Corient Private Wealth
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Corient Private Wealth’s Okta OKTA Stock Holding History

Corient Private Wealth’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 		$12M Buy
152,883
+66,115
+76% +$5.49M 0.02% 562
2025
Q4 		$3.1M Buy
86,768
+75,586
+676% +$6.6M ﹤0.01% 1288
2025
Q3 		$1.03M Buy
11,182
+518
+5% +$48.4K ﹤0.01% 1414
2025
Q2 		$1.07M Sell
10,664
-1,439
-12% -$154K ﹤0.01% 1335
2025
Q1 		$1.27M Buy
12,103
+1,956
+19% +$191K ﹤0.01% 1180
2024
Q4 		$800K Sell
10,147
-1,378
-12% -$107K ﹤0.01% 1407
2024
Q3 		$857K Buy
11,525
+1,659
+17% +$145K ﹤0.01% 1481
2024
Q2 		$924K Sell
9,866
-963
-9% -$91.2K ﹤0.01% 1356
2024
Q1 		$1.13M Buy
10,829
+1,701
+19% +$157K ﹤0.01% 1271
2023
Q4 		$826K Sell
9,128
-1,935
-17% -$148K ﹤0.01% 1363
2023
Q3 		$902K Buy
11,063
+382
+4% +$29K ﹤0.01% 1234
2023
Q2 		$740K Sell
10,681
-976
-8% -$74.1K ﹤0.01% 1265
2023
Q1 		$1.01M Buy
11,657
+5,461
+88% +$416K ﹤0.01% 1085
2022
Q4 		$432K Buy
+6,196
New +$354K ﹤0.01% 1195

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

Corient Private Wealth's OKTA Position: Q1 2026 in Review

Corient Private Wealth increased its Okta (OKTA) stake by 76% in Q1 2026, buying an estimated $5.49M and bringing the position to 152,883 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #562.

Corient Private Wealth first reported a position in OKTA in Q4 2022 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Corient Private Wealth held 152,883 shares of Okta worth $12M as of Q1 2026.
  • Corient Private Wealth bought 66,115 Okta shares in Q1 2026, an estimated $5.49M.
  • Okta made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #562 holding.
  • Corient Private Wealth first reported a position in Okta in Q4 2022 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.