CJ
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Caitlin John’s Okta OKTA Stock Holding History

Caitlin John’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 		$45.3K Buy
+575
New +$47.7K 0.03% 321
2024
Q4 		– Sell
-800
Closed -$62.7K – 876
2024
Q3 		$62.7K Buy
+800
New +$69.9K 0.04% 212

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caitlin John's OKTA Position: Q1 2026 in Review

Caitlin John opened a new position in Okta (OKTA) in Q1 2026: 575 shares worth $45.3K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings. This is a return to the name: Caitlin John previously reported a position in OKTA as recently as Q3 2024.

Caitlin John first reported a position in OKTA in Q3 2024 and has held it in 2 quarters since. The position peaked at $62.7K in Q3 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Caitlin John held 575 shares of Okta worth $45.3K as of Q1 2026.
  • Okta was a new Caitlin John position in Q1 2026.
  • Okta made up 0.03% of Caitlin John's portfolio in Q1 2026, its #321 holding.
  • Caitlin John first reported a position in Okta in Q3 2024 and has held it in 2 quarters since.
  • Caitlin John's Okta position peaked at $62.7K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.