Brandywine Managers’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $221K | Sell |
2,809
-1,100
| -28% | -$91.3K | 0.13% | 38 |
|
|
2025
Q4 | $338K | Sell |
3,909
-300
| -7% | -$26.2K | 0.17% | 33 |
|
|
2025
Q3 | $386K | Sell |
4,209
-6,100
| -59% | -$570K | 0.37% | 30 |
|
|
2025
Q2 | $1.03M | Sell |
10,309
-800
| -7% | -$85.4K | 1.02% | 15 |
|
|
2025
Q1 | $1.17M | Sell |
11,109
-1,578
| -12% | -$154K | 1.4% | 12 |
|
|
2024
Q4 | $1,000K | Hold |
12,687
| – | – | 1.05% | 14 |
|
|
2024
Q3 | $943K | Hold |
12,687
| – | – | 1.01% | 15 |
|
|
2024
Q2 | $1.19M | Buy |
12,687
+2,439
| +24% | +$231K | 1.26% | 11 |
|
|
2024
Q1 | $1.07M | Hold |
10,248
| – | – | 1.06% | 12 |
|
|
2023
Q4 | $928K | Hold |
10,248
| – | – | 1.02% | 14 |
|
|
2023
Q3 | $835K | Hold |
10,248
| – | – | 1.41% | 12 |
|
|
2023
Q2 | $711K | Hold |
10,248
| – | – | 0.47% | 25 |
|
|
2023
Q1 | $884K | Hold |
10,248
| – | – | 0.63% | 21 |
|
|
2022
Q4 | $700K | Hold |
10,248
| – | – | 2.45% | 12 |
|
|
2022
Q3 | $583K | Buy |
10,248
+1,198
| +13% | +$103K | 1.92% | 20 |
|
|
2022
Q2 | $818K | Hold |
9,050
| – | – | 2% | 10 |
|
|
2022
Q1 | $1.37M | Hold |
9,050
| – | – | 2.36% | 8 |
|
|
2021
Q4 | $2.03M | Hold |
9,050
| – | – | 2.3% | 8 |
|
|
2021
Q3 | $2.15M | Hold |
9,050
| – | – | 2.24% | 8 |
|
|
2021
Q2 | $2.21M | Hold |
9,050
| – | – | 2.52% | 8 |
|
|
2021
Q1 | $2M | Hold |
9,050
| – | – | 2.65% | 7 |
|
|
2020
Q4 | $2.3M | Hold |
9,050
| – | – | 3.16% | 8 |
|
|
2020
Q3 | $1.94M | Hold |
9,050
| – | – | 3.67% | 3 |
|
|
2020
Q2 | $1.81M | Hold |
9,050
| – | – | 7.44% | 1 |
|
|
2020
Q1 | $1.11M | Hold |
9,050
| – | – | 0.39% | 4 |
|
|
2019
Q4 | $1.04M | Hold |
9,050
| – | – | 0.31% | 18 |
|
|
2019
Q3 | $891K | Hold |
9,050
| – | – | 0.3% | 17 |
|
|
2019
Q2 | $1.12M | Hold |
9,050
| – | – | 0.42% | 16 |
|
|
2019
Q1 | $749K | Hold |
9,050
| – | – | 0.3% | 19 |
|
|
2018
Q4 | $577K | Hold |
9,050
| – | – | 0.27% | 20 |
|
|
2018
Q3 | $637K | Hold |
9,050
| – | – | 0.27% | 19 |
|
|
2018
Q2 | $456K | Hold |
9,050
| – | – | 0.18% | 20 |
|
|
2018
Q1 | $361K | Hold |
9,050
| – | – | 0.2% | 20 |
|
|
2017
Q4 | $232K | Buy |
9,050
+1,350
| +18% | +$37.8K | 0.07% | 25 |
|
|
2017
Q3 | $217K | Buy |
+7,700
| New | +$195K | 0.06% | 28 |
|
Other funds holding OKTA
VPM
VCM
Brandywine Managers's OKTA Position: Q1 2026 in Review
Brandywine Managers reduced its Okta (OKTA) stake by 28% in Q1 2026, selling an estimated $91.3K and leaving 2,809 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #38.
Brandywine Managers first reported a position in OKTA in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.3M in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- Brandywine Managers held 2,809 shares of Okta worth $221K as of Q1 2026.
- Brandywine Managers sold 1,100 Okta shares in Q1 2026, an estimated $91.3K.
- Okta made up 0.13% of Brandywine Managers's portfolio in Q1 2026, its #38 holding.
- Brandywine Managers first reported a position in Okta in Q3 2017 and has held it in 35 quarters since.
- Brandywine Managers's Okta position peaked at $2.3M in Q4 2020.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.