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Barton Investment Management’s Okta OKTA Stock Holding History

Barton Investment 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 		$17.8M Sell
226,576
-24,310
-10% -$2.02M 2.24% 9
2025
Q4 		$21.7M Buy
250,886
+361
+0.1% +$31.5K 2.34% 9
2025
Q3 		$23M Sell
250,525
-1,537
-0.6% -$144K 2.34% 9
2025
Q2 		$25.2M Sell
252,062
-6,586
-3% -$703K 2.61% 9
2025
Q1 		$27.2M Sell
258,648
-2,096
-0.8% -$205K 3.34% 8
2024
Q4 		$20.5M Sell
260,744
-21,894
-8% -$1.7M 2.18% 8
2024
Q3 		$21M Sell
282,638
-4,517
-2% -$395K 2.63% 9
2024
Q2 		$26.9M Sell
287,155
-18,990
-6% -$1.8M 3.58% 8
2024
Q1 		$32M Buy
306,145
+7,404
+2% +$683K 3.89% 8
2023
Q4 		$27M Buy
298,741
+18,126
+6% +$1.38M 3.55% 8
2023
Q3 		$22.9M Buy
280,615
+11,685
+4% +$886K 3.69% 8
2023
Q2 		$18.7M Buy
268,930
+19,305
+8% +$1.47M 2.8% 10
2023
Q1 		$21.5M Buy
249,625
+4,928
+2% +$375K 3.79% 9
2022
Q4 		$16.7M Buy
244,697
+37,978
+18% +$2.17M 3.29% 9
2022
Q3 		$11.8M Buy
206,719
+5,195
+3% +$447K 2.39% 11
2022
Q2 		$18.2M Buy
201,524
+11,043
+6% +$1.19M 3.68% 10
2022
Q1 		$28.8M Buy
190,481
+4,330
+2% +$776K 3.64% 10
2021
Q4 		$41.7M Buy
186,151
+1,422
+0.8% +$339K 3.62% 6
2021
Q3 		$43.8M Buy
184,729
+2,883
+2% +$716K 3.67% 8
2021
Q2 		$44.5M Buy
181,846
+4,398
+2% +$1.06M 3.65% 8
2021
Q1 		$39.1M Buy
177,448
+8,172
+5% +$2.05M 3.64% 7
2020
Q4 		$43M Buy
169,276
+5,021
+3% +$1.19M 3.69% 7
2020
Q3 		$35.1M Buy
164,255
+12,998
+9% +$2.71M 3.37% 8
2020
Q2 		$30.3M Buy
151,257
+22,684
+18% +$3.85M 3.08% 11
2020
Q1 		$15.7M Buy
128,573
+121,652
+1,758% +$15.3M 2.44% 10
2019
Q4 		$798K Buy
+6,921
New +$797K 0.12% 27

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

Barton Investment Management's OKTA Position: Q1 2026 in Review

Barton Investment Management reduced its Okta (OKTA) stake by 9.7% in Q1 2026, selling an estimated $2.02M and leaving 226,576 shares worth $17.8M. The position accounts for 2.24% of the portfolio, ranked #9.

Barton Investment Management first reported a position in OKTA in Q4 2019 and has held it in 26 quarters since. The position peaked at $44.5M in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Barton Investment Management held 226,576 shares of Okta worth $17.8M as of Q1 2026.
  • Barton Investment Management sold 24,310 Okta shares in Q1 2026, an estimated $2.02M.
  • Okta made up 2.24% of Barton Investment Management's portfolio in Q1 2026, its #9 holding.
  • Barton Investment Management first reported a position in Okta in Q4 2019 and has held it in 26 quarters since.
  • Barton Investment Management's Okta position peaked at $44.5M in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Barton Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.