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Vanguard reports 5.36% stake in Okta (NASDAQ: OKTA) via Schedule 13G

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

Rhea-AI Filing Summary

Okta Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 9,073,655 shares of Okta common stock, representing 5.36% of the class. The filing shows sole voting power over 1,485,957 shares and sole dispositive power over 9,073,655 shares. The Schedule 13G is signed on 04/30/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a passive >5% stake in Okta with dispositive control.

Vanguard Capital Management reports beneficial ownership of 9,073,655 shares ( 5.36% ). The report lists sole dispositive power for all 9,073,655 shares and sole voting power for 1,485,957 shares, consistent with a large managed-position disclosure.

Filing classification as a Schedule 13G indicates a passive intent under the filing's conditions; subsequent filings could change the profile if voting or disposition powers shift.

Beneficially owned shares 9,073,655 shares Item 4(a) beneficial ownership
Percent of class 5.36% Item 4(b) percent of class
Sole voting power 1,485,957 shares Item 4(c)(i) sole power to vote
Sole dispositive power 9,073,655 shares Item 4(c)(iii) sole power to dispose
CUSIP 679295105 Cover / Item 2(d) CUSIP number
Signature date 04/30/2026 Filing signature date
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Okta Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | (a) | Amount beneficially owned: 9073655"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Item 4. | (c)(iii) Sole power to dispose: 9073655"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting power financial
"Item 4. | (c)(i) Sole power to vote: 1485957"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Investment Company Act affiliates regulatory
"Item 6. | Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power"
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679295105

(CUSIP Number)
03/31/2026

(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: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard Capital Management report in OKTA?

Vanguard reports beneficial ownership of 9,073,655 shares, equal to 5.36% of Okta common stock. This figure and percentage appear in the Schedule 13G ownership section.

Does Vanguard have voting control over its Okta shares?

The filing shows sole voting power for 1,485,957 shares and shared voting power: 0. Voting and dispositive power counts are listed in Item 4 of the Schedule 13G.

What does "sole dispositive power" mean in this OKTA filing?

"Sole dispositive power" indicates the filer can direct the sale of shares. The filing lists sole dispositive power for 9,073,655 shares, the same number reported as beneficially owned.

When was the Schedule 13G for OKTA signed?

The Schedule 13G is signed by Ashley Grim, Head of Global Fund Administration, on 04/30/2026. That signature date appears at the end of the filing excerpt.

Does the filing identify other Vanguard affiliates holding Okta shares?

The filing states the holdings reflect securities held by Vanguard funds and affiliates (e.g., Vanguard Asset Management Limited, Vanguard Global Advisers), as described in the Item 6 explanatory paragraph.