Comprehensive Financial Planning’s Okta OKTA Stock Holding History

Comprehensive Financial Planning’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	$157	Hold	2	–	–	﹤0.01%	375
2025 Q4	$172	Hold	2	–	–	﹤0.01%	405
2025 Q3	$183	Hold	2	–	–	﹤0.01%	339
2025 Q2	$200	Buy	+2	New	+$214	﹤0.01%	323

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

Comprehensive Financial Planning's OKTA Position: Q1 2026 in Review

Comprehensive Financial Planning held its Okta (OKTA) position steady in Q1 2026 at 2 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Comprehensive Financial Planning first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $200 in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Comprehensive Financial Planning held 2 shares of Okta worth $157 as of Q1 2026.
Comprehensive Financial Planning left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #375 holding.
Comprehensive Financial Planning first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
Comprehensive Financial Planning's Okta position peaked at $200 in Q2 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.