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Costello Asset Management’s Okta OKTA Stock Holding History

Costello Asset Management’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 		$43.7K Hold
555
– – 0.02% 250
2025
Q4 		$48K Sell
555
-550
-50% -$48K 0.02% 234
2025
Q3 		$101K Buy
1,105
+405
+58% +$37.8K 0.03% 156
2025
Q2 		$70K Buy
+700
New +$74.8K 0.03% 198

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

Costello Asset Management's OKTA Position: Q1 2026 in Review

Costello Asset Management held its Okta (OKTA) position steady in Q1 2026 at 555 shares worth $43.7K. The position accounts for 0.02% of the portfolio, ranked #250.

Costello Asset Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $101K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Costello Asset Management held 555 shares of Okta worth $43.7K as of Q1 2026.
  • Costello Asset Management left its Okta share count unchanged in Q1 2026.
  • Okta made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #250 holding.
  • Costello Asset Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • Costello Asset Management's Okta position peaked at $101K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.