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Advisors Management Group’s Okta OKTA Stock Holding History

Advisors Management Group’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 		$1.92M Sell
24,381
-3,658
-13% -$304K 0.35% 67
2025
Q4 		$2.42M Buy
28,039
+1,914
+7% +$167K 0.44% 59
2025
Q3 		$2.4M Buy
26,125
+4,618
+21% +$431K 0.42% 62
2025
Q2 		$2.15M Buy
21,507
+9,090
+73% +$971K 0.4% 64
2025
Q1 		$1.31M Buy
12,417
+145
+1% +$14.2K 0.28% 75
2024
Q4 		$967K Buy
12,272
+514
+4% +$39.8K 0.23% 82
2024
Q3 		$874K Buy
11,758
+2,871
+32% +$251K 0.21% 83
2024
Q2 		$832K Buy
+8,887
New +$841K 0.21% 84

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 Management Group's OKTA Position: Q1 2026 in Review

Advisors Management Group reduced its Okta (OKTA) stake by 13% in Q1 2026, selling an estimated $304K and leaving 24,381 shares worth $1.92M. The position accounts for 0.35% of the portfolio, ranked #67.

Advisors Management Group first reported a position in OKTA in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Advisors Management Group held 24,381 shares of Okta worth $1.92M as of Q1 2026.
  • Advisors Management Group sold 3,658 Okta shares in Q1 2026, an estimated $304K.
  • Okta made up 0.35% of Advisors Management Group's portfolio in Q1 2026, its #67 holding.
  • Advisors Management Group first reported a position in Okta in Q2 2024 and has held it in 8 quarters since.
  • Advisors Management Group's Okta position peaked at $2.42M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.