Atria Investments’s Okta OKTA Stock Holding History

Atria Investments’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	$265K	Buy	3,363 +26	+0.8%	+$2.16K	﹤0.01%	1827
2025 Q4	$289K	Sell	3,337 -110	-3%	-$9.6K	﹤0.01%	1758
2025 Q3	$316K	Sell	3,447 -507	-13%	-$47.3K	﹤0.01%	1689
2025 Q2	$395K	Sell	3,954 -1,073	-21%	-$115K	﹤0.01%	1549
2025 Q1	$529K	Buy	5,027 +563	+13%	+$55K	0.01%	1327
2024 Q4	$352K	Buy	+4,464	New	+$346K	﹤0.01%	1506
2024 Q3	–	Sell	-2,941	Closed	-$275K	–	2009
2024 Q2	$275K	Buy	+2,941	New	+$278K	﹤0.01%	1641
2020 Q4	–	Sell	-20,467	Closed	-$4.38M	–	690
2020 Q3	$4.38M	Sell	20,467 -3,670	-15%	-$765K	0.13%	179
2020 Q2	$4.83M	Buy	+24,137	New	+$4.1M	0.17%	147

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

Atria Investments's OKTA Position: Q1 2026 in Review

Atria Investments increased its Okta (OKTA) stake by 0.78% in Q1 2026, buying an estimated $2.16K and bringing the position to 3,363 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Atria Investments first reported a position in OKTA in Q2 2020 and has held it in 9 quarters since. The position peaked at $4.83M in Q2 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Atria Investments held 3,363 shares of Okta worth $265K as of Q1 2026.
Atria Investments bought 26 Okta shares in Q1 2026, an estimated $2.16K.
Okta made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1827 holding.
Atria Investments first reported a position in Okta in Q2 2020 and has held it in 9 quarters since.
Atria Investments's Okta position peaked at $4.83M in Q2 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.