Ameritas Investment Partners’s Okta OKTA Stock Holding History

Ameritas Investment Partners’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	$4.04M	Buy	51,378 +8,235	+19%	+$683K	0.12%	143
2025 Q4	$3.73M	Buy	43,143 +11,808	+38%	+$1.03M	0.11%	151
2025 Q3	$2.87M	Sell	31,335 -1,121	-3%	-$105K	0.09%	224
2025 Q2	$3.24M	Buy	+32,456	New	+$3.47M	0.1%	184
2022 Q4	–	Sell	-3,317	Closed	-$188K	–	3047
2022 Q3	$188K	Hold	3,317	–	–	0.01%	1089
2022 Q2	$299K	Buy	3,317 +92	+3%	+$9.94K	0.01%	893
2022 Q1	$487K	Hold	3,225	–	–	0.02%	812
2021 Q4	$723K	Buy	3,225 +178	+6%	+$42.4K	0.02%	721
2021 Q3	$723K	Buy	3,047 +380	+14%	+$94.3K	0.03%	701
2021 Q2	$653K	Buy	2,667 +127	+5%	+$30.7K	0.02%	727
2021 Q1	$560K	Buy	2,540 +48	+2%	+$12.1K	0.02%	750
2020 Q4	$634K	Buy	+2,492	New	+$592K	0.03%	709
2018 Q2	–	Sell	-1,469	Closed	-$59K	–	3037
2018 Q1	$59K	Hold	1,469	–	–	﹤0.01%	1828
2017 Q4	$38K	Buy	1,469 +493	+51%	+$13.8K	﹤0.01%	2079
2017 Q3	$26K	Hold	976	–	–	﹤0.01%	2283
2017 Q2	$22K	Buy	+976	New	+$24.1K	﹤0.01%	2401

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 Investment Partners's OKTA Position: Q1 2026 in Review

Ameritas Investment Partners increased its Okta (OKTA) stake by 19% in Q1 2026, buying an estimated $683K and bringing the position to 51,378 shares worth $4.04M. The position accounts for 0.12% of the portfolio, ranked #143.

Ameritas Investment Partners first reported a position in OKTA in Q2 2017 and has held it in 16 quarters since. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Ameritas Investment Partners held 51,378 shares of Okta worth $4.04M as of Q1 2026.
Ameritas Investment Partners bought 8,235 Okta shares in Q1 2026, an estimated $683K.
Okta made up 0.12% of Ameritas Investment Partners's portfolio in Q1 2026, its #143 holding.
Ameritas Investment Partners first reported a position in Okta in Q2 2017 and has held it in 16 quarters since.
731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.