CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Okta OKTA Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q4 		– Sell
-100
Closed -$8 – 2759
2023
Q3 		$8 Buy
+100
New +$7.58K ﹤0.01% 2623

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

CAPTRUST Financial Advisors's OKTA Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Okta (OKTA) stake by 7.3% in Q1 2026, selling an estimated $56.3K and leaving 8,551 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

CAPTRUST Financial Advisors first reported a position in OKTA in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.57M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • CAPTRUST Financial Advisors held 8,551 shares of Okta worth $673K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 678 Okta shares in Q1 2026, an estimated $56.3K.
  • Okta made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1834 holding.
  • CAPTRUST Financial Advisors first reported a position in Okta in Q1 2018 and has held it in 31 quarters since.
  • CAPTRUST Financial Advisors's Okta position peaked at $1.57M in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.