Cetera Investment Advisers
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Cetera Investment Advisers’s Okta OKTA Stock Holding History

Cetera Investment Advisers’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 		$3.28M Buy
41,735
+3,988
+11% +$331K ﹤0.01% 1822
2025
Q4 		$3.26M Sell
37,747
-1,674
-4% -$146K ﹤0.01% 1788
2025
Q3 		$3.61M Buy
39,421
+11,935
+43% +$1.11M ﹤0.01% 1675
2025
Q2 		$2.75M Buy
27,486
+5,090
+23% +$544K ﹤0.01% 1615
2025
Q1 		$2.36M Buy
22,396
+3,025
+16% +$295K ﹤0.01% 1635
2024
Q4 		$1.53M Buy
19,371
+6,789
+54% +$526K ﹤0.01% 1853
2024
Q3 		$935K Sell
12,582
-2,178
-15% -$190K ﹤0.01% 2164
2024
Q2 		$1.38M Sell
14,760
-2,505
-15% -$237K ﹤0.01% 1840
2024
Q1 		$1.81M Buy
17,265
+8,051
+87% +$743K ﹤0.01% 1625
2023
Q4 		$834K Sell
9,214
-534
-5% -$40.7K 0.01% 1212
2023
Q3 		$795K Sell
9,748
-8,437
-46% -$640K 0.01% 1159
2023
Q2 		$1.26M Buy
18,185
+10,126
+126% +$769K 0.01% 964
2023
Q1 		$695K Sell
8,059
-296
-4% -$22.5K 0.01% 1231
2022
Q4 		$571K Buy
8,355
+2,458
+42% +$140K 0.01% 1305
2022
Q3 		$335K Buy
5,897
+615
+12% +$52.9K 0.01% 1206
2022
Q2 		$477K Sell
5,282
-5,895
-53% -$637K 0.01% 1127
2022
Q1 		$1.69M Sell
11,177
-2,165
-16% -$388K 0.02% 624
2021
Q4 		$2.99M Sell
13,342
-298
-2% -$71K 0.04% 424
2021
Q3 		$3.24M Buy
13,640
+98
+0.7% +$24.3K 0.05% 379
2021
Q2 		$3.31M Buy
13,542
+7,812
+136% +$1.89M 0.05% 377
2021
Q1 		$1.26M Sell
5,730
-8,089
-59% -$2.03M 0.02% 572
2020
Q4 		$3.51M Buy
13,819
+10,624
+333% +$2.53M 0.07% 295
2020
Q3 		$683K Sell
3,195
-470
-13% -$98K 0.06% 322
2020
Q2 		$734K Sell
3,665
-614
-14% -$104K 0.07% 290
2020
Q1 		$523K Buy
4,279
+100
+2% +$12.5K 0.06% 294
2019
Q4 		$484K Buy
4,179
+350
+9% +$40.3K 0.05% 345
2019
Q3 		$378K Buy
3,829
+1,428
+59% +$178K 0.05% 359
2019
Q2 		$296K Sell
2,401
-193
-7% -$20.9K 0.04% 388
2019
Q1 		$215K Buy
+2,594
New +$205K 0.03% 444

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

Cetera Investment Advisers's OKTA Position: Q1 2026 in Review

Cetera Investment Advisers increased its Okta (OKTA) stake by 11% in Q1 2026, buying an estimated $331K and bringing the position to 41,735 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Cetera Investment Advisers first reported a position in OKTA in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.61M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Cetera Investment Advisers held 41,735 shares of Okta worth $3.28M as of Q1 2026.
  • Cetera Investment Advisers bought 3,988 Okta shares in Q1 2026, an estimated $331K.
  • Okta made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1822 holding.
  • Cetera Investment Advisers first reported a position in Okta in Q1 2019 and has held it in 29 quarters since.
  • Cetera Investment Advisers's Okta position peaked at $3.61M in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.