Vanguard Portfolio Management (NASDAQ: OKTA) reports 5.47% stake in Okta
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Vanguard Portfolio Management reports beneficial ownership of 9,260,653 shares of Okta Inc. common stock, representing 5.47% of the class as of 03/31/2026. The filing states Vanguard has sole power to dispose of 9,260,653 shares and sole voting power over 29,554 shares, filed on Schedule 13G.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned: 9,260,653 shares
Percent of class: 5.47%
Sole voting power: 29,554 shares
+3 more
6 metrics
Beneficially owned
9,260,653 shares
As reported on Schedule 13G, as of 03/31/2026
Percent of class
5.47%
Percent of Okta common stock reported in Item 4(b)
Sole voting power
29,554 shares
Number of shares with sole voting power reported in Item 4(c)(i)
Sole dispositive power
9,260,653 shares
Number of shares with sole power to dispose reported in Item 4(c)(iii)
Form type
Schedule 13G
Filing classification for beneficial ownership disclosure
CUSIP
679295105
Okta Inc common stock CUSIP number listed on the filing
Key Terms
Schedule 13G, Beneficially owned, Sole disposive power, Dispositve/Dispositive power
4 terms
Schedule 13G regulatory
"Name of form shown as Schedule 13G in the metadata"
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
"Amount beneficially owned: 9260653 (b) Percent of class: 5.47 %"
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 disposive power regulatory
"Sole power to dispose or to direct the disposition of: 9260653"
Dispositve/Dispositive power financial
"Sole power to dispose or to direct the disposition of: 9260653"
FAQ
What stake does Vanguard hold in OKTA according to this Schedule 13G?
Vanguard holds 9,260,653 shares, or 5.47% of Okta's common stock. The filing lists the position as beneficial ownership reported on Schedule 13G with an as-of date of 03/31/2026 and was signed on 04/29/2026.
What voting and dispositive powers does Vanguard report for OKTA?
Vanguard reports sole disposition power for 9,260,653 shares and sole voting power for 29,554 shares. Shared voting and dispositive powers are reported as 0 in the Schedule 13G excerpt.
Who filed the Schedule 13G for OKTA and where is the filer based?
The filing was made by Vanguard Portfolio Management. The address shown is 100 Vanguard Blvd., Malvern, PA 19355 and related affiliates (Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC) are noted in the disclosure.
Does the Schedule 13G indicate anyone else holds more than 5% of OKTA?
No other person’s interest exceeds 5% according to the filing. The Schedule 13G states no one other person’s interest in the securities reported is more than 5% of the class.