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Atomi Financial Group’s Okta OKTA Stock Holding History

Atomi Financial Group’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 		– Sell
-2,721
Closed -$235K – 1284
2025
Q4 		$235K Sell
2,721
-740
-21% -$64.6K 0.01% 1062
2025
Q3 		$317K Sell
3,461
-213
-6% -$19.9K 0.01% 860
2025
Q2 		$367K Buy
3,674
+246
+7% +$26.3K 0.01% 719
2025
Q1 		$361K Buy
3,428
+690
+25% +$67.4K 0.02% 683
2024
Q4 		$216K Sell
2,738
-9
-0.3% -$698 0.01% 887
2024
Q3 		$204K Buy
2,747
+547
+25% +$47.8K 0.01% 846
2024
Q2 		$206K Buy
+2,200
New +$208K 0.02% 728

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

Atomi Financial Group's OKTA Position: Q1 2026 in Review

Atomi Financial Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,721 shares — an estimated $235K sold.

Atomi Financial Group first reported a position in OKTA in Q2 2024 and held it in 7 quarters. The position peaked at $367K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Atomi Financial Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 2,721 Okta shares in Q1 2026, an estimated $235K.
  • Atomi Financial Group first reported a position in Okta in Q2 2024 and held it in 7 quarters.
  • Atomi Financial Group's Okta position peaked at $367K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.