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Catalyst Funds Management’s Okta OKTA Stock Holding History

Catalyst Funds Management’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 		$277K Sell
3,513
-1,387
-28% -$115K 0.05% 375
2025
Q4 		$424K Buy
+4,900
New +$428K 0.1% 192
2024
Q2 		– Sell
-1,400
Closed -$146K – 1475
2024
Q1 		$146K Buy
+1,400
New +$129K 0.04% 320

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

Catalyst Funds Management's OKTA Position: Q1 2026 in Review

Catalyst Funds Management reduced its Okta (OKTA) stake by 28% in Q1 2026, selling an estimated $115K and leaving 3,513 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #375.

Catalyst Funds Management first reported a position in OKTA in Q1 2024 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Catalyst Funds Management held 3,513 shares of Okta worth $277K as of Q1 2026.
  • Catalyst Funds Management sold 1,387 Okta shares in Q1 2026, an estimated $115K.
  • Okta made up 0.05% of Catalyst Funds Management's portfolio in Q1 2026, its #375 holding.
  • Catalyst Funds Management first reported a position in Okta in Q1 2024 and has held it in 3 quarters since.
  • Catalyst Funds Management's Okta position peaked at $424K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.