Vanguard disaggregates holdings; Okta filing (OKTA) shows 0 shares reported
Rhea-AI Filing Summary
Okta Inc: The Vanguard Group filed Amendment No. 10 to a Schedule 13G/A reporting that it beneficially owns 0 shares of Okta Inc Common Stock, representing 0%. The filing explains that on January 12, 2026 Vanguard completed an internal realignment and certain subsidiaries will report ownership separately "in accordance with SEC Release No. 34-39538 (January 12, 1998)."
The filing lists Vanguard's address and states Vanguard or its managed accounts retain the right to receive dividends or proceeds for reported accounts; the signer is Ashley Grim, dated 03/27/2026.
Positive
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Negative
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Insights
Amendment records 0% beneficial ownership after Vanguard realigned reporting.
The filing shows The Vanguard Group reports 0 shares of Okta Common Stock as beneficially owned and 0% ownership. It attributes the change to an internal realignment completed on January 12, 2026 and cites SEC Release No. 34-39538 for disaggregation of holdings.
Cash‑flow treatment and any subsidiary-level holdings are not listed in this excerpt; subsequent filings by the named subsidiaries would show their reported positions.
Realignment shifts reporting; Vanguard disaggregates subsidiaries per SEC guidance.
The amendment confirms that certain Vanguard subsidiaries or business divisions will report beneficial ownership separately and that Vanguard "no longer has, or is deemed to have, beneficial ownership" over securities held by those units, verbatim from the filing.
Investors seeking holder-level detail must consult the separate reports from those subsidiaries; timing and amounts for those reports are not provided in this excerpt.
FAQ
What does Vanguard report for OKTA in this Schedule 13G/A amendment?
Why does Vanguard report zero ownership for OKTA after the realignment?
Does this filing show Vanguard's subsidiaries' holdings of OKTA?
Who signed the Schedule 13G/A amendment for Vanguard?
Does Vanguard retain dividend or proceeds rights for reported accounts?