Aureus Asset Management’s Okta OKTA Stock Holding History

Aureus Asset Management’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	$973K	Buy	+12,360	New	+$1.03M	0.06%	115

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

Aureus Asset Management's OKTA Position: Q1 2026 in Review

Aureus Asset Management opened a new position in Okta (OKTA) in Q1 2026: 12,360 shares worth $973K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings.

730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Aureus Asset Management held 12,360 shares of Okta worth $973K as of Q1 2026.
Okta was a new Aureus Asset Management position in Q1 2026.
Okta made up 0.06% of Aureus Asset Management's portfolio in Q1 2026, its #115 holding.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.