Certuity’s Okta OKTA Stock Holding History

Certuity’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	$321K	Buy	4,073 +1,649	+68%	+$137K	0.02%	426
2025 Q4	$210K	Sell	2,424 -779	-24%	-$68K	0.01%	538
2025 Q3	$294K	Buy	3,203 +1,087	+51%	+$101K	0.02%	400
2025 Q2	$211K	Sell	2,116 -301	-12%	-$32.1K	0.02%	387
2025 Q1	$254K	Buy	+2,417	New	+$236K	0.03%	315
2021 Q2	–	Sell	-983	Closed	-$217K	–	367
2021 Q1	$217K	Buy	+983	New	+$247K	0.06%	274

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certuity's OKTA Position: Q1 2026 in Review

Certuity increased its Okta (OKTA) stake by 68% in Q1 2026, buying an estimated $137K and bringing the position to 4,073 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #426.

Certuity first reported a position in OKTA in Q1 2021 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Certuity held 4,073 shares of Okta worth $321K as of Q1 2026.
Certuity bought 1,649 Okta shares in Q1 2026, an estimated $137K.
Okta made up 0.02% of Certuity's portfolio in Q1 2026, its #426 holding.
Certuity first reported a position in Okta in Q1 2021 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.