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Atlas Capital Advisors’s Okta OKTA Stock Holding History

Atlas Capital 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 		$341K Buy
4,333
+227
+6% +$18.8K 0.04% 322
2025
Q4 		$355K Buy
+4,106
New +$358K 0.04% 317

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

Atlas Capital Advisors's OKTA Position: Q1 2026 in Review

Atlas Capital Advisors increased its Okta (OKTA) stake by 5.5% in Q1 2026, buying an estimated $18.8K and bringing the position to 4,333 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #322.

Atlas Capital Advisors first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $355K in Q4 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Atlas Capital Advisors held 4,333 shares of Okta worth $341K as of Q1 2026.
  • Atlas Capital Advisors bought 227 Okta shares in Q1 2026, an estimated $18.8K.
  • Okta made up 0.04% of Atlas Capital Advisors's portfolio in Q1 2026, its #322 holding.
  • Atlas Capital Advisors first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
  • Atlas Capital Advisors's Okta position peaked at $355K in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.