Okta, Inc.
US ˙ NasdaqGS ˙ US6792951054

SecurityOKTA / Okta, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,202 shares
Latest Disclosed Value $ 94,609
IFP Advisors, Inc reports 6.89% decrease in ownership of OKTA / Okta, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,202 shares of Okta, Inc. (US:OKTA) valued at $94,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,291 shares of Okta, Inc.. This represents a change in shares of -6.89% during the quarter. The current value of the position is $149,829 USD.

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)
2026-04-13 2026-03-31 13F OKTA cs 679295105 1,202 -89 -6.89 95 -15.32 0.0020
2026-02-06 2025-12-31 13F OKTA cs 679295105 1,291 16 1.25 112 -4.31 0.0025
2026-02-06 2025-09-30 13F/A-1 OKTA cs 679295105 1,275 -287 -18.37 117 -25.64 0.0030
2025-12-02 2025-09-30 13F OKTA cs 679295105 1,275 -287 117 0.0030
2025-07-24 2025-06-30 13F OKT A cs 679295105 1,562 697 80.58 156 71.43 0.0044
2025-05-05 2025-03-31 13F OKTA cs 679295105 865 45 5.49 91 42.19 0.0028
2025-02-04 2024-12-31 13F OKTA cs 679295105 820 35 4.46 65 10.34 0.0021
2025-02-04 2024-09-30 13F OKTA cs 679295105 785 235 42.73 58 13.73 0.0021
2024-07-30 2024-06-30 13F OKTA cs 679295105 550 96 21.15 51 8.51 0.0020
2024-07-30 2024-03-31 13F OKTA cs 679295105 454 -467 -50.71 47 -43.37 0.0021
2024-01-09 2023-12-31 13F OKTA cs 679295105 921 109 13.42 83 25.76 0.0039
2023-10-12 2023-09-30 13F OKTA cs 679295105 812 -18 -2.17 66 15.79 0.0030
2023-08-14 2023-06-30 13F/A-1 OKTA cs 679295105 830 391 89.07 58 128.00 0.0024
2023-08-04 2023-06-30 13F OKTA cs 679295105 830 391 48 0.0022
2023-04-18 2023-03-31 13F OKTA cs 679295105 439 -1,305 -74.83 25 0.0011
2023-02-07 2022-12-31 13F OKTA cs 679295105 1,744 -1,432 -45.09 0 -100.00 0.0035
2022-11-08 2022-09-30 13F OKTA cs 679295105 3,176 1,268 66.46 222 57.45 0.0058
2022-09-06 2022-06-30 13F/A-1 OKTA cs 679295105 1,908 0 0.00 141 0.00 0.0045
2022-09-06 2022-03-31 13F/A-1 OKTA cs 679295105 1,908 -1,357 -41.56 141 -80.76 0.0045
2022-08-08 2022-03-31 13F OKTA INC CL A Stock 679295105 3,301 36 194 0.0040
2022-01-12 2021-12-31 13F OKTA INC CL A Stock 679295105 3,265 15 0.46 733 -4.81 0.0143
2021-10-06 2021-09-30 13F OKTA INC CL A Stock 679295105 3,250 1,370 72.87 770 68.49 0.0154
2021-07-13 2021-06-30 13F OKTA INC CL A Stock 679295105 1,880 1,118 146.72 457 170.41 0.0095
2021-04-30 2021-03-31 13F OKTA INC CL A Stock 679295105 762 -676 -47.01 169 -54.20 0.0033
2021-01-25 2020-12-31 13F OKTA INC CL A Stock 679295105 1,438 161 12.61 369 35.16 0.0150
2020-10-29 2020-09-30 13F OKTA INC CL A Stock 679295105 1,277 31 2.49 273 9.20 0.0163
2020-08-05 2020-06-30 13F OKTA INC CL A Stock 679295105 1,246 52 4.36 250 70.07 0.0198
2020-05-12 2020-03-31 13F OKTA INC CL A Stock 679295105 1,194 92 8.35 147 10.53 0.0148
2020-01-17 2019-12-31 13F OKTA INC CL A Stock 679295105 1,102 16 1.47 133 24.30 0.0100
2019-11-07 2019-09-30 13F OKTA INC CL A Stock 679295105 1,086 1,072 7,657.14 107 10,600.00 0.0072
2019-05-15 2019-03-31 13F OKTA INCCL A Stock 679295105 14 -2,429 -99.43 1 -99.34 0.0001
2019-06-03 2018-12-31 13F/A-10 OKTA INC CL A Stock 679295105 2,443 -756 -23.63 151 -32.89 0.0092
2019-01-23 2018-12-31 13F OKTA INC CL A Stock 679295105 2,443 -756 151 0.0092
2019-06-03 2018-09-30 13F/A-9 OKTA INC CL A Stock 679295105 3,199 749 30.57 225 82.93 0.0092
2018-10-25 2018-09-30 13F OKTA INC CL A Stock 679295105 3,199 749 225 0.0092
2019-06-03 2018-06-30 13F/A-8 OKTA INC CL A Stock 679295105 2,450 1,775 262.96 123 355.56 0.0052
2018-08-07 2018-06-30 13F OKTA INC CL A Stock 679295105 2,450 1,775 123
2018-05-09 2018-03-31 13F OKTA INC CL A Stock 679295105 675 675 4,721.43 27 2,600.00 0.0012
2016-08-22 2016-06-30 13F OKTA INCCL A Stock 679295105 0 -14 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 OKTA INCCL A Stock 679295105 14 14 1 0.0001
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.