Bridgewater Associates’s Okta OKTA Stock Holding History

Bridgewater Associates’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	$3.44M	Sell	43,649 -173,379	-80%	-$14.4M	0.02%	508
2025 Q4	$18.8M	Buy	217,028 +76,466	+54%	+$6.67M	0.07%	220
2025 Q3	$12.9M	Sell	140,562 -91,068	-39%	-$8.5M	0.05%	281
2025 Q2	$23.2M	Buy	+231,630	New	+$24.7M	0.09%	161
2025 Q1	–	Sell	-4,533	Closed	-$357K	–	761
2024 Q4	$357K	Buy	+4,533	New	+$351K	﹤0.01%	609
2024 Q2	–	Sell	-22,996	Closed	-$2.41M	–	923
2024 Q1	$2.41M	Buy	+22,996	New	+$2.12M	0.01%	471
2023 Q2	–	Sell	-4,101	Closed	-$354K	–	753
2023 Q1	$354K	Sell	4,101 -15,543	-79%	-$1.18M	﹤0.01%	672
2022 Q4	$1.34M	Buy	19,644 +13,293	+209%	+$759K	0.01%	599
2022 Q3	$361K	Buy	+6,351	New	+$546K	﹤0.01%	810
2021 Q4	–	Sell	-2,751	Closed	-$653K	–	790
2021 Q3	$653K	Sell	2,751 -4,505	-62%	-$1.12M	﹤0.01%	567
2021 Q2	$1.77M	Buy	+7,256	New	+$1.75M	0.01%	511

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates's OKTA Position: Q1 2026 in Review

Bridgewater Associates reduced its Okta (OKTA) stake by 80% in Q1 2026, selling an estimated $14.4M and leaving 43,649 shares worth $3.44M. The position accounts for 0.02% of the portfolio, ranked #508.

Bridgewater Associates first reported a position in OKTA in Q2 2021 and has held it in 11 quarters since. The position peaked at $23.2M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Bridgewater Associates held 43,649 shares of Okta worth $3.44M as of Q1 2026.
Bridgewater Associates sold 173,379 Okta shares in Q1 2026, an estimated $14.4M.
Okta made up 0.02% of Bridgewater Associates's portfolio in Q1 2026, its #508 holding.
Bridgewater Associates first reported a position in Okta in Q2 2021 and has held it in 11 quarters since.
Bridgewater Associates's Okta position peaked at $23.2M in Q2 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.