Brown, Lisle/Cummings’s Okta OKTA Stock Holding History

Brown, Lisle/Cummings’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	$13.6K	Buy	172 +162	+1,620%	+$13.4K	﹤0.01%	523
2025 Q4	$889	Hold	10	–	–	﹤0.01%	692
2025 Q3	$943	Hold	10	–	–	﹤0.01%	708
2025 Q2	$1.03K	Hold	10	–	–	﹤0.01%	708
2025 Q1	$1.05K	Buy	+10	New	+$977	﹤0.01%	704
2024 Q3	–	Sell	-30	Closed	-$2.81K	–	633
2024 Q2	$2.81K	Buy	+30	New	+$2.84K	﹤0.01%	546

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

Brown, Lisle/Cummings's OKTA Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Okta (OKTA) stake by 1,620% in Q1 2026, buying an estimated $13.4K and bringing the position to 172 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Brown, Lisle/Cummings first reported a position in OKTA in Q2 2024 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Brown, Lisle/Cummings held 172 shares of Okta worth $13.6K as of Q1 2026.
Brown, Lisle/Cummings bought 162 Okta shares in Q1 2026, an estimated $13.4K.
Okta made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #523 holding.
Brown, Lisle/Cummings first reported a position in Okta in Q2 2024 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.