AAM
OKTA icon

Advisors Asset Management’s Okta OKTA Stock Holding History

Advisors Asset Management’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 		$476K Buy
6,053
+2,784
+85% +$231K 0.01% 983
2025
Q4 		$283K Buy
3,269
+2,184
+201% +$191K ﹤0.01% 1078
2025
Q3 		$99.5K Buy
1,085
+115
+12% +$10.7K ﹤0.01% 1214
2025
Q2 		$97K Sell
970
-103
-10% -$11K ﹤0.01% 1203
2025
Q1 		$113K Buy
1,073
+120
+13% +$11.7K ﹤0.01% 1180
2024
Q4 		$75.1K Sell
953
-117
-11% -$9.07K ﹤0.01% 1273
2024
Q3 		$79.5K Sell
1,070
-31
-3% -$2.71K ﹤0.01% 1255
2024
Q2 		$103K Buy
1,101
+59
+6% +$5.59K ﹤0.01% 1193
2024
Q1 		$109K Buy
1,042
+199
+24% +$18.4K ﹤0.01% 1203
2023
Q4 		$76.3K Buy
843
+18
+2% +$1.37K ﹤0.01% 1220
2023
Q3 		$67.2K Buy
825
+102
+14% +$7.73K ﹤0.01% 1237
2023
Q2 		$50.1K Sell
723
-1,255
-63% -$95.3K ﹤0.01% 1283
2023
Q1 		$171K Sell
1,978
-1,568
-44% -$119K ﹤0.01% 1143
2022
Q4 		$242K Sell
3,546
-1,415
-29% -$80.8K 0.01% 1095
2022
Q3 		$282K Sell
4,961
-2,866
-37% -$247K 0.01% 1069
2022
Q2 		$708K Sell
7,827
-1,374
-15% -$148K 0.01% 855
2022
Q1 		$1.39M Buy
9,201
+472
+5% +$84.6K 0.02% 705
2021
Q4 		$1.96M Buy
8,729
+406
+5% +$96.7K 0.03% 622
2021
Q3 		$1.98M Buy
8,323
+57
+0.7% +$14.2K 0.03% 598
2021
Q2 		$2.02M Sell
8,266
-305
-4% -$73.6K 0.03% 596
2021
Q1 		$1.89M Buy
8,571
+259
+3% +$65.1K 0.03% 614
2020
Q4 		$2.11M Sell
8,312
-1,837
-18% -$437K 0.03% 528
2020
Q3 		$2.17M Sell
10,149
-2,172
-18% -$453K 0.04% 433
2020
Q2 		$2.47M Sell
12,321
-1,733
-12% -$294K 0.05% 390
2020
Q1 		$1.72M Buy
14,054
+3,001
+27% +$377K 0.04% 452
2019
Q4 		$1.27M Buy
11,053
+730
+7% +$84K 0.02% 678
2019
Q3 		$1.02M Buy
10,323
+1,078
+12% +$135K 0.02% 751
2019
Q2 		$1.14M Buy
9,245
+2,876
+45% +$312K 0.02% 730
2019
Q1 		$527K Buy
+6,369
New +$504K 0.01% 1067

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

Advisors Asset Management's OKTA Position: Q1 2026 in Review

Advisors Asset Management increased its Okta (OKTA) stake by 85% in Q1 2026, buying an estimated $231K and bringing the position to 6,053 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #983.

Advisors Asset Management first reported a position in OKTA in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.47M in Q2 2020. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Advisors Asset Management held 6,053 shares of Okta worth $476K as of Q1 2026.
  • Advisors Asset Management bought 2,784 Okta shares in Q1 2026, an estimated $231K.
  • Okta made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #983 holding.
  • Advisors Asset Management first reported a position in Okta in Q1 2019 and has held it in 29 quarters since.
  • Advisors Asset Management's Okta position peaked at $2.47M in Q2 2020.
  • 731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.