ALPS Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $780K | Buy |
9,905
+540
| +6% | +$44.8K | ﹤0.01% | 620 |
|
|
2025
Q4 | $810K | Sell |
9,365
-72
| -0.8% | -$6.28K | ﹤0.01% | 612 |
|
|
2025
Q3 | $865K | Buy |
9,437
+1,029
| +12% | +$96.1K | ﹤0.01% | 572 |
|
|
2025
Q2 | $841K | Buy |
8,408
+613
| +8% | +$65.5K | ﹤0.01% | 553 |
|
|
2025
Q1 | $820K | Sell |
7,795
-3,312
| -30% | -$324K | ﹤0.01% | 517 |
|
|
2024
Q4 | $875K | Sell |
11,107
-1,104
| -9% | -$85.6K | 0.01% | 514 |
|
|
2024
Q3 | $908K | Sell |
12,211
-8,800
| -42% | -$769K | 0.01% | 522 |
|
|
2024
Q2 | $1.97M | Buy |
21,011
+2,434
| +13% | +$230K | 0.01% | 338 |
|
|
2024
Q1 | $1.94M | Sell |
18,577
-10,312
| -36% | -$951K | 0.01% | 354 |
|
|
2023
Q4 | $2.62M | Buy |
28,889
+4,131
| +17% | +$315K | 0.02% | 302 |
|
|
2023
Q3 | $2.02M | Sell |
24,758
-4,816
| -16% | -$365K | 0.02% | 322 |
|
|
2023
Q2 | $2.05M | Buy |
29,574
+4,939
| +20% | +$375K | 0.02% | 303 |
|
|
2023
Q1 | $2.12M | Sell |
24,635
-20,220
| -45% | -$1.54M | 0.02% | 277 |
|
|
2022
Q4 | $3.06M | Sell |
44,855
-11,844
| -21% | -$676K | 0.03% | 231 |
|
|
2022
Q3 | $3.22M | Buy |
56,699
+13,941
| +33% | +$1.2M | 0.03% | 212 |
|
|
2022
Q2 | $3.87M | Buy |
42,758
+32,666
| +324% | +$3.53M | 0.04% | 204 |
|
|
2022
Q1 | $1.52M | Sell |
10,092
-503
| -5% | -$90.2K | 0.02% | 271 |
|
|
2021
Q4 | $2.38M | Buy |
10,595
+1,383
| +15% | +$329K | 0.03% | 265 |
|
|
2021
Q3 | $2.19M | Sell |
9,212
-878
| -9% | -$218K | 0.02% | 304 |
|
|
2021
Q2 | $2.47M | Buy |
10,090
+1,428
| +16% | +$345K | 0.02% | 263 |
|
|
2021
Q1 | $1.91M | Buy |
8,662
+1,887
| +28% | +$474K | 0.02% | 315 |
|
|
2020
Q4 | $1.72M | Buy |
6,775
+882
| +15% | +$210K | 0.02% | 325 |
|
|
2020
Q3 | $1.26M | Buy |
5,893
+1,152
| +24% | +$240K | 0.02% | 304 |
|
|
2020
Q2 | $949K | Sell |
4,741
-1,427
| -23% | -$242K | 0.01% | 323 |
|
|
2020
Q1 | $754K | Sell |
6,168
-525
| -8% | -$65.9K | 0.01% | 342 |
|
|
2019
Q4 | $772K | Buy |
6,693
+178
| +3% | +$20.5K | 0.01% | 412 |
|
|
2019
Q3 | $641K | Buy |
6,515
+1,141
| +21% | +$143K | 0.01% | 442 |
|
|
2019
Q2 | $664K | Sell |
5,374
-1,066
| -17% | -$116K | ﹤0.01% | 475 |
|
|
2019
Q1 | $533K | Sell |
6,440
-20
| -0.3% | -$1.58K | ﹤0.01% | 489 |
|
|
2018
Q4 | $412K | Sell |
6,460
-688
| -10% | -$40.8K | ﹤0.01% | 575 |
|
|
2018
Q3 | $503K | Buy |
+7,148
| New | +$426K | ﹤0.01% | 598 |
|
Other funds holding OKTA
VPM
VCM
ALPS Advisors's OKTA Position: Q1 2026 in Review
ALPS Advisors increased its Okta (OKTA) stake by 5.8% in Q1 2026, buying an estimated $44.8K and bringing the position to 9,905 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #620.
ALPS Advisors first reported a position in OKTA in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.87M in Q2 2022. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- ALPS Advisors held 9,905 shares of Okta worth $780K as of Q1 2026.
- ALPS Advisors bought 540 Okta shares in Q1 2026, an estimated $44.8K.
- Okta made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #620 holding.
- ALPS Advisors first reported a position in Okta in Q3 2018 and has held it in 31 quarters since.
- ALPS Advisors's Okta position peaked at $3.87M in Q2 2022.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.