Okta Inc (OKTA) — Smart Money Tracker (13F, Q2 2026)

OKTA ranks #611 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OKTA is a top-conviction position for Greenvale Capital LLP — at 11.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OKTA belongs to BlackRock, Inc., but the position matters far more to Greenvale Capital LLP, who has 11.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its OKTA position for two straight quarters, increasing it by $1.4B to reach $2.2B today.

Champlain Investment Partners, LLC has trimmed its OKTA position for two straight quarters, cutting it by $74.4M while still holding $56.4M.

OKTA is down 3.8% today, but institutions show net buying of $5.2B this quarter — a divergence between today's price move and the underlying institutional flow.

OKTA posted net income of $296.0M over the trailing twelve months, and currently trades at a P/E of 100.8.

• Profitable — net income of $296.0M over the trailing twelve months
• Revenue grew 11.2% year over year
• Net income improved year over year, from $168.0M to $296.0M
• Generated $884.0M in positive operating cash flow
• Current ratio of 1.43x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.39x equity — within a conventional range