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Ancora Advisors’s Okta OKTA Stock Holding History

Ancora 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 		$57.5K Buy
731
+269
+58% +$22.3K ﹤0.01% 1090
2025
Q4 		$39.9K Buy
462
+30
+7% +$2.62K ﹤0.01% 1228
2025
Q3 		$39.6K Hold
432
– – ﹤0.01% 1081
2025
Q2 		$43.2K Sell
432
-1
-0.2% -$107 ﹤0.01% 1054
2025
Q1 		$45.6K Sell
433
-1
-0.2% -$98 ﹤0.01% 1025
2024
Q4 		$34.2K Sell
434
-500
-54% -$38.8K ﹤0.01% 1099
2024
Q3 		$69.4K Sell
934
-16
-2% -$1.4K ﹤0.01% 912
2024
Q2 		$88.9K Buy
950
+25
+3% +$2.37K ﹤0.01% 823
2024
Q1 		$96.8K Sell
925
-400
-30% -$36.9K ﹤0.01% 807
2023
Q4 		$120K Sell
1,325
-95
-7% -$7.25K ﹤0.01% 769
2023
Q3 		$116K Hold
1,420
– – ﹤0.01% 763
2023
Q2 		$98.5K Buy
1,420
+100
+8% +$7.59K ﹤0.01% 775
2023
Q1 		$114K Sell
1,320
-84
-6% -$6.39K ﹤0.01% 751
2022
Q4 		$96K Buy
1,404
+84
+6% +$4.8K ﹤0.01% 834
2022
Q3 		$75K Buy
1,320
+285
+28% +$24.5K ﹤0.01% 980
2022
Q2 		$94K Hold
1,035
– – ﹤0.01% 990
2022
Q1 		$156K Hold
1,035
– – ﹤0.01% 871
2021
Q4 		$232K Buy
1,035
+260
+34% +$61.9K 0.01% 758
2021
Q3 		$184K Hold
775
– – ﹤0.01% 806
2021
Q2 		$190K Hold
775
– – 0.01% 762
2021
Q1 		$171K Hold
775
– – ﹤0.01% 742
2020
Q4 		$197K Hold
775
– – 0.01% 631
2020
Q3 		$166K Hold
775
– – 0.01% 629
2020
Q2 		$155K Hold
775
– – 0.01% 630
2020
Q1 		$95K Hold
775
– – ﹤0.01% 787
2019
Q4 		$89K Buy
+775
New +$89.2K ﹤0.01% 797
2018
Q4 		– Sell
-425
Closed -$30K – 1017
2018
Q3 		$30K Buy
+425
New +$25.3K ﹤0.01% 996

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

Ancora Advisors's OKTA Position: Q1 2026 in Review

Ancora Advisors increased its Okta (OKTA) stake by 58% in Q1 2026, buying an estimated $22.3K and bringing the position to 731 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Ancora Advisors first reported a position in OKTA in Q3 2018 and has held it in 27 quarters since. The position peaked at $232K in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Ancora Advisors held 731 shares of Okta worth $57.5K as of Q1 2026.
  • Ancora Advisors bought 269 Okta shares in Q1 2026, an estimated $22.3K.
  • Okta made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1090 holding.
  • Ancora Advisors first reported a position in Okta in Q3 2018 and has held it in 27 quarters since.
  • Ancora Advisors's Okta position peaked at $232K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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