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Vanguard disaggregates holdings; Okta filing (OKTA) shows 0 shares reported

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

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

  • None.

Negative

  • None.

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.






679295105

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were 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. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does Vanguard report for OKTA in this Schedule 13G/A amendment?

The amendment states The Vanguard Group beneficially owns 0 shares of Okta Common Stock, representing 0%, per the filing signed on 03/27/2026.

Why does Vanguard report zero ownership for OKTA after the realignment?

The filing explains Vanguard completed an internal realignment on January 12, 2026 and certain subsidiaries will report holdings separately "in accordance with SEC Release No. 34-39538 (January 12, 1998)."

Does this filing show Vanguard's subsidiaries' holdings of OKTA?

No. The amendment states subsidiaries will report disaggregated ownership separately; this filing lists Vanguard itself as holding 0 shares and does not include subsidiary amounts.

Who signed the Schedule 13G/A amendment for Vanguard?

The filing is signed by Ashley Grim, identified as Head of Global Fund Administration, with the signature date 03/27/2026.

Does Vanguard retain dividend or proceeds rights for reported accounts?

The filing states Vanguard, including managed investment companies and accounts, "have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein."
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14.04B
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Software - Infrastructure
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United States
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