Crewe Advisors’s Okta OKTA Stock Holding History

Crewe Advisors’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	$78.7K	Buy	+1,000	New	+$83K	0.01%	328
2023 Q3	–	Sell	-2	Closed	-$139	–	823
2023 Q2	$139	Sell	2 -65	-97%	-$4.94K	﹤0.01%	786
2023 Q1	$5.78K	Sell	67 -23	-26%	-$1.75K	﹤0.01%	617
2022 Q4	$6.15K	Sell	90 -14	-13%	-$799	﹤0.01%	638
2022 Q3	$6K	Buy	104 +14	+16%	+$1.2K	﹤0.01%	808
2022 Q2	$8K	Buy	+90	New	+$9.72K	﹤0.01%	666
2021 Q4	–	Sell	-5	Closed	-$1K	–	445
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	382
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	445
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	442
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	433
2020 Q3	$1K	Buy	+5	New	+$1.04K	﹤0.01%	598

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

Crewe Advisors's OKTA Position: Q1 2026 in Review

Crewe Advisors opened a new position in Okta (OKTA) in Q1 2026: 1,000 shares worth $78.7K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in OKTA as recently as Q2 2023.

Crewe Advisors first reported a position in OKTA in Q3 2020 and has held it in 11 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Crewe Advisors held 1,000 shares of Okta worth $78.7K as of Q1 2026.
Okta was a new Crewe Advisors position in Q1 2026.
Okta made up 0.01% of Crewe Advisors's portfolio in Q1 2026, its #328 holding.
Crewe Advisors first reported a position in Okta in Q3 2020 and has held it in 11 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.