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Adapt Investment Managers’s Okta OKTA Stock Holding History

Adapt Investment Managers’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134M Buy
1,702,900
+1,052,900
+162% +$87.4M 1.77% 11
2025
Q4 		$56.2M Hold
650,000
– – 0.41% 39
2025
Q3 		$59.6M Hold
650,000
– – 0.56% 28
2025
Q2 		$65M Buy
650,000
+218,300
+51% +$23.3M 0.82% 21
2025
Q1 		$45.4M Buy
+431,700
New +$42.2M 1.55% 18

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adapt Investment Managers's OKTA Position: Q1 2026 in Review

Adapt Investment Managers sold out of Okta (OKTA) in Q1 2026, closing a stake of 73,789 shares — an estimated $6.12M sold.

Adapt Investment Managers first reported a position in OKTA in Q3 2025 and held it in 2 quarters. The position peaked at $6.38M in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Adapt Investment Managers reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Adapt Investment Managers sold 73,789 Okta shares in Q1 2026, an estimated $6.12M.
  • Adapt Investment Managers first reported a position in Okta in Q3 2025 and held it in 2 quarters.
  • Adapt Investment Managers's Okta position peaked at $6.38M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.