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/research/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/research/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 2026-05-29, the biggest revenue drivers are: Subscription ($750M, +11% YoY); Professional services and other ($15M, +1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/OKTA.

What are OKTA's largest expenses?

Okta, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($278M, +18% YoY); Research and development ($163M, +6% YoY); Cost of subscription revenue ($150M, +9% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended April 30, 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

67.3/100

Rank #473 of 2,879 stocksTOP 25%

View Technology peers →

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

Revenue Growth

71.9/100

Profitability

74.5/100

Balance Sheet

55.1/100

Earnings Quality

30.0/100

Free Cash Flow

86.2/100

Institutional Flow

89.4/100

Revenue Scale

69.3/100

Dilution Risk

9.9/100

OKTA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Okta, Inc. (OKTA), a Technology sector company. 13F Pro's AI-powered ranking engine scores OKTA at 67.3/100 on a 32-signal composite quality model, placing it at rank #473 of 2,879 stocks — the top 25% of the AI-ranked universe. OKTA scores in the top quartile across institutional flow (89.4), free cash flow (86.2). Areas of concern include earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Okta, Inc. reports quarterly revenue of $765.0M, net income of $74.0M, an operating margin of 7.3%. 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. Okta, Inc.'s 13F Pro composite quality score has ranged between 8 and 68 since 2021, currently 67.3 — an improving long-term trajectory across 56 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

✓ 34/34 datapoints verified

AI-extracted from Okta, Inc.'s 10-Q filed 2026-05-29 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Okta delivered Q1 revenue of $765M (+11% YoY) with subscription revenue of $750M (+11% YoY), driven by 107% Dollar-Based Net Retention Rate and 310 net new $100K+ ACV customers, while net income grew to $74M (+19% YoY).

Biggest Revenue Drivers

Total revenue: $765M+11% YoY

Subscription$750M+11% YoY

Increase in users and sales of additional solutions to existing customers and addition of new customers

Professional services and other$15M+1% YoY

Revenue remained flat as company shifts more engagements to partner ecosystem

Largest Expense Items

Sales and marketing$278M+18% YoY

Increases in labor costs of $30M, marketing costs of $6M, and travel costs of $3M

Research and development$163M+6% YoY

Increase in labor costs of $11M and hosting fees of $3M

Cost of subscription revenue$150M+9% YoY

Increase in hosting fees of $8M and labor costs of $3M

General and administrative$98M-5% YoY

Remained relatively flat; decrease as percentage of revenue driven by improved spend efficiency

Margins: Gross margin improved to 78% from 77% YoY, with subscription gross margin remaining flat at 80%. Professional services margin deteriorated to (33)% from (27)% due to increased labor costs, reflecting the company's strategic shift toward partners.

Watch Items from the Filing

Convertible senior notes of $350M due June 15, 2026 classified as current liability; company has elected to settle in cash, reducing available liquidity.
Dollar-Based Net Retention Rate of 107% indicates strong expansion within existing customer base; 5,180 customers with $100K+ ACV, up 310 YoY.
Sales and marketing expenses increased 18% YoY to $278M (36% of revenue), largest operating expense category expected to continue; labor cost increases of $30M in Q1.
Company repurchased $241M of shares in Q1 2027 and authorized $1B buyback program in January 2026; $680M remaining authorization as of April 30, 2026.
Past cybersecurity incidents (January 2022, October 2023) noted as continuing to adversely affect future financial performance; extent of impact uncertain.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2027

$765.0M

Net Income

Q1 2027

$74.0M

Free Cash Flow

Q1 2027

$276.0M

Operating Margin

Q1 2027

7.3%

ROIC

Q1 2027

0.8%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+21.8% YoY

$2.26BFY 2024

FY21 $835.0MFY22 $1.30BFY23 $1.86BFY24 $2.26B

Net Income

+56.4% YoY

$-355.0MFY 2024

FY21 $-266.0MFY22 $-848.0MFY23 $-815.0MFY24 $-355.0M

Operating Income

+36.5% YoY

$-516.0MFY 2024

FY21 $-204.0MFY22 $-768.0MFY23 $-812.0MFY24 $-516.0M

EPS (Diluted)

+57.9% YoY

$-2.17FY 2024

FY21 $-2.09FY22 $-5.73FY23 $-5.16FY24 $-2.17

Total Assets

-3.4% YoY

$8.99BFY 2024

FY21 $3.30BFY22 $9.21BFY23 $9.31BFY24 $8.99B

Op. Cash Flow

+495.3% YoY

$512.0MFY 2024

FY21 $128.0MFY22 $104.0MFY23 $86.0MFY24 $512.0M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$2.26B +21.8%	$1.86B +42.9%	$1.30B +55.7%	$835.0M +42.5%	$586.1M +46.8%	$399.3M
Net Income	$-355.0M +56.4%	$-815.0M +3.9%	$-848.0M -218.8%	$-266.0M -27.3%	$-208.9M -66.5%	$-125.5M
Operating Income	$-516.0M +36.5%	$-812.0M -5.7%	$-768.0M -276.5%	$-204.0M -9.8%	$-185.8M -55.3%	$-119.6M
EPS (Diluted)	$-2.17 +57.9%	$-5.16 +9.9%	$-5.73 -174.2%	$-2.09 -17.4%	$-1.78	—
Total Assets	$8.99B -3.4%	$9.31B +1.1%	$9.21B +179.1%	$3.30B +68.7%	$1.96B +98.7%	$984.3M
Operating Cash Flow	$512.0M +495.3%	$86.0M -17.3%	$104.0M -18.8%	$128.0M +130.2%	$55.6M +266.5%	$15.2M

AI Insight: OKTA Financial Trends

Okta swung to consistent operating profitability and FCF generation, with revenue growth accelerating to ~2.6% YoY in Q2 2026 while equity strengthened.

• Operating income turned positive in Q1 2025 ($8M) and expanded to $56M in Q2 2026, reversing $19M loss in Q3 2024.

• Operating cash flow averaged $234M over the last four quarters, demonstrating consistent conversion from operations.

• Revenue grew from $646M (Q3 2024) to $765M (Q2 2026), +18.4% over 8 quarters, with recent acceleration from $742M to $765M.

⚠ Net income volatility: swung from $74M (Q2 2026) to $43M (Q4 2025) and $62M (Q2 2025), suggesting inconsistent earnings quality.

⚠ Operating CF declined 27% from $286M (Q1 2025) to $167M (Q3 2025), then stabilized—monitor seasonality vs. underlying cash conversion.

AI Insight: OKTA Ratio Trends

Okta swung to sustained profitability with operating margin reaching 7.3% in Q2 2026, after losses in late 2024.

• Operating margin improved from -2.9% in Q3 2024 to 7.3% in Q2 2026, a 10.2pp turnaround.

• ROIC climbed from -1.2% in Q3 2024 to 3.2% in Q2 2026, signaling improved capital efficiency.

• Net profit margin expanded to 9.7% in Q2 2026 from 4.5% in Q3 2024, demonstrating operating leverage.

⚠ Q4 2025 showed a dip: OpMargin fell to 3.1% and ROIC to 1.3%, breaking the uptrend—monitor for seasonality.

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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.
$1.5B19,037,532 sh
FMR LLC
$892.8M11,342,824 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$726.6M9,231,099 sh
VANGUARD CAPITAL MANAGEMENT LLC
$597.2M7,587,698 sh
STATE STREET CORP
$480.9M6,109,776 sh
FIRST TRUST ADVISORS LP
$330.2M4,194,608 sh
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$295.8M3,737,304 sh
Allspring Global Investments Holdings, LLC
$281.2M3,553,091 sh
CITADEL ADVISORS LLC
$267.7M3,401,709 sh
UBS Group AG
$267.7M3,401,070 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	19,037,532
FMR LLC	$892.8M	11,342,824
VANGUARD PORTFOLIO MANAGEMENT LLC	$726.6M	9,231,099
VANGUARD CAPITAL MANAGEMENT LLC	$597.2M	7,587,698
STATE STREET CORP	$480.9M	6,109,776
FIRST TRUST ADVISORS LP	$330.2M	4,194,608
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$295.8M	3,737,304
Allspring Global Investments Holdings, LLC	$281.2M	3,553,091
CITADEL ADVISORS LLC	$267.7M	3,401,709
UBS Group AG	$267.7M	3,401,070

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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.

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.