What is the 13F Pro Quality Score for OKTA?

13F Pro ranks Okta, Inc. (OKTA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View OKTA's current score at https://13fpro.ai/company/OKTA (free sign-up required for the full ranking).

Which hedge funds own the most OKTA stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of OKTA include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/OKTA as soon as new 13F filings post.

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.

What sector is OKTA in?

Okta, Inc. (OKTA) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives OKTA's revenue?

Per Okta, Inc.'s latest 10-Q filed with the SEC on 2026-08-27, the biggest revenue drivers are: Subscription ($793M, +12% YoY); Professional services and other ($12M, -33% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/OKTA.

What are OKTA's largest expenses?

Okta, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($273M, +10% YoY); Research and development ($163M, +2% YoY); General and administrative ($98M, -13% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2027 (quarter ended July 31, 2026).

How often is OKTA research updated on 13F Pro?

OKTA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Okta, Inc.(OKTA)Stock Analysis

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13F Pro Quality Score

64.7/100

Rank #527 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

67.3/100

Profitability

70.1/100

Balance Sheet

60.5/100

Earnings Quality

82.5/100

Free Cash Flow

85.4/100

Institutional Flow

2.8/100

Revenue Scale

70.2/100

Dilution Risk

9.6/100

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Why OKTA Scores 65/100

exact factor attribution · 2026-09-11

OKTA's composite is driven by free cash flow and revenue growth, held back by institutional flow and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.3 pts

85th pct

Revenue growth

+3.5 pts

67th pct

Earnings quality

+3.3 pts

83th pct

Scale

+3.0 pts

70th pct

Profitability

+3.0 pts

70th pct

Capital efficiency

+1.1 pts

61th pct

Earnings growth

-0.0 pts

50th pct

Shareholder dilution

-2.0 pts

10th pct

Institutional flow

-2.4 pts

3th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

OKTA Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Okta, Inc. (OKTA), 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 #527 of 2,961 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. Okta, Inc.'s 13F Pro composite quality score has ranged between 43 and 73 since 2021, currently 64.7 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Okta, Inc.

Quirks, history, and lore behind OKTA — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise software company · mid-cap · listed on Nasdaq · headquartered in San Francisco.
2
The Numbers
Annual revenue around $2 billion, yet it spent years burning cash chasing growth — a classic SaaS land-and-expand story where profitability came later than the hype.
3
The History
Founded in 2009 by veterans of Salesforce, it went public in 2017 and bet its entire future on the idea that passwords and perimeters were already dead.
4
The Secret
Its core pitch is Zero Trust — verify every user, every time, everywhere — which turned from a niche philosophy into the gold standard after a decade of high-profile breaches.
5
The Lore
Ironically, the company suffered its own data breach in 2022 when hackers compromised a support tool — a humbling headline for the firm whose whole job is keeping the bad guys out.
6
The Giveaway
If you've ever clicked a push notification on your phone just to log in to your work laptop, you've used this company's identity and access management platform.

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

✓ 27/27 datapoints verified

AI-extracted from Okta, Inc.'s 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 →Share on X

Revenue

Q2 2026

$805.0M

Net Income

Q2 2026

$116.0M

Free Cash Flow

Q2 2026

$233.0M

ROIC

Q2 2026

6.1%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+11.8% YoY

$2.92BFY 2026

FY23 $1.86BFY24 $2.26BFY25 $2.61BFY26 $2.92B

Net Income

+739.3% YoY

$235.0MFY 2026

FY23 $-815.0MFY24 $-355.0MFY25 $28.0MFY26 $235.0M

Operating Income

+301.4% YoY

$149.0MFY 2026

FY23 $-812.0MFY24 $-516.0MFY25 $-74.0MFY26 $149.0M

EPS (Diluted)

+2083.3% YoY

$1.31FY 2026

FY23 $-5.16FY24 $-2.17FY25 $0.06FY26 $1.31

Total Assets

+2.9% YoY

$9.71BFY 2026

FY23 $9.31BFY24 $8.99BFY25 $9.44BFY26 $9.71B

Op. Cash Flow

+17.9% YoY

$884.0MFY 2026

FY23 $86.0MFY24 $512.0MFY25 $750.0MFY26 $884.0M

Free Cash Flow

+17.9% YoY

$875.0MFY 2026

FY23 $74.0MFY24 $504.0MFY25 $742.0MFY26 $875.0M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$2.92B +11.8%	$2.61B +15.3%	$2.26B +21.8%	$1.86B +42.9%	$1.30B +55.7%	$835.0M
Net Income	$235.0M +739.3%	$28.0M +107.9%	$-355.0M +56.4%	$-815.0M +3.9%	$-848.0M -218.8%	$-266.0M
Operating Income	$149.0M +301.4%	$-74.0M +85.7%	$-516.0M +36.5%	$-812.0M -5.7%	$-768.0M -276.5%	$-204.0M
EPS (Diluted)	$1.31 +2083.3%	$0.06 +102.8%	$-2.17 +57.9%	$-5.16 +9.9%	$-5.73 -174.2%	$-2.09
Total Assets	$9.71B +2.9%	$9.44B +5.0%	$8.99B -3.4%	$9.31B +1.1%	$9.21B +179.1%	$3.30B
Operating Cash Flow	$884.0M +17.9%	$750.0M +46.5%	$512.0M +495.3%	$86.0M -17.3%	$104.0M -18.8%	$128.0M
Free Cash Flow	$875.0M +17.9%	$742.0M +47.2%	$504.0M +581.1%	$74.0M -18.7%	$91.0M -20.9%	$115.0M

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Available Research

13F Pro tracks comprehensive data for Okta, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of OKTA

BlackRock, Inc.
$2.6B18,695,465 sh
FMR LLC
$2.2B16,272,067 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B8,949,045 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.0B7,594,193 sh
STATE STREET CORP
$856.2M6,274,631 sh
FIRST TRUST ADVISORS LP
$613.7M4,497,939 sh
Allspring Global Investments Holdings, LLC
$510.4M3,633,828 sh
MORGAN STANLEY
$469.4M3,440,371 sh
GEODE CAPITAL MANAGEMENT, LLC
$445.2M3,271,979 sh
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$420.9M3,060,676 sh

Fund	Value	Shares
BlackRock, Inc.	$2.6B	18,695,465
FMR LLC	$2.2B	16,272,067
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	8,949,045
VANGUARD CAPITAL MANAGEMENT LLC	$1.0B	7,594,193
STATE STREET CORP	$856.2M	6,274,631
FIRST TRUST ADVISORS LP	$613.7M	4,497,939
Allspring Global Investments Holdings, LLC	$510.4M	3,633,828
MORGAN STANLEY	$469.4M	3,440,371
GEODE CAPITAL MANAGEMENT, LLC	$445.2M	3,271,979
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$420.9M	3,060,676

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Is OKTA a good stock to buy?

13F Pro's AI-powered analysis of Okta, Inc. (OKTA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OKTA are available on the OKTA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OKTA is classified as a large company.

Which hedge funds own OKTA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OKTA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Okta, Inc.'s investment landscape.