Okta Inc. Class A (OKTA)

OKTA · Information Technology · United States

Okta Inc. Class A (OKTA) is a company in the Information Technology sector, based in United States. The stock is held in 17 ETFs we track – with its largest weight of 0.13 % in XUIT (msci-usa-it). Anyone holding one of these ETFs also owns a small indirect stake in Okta.

Above-average ETF coverage: 17 of the 95 ETFs we cover hold Okta, spread across 9 indices. That puts the stock in more ETFs than 78.1 % of the 4,334 stocks we cover.

Held in17 ETFs

Highest weight0.13 %

Indices9

SectorInformation Technology

CountryUnited States

ISINUS6792951054

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+117.6 %	1 year	+109.2 %
1 month	+31.3 %	3 months	+66.4 %
Calendar year 2025	+9.7 %

52W

Data note 3

Measured in euros, Okta returned +121.6 % year to date and +114.1 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-50.6 %

Volatility p.a.57.1 %

Data note 5

Below peak-1.2 %

Beta to S&P 5001.27

Correlation to S&P 5000.25

The close on Sep 16, 2026 was 1.2 % below the highest close since Aug 12, 2024, reached on Sep 15, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Okta moved on average 1.27 % in the same direction. The correlation of 0.25 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
CrowdStrike Holdings Inc. Class A	+0.82
Fortinet Inc.	+0.74
Palo Alto Networks Inc.	+0.74
Salesforce Inc.	+0.67
Cloudflare Inc Class A	+0.65
Veeva Systems Inc. Class A	+0.63
Costco Wholesale Corporation	-0.34
GENIUS	-0.34
Atmos Energy Corporation	-0.30

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2026-01-31) as filed with the SEC.

Revenue2.9 bn $

Net income0.2 bn $

Diluted EPS1.31 $

Net margin8.1 %

Gross margin77.4 %

Return on equity3.4 %

Equity ratio72.1 %

Revenue growth+11.8 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	2.3	-0.4	-15.7 %
FY2024	2.6	0.0	1.1 %
FY2025	2.9	0.2	8.1 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUIT / XUTC	msci-usa-it	0.13 %	€1.30
XDWT	msci-world-it	0.12 %	€1.20
XDEV	msci-world-value	0.11 %	€1.10
XDEM	msci-world-momentum	0.06 %	€0.60
XD9U / XD9D	msci-usa	0.05 %	€0.50
XDWD / XDWL	msci-world	0.04 %	€0.40
SWWD	msci-world	0.03 %	€0.30
WIMI	msci-world-imi	0.03 %	€0.30
SPYY	msci-acwi	0.03 %	€0.30
EUNL	msci-world	0.03 %	€0.30
IUSQ	msci-acwi	0.03 %	€0.30
SPPW	msci-world	0.03 %	€0.30
SPYI / SPSA	msci-acwi-imi	0.02 %	€0.20

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Okta as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Okta had a weight of 0.02 % on Sep 30, 2019 and 0.03 % on Sep 16, 2026. Its share peaked at 0.06 % on Sep 30, 2020. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Okta Inc. Class A overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Okta — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Okta	+109.2 %	57.1 %	8.1 %	+11.8 %
Twilio	+133.9 %	57.5 %	0.7 %	+13.7 %
Cloudflare Inc	+48.1 %	57.2 %	-4.7 %	+29.8 %
Circle Internet Group	-40.3 %	111.4 %	-63.3 %	+624.0 %
Entegris	+40.6 %	62.2 %	7.4 %	-1.4 %
Samsara	+3.0 %	56.1 %	-0.6 %	+29.6 %
MongoDB	+15.0 %	69.1 %	-2.9 %	+22.8 %
Everpure	–	–	5.1 %	+15.6 %
Atlassian	+10.6 %	65.8 %	-4.9 %	+19.7 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.