Clear Street’s Okta OKTA Stock Holding History

Clear Street’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	$691K	Buy	8,779 +3,557	+68%	+$295K	﹤0.01%	422
2025 Q4	$452K	Buy	+5,222	New	+$456K	﹤0.01%	384
2022 Q4	–	Sell	-287,494	Closed	-$16.4M	–	1126
2022 Q3	$16.4M	Buy	+287,494	New	+$24.7M	0.38%	41

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

Clear Street's OKTA Position: Q1 2026 in Review

Clear Street increased its Okta (OKTA) stake by 68% in Q1 2026, buying an estimated $295K and bringing the position to 8,779 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Clear Street first reported a position in OKTA in Q3 2022 and has held it in 3 quarters since. The position peaked at $16.4M in Q3 2022. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Clear Street held 8,779 shares of Okta worth $691K as of Q1 2026.
Clear Street bought 3,557 Okta shares in Q1 2026, an estimated $295K.
Okta made up ﹤0.01% of Clear Street's portfolio in Q1 2026, its #422 holding.
Clear Street first reported a position in Okta in Q3 2022 and has held it in 3 quarters since.
Clear Street's Okta position peaked at $16.4M in Q3 2022.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.