Ameritas Advisory Services’s Okta OKTA Stock Holding History

Ameritas Advisory Services’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	$269K	Hold	3,420	–	–	0.01%	808
2025 Q4	$296K	Buy	3,420 +3,195	+1,420%	+$279K	0.01%	772
2025 Q3	$20.6K	Sell	225 -11	-5%	-$1.03K	﹤0.01%	1425
2025 Q2	$23.6K	Buy	+236	New	+$25.2K	﹤0.01%	1678
2025 Q1	–	Sell	-7,020	Closed	-$553K	–	894
2024 Q4	$553K	Buy	+7,020	New	+$544K	0.02%	565
2024 Q3	–	Sell	-7,020	Closed	-$657K	–	914
2024 Q2	$657K	Sell	7,020 -145	-2%	-$13.7K	0.02%	512
2024 Q1	$746K	Buy	+7,165	New	+$661K	0.03%	454
2023 Q4	–	Sell	-7,670	Closed	-$625K	–	798
2023 Q3	$625K	Buy	+7,670	New	+$582K	0.03%	448
2023 Q2	–	Sell	-8,095	Closed	-$598K	–	1899
2023 Q1	$598K	Sell	8,095 -109	-1%	-$8.3K	0.03%	433
2022 Q4	$561K	Buy	8,204 +370	+5%	+$21.1K	0.03%	500
2022 Q3	$446K	Buy	7,834 +26	+0.3%	+$2.24K	0.03%	464
2022 Q2	$706K	Buy	7,808 +10	+0.1%	+$1.08K	0.04%	363
2022 Q1	$1.18M	Sell	7,798 -74	-0.9%	-$13.3K	0.04%	303
2021 Q4	$1.76M	Buy	+7,872	New	+$1.88M	0.06%	244

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

Ameritas Advisory Services's OKTA Position: Q1 2026 in Review

Ameritas Advisory Services held its Okta (OKTA) position steady in Q1 2026 at 3,420 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #808.

Ameritas Advisory Services first reported a position in OKTA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Ameritas Advisory Services held 3,420 shares of Okta worth $269K as of Q1 2026.
Ameritas Advisory Services left its Okta share count unchanged in Q1 2026.
Okta made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #808 holding.
Ameritas Advisory Services first reported a position in Okta in Q4 2021 and has held it in 14 quarters since.
Ameritas Advisory Services's Okta position peaked at $1.76M in Q4 2021.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.