Okta, Inc.(OKTA)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Okta, Inc. (OKTA) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores OKTA at 64.7/100 on a 32-signal composite quality model, placing it at rank #529 of 2,960 stocks — the top 25% of the AI-ranked universe. OKTA scores in the top quartile across free cash flow (85.4), earnings quality (82.5). Areas of concern include institutional flow (2.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Okta, Inc. reports quarterly revenue of $805.0M, net income of $116.0M, free cash flow of $233.0M. Top institutional holders of OKTA by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. OKTA trades on the Nasdaq exchange and files with the SEC under CIK 1660134. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OKTA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Okta, Inc. directly from SEC EDGAR.
AI Quality Score
64.7/100
AI Rank
#529
Revenue
$805.0M
Net Income
$116.0M
Free Cash Flow
$233.0M
OKTA key financials by period
Okta, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$2.9B
$235.0M
5.1%
FY 2025
10-K
$2.6B
$28.0M
-2.8%
FY 2024
10-K
$2.3B
$-355.0M
-22.8%
FY 2023
10-K
$1.9B
$-815.0M
-43.7%
FY 2022
10-K
$1.3B
$-848.0M
-59.1%
FY 2021
10-K
$835.0M
$-266.0M
-24.4%
Institutions holding OKTA
Institutional investors reporting a position in Okta, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-27 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Okta grew total revenue 11% YoY to $805M in Q2 FY2027, with operating income more than doubling to $107M as gross margin expanded to 80% from 77%.
Biggest Revenue Drivers
Subscription$793M+12% YoY
Increase in users and sales of additional solutions to existing customers and addition of new customers, reflected in a 107% Dollar-Based Net Retention Rate
Professional services and other$12M-33% YoY
Decrease driven by the shift of the professional services business to global systems integrators
Biggest Revenue Drivers
Total revenue: $805M+11% YoY
Subscription$793M+12% YoY
Increase in users and sales of additional solutions to existing customers and addition of new customers, reflected in a 107% Dollar-Based Net Retention Rate
Professional services and other$12M-33% YoY
Decrease driven by the shift of the professional services business to global systems integrators
Largest Expense Items
Sales and marketing$273M+10% YoY
Increases in labor costs ($25M) and marketing costs ($2M), offset by a $3M decrease in stock-based compensation
Research and development$163M+2% YoY
Increases in labor costs ($10M) and hosting fees ($5M), offset by a $15M decrease in stock-based compensation
General and administrative$98M-13% YoY
Decreases in stock-based compensation ($5M) and timing of Okta for Good grants ($4M)
Total cost of revenue$164M-1% YoY
Lower amortization of acquired developed technology and lower stock-based compensation, partly offset by higher hosting fees
Margins: Total gross margin rose to 80% from 77% YoY, led by subscription gross margin improving to 82% from 80% on lower amortization of acquired developed technology and improved spend efficiency.
Watch Items from the Filing
Dollar-Based Net Retention Rate rose to 107% (from 106%) and customers with ACV above $100,000 grew to 5,255 from 4,945 YoY.
Professional services revenue fell 33% YoY as the company shifts engagements to partners; management expects continued declines in this line.
Company maintains a full valuation allowance on U.S. deferred tax assets but says it may release a significant portion in the foreseeable future, which would cut future tax expense.
Subsequent to quarter-end (Aug 26, 2026), Okta completed the acquisition of Permiso Security Inc. to broaden identity threat detection and response capabilities; consideration not yet finalized.
$350M of 2026 convertible notes matured and were settled fully in cash in June 2026; interest income is expected to decline in FY2027 following this settlement and ongoing share repurchases.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
