Okta, Inc.
MX ˙ BMV ˙ US6792951054
SecurityMX:OKTA / Okta, Inc.
InstitutionAtom Investors LP
Latest Disclosed Ownership2,958 shares
Latest Disclosed Value $ 232,824
Atom Investors LP ownership in OKTA / Okta, Inc.

On May 15, 2026 - Atom Investors LP filed a 13F-HR form disclosing ownership of 2,958 shares of Okta, Inc. (MX:OKTA) valued at $232,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 0 shares of Okta, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OKTA CL A 679295105 2,958 2,958 233 0.0167
2026-02-17 2025-12-31 13F OKTA CL A 679295105 0 -2,675 -100.00 0 -100.00
2025-11-14 2025-09-30 13F OKTA CL A 679295105 2,675 2,675 245 0.0186
2025-05-15 2025-03-31 13F OKTA CL A 679295105 0 -20,088 -100.00 0 -100.00
2025-02-14 2024-12-31 13F OKTA CL A 679295105 20,088 12,473 163.80 1,583 179.51 0.1966
2024-11-14 2024-09-30 13F OKTA CL A 679295105 7,615 7,615 566 0.0593
2024-08-14 2024-06-30 13F OKTA CL A 679295105 0 -3,858 -100.00 0 -100.00
2024-05-15 2024-03-31 13F OKTA CL A 679295105 3,858 -882 -18.61 404 -6.06 0.0504
2024-02-14 2023-12-31 13F OKTA CL A 679295105 4,740 1,797 61.06 429 79.50 0.0758
2023-11-14 2023-09-30 13F OKTA CL A 679295105 2,943 2,943 240 0.0547
2022-11-08 2022-09-30 13F OKTA CL A 679295105 0 -19,871 -100.00 0 -100.00
2022-08-15 2022-06-30 13F OKTA CL A 679295105 19,871 19,871 1,796 0.7852
2022-05-16 2022-03-31 13F OKTA CL A 679295105 0 -11,495 -100.00 0 -100.00
2022-02-14 2021-12-31 13F OKTA CL A 679295105 11,495 11,495 2,577 0.4321
2020-02-13 2019-12-31 13F OKTA CL A 679295105 0 -104,624 -100.00 0 -100.00
2019-11-14 2019-09-30 13F OKTA CL A 679295105 104,624 1,767 1.72 10,301 -18.92 0.7036
2019-08-14 2019-06-30 13F OKTA CL A 679295105 102,857 102,857 12,704 0.8273
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.