Baird Financial Group
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Baird Financial Group’s Okta OKTA Stock Holding History

Baird 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 		$831K Buy
10,556
+1,819
+21% +$151K ﹤0.01% 1312
2025
Q4 		$755K Buy
8,737
+458
+6% +$40K ﹤0.01% 1339
2025
Q3 		$759K Sell
8,279
-839
-9% -$78.3K ﹤0.01% 1344
2025
Q2 		$912K Sell
9,118
-5,457
-37% -$583K ﹤0.01% 1237
2025
Q1 		$1.53M Buy
+14,575
New +$1.42M ﹤0.01% 1049
2024
Q3 		– Sell
-2,967
Closed -$278K – 1805
2024
Q2 		$278K Buy
2,967
+62
+2% +$5.87K ﹤0.01% 1582
2024
Q1 		$304K Buy
+2,905
New +$268K ﹤0.01% 1546
2023
Q2 		– Sell
-15,347
Closed -$1.32M – 1734
2023
Q1 		$1.32M Sell
15,347
-255
-2% -$19.4K ﹤0.01% 1017
2022
Q4 		$1.07M Sell
15,602
-2,211
-12% -$126K ﹤0.01% 1052
2022
Q3 		$1.01M Buy
17,813
+513
+3% +$44.1K ﹤0.01% 1051
2022
Q2 		$1.56M Sell
17,300
-1,314
-7% -$142K ﹤0.01% 939
2022
Q1 		$2.81M Sell
18,614
-34
-0.2% -$6.09K 0.01% 779
2021
Q4 		$4.18M Buy
18,648
+288
+2% +$68.6K 0.01% 664
2021
Q3 		$4.36M Buy
18,360
+802
+5% +$199K 0.01% 650
2021
Q2 		$4.3M Sell
17,558
-1,224
-7% -$295K 0.01% 645
2021
Q1 		$4.14M Buy
18,782
+2,489
+15% +$626K 0.01% 635
2020
Q4 		$4.14M Buy
16,293
+125
+0.8% +$29.7K 0.01% 595
2020
Q3 		$3.46M Sell
16,168
-100
-0.6% -$20.8K 0.01% 594
2020
Q2 		$3.26M Buy
16,268
+13,603
+510% +$2.31M 0.01% 595
2020
Q1 		$326K Buy
2,665
+397
+18% +$49.8K ﹤0.01% 1189
2019
Q4 		$262K Sell
2,268
-170
-7% -$19.6K ﹤0.01% 1372
2019
Q3 		$240K Buy
2,438
+100
+4% +$12.5K ﹤0.01% 1388
2019
Q2 		$289K Buy
+2,338
New +$254K ﹤0.01% 1345

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

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

Baird Financial Group increased its Okta (OKTA) stake by 21% in Q1 2026, buying an estimated $151K and bringing the position to 10,556 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Baird Financial Group first reported a position in OKTA in Q2 2019 and has held it in 23 quarters since. The position peaked at $4.36M in Q3 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Baird Financial Group held 10,556 shares of Okta worth $831K as of Q1 2026.
  • Baird Financial Group bought 1,819 Okta shares in Q1 2026, an estimated $151K.
  • Okta made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1312 holding.
  • Baird Financial Group first reported a position in Okta in Q2 2019 and has held it in 23 quarters since.
  • Baird Financial Group's Okta position peaked at $4.36M in Q3 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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