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Vanguard discloses 10.65% Okta (NASDAQ: OKTA) stake in Schedule 13G/A

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed an amended Schedule 13G reporting a significant ownership position in Okta Inc. common stock. Vanguard is shown as beneficially owning 18,051,158 shares, representing 10.65% of Okta’s outstanding common stock.

Vanguard reports shared voting power over 1,461,262 shares and shared dispositive power over 18,051,158 shares, with no sole voting or dispositive power. The filing also notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries are expected to report beneficial ownership separately while pursuing the same investment strategies.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. As of that date, The Vanguard Group, Inc. no longer performs portfolio management services or administers proxy voting. In accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. anticipates that certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that currently have, or are deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:01/30/2026

FAQ

What did The Vanguard Group report in this Schedule 13G/A for OKTA?

The Vanguard Group reported a large passive ownership stake in Okta Inc. common stock. It disclosed beneficial ownership of 18,051,158 shares, representing 10.65% of the class, held in the ordinary course of business without the purpose of influencing control of Okta.

How many Okta (OKTA) shares does Vanguard beneficially own and what percent is that?

Vanguard reported beneficial ownership of 18,051,158 Okta common shares, representing 10.65% of the outstanding class. This level of ownership makes Vanguard a major institutional holder, triggering the requirement to file and update this Schedule 13G/A with the SEC.

What voting and dispositive power does Vanguard report over Okta (OKTA) shares?

Vanguard reports no sole voting or dispositive power over Okta shares. It has shared voting power over 1,461,262 shares and shared dispositive power over 18,051,158 shares, reflecting that decisions on voting and disposition are made collectively across its relevant managed accounts.

How are Vanguard’s clients involved in the Okta (OKTA) holdings?

Vanguard states its clients, including registered investment companies and other managed accounts, have rights to receive dividends and proceeds from the sale of the reported Okta securities. No single other person’s interest in these Okta shares exceeds 5% of the outstanding class.

What internal realignment at The Vanguard Group affects this Okta (OKTA) filing?

The filing notes that on January 12, 2026, Vanguard underwent an internal realignment and no longer performs portfolio management or proxy voting. Certain subsidiaries or divisions are expected to report beneficial ownership separately, while continuing the same investment strategies previously pursued by Vanguard.

Is Vanguard’s Okta (OKTA) stake intended to influence control of the company?

Vanguard certifies the Okta shares were acquired and are held in the ordinary course of business. It also certifies they were not acquired and are not held to change or influence control of Okta, consistent with a passive institutional investment disclosed on Schedule 13G.
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