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Centaurus Financial’s Okta OKTA Stock Holding History

Centaurus Financial’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 		– Sell
-1,661
Closed -$144K – 1114
2025
Q4 		$144K Sell
1,661
-48
-3% -$4.19K 0.01% 910
2025
Q3 		$157K Buy
1,709
+391
+30% +$36.5K 0.01% 879
2025
Q2 		$132K Buy
+1,318
New +$141K 0.01% 865
2022
Q1 		– Sell
-3,883
Closed -$870K – 961
2021
Q4 		$870K Buy
3,883
+560
+17% +$133K 0.07% 299
2021
Q3 		$789K Buy
3,323
+187
+6% +$46.4K 0.07% 316
2021
Q2 		$767K Buy
3,136
+61
+2% +$14.7K 0.06% 331
2021
Q1 		$678K Sell
3,075
-675
-18% -$170K 0.07% 305
2020
Q4 		$953K Buy
3,750
+482
+15% +$115K 0.1% 242
2020
Q3 		$699K Sell
3,268
-300
-8% -$62.5K 0.1% 226
2020
Q2 		$714K Buy
3,568
+318
+10% +$54K 0.11% 222
2020
Q1 		$397K Sell
3,250
-1,141
-26% -$143K 0.08% 239
2019
Q4 		$507K Sell
4,391
-101
-2% -$11.6K 0.07% 302
2019
Q3 		$442K Sell
4,492
-374
-8% -$46.7K 0.07% 293
2019
Q2 		$601K Buy
4,866
+4,497
+1,219% +$488K 0.09% 235
2019
Q1 		$4.46K Buy
369
+89
+32% +$7.04K 0.03% 365
2018
Q4 		$4 Buy
280
+276
+6,900% +$16.4K 0.03% 317
2018
Q3 		$301 Sell
4
-3,177
-100% -$189K 0.05% 310
2018
Q2 		$160K Buy
3,181
+531
+20% +$25.3K 0.02% 571
2018
Q1 		$106K Buy
+2,650
New +$88.4K 0.02% 434

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

Centaurus Financial's OKTA Position: Q1 2026 in Review

Centaurus Financial sold out of Okta (OKTA) in Q1 2026, closing a stake of 1,661 shares — an estimated $144K sold.

Centaurus Financial first reported a position in OKTA in Q1 2018 and held it in 19 quarters. The position peaked at $953K in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Centaurus Financial reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Centaurus Financial sold 1,661 Okta shares in Q1 2026, an estimated $144K.
  • Centaurus Financial first reported a position in Okta in Q1 2018 and held it in 19 quarters.
  • Centaurus Financial's Okta position peaked at $953K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.