This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OKTA/capital-change-brief"
Use Arkolith's capital_change_brief for OKTA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.5B | 19.0M | ▲+2.4% Added · +444K sh | Q1 2026 | |
| 2 | FMR LLC | $892.8M | 11.3M | ▲+13% Added · +1.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $726.6M | 9.2M | ▲New +9.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $597.2M | 7.6M | ▲New +7.6M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $480.9M | 6.1M | ▲+2.0% Added · +118K sh | Q1 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $330.2M | 4.2M | ▼−30% Reduced · −1.8M sh | Q1 2026 | |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $295.8M | 3.7M | ▼−12% Reduced · −513K sh | Q1 2026 | |
| 8 | Allspring Global Investments Holdings, LLC | $281.2M | 3.6M | ▲+72% Added · +1.5M sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $267.7M | 3.4M | ▲+38% Added · +931K sh | Q1 2026 | |
| 10 | UBS Group AG | $267.7M | 3.4M | ▲+203% Added · +2.3M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $265.9M | 3.4M | ▲+3.9% Added · +126K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $240.8M | 3.1M | ▲+1.6% Added · +48K sh | Q1 2026 | |
| 13 | Point72 Asset Management, L.P. | $218.1M | 2.8M | ▲+108% Added · +1.4M sh | Q1 2026 | |
| 14 | Pictet Asset Management Holding SA | $195.8M | 2.5M | ▲+28% Added · +550K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $194.7M | 2.5M | ▼−0.9% Reduced · −22K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $171.7M | 2.3M | ▲+4.4% Added · +96K sh | Q1 2026 | |
| 17 | Swedbank AB | $174.5M | 2.2M | ▲+22% Added · +398K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $168.5M | 2.1M | ▼−33% Reduced · −1.1M sh | Q1 2026 | |
| 19 | NORGES BANK | $175.2M | 2.0M | ▼−4.4% Reduced · −94K sh | Q4 2025 | |
| 20 | MORGAN STANLEY | $145.7M | 1.9M | ▲+7.4% Added · +128K sh | Q1 2026 | |
| 21 | PRIMECAP MANAGEMENT CO/CA/ | $134.7M | 1.7M | ▲+4.3% Added · +70K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $128.5M | 1.6M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $117.8M | 1.5M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113.4M | 1.4M | ▲+8.6% Added · +114K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $111.1M | 1.4M | ▲+337% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 8, 2026 | McKinnon Todd | Chief Executive Officer, Director | Sell (S) | 13K | $1.8M |
| Jul 8, 2026 | McKinnon Todd | Chief Executive Officer, Director | Sell (S) | 30K | $4.3M |
| Jul 8, 2026 | McKinnon Todd | Chief Executive Officer, Director | Sell (S) | 25K | $3.7M |
| Jul 8, 2026 | McKinnon Todd | Chief Executive Officer, Director | Sell (S) | 2K | $253K |
| Jun 22, 2026 | Schwartz Larissa | See Remarks | Sell (S) | 2K | $296K |
| Jun 21, 2026 | Bates Anthony John | Director | Option exercise (M) | 2K | $0 |
| Jun 21, 2026 | Bates Anthony John | Director | Option exercise (M) | 2K | $0 |
| Jun 18, 2026 | Bates Anthony John | Director | Grant (A) | 2K | $0 |
| Jun 18, 2026 | Schellhase David | Director | Grant (A) | 2K | $0 |
| Jun 18, 2026 | SAGAN PAUL | Director | Grant (A) | 2K | $0 |
| Jun 18, 2026 | BERNSHTEYN ROBERT | Director | Grant (A) | 2K | $0 |
| Jun 18, 2026 | Kerrest Jacques Frederic | Director | Gift (G) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 236 funds | $248.7B |
| NVIDIA CORPNVDA | 234 funds | $358.1B |
| AMAZON.COM INCAMZN | 233 funds | $187.6B |
| BROADCOM INCAVGO | 233 funds | $134.7B |
| META PLATFORMS INC-CLASS AMETA | 232 funds | $103.2B |
| ADVANCED MICRO DEVICESAMD | 230 funds | $27.2B |
| APPLE INCAAPL | 229 funds | $262.7B |
| VISA INC-CLASS A SHARESV | 228 funds | $54.4B |
| ALPHABET INC-CL AGOOGL | 226 funds | $155.3B |
| ALPHABET INC-CL CGOOG | 225 funds | $110.7B |
| ELI LILLY & COLLY | 225 funds | $73.2B |
| JPMORGAN CHASE & COJPM | 225 funds | $64.2B |
Ranked by how many of OKTA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OKTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.