Baker Avenue Asset Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$757K Buy
+9,618
New +$798K 0.02% 325
2025
Q4
Sell
-4,112
Closed -$377K 676
2025
Q3
$377K Buy
+4,112
New +$384K 0.01% 418
2025
Q2
Sell
-2,259
Closed -$238K 533
2025
Q1
$238K Buy
+2,259
New +$221K 0.01% 406
2024
Q2
Sell
-525,379
Closed -$565K 404
2024
Q1
$565K Buy
525,379
+284
+0.1% +$26.2K 0.02% 252
2023
Q4
$534K Buy
525,095
+38
+0% +$2.9K 0.02% 247
2023
Q3
$530K Buy
525,057
+55
+0% +$4.17K 0.03% 255
2023
Q2
$525K Sell
525,002
-10
-0% -$759 0.03% 260
2023
Q1
$526K Sell
525,012
-27
-0% -$2.06K 0.03% 253
2022
Q4
$528K Buy
525,039
+33
+0% +$1.88K 0.03% 237
2022
Q3
$525K Sell
525,006
-25
-0% -$2.15K 0.03% 229
2022
Q2
$528K Buy
525,031
+14
+0% +$1.51K 0.03% 208
2022
Q1
$528K Buy
525,017
+521,146
+13,463% +$93.4M 0.03% 212
2021
Q4
$868K Sell
3,871
-10
-0.3% -$2.38K 0.04% 179
2021
Q3
$921K Sell
3,881
-135
-3% -$33.5K 0.05% 147
2021
Q2
$982K Buy
+4,016
New +$969K 0.06% 146

Other funds holding OKTA

Baker Avenue Asset Management's OKTA Position: Q1 2026 in Review

Baker Avenue Asset Management opened a new position in Okta (OKTA) in Q1 2026: 9,618 shares worth $757K. The stake represents 0.02% of the portfolio and ranks #325 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in OKTA as recently as Q3 2025.

Baker Avenue Asset Management first reported a position in OKTA in Q2 2021 and has held it in 15 quarters since. The position peaked at $982K in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Baker Avenue Asset Management held 9,618 shares of Okta worth $757K as of Q1 2026.
  • Okta was a new Baker Avenue Asset Management position in Q1 2026.
  • Okta made up 0.02% of Baker Avenue Asset Management's portfolio in Q1 2026, its #325 holding.
  • Baker Avenue Asset Management first reported a position in Okta in Q2 2021 and has held it in 15 quarters since.
  • Baker Avenue Asset Management's Okta position peaked at $982K in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.