 1, 2021 | Brett Tighe became Interim Chief Financial Officer |
| May 25, 2021 | Jeff Epstein became a director |
| Mar 24, 2021 | Michael R Kourey no longer listed as a director in SEC filings |
| Mar 24, 2021 | Michael R Kourey first listed as Chief Financial Officer in an SEC filing |
| Feb 1, 2021 | Susan St. Ledger became President, Worldwide Field Operations |
| Oct 1, 2019 | Christopher K Kramer became Chief Accounting Officer |
| Jun 14, 2019 | Robert L Dixon JR became a director |
| May 3, 2019 | Jacques Frederic Kerrest listed as Executive Vice Chairperson of the Board and Chief Operating Officer (previously Chief Operating Officer) in SEC filings |
| Jan 22, 2019 | Rebecca Saeger became a director |
| Dec 13, 2018 | Shellye L Archambeau became a director |
| Dec 12, 2018 | Benjamin A Horowitz first listed as a director in an SEC filing |
| Mar 13, 2018 | Benjamin A Horowitz reported in an SEC filing no longer being a director |
| Mar 13, 2018 | Benjamin A Horowitz reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Marc L Andreessen reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Greylock XIII-A Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Greylock XIII Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Greylock XIII GP LLC reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Andreessen Horowitz Fund I-B, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Andreessen Horowitz Fund I-A, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | Andreessen Horowitz Fund I, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | AH Parallel Fund IV-Q, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | AH Parallel Fund IV-B, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | AH Parallel Fund IV-A, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | AH Parallel Fund IV, L.P. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | AH Equity Partners IV (Parallel), L.L.C. reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2018 | AH Equity Partners I, L.L.C. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Sequoia Capital Usgf Principals Fund V, L.p. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Sequoia Capital U.s. Growth Vi Principals Fund, L.p. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Sequoia Capital U.s. Growth Fund Vi, L.p. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Sequoia Capital U.s. Growth Fund V, L.p. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Sc US (ttgp), Ltd. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Sc U.s. Growth Vi Management, L.p. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | SCGF V Management, L.P. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | SC US GF V Holdings, Ltd. reported in an SEC filing no longer being a 10% owner |
| Jan 17, 2018 | Patrick W Grady no longer listed as a 10% owner in SEC filings |
| Dec 19, 2017 | SCGF V Management, L.P. first on file as a 10% owner |
| Dec 13, 2017 | Vinod Khosla reported in an SEC filing no longer being a 10% owner |
| Dec 13, 2017 | VK Services, LLC reported in an SEC filing no longer being a 10% owner |
| Dec 13, 2017 | Khosla Ventures IV, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 13, 2017 | Khosla Ventures IV (CF), L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 13, 2017 | Khosla Ventures Associates IV, LLC reported in an SEC filing no longer being a 10% owner |
| Oct 13, 2017 | Todd McKinnon no longer listed as a 10% owner in SEC filings |
| Apr 6, 2017 | William E Losch became Chief Financial Officer |
| Apr 6, 2017 | Vinod Khosla became a 10% owner |
| Apr 6, 2017 | VK Services, LLC became a 10% owner |
| Apr 6, 2017 | Todd McKinnon became a director |
| Apr 6, 2017 | Todd McKinnon became a 10% owner |
| Apr 6, 2017 | Todd McKinnon became Chief Executive Officer |
| Apr 6, 2017 | Sequoia Capital Usgf Principals Fund V, L.p. became a 10% owner |
| Apr 6, 2017 | Sequoia Capital U.s. Growth Vi Principals Fund, L.p. became a 10% owner |
| Apr 6, 2017 | Sequoia Capital U.s. Growth Fund Vi, L.p. became a 10% owner |
| Apr 6, 2017 | Sequoia Capital U.s. Growth Fund V, L.p. became a 10% owner |
| Apr 6, 2017 | Sc US (ttgp), Ltd. became a 10% owner |
| Apr 6, 2017 | Sc U.s. Growth Vi Management, L.p. became a 10% owner |
| Apr 6, 2017 | SC US GF V Holdings, Ltd. became a 10% owner |
| Apr 6, 2017 | Patrick W Grady became a director |
| Apr 6, 2017 | Patrick W Grady became a 10% owner |
| Apr 6, 2017 | Michael R Kourey became a director |
| Apr 6, 2017 | Michael A. Stankey became a director |
| Apr 6, 2017 | Marc L Andreessen became a 10% owner |
| Apr 6, 2017 | L Michelle Wilson became a director |
| Apr 6, 2017 | Khosla Ventures IV, L.P. became a 10% owner |
| Apr 6, 2017 | Khosla Ventures IV (CF), L.P. became a 10% owner |
| Apr 6, 2017 | Khosla Ventures Associates IV, LLC became a 10% owner |
| Apr 6, 2017 | Jonathan T Runyan became General Counsel and Secretary |
| Apr 6, 2017 | Jacques Frederic Kerrest became a director |
| Apr 6, 2017 | Jacques Frederic Kerrest became Chief Operating Officer |
| Apr 6, 2017 | Greylock XIII-A Limited Partnership became a 10% owner |
| Apr 6, 2017 | Greylock XIII Limited Partnership became a 10% owner |
| Apr 6, 2017 | Greylock XIII GP LLC became a 10% owner |
| Apr 6, 2017 | Charles Race became President, Worldwide Field Operations |
| Apr 6, 2017 | Benjamin A Horowitz became a director |
| Apr 6, 2017 | Benjamin A Horowitz became a 10% owner |
| Apr 6, 2017 | Andreessen Horowitz Fund I-B, L.P. became a 10% owner |
| Apr 6, 2017 | Andreessen Horowitz Fund I-A, L.P. became a 10% owner |
| Apr 6, 2017 | Andreessen Horowitz Fund I, L.P. became a 10% owner |
| Apr 6, 2017 | AH Parallel Fund IV-Q, L.P. became a 10% owner |
| Apr 6, 2017 | AH Parallel Fund IV-B, L.P. became a 10% owner |
| Apr 6, 2017 | AH Parallel Fund IV-A, L.P. became a 10% owner |
| Apr 6, 2017 | AH Parallel Fund IV, L.P. became a 10% owner |
| Apr 6, 2017 | AH Equity Partners IV (Parallel), L.L.C. became a 10% owner |
| Apr 6, 2017 | AH Equity Partners I, L.L.C. became a 10% owner |
Not reported recently (4)
- Susan St. Ledger · Last reported as President, Worldwide Field Operations in an SEC filing dated Dec 19, 2022
- Michael R Kourey · Last reported as Chief Financial Officer in an SEC filing dated Apr 19, 2021
- William E Losch · Last reported as Chief Financial Officer in an SEC filing dated Jan 13, 2021
- Charles Race · Last reported as President, Worldwide Field Operations in an SEC filing dated Jan 12, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
OKTA Proposed Insider Sales (Form 144)
Latest: 2026-10-07
? Form 144 Guide
Last 30d:
5 filings
· $19.4M notice value
· Last 90d:
6 filings
· $19.8M notice value
· 4 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Todd McKinnon (1, $9.3M) · LARISSA SCHWARTZ (2, $5.6M) · SHIBU NINAN (1, $3.2M) · ERIC KELLEHER (2, $1.7M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-07 | SHIBU NINAN | Officer | 14,677 | $3.21M | 2026-10-07 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-01 | LARISSA N SCHWARTZ | Officer | 24,542 | $5.13M | 2026-10-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-22 | Todd McKinnon | Director, CEO | 48,822 | $9.34M | 2026-09-22 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-09-18 | LARISSA SCHWARTZ | Officer | 2,462 | $467.8K | 2026-09-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-18 | ERIC KELLEHER | Officer | 6,395 | $1.22M | 2026-09-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-11 | ERIC KELLEHER | Officer | 2,549 | $436.2K | 2026-09-11 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-07-08 | Todd McKinnon | Director, CEO | 68,936 | $10.23M | 2026-07-08 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-06-24 | Shellye Archambeau | Director | 9,192 | $1.09M | 2026-06-24 | UBS Financial Services Inc | — | EDGAR |
| 2026-06-22 | LARISSA SCHWARTZ | Officer | 2,463 | $290.2K | 2026-06-22 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-18 | ERIC KELLEHER | Officer | 3,977 | $449.5K | 2026-06-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-28 | 0001660134-26-000050 | EDGAR |
| 2026-04-22 | 0001193125-26-170498 | EDGAR |
| 2026-03-23 | 0001660134-26-000029 | EDGAR |
| 2026-03-11 | 0001660134-26-000024 | EDGAR |
| 2026-03-04 | 0001660134-26-000016 | EDGAR |
| 2026-01-05 | 0001660134-26-000003 | EDGAR |
| 2025-12-19 | 0001660134-25-000173 | EDGAR |
| 2025-12-02 | 0001660134-25-000170 | EDGAR |
| 2025-08-26 | 0001660134-25-000156 | EDGAR |
| 2025-08-14 | 0001660134-25-000138 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-03-05 | 0001660134-26-000020 | EDGAR |
| 2025-03-05 | 0001660134-25-000049 | EDGAR |
| 2024-03-01 | 0001660134-24-000025 | EDGAR |
| 2023-03-03 | 0001660134-23-000013 | EDGAR |
| 2022-03-07 | 0001660134-22-000010 | EDGAR |
| 2021-03-04 | 0001660134-21-000007 | EDGAR |
| 2020-03-06 | 0001660134-20-000006 | EDGAR |
| 2019-03-14 | 0001660134-19-000006 | EDGAR |
| 2018-03-12 | 0001660134-18-000007 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-29 | 0001660134-26-000051 | EDGAR |
| 2025-12-03 | 0001660134-25-000171 | EDGAR |
| 2025-08-27 | 0001660134-25-000157 | EDGAR |
| 2025-05-28 | 0001660134-25-000093 | EDGAR |
| 2024-12-04 | 0001660134-24-000168 | EDGAR |
| 2024-08-29 | 0001660134-24-000138 | EDGAR |
| 2024-05-30 | 0001660134-24-000088 | EDGAR |
| 2023-12-01 | 0001660134-23-000068 | EDGAR |
| 2023-08-31 | 0001660134-23-000045 | EDGAR |
| 2023-06-01 | 0001660134-23-000033 | EDGAR |
ETF Holders
225 ETFs hold OKTA
25 shown · $6.81B total exposure · 0.85% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.94% | $1.2B | $123.0B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.05% | $1.1B | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.44% | $786.6M | — | 2026-09-30 |
| 4 | CIBR First Trust Nasdaq Cybersecurity ETF | First Trust | 4.21% | $729.6M | $17.3B | 2026-10-20 |
| 5 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 1.00% | $437.7M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.42% | $391.2M | — | 2026-09-30 |
| 7 | VGT Vanguard Information Technology ETF | Vanguard | 0.19% | $332.7M | — | 2026-09-30 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.94% | $241.5M | $25.8B | 2026-10-20 |
| 9 | BUG Global X Cybersecurity ETF | Global X | 9.77% | $204.4M | — | 2026-10-21 |
| 10 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 1.85% | $193.8M | $10.5B | 2026-10-20 |
| 11 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.94% | $173.8M | $18.4B | 2026-10-20 |
| 12 | HACK Amplify Cybersecurity ETF | Amplify | 4.74% | $158.5M | $3.3B | 2026-10-20 |
| 13 | BAI iShares A.I. Innovation and Tech Active ETF | iShares (BlackRock) | 1.16% | $151.0M | $13.3B | 2026-10-20 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.24% | $134.4M | $57.3B | 2026-10-20 |
| 15 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.09% | $71.8M | $84.5B | 2026-10-20 |
| 16 | IHAK iShares Cybersecurity and Tech ETF | iShares (BlackRock) | 5.54% | $65.0M | $1.2B | 2026-10-20 |
| 17 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.07% | $64.9M | — | 2026-10-20 |
| 18 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 1.02% | $58.1M | — | 2026-09-30 |
| 19 | FDN First Trust Dow Jones Internet Index Fund | First Trust | 1.11% | $57.7M | $5.2B | 2026-10-20 |
| 20 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.39% | $56.5M | — | 2026-05-31 |
| 21 | MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF | SPDR (State Street) | 1.85% | $52.0M | $2.8B | 2026-10-20 |
| 22 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.31% | $48.8M | $15.6B | 2026-10-20 |
| 23 | JGRO JPMorgan Active Growth ETF | JPMorgan | 0.47% | $46.7M | $9.9B | 2026-10-21 |
| 24 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.07% | $44.7M | — | 2026-05-31 |
| 25 | AIQ Global X Artificial Intelligence & Technology ETF | Global X | 0.42% | $43.1M | — | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$1.67
TTM Revenue
$3.07B
TTM Net Income
$296.00M
TTM Op. Cash Flow
$987.00M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-07-31 | $805.00M | $116.00M | $0.65 | $234.00M |
| Q1 '27 | 2026-04-30 | $765.00M | $74.00M | $0.42 | $277.00M |
| Q4 '26 | 2026-01-31 | $761.00M | $63.00M | $0.35 | $258.00M |
| Q3 '26 | 2025-10-31 | $742.00M | $43.00M | $0.24 | $218.00M |
| Q2 '26 | 2025-07-31 | $728.00M | $67.00M | $0.37 | $167.00M |
| Q1 '26 | 2025-04-30 | $688.00M | $62.00M | $0.35 | $241.00M |
| Q4 '25 | 2025-01-31 | $682.00M | $23.00M | $0.14 | $286.00M |
| Q3 '25 | 2024-10-31 | $665.00M | $16.00M | $0.09 | $159.00M |
| Q2 '25 | 2024-07-31 | $646.00M | $29.00M | $0.15 | $86.00M |
| Q1 '25 | 2024-04-30 | $617.00M | $-40.00M | $-0.24 | $219.00M |
| Q4 '24 | 2024-01-31 | $605.00M | $-44.00M | $-0.26 | $174.00M |
| Q3 '24 | 2023-10-31 | $584.00M | $-81.00M | $-0.49 | $156.00M |
Q2 2027 • period ending 2026-07-31 • filed 2026-08-27
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
124.93
P/B
5.32
P/S
12.07
EV/EBITDA
113.15
EV/Sales
11.82
ROE
4.2%
ROA
3.2%
Div Yield
0.07%
FCF Yield
2.66%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$37.08B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
7.93M
SI % of Float
4.79%
Days to Cover
1.90
Short Vol Ratio
54.8%
Free Float
165.50M
Float %
99.0%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22