주식회사 옥타
MX ˙ BMV ˙ US6792951054
SecurityMX:OKTA / Okta, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership67,992 shares
Latest Disclosed Value $ 5,351,605
Cerity Partners LLC reports 42.98% increase in ownership of OKTA / Okta, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 67,992 shares of Okta, Inc. (MX:OKTA) valued at $5,351,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 47,555 shares of Okta, Inc.. This represents a change in shares of 42.98% 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)
2026-05-15 2026-03-31 13F OKTA CL A 679295105 67,992 20,437 42.98 5,352 30.13 0.0038
2026-02-11 2025-12-31 13F OKTA CL A 679295105 47,555 -27,098 -36.30 4,112 -39.93 0.0060
2025-10-22 2025-09-30 13F OKTA Stock 679295105 74,653 2,388 3.30 6,846 -5.25 0.0111
2025-08-13 2025-06-30 13F OKTA Stock 679295105 72,265 9,963 15.99 7,224 10.21 0.0129
2025-04-30 2025-03-31 13F OKTA COM 679295105 62,302 -4,432 -6.64 6,555 24.88 0.0133
2025-02-13 2024-12-31 13F OKTA COM 679295105 66,734 12,322 22.65 5,250 29.80 0.0114
2024-11-12 2024-09-30 13F OKTA Stock 679295105 54,412 36,936 211.35 4,045 147.34 0.0090
2024-08-13 2024-06-30 13F OKTA CL A 679295105 17,476 -1,345 -7.15 1,636 -16.96 0.0043
2024-05-14 2024-03-31 13F OKTA COM 679295105 18,821 -3,153,402 -99.41 1,969 32.33 0.0052
2024-01-26 2023-12-31 13F OKTA Stock 679295105 3,172,223 3,121,809 6,192.35 1,488 -63.79 0.0049
2023-11-14 2023-09-30 13F OKTA Stock 679295105 50,414 9,740 23.95 4,109 45.71 0.0200
2023-08-14 2023-06-30 13F OKTA Stock 679295105 40,674 36,301 830.12 2,821 648.01 0.0110
2023-05-11 2023-03-31 13F OKTA CL A 679295105 4,373 -1,983 -31.20 377 -13.13 0.0009
2023-02-15 2022-12-31 13F OKTA Stock 679295105 6,356 1,498 30.84 434 57.25 0.0028
2022-11-14 2022-09-30 13F OKTA Stock 679295105 4,858 -1,264 -20.65 276 -50.09 0.0033
2022-08-10 2022-06-30 13F OKTA STOCK 679295105 6,122 57 0.94 553 -39.56 0.0061
2022-04-25 2022-03-31 13F OKTA COM 679295105 6,065 -4,044 -40.00 915 -59.66 0.0142
2022-02-14 2021-12-31 13F OKTA Stock 679295105 10,109 3,626 55.93 2,268 47.37 0.0345
2021-10-25 2021-09-30 13F Okta Inc CL A Stock 679295105 6,483 522 8.76 1,539 5.48 0.0339
2021-08-11 2021-06-30 13F OKTA Stock 679295105 5,961 -3,205 -34.97 1,459 -27.77 0.0319
2021-08-11 2021-03-31 13F/A-1 OKTA Stock 679295105 9,166 5,708 165.07 2,020 129.81 0.0480
2021-05-12 2021-03-31 13F OKTA Stock 679295105 9,309 5,851 2,052 0.0608
2021-02-11 2020-12-31 13F OKTA Stock 679295105 3,458 805 30.34 879 55.03 0.0282
2020-11-12 2020-09-30 13F OKTA COM 679295105 2,653 689 35.08 567 43.91 0.0233
2020-08-17 2020-06-30 13F/A-1 OKTA CL A 679295105 1,964 -15 -0.76 394 62.81 0.0218
2020-08-14 2020-06-30 13F OKTA CL A 679295105 1,964 -15 394 21,730.0423
2020-05-14 2020-03-31 13F OKTA CL A 679295105 1,979 10 0.51 242 6.61 0.0152
2020-02-14 2019-12-31 13F OKTA CL A 679295105 1,969 1,969 227 0.0116
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.