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Barrett & Company’s Okta OKTA Stock Holding History

Barrett & Company’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 		$787 Hold
10
– – ﹤0.01% 615
2025
Q4 		$865 Hold
10
– – ﹤0.01% 623
2025
Q3 		$917 Buy
+10
New +$934 ﹤0.01% 611
2024
Q2 		– Sell
-60
Closed -$6.28K – 617
2024
Q1 		$6.28K Hold
60
– – ﹤0.01% 473
2023
Q4 		$5.43K Hold
60
– – ﹤0.01% 467
2023
Q3 		$4.89K Hold
60
– – ﹤0.01% 483
2023
Q2 		$4.16K Hold
60
– – ﹤0.01% 484
2023
Q1 		$5.17K Hold
60
– – ﹤0.01% 446
2022
Q4 		$4.1K Hold
60
– – ﹤0.01% 463
2022
Q3 		$4.1K Buy
+60
New +$5.16K ﹤0.01% 463

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

Barrett & Company's OKTA Position: Q1 2026 in Review

Barrett & Company held its Okta (OKTA) position steady in Q1 2026 at 10 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Barrett & Company first reported a position in OKTA in Q3 2022 and has held it in 10 quarters since. The position peaked at $6.28K in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Barrett & Company held 10 shares of Okta worth $787 as of Q1 2026.
  • Barrett & Company left its Okta share count unchanged in Q1 2026.
  • Okta made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #615 holding.
  • Barrett & Company first reported a position in Okta in Q3 2022 and has held it in 10 quarters since.
  • Barrett & Company's Okta position peaked at $6.28K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.