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Bare Financial Services’s Okta OKTA Stock Holding History

Bare Financial Services’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 		$472 Sell
6
-2
-25% -$166 ﹤0.01% 1587
2025
Q4 		$692 Sell
8
-35
-81% -$3.05K ﹤0.01% 1243
2025
Q3 		$3.94K Buy
+43
New +$4.01K ﹤0.01% 630

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

Bare Financial Services's OKTA Position: Q1 2026 in Review

Bare Financial Services reduced its Okta (OKTA) stake by 25% in Q1 2026, selling an estimated $166 and leaving 6 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Bare Financial Services first reported a position in OKTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.94K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Bare Financial Services held 6 shares of Okta worth $472 as of Q1 2026.
  • Bare Financial Services sold 2 Okta shares in Q1 2026, an estimated $166.
  • Okta made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1587 holding.
  • Bare Financial Services first reported a position in Okta in Q3 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Okta position peaked at $3.94K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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