Cross-institution positioning
Aug 7, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchOKTA Institutional Ownership
Okta, Inc.
Institutional Research
Accumulation leaning
64/100
3 tracked · 1 comparable
Latest filing
Aug 7, 2026
Positive breadth
3 positive · 0 negative
Recent close
$147.98
Research confidence
Limited
1 accumulating · 2 newly reported · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 7, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
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Accumulating1
Newly reported2
Reducing / exited
0
52-week position
90%
$62.66
$147.98
$157.00
Evidence-first research snapshot
What the evidence shows
A compact read across the newest available filing, institutional, insider, company-event, 13F, fundamental, and price evidence. Each item keeps its own reporting window; the evidence is not collapsed into a buy or sell recommendation.
Insider filing activity
Jul 8, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 12 sales by 3 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Price context
Aug 12, 2026Recent close is 90% through its reported 52-week range; +65.7% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
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Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 7, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Tracked institution filing evidence will appear here when available.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Institution comparison rows will appear when mapped ownership filings are available.
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Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth3Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 8, 2026 | McKinnon Todd | SOpen-market or private sale | Class A Common Stock | 1.7K | $148.16 | Direct | Jul 10, 2026 |
| Jul 8, 2026 | McKinnon Todd | SOpen-market or private sale | Class A Common Stock | 25.0K | $147.30 | Direct | Jul 10, 2026 |
| Jul 8, 2026 | McKinnon Todd | SOpen-market or private sale | Class A Common Stock | 29.5K | $146.39 | Direct | Jul 10, 2026 |
| Jul 8, 2026 | McKinnon Todd | SOpen-market or private sale | Class A Common Stock | 12.7K | $145.63 | Direct | Jul 10, 2026 |
| Jun 22, 2026 | Schwartz Larissa | SOpen-market or private sale | Class A Common Stock | 2.5K | $120.00 | Direct | Jun 24, 2026 |
| Jun 21, 2026 | Bates Anthony John | MExercise or conversion of derivative · derivative | Restricted Stock Units | 2.0K | $0.00 | Direct | Jun 22, 2026 |
| Jun 21, 2026 | Bates Anthony John | MExercise or conversion of derivative | Class A Common Stock | 2.0K | $0.00 | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 100 | $118.49 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 1.8K | $117.59 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 200 | $115.34 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 300 | $112.15 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 1.0K | $111.05 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 400 | $109.01 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Kelleher Eric Robert | SOpen-market or private sale | Class A Common Stock | 200 | $107.98 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Schellhase David | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 2.1K | $0.00 | Direct | Jun 22, 2026 |
| Jun 18, 2026 | SAGAN PAUL | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 2.1K | $0.00 | Direct | Jun 22, 2026 |
| Jun 18, 2026 | BERNSHTEYN ROBERT | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 2.1K | $0.00 | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Kerrest Jacques Frederic | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 2.1K | $0.00 | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Kerrest Jacques Frederic | GGift | Class A Common Stock | 6.8K | $0.00 | Indirect | Jun 22, 2026 |
| Jun 18, 2026 | Choi Emilie | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 2.1K | $0.00 | Direct | Jun 22, 2026 |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent close
$147.98
52-week low
$62.66
Apr 10, 2026
52-week high
$157.00
Jul 15, 2026
Below 52-week high
5.7%
1W return
+0.6%
1M return
+6.7%
3M return
+87.2%
6M return
+74.3%
YTD return
+71.1%
1Y return
+65.7%
30-day volatility
50.3%
90-day volatility
72.8%
1Y max drawdown
-33.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 0 of 0 filing(s)View beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|
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