주식회사 옥타
MX ˙ BMV ˙ US6792951054
SecurityMX:OKTA / Okta, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership12,202 shares
Latest Disclosed Value $ 960,361
Prospera Financial Services Inc reports 1.97% increase in ownership of OKTA / Okta, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 12,202 shares of Okta, Inc. (MX:OKTA) valued at $960,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 11,966 shares of Okta, Inc.. This represents a change in shares of 1.97% 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)
2026-04-14 2026-03-31 13F OKTA CL A 679295105 12,202 236 1.97 960 -7.16 0.0155
2026-02-09 2025-12-31 13F OKTA CL A 679295105 11,966 -7,887 -39.73 1,035 -43.19 0.0170
2025-11-06 2025-09-30 13F OKTA CL A 679295105 19,853 984 5.21 1,820 -3.50 0.0311
2025-08-06 2025-06-30 13F OKTA CL A 679295105 18,869 8,346 79.31 1,886 70.37 0.0351
2025-05-15 2025-03-31 13F OKTA CL A 679295105 10,523 -20 -0.19 1,107 33.37 0.0254
2025-02-13 2024-12-31 13F OKTA CL A 679295105 10,543 -842 -7.40 831 -1.89 0.0193
2024-11-07 2024-09-30 13F OKTA CL A 679295105 11,385 -79 -0.69 846 -21.16 0.0216
2024-08-13 2024-06-30 13F OKTA CL A 679295105 11,464 -1,914 -14.31 1,073 -23.30 0.0298
2024-08-13 2024-03-31 13F OKTA CL A 679295105 13,378 -692 -4.92 1,400 9.90 0.0417
2024-02-14 2023-12-31 13F OKTA CL A 679295105 14,070 353 2.57 1,274 13.86 0.0422
2023-11-13 2023-09-30 13F OKTA CL A 679295105 13,717 73 0.54 1,118 18.18 0.0432
2023-08-08 2023-06-30 13F OKTA CL A 679295105 13,644 908 7.13 946 -13.84 0.0362
2023-05-12 2023-03-31 13F OKTA CL A 679295105 12,736 -463 -3.51 1,098 21.86 0.0451
2023-02-08 2022-12-31 13F OKTA CL A 679295105 13,199 2,627 24.85 902 49.92 0.0452
2022-10-27 2022-09-30 13F OKTA CL A 679295105 10,572 1,351 14.65 601 -27.94 0.0314
2022-08-08 2022-06-30 13F OKTA CL A 679295105 9,221 1,640 21.63 834 -27.10 0.0425
2022-05-04 2022-03-31 13F OKTA CL A 679295105 7,581 2,019 36.30 1,144 -8.26 0.0479
2022-02-10 2021-12-31 13F OKTA CL A 679295105 5,562 214 4.00 1,247 -1.73 0.0539
2021-11-12 2021-09-30 13F OKTA CL A 679295105 5,348 -381 -6.65 1,269 -9.42 0.0632
2021-08-16 2021-06-30 13F/A-1 OKTA CL A 679295105 5,729 -9,663 -62.78 1,401 -58.71 0.0702
2021-08-12 2021-06-30 13F OKTA CL A 679295105 5,729 -9,663 1,402 0.0722
2021-05-06 2021-03-31 13F OKTA CL A 679295105 15,392 -414 -2.62 3,393 -15.56 0.2013
2021-02-12 2020-12-31 13F OKTA CL A 679295105 15,806 10,991 228.27 4,018 290.10 0.2768
2020-11-04 2020-09-30 13F OKTA CL A 679295105 4,815 -11,804 -71.03 1,030 -69.05 0.3937
2020-08-10 2020-06-30 13F OKTA CL A 679295105 16,619 10,627 177.35 3,328 354.02 0.2949
2020-05-15 2020-03-31 13F OKTA CL A 679295105 5,992 251 4.37 733 10.73 0.0778
2020-02-12 2019-12-31 13F OKTA CL A 679295105 5,741 775 15.61 662 35.38 0.0510
2019-10-22 2019-09-30 13F OKTA CL A 679295105 4,966 210 4.42 489 -16.70 0.0502
2019-08-14 2019-06-30 13F/A-1 OKTA CL A 679295105 4,756 4,756 587 0.0659
2019-08-14 2019-06-30 13F OKTA CL A 679295105 5,684 5,684 363
2019-05-02 2019-03-31 13F OKTA CL A 679295105 0 -5,684 -100.00 0 -100.00
2019-02-13 2018-12-31 13F OKTA CL A 679295105 5,684 5,684 363 0.0733
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.