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Bayforest Capital’s Okta OKTA Stock Holding History

Bayforest Capital’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 		$45.7K Sell
580
-902
-61% -$74.9K 0.05% 580
2025
Q4 		$128K Sell
1,482
-1,308
-47% -$114K 0.1% 405
2025
Q3 		$256K Sell
2,790
-149
-5% -$13.9K 0.12% 329
2025
Q2 		$294K Sell
2,939
-620
-17% -$66.2K 0.13% 304
2025
Q1 		$374K Buy
+3,559
New +$348K 0.16% 241

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

Bayforest Capital's OKTA Position: Q1 2026 in Review

Bayforest Capital reduced its Okta (OKTA) stake by 61% in Q1 2026, selling an estimated $74.9K and leaving 580 shares worth $45.7K. The position accounts for 0.05% of the portfolio, ranked #580.

Bayforest Capital first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $374K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Bayforest Capital held 580 shares of Okta worth $45.7K as of Q1 2026.
  • Bayforest Capital sold 902 Okta shares in Q1 2026, an estimated $74.9K.
  • Okta made up 0.05% of Bayforest Capital's portfolio in Q1 2026, its #580 holding.
  • Bayforest Capital first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • Bayforest Capital's Okta position peaked at $374K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.