Altrinsic Global Advisors’s Okta OKTA Stock Holding History

Altrinsic Global Advisors’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	$14.8M	Buy	187,691 +24,831	+15%	+$2.06M	0.53%	18
2025 Q4	$14.1M	Buy	162,860 +118,402	+266%	+$10.3M	0.5%	21
2025 Q3	$4.08M	Buy	44,458 +10,680	+32%	+$997K	0.15%	37
2025 Q2	$3.38M	Sell	33,778 -313	-0.9%	-$33.4K	0.12%	40
2025 Q1	$3.59M	Sell	34,091 -3,467	-9%	-$339K	0.18%	38
2024 Q4	$2.96M	Buy	+37,558	New	+$2.91M	0.14%	41

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altrinsic Global Advisors's OKTA Position: Q1 2026 in Review

Altrinsic Global Advisors increased its Okta (OKTA) stake by 15% in Q1 2026, buying an estimated $2.06M and bringing the position to 187,691 shares worth $14.8M. The position accounts for 0.53% of the portfolio, ranked #18.

Altrinsic Global Advisors first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Altrinsic Global Advisors held 187,691 shares of Okta worth $14.8M as of Q1 2026.
Altrinsic Global Advisors bought 24,831 Okta shares in Q1 2026, an estimated $2.06M.
Okta made up 0.53% of Altrinsic Global Advisors's portfolio in Q1 2026, its #18 holding.
Altrinsic Global Advisors first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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