Cerity Partners
OKTA icon

Cerity Partners’s Okta OKTA Stock Holding History

Cerity Partners’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 		$5.35M Buy
67,992
+20,437
+43% +$1.7M 0.01% 973
2025
Q4 		$4.11M Sell
47,555
-27,098
-36% -$2.36M 0.01% 1019
2025
Q3 		$6.85M Buy
74,653
+2,388
+3% +$223K 0.01% 733
2025
Q2 		$7.22M Buy
72,265
+9,963
+16% +$1.06M 0.01% 662
2025
Q1 		$6.56M Sell
62,302
-4,432
-7% -$433K 0.01% 627
2024
Q4 		$5.25M Buy
66,734
+12,322
+23% +$955K 0.01% 694
2024
Q3 		$4.04M Buy
54,412
+36,936
+211% +$3.23M 0.01% 794
2024
Q2 		$1.64M Sell
17,476
-1,345
-7% -$127K ﹤0.01% 1005
2024
Q1 		$1.97M Sell
18,821
-3,153,402
-99% -$291M 0.01% 977
2023
Q4 		$1.49M Buy
3,172,223
+3,121,809
+6,192% +$238M ﹤0.01% 859
2023
Q3 		$4.11M Buy
50,414
+9,740
+24% +$739K 0.02% 448
2023
Q2 		$2.82M Buy
40,674
+36,301
+830% +$2.76M 0.01% 638
2023
Q1 		$377K Sell
4,373
-1,983
-31% -$151K ﹤0.01% 1428
2022
Q4 		$434K Buy
6,356
+1,498
+31% +$85.5K ﹤0.01% 998
2022
Q3 		$276K Sell
4,858
-1,264
-21% -$109K ﹤0.01% 931
2022
Q2 		$553K Buy
6,122
+57
+0.9% +$6.16K 0.01% 716
2022
Q1 		$915K Sell
6,065
-4,044
-40% -$725K 0.01% 465
2021
Q4 		$2.27M Buy
10,109
+3,626
+56% +$864K 0.03% 298
2021
Q3 		$1.54M Buy
6,483
+522
+9% +$130K 0.03% 300
2021
Q2 		$1.46M Sell
5,961
-3,205
-35% -$774K 0.03% 312
2021
Q1 		$2.02M Buy
9,166
+5,708
+165% +$1.43M 0.05% 251
2020
Q4 		$879K Buy
3,458
+805
+30% +$191K 0.03% 322
2020
Q3 		$567K Buy
2,653
+689
+35% +$144K 0.02% 306
2020
Q2 		$394K Sell
1,964
-15
-0.8% -$2.55K 0.02% 312
2020
Q1 		$242K Buy
1,979
+10
+0.5% +$1.25K 0.02% 384
2019
Q4 		$227K Buy
+1,969
New +$227K 0.01% 485

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

Cerity Partners's OKTA Position: Q1 2026 in Review

Cerity Partners increased its Okta (OKTA) stake by 43% in Q1 2026, buying an estimated $1.7M and bringing the position to 67,992 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #973.

Cerity Partners first reported a position in OKTA in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.22M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Cerity Partners held 67,992 shares of Okta worth $5.35M as of Q1 2026.
  • Cerity Partners bought 20,437 Okta shares in Q1 2026, an estimated $1.7M.
  • Okta made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #973 holding.
  • Cerity Partners first reported a position in Okta in Q4 2019 and has held it in 26 quarters since.
  • Cerity Partners's Okta position peaked at $7.22M in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.