奧克塔公司
MX ˙ BMV ˙ US6792951054
SecurityMX:OKTA / Okta, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership52,672 shares
Latest Disclosed Value $ 4,145,844
Stifel Financial Corp reports 15.76% decrease in ownership of OKTA / Okta, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 52,672 shares of Okta, Inc. (MX:OKTA) valued at $4,145,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 62,524 shares of Okta, Inc.. This represents a change in shares of -15.76% during the quarter.

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)
2026-05-12 2026-03-31 13F OKTA CL A 679295105 52,672 -9,852 -15.76 4,146 -23.33 0.0009
2026-02-13 2025-12-31 13F OKTA CL A 679295105 62,524 4,295 7.38 5,406 1.25 0.0049
2025-11-12 2025-09-30 13F OKTA CL A 679295105 58,229 8,649 17.44 5,340 7.73 0.0049
2025-08-14 2025-06-30 13F OKTA CL A 679295105 49,580 -1,461 -2.86 4,957 -7.71 0.0048
2025-05-14 2025-03-31 13F OKTA CL A 679295105 51,041 -18,385 -26.48 5,371 -1.83 0.0057
2025-02-13 2024-12-31 13F OKTA CL A 679295105 69,426 32,168 86.34 5,471 97.54 0.0057
2024-11-14 2024-09-30 13F OKTA CL A 679295105 37,258 13,387 56.08 2,770 23.95 0.0029
2024-08-13 2024-06-30 13F OKTA CL A 679295105 23,871 17,308 263.72 2,235 225.66 0.0025
2024-05-14 2024-03-31 13F OKTA CL A 679295105 6,563 -3,399 -34.12 687 -23.86 0.0008
2024-02-12 2023-12-31 13F OKTA CL A 679295105 9,962 -15,710 -61.20 902 -56.93 0.0011
2023-11-13 2023-09-30 13F OKTA CL A 679295105 25,672 8,942 53.45 2,093 80.34 0.0029
2023-08-14 2023-06-30 13F OKTA CL A 679295105 16,730 1,108 7.09 1,160 -13.88 0.0016
2023-05-12 2023-03-31 13F OKTA CL A 679295105 15,622 -3,045 -16.31 1,347 5.65 0.0019
2023-02-13 2022-12-31 13F OKTA CL A 679295105 18,667 -6,011 -24.36 1,276 -9.19 0.0019
2022-11-14 2022-09-30 13F OKTA CL A 679295105 24,678 -484 -1.92 1,404 -38.29 0.0023
2022-08-15 2022-06-30 13F OKTA CL A 679295105 25,162 -4,097 -14.00 2,275 -48.51 0.0036
2022-05-13 2022-03-31 13F OKTA CL A 679295105 29,259 -28,031 -48.93 4,418 -65.60 0.0060
2022-02-14 2021-12-31 13F OKTA CL A 679295105 57,290 -5,740 -9.11 12,843 -14.15 0.0170
2021-11-15 2021-09-30 13F OKTA CL A 679295105 63,030 3,825 6.46 14,960 3.27 0.0219
2021-08-13 2021-06-30 13F OKTA CL A 679295105 59,205 4,896 9.02 14,486 21.00 0.0217
2021-05-14 2021-03-31 13F OKTA CL A 679295105 54,309 -6,223 -10.28 11,972 -22.22 0.0197
2021-02-12 2020-12-31 13F OKTA CL A 679295105 60,532 4,545 8.12 15,392 28.55 0.0275
2020-11-16 2020-09-30 13F OKTA CL A 679295105 55,987 1,982 3.67 11,974 10.73 0.0246
2020-08-14 2020-06-30 13F OKTA CL A 679295105 54,005 78 0.14 10,814 63.95 0.0249
2020-05-14 2020-03-31 13F OKTA CL A 679295105 53,927 32,462 151.23 6,596 165.43 0.0182
2020-02-13 2019-12-31 13F OKTA CL A 679295105 21,465 5,504 34.48 2,485 58.38 0.0052
2019-11-19 2019-09-30 13F/A-1 OKTA CL A 679295105 15,961 -4,907 -23.51 1,569 -38.95 0.0040
2019-11-13 2019-09-30 13F OKTA CL A 679295105 15,961 -4,907 1,569 879.5031
2019-08-14 2019-06-30 13F OKTA CL A 679295105 20,868 -2,542 -10.86 2,570 32.61 0.0066
2019-05-14 2019-03-31 13F OKTA CL A 679295105 23,410 5,643 31.76 1,938 70.90 0.0055
2019-02-13 2018-12-31 13F OKTA CL A 679295105 17,767 7,263 69.15 1,134 53.24 0.0037
2018-11-13 2018-09-30 13F OKTA CL A 679295105 10,504 -11,966 -53.25 740 -34.57 0.0021
2018-08-14 2018-06-30 13F OKTA CL A 679295105 22,470 70 0.31 1,131 26.65 0.0035
2018-05-11 2018-03-31 13F OKTA CL A 679295105 22,400 22,400 893 0.0028
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.