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Brooklyn Investment Group’s Okta OKTA Stock Holding History

Brooklyn Investment Group’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 		$975K Buy
12,391
+8,756
+241% +$727K 0.03% 576
2025
Q4 		$320K Buy
+3,635
New +$317K 0.01% 995
2025
Q3 		– Sell
-1,334
Closed -$133K – 2041
2025
Q2 		$133K Buy
1,334
+631
+90% +$67.4K 0.02% 788
2025
Q1 		$74K Buy
703
+31
+5% +$3.03K 0.02% 614
2024
Q4 		$53K Sell
672
-45
-6% -$3.49K 0.02% 523
2024
Q3 		$53.3K Buy
+717
New +$62.6K 0.02% 470

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brooklyn Investment Group's OKTA Position: Q1 2026 in Review

Brooklyn Investment Group increased its Okta (OKTA) stake by 241% in Q1 2026, buying an estimated $727K and bringing the position to 12,391 shares worth $975K. The position accounts for 0.03% of the portfolio, ranked #576.

Brooklyn Investment Group first reported a position in OKTA in Q3 2024 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Brooklyn Investment Group held 12,391 shares of Okta worth $975K as of Q1 2026.
  • Brooklyn Investment Group bought 8,756 Okta shares in Q1 2026, an estimated $727K.
  • Okta made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #576 holding.
  • Brooklyn Investment Group first reported a position in Okta in Q3 2024 and has held it in 6 quarters since.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.