OKTA is the ticker symbol for Okta, Inc., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks OKTA with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is OKTA a good stock to buy?

13F Pro's AI ranking engine scores OKTA at 64.4/100, ranked #542 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for OKTA is available at https://13fpro.ai/company/OKTA. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source OKTA data?

All Okta, Inc. fundamentals and ownership data come directly from SEC EDGAR. Okta, Inc. files with the SEC under CIK 1660134. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Okta, Inc. OKTA

NasdaqLarge CapTechnology

13F Pro quality score

Rank #542 of 2,925TOP 25%

Why it scores 64 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$805.00M

Quarter to Jul 31

Net income

$116.00M

Quarter to Jul 31

Free cash flow

$233.00M

Quarter to Jul 31

Operating margin

13.3%

Quarter to Jul 31

Top Institutional Holders

as of Q2 2026

$21.56B total

BlackRock, Inc.

$2.55B-17.7%

FMR LLC

$2.22B+43.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$1.22B-3.1%

VANGUARD CAPITAL MANAGEMENT LLC

$1.04B+0.1%

STATE STREET CORP

$856.17M-38.1%

FIRST TRUST ADVISORS LP

$613.74M+7.2%

Allspring Global Investments Holdings, LLC

$510.41M+2.3%

MORGAN STANLEY

$469.44M+83.9%

GEODE CAPITAL MANAGEMENT, LLC

$445.23M-3.4%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$420.87M-18.1%

AMERICAN CENTURY COMPANIES INC

$399.07M-4.4%

JPMORGAN CHASE & CO

$356.85M-22.3%

Swedbank AB

$350.85M+16.0%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$329.65M-2.3%

AMERIPRISE FINANCIAL INC

$320.45M+9.7%

Pictet Asset Management Holding SA

$298.09M-12.2%

VICTORY CAPITAL MANAGEMENT INC

$296.71M+57.3%

CITADEL ADVISORS LLC

$287.42M-38.1%

UBS Group AG

$281.18M-39.4%

Point72 Asset Management, L.P.

$252.67M-33.2%

VOYA INVESTMENT MANAGEMENT LLC

$246.54M+68.2%

NORTHERN TRUST CORP

$220.44M-1.1%

PRIMECAP MANAGEMENT CO/CA/

$206.87M-11.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$205.88M+4.7%

WELLINGTON MANAGEMENT GROUP LLP

$198.83M-18.9%

See all 826 institutional holders →

What's Driving OKTA's Business? Latest 10-Q Breakdown

27/27 datapoints verified

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.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2027

EDGAR

Net Income

Q2 2027

EDGAR

EPS (Diluted)

Q2 2027

EDGAR

Operating Margin

Q2 2027

EDGAR

ROIC

Q2 2027

EDGAR

Free Cash Flow

Q2 2027

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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Okta, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating 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%

About Okta, Inc. (OKTA): stock profile, AI score and financials

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 64.4/100 on a composite quality score built from its SEC filings, placing it at rank #542 of 2,925 stocks — the top 25% of the AI-ranked universe. OKTA scores in the top quartile across free cash flow (86.0), earnings quality (82.2). Areas of concern include institutional flow (1.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2027), Okta, Inc. reports quarterly revenue of $805.0M, net income of $116.0M, an operating margin of 13.3%. 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.

Financials through the period ended Jul 31, 2026SEC EDGAR: CIK 1660134 →

Okta, Inc. OKTA

Top Institutional Holders

What's Driving OKTA's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

OKTA key financials by period

OKTA insiders

Congress trading in OKTA

About Okta, Inc. (OKTA): stock profile, AI score and financials

Okta, Inc. OKTA

Top Institutional Holders

What's Driving OKTA's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

OKTA key financials by period

Companies similar to OKTA

OKTA insiders

Congress trading in OKTA

About Okta, Inc. (OKTA): stock profile, AI score and financials