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Alerus Financial’s Okta OKTA Stock Holding History

Alerus Financial’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 		$465K Sell
5,904
-766
-11% -$63.6K 0.02% 190
2025
Q4 		$577K Sell
6,670
-2,191
-25% -$191K 0.03% 136
2025
Q3 		$813K Hold
8,861
– – 0.04% 129
2025
Q2 		$886K Sell
8,861
-12
-0.1% -$1.28K 0.06% 114
2025
Q1 		$934K Sell
8,873
-227
-2% -$22.2K 0.07% 114
2024
Q4 		$717K Sell
9,100
-459
-5% -$35.6K 0.05% 121
2024
Q3 		$711K Sell
9,559
-4,619
-33% -$404K 0.05% 118
2024
Q2 		$1.33M Sell
14,178
-33
-0.2% -$3.12K 0.1% 102
2024
Q1 		$1.49M Sell
14,211
-180
-1% -$16.6K 0.11% 99
2023
Q4 		$1.3M Sell
14,391
-1,201
-8% -$91.6K 0.11% 95
2023
Q3 		$1.27M Sell
15,592
-229
-1% -$17.4K 0.11% 93
2023
Q2 		$1.1M Sell
15,821
-71,201
-82% -$5.41M 0.09% 100
2023
Q1 		$7.5M Buy
87,022
+1,274
+1% +$97K 0.67% 36
2022
Q4 		$5.86M Sell
85,748
-61,704
-42% -$3.52M 0.54% 55
2022
Q3 		$8.39M Buy
+147,452
New +$12.7M 0.83% 27

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

Alerus Financial's OKTA Position: Q1 2026 in Review

Alerus Financial reduced its Okta (OKTA) stake by 11% in Q1 2026, selling an estimated $63.6K and leaving 5,904 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #190.

Alerus Financial first reported a position in OKTA in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.39M in Q3 2022. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Alerus Financial held 5,904 shares of Okta worth $465K as of Q1 2026.
  • Alerus Financial sold 766 Okta shares in Q1 2026, an estimated $63.6K.
  • Okta made up 0.02% of Alerus Financial's portfolio in Q1 2026, its #190 holding.
  • Alerus Financial first reported a position in Okta in Q3 2022 and has held it in 15 quarters since.
  • Alerus Financial's Okta position peaked at $8.39M in Q3 2022.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.