Okta, Inc. (OKTA): A Bull Case Theory
We came across a bullish thesis on Okta, Inc. (OKTA) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on OKTA. Okta, Inc.
Okta Inc. (OKTA)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,645,428 | $196,661,115 | +17% | 0.23% |
| 2. | Eminence Capital Ricky Sandler | 2,603,353 | $193,533,262 | +31% | 2.72% |
| 3. | Whale Rock Capital Management Alex Sacerdote | 2,182,419 | $162,241,028 | -10% | 2.27% |
| 4. | D E Shaw D. E. Shaw | 1,278,322 | $95,030,457 | -5% | 0.08% |
| 5. | Jericho Capital Asset Management Josh Resnick | 1,197,462 | $89,019,325 | +809% | 2.14% |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.20 | 641 | Director | 1,622 | 2024-12-03 | Filing | |
| $80.41 | 37,268 | Director | 2,263 | 2024-12-03 | Filing | |
| $81.14 | 13,680 | Director | 1,622 | 2024-12-02 | Filing | |
| $80.62 | 117,746 | Director | 15,302 | 2024-12-02 | Filing | |
| $71.50 | 2,791 | Officer | 22,125 | 2024-11-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,719,619 | $1,423,097,108 | 0.03% | |
| 2. | 15,438,830 | $1,397,677,276 | 0.1% | |
| 3. | 9,119,870 | $825,621,831 | 0.02% | |
| 4. | 8,358,414 | $756,687,219 | 2.29% | |
| 5. | 4,819,997 | $436,354,331 | 0.29% |
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Okta, Inc. (NASDAQ:OKTA) Q3 2025 Earnings Call Transcript
Dave Gennarelli: Hi everyone. Welcome to Okta's Third Quarter of Fiscal Year 2025 Earnings Webcast. I'm Dave Gennarelli, Senior Vice President of Invest Relations in Okta.
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