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Arax Advisory Partners’s Okta OKTA Stock Holding History

Arax Advisory 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 		$169K Sell
2,141
-383
-15% -$31.8K ﹤0.01% 1159
2025
Q4 		$218K Sell
2,524
-25,195
-91% -$2.2M 0.01% 1001
2025
Q3 		$2.54M Buy
27,719
+27,351
+7,432% +$2.55M 0.04% 406
2025
Q2 		$36.8K Sell
368
-156
-30% -$16.7K ﹤0.01% 1377
2025
Q1 		$55.1K Buy
524
+359
+218% +$35.1K ﹤0.01% 914
2024
Q4 		$13K Sell
165
-202
-55% -$15.7K ﹤0.01% 1394
2024
Q3 		$27.3K Buy
367
+300
+448% +$26.2K ﹤0.01% 955
2024
Q2 		$6.27K Buy
+67
New +$6.34K ﹤0.01% 1491
2024
Q1 		– Sell
-4
Closed -$363 – 1373
2023
Q4 		$363 Buy
+4
New +$305 ﹤0.01% 1244
2023
Q2 		– Sell
-74
Closed -$6.38K – 1304
2023
Q1 		$6.38K Hold
74
– – ﹤0.01% 787
2022
Q4 		$5.06K Sell
74
-666
-90% -$38K ﹤0.01% 794
2022
Q3 		$42K Sell
740
-10
-1% -$860 0.01% 455
2022
Q2 		$68K Buy
750
+33
+5% +$3.56K 0.01% 381
2022
Q1 		$108K Buy
717
+71
+11% +$12.7K 0.01% 328
2021
Q4 		$145K Buy
646
+46
+8% +$11K 0.02% 278
2021
Q3 		$142K Hold
600
– – 0.02% 272
2021
Q2 		$147K Buy
+600
New +$145K 0.02% 272
2020
Q4 		$139K Hold
546
– – 0.02% 248
2020
Q3 		$117K Buy
546
+23
+4% +$4.79K 0.02% 249
2020
Q2 		$105K Sell
523
-41
-7% -$6.96K 0.02% 253
2020
Q1 		$69K Buy
564
+58
+11% +$7.28K 0.02% 287
2019
Q4 		$58K Sell
506
-121
-19% -$13.9K 0.02% 319
2019
Q3 		$62K Sell
627
-150
-19% -$18.7K 0.02% 301
2019
Q2 		$96K Buy
+777
New +$84.3K 0.03% 240
2018
Q4 		$11K Buy
+165
New +$9.78K ﹤0.01% 431

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

Arax Advisory Partners's OKTA Position: Q1 2026 in Review

Arax Advisory Partners reduced its Okta (OKTA) stake by 15% in Q1 2026, selling an estimated $31.8K and leaving 2,141 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Arax Advisory Partners first reported a position in OKTA in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.54M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Arax Advisory Partners held 2,141 shares of Okta worth $169K as of Q1 2026.
  • Arax Advisory Partners sold 383 Okta shares in Q1 2026, an estimated $31.8K.
  • Okta made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1159 holding.
  • Arax Advisory Partners first reported a position in Okta in Q4 2018 and has held it in 25 quarters since.
  • Arax Advisory Partners's Okta position peaked at $2.54M in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.