Berkshire Capital Holdings’s Okta OKTA Stock Holding History

Berkshire Capital Holdings’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%	82
2025 Q4	$865	Hold	10	–	–	﹤0.01%	79
2025 Q3	$917	Hold	10	–	–	﹤0.01%	80
2025 Q2	$1K	Hold	10	–	–	﹤0.01%	72
2025 Q1	$1.05K	Hold	10	–	–	﹤0.01%	57
2024 Q4	$788	Hold	10	–	–	﹤0.01%	75
2024 Q3	$743	Hold	10	–	–	﹤0.01%	68
2024 Q2	$936	Hold	10	–	–	﹤0.01%	59
2024 Q1	$1.05K	Hold	10	–	–	﹤0.01%	55
2023 Q4	$905	Hold	10	–	–	﹤0.01%	54
2023 Q3	$815	Hold	10	–	–	﹤0.01%	54
2023 Q2	$694	Hold	10	–	–	﹤0.01%	57
2023 Q1	$862	Sell	10 -58,060	-100%	-$4.42M	﹤0.01%	53
2022 Q4	$3.97M	Buy	58,070 +58,060	+580,600%	+$3.32M	2.11%	20
2022 Q3	$1K	Sell	10 -72,400	-100%	-$6.23M	﹤0.01%	55
2022 Q2	$6.55M	Buy	72,410 +72,400	+724,000%	+$7.82M	2.52%	20
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	47
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	54
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	55
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	60
2021 Q1	$2K	Sell	10 -148,870	-100%	-$37.4M	﹤0.01%	56
2020 Q4	$37.9M	Buy	148,880 +148,870	+1,488,700%	+$35.4M	4.02%	11
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	45
2020 Q2	$2K	Sell	10 -102,200	-100%	-$17.4M	﹤0.01%	39
2020 Q1	$12.5M	Buy	102,210 +102,200	+1,022,000%	+$12.8M	3.71%	15
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	38
2019 Q3	$985	Hold	10	–	–	﹤0.01%	36
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	39
2019 Q1	$1K	Buy	+10	New	+$792	﹤0.01%	29

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Berkshire Capital Holdings's OKTA Position: Q1 2026 in Review

Berkshire Capital Holdings held its Okta (OKTA) position steady in Q1 2026 at 10 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #82.

Berkshire Capital Holdings first reported a position in OKTA in Q1 2019 and has held it in 29 quarters since. The position peaked at $37.9M in Q4 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Berkshire Capital Holdings held 10 shares of Okta worth $787 as of Q1 2026.
Berkshire Capital Holdings left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #82 holding.
Berkshire Capital Holdings first reported a position in Okta in Q1 2019 and has held it in 29 quarters since.
Berkshire Capital Holdings's Okta position peaked at $37.9M in Q4 2020.
732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.