DC Investments Management’s Okta OKTA Stock Holding History

DC Investments 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	$582K	Hold	7,396	–	–	0.22%	45
2025 Q4	$640K	Hold	7,396	–	–	0.28%	40
2025 Q3	$678K	Hold	7,396	–	–	0.28%	47
2025 Q2	$739K	Hold	7,396	–	–	0.31%	50
2025 Q1	$778K	Buy	+7,396	New	+$722K	0.4%	46
2023 Q4	–	Sell	-20,967	Closed	-$1.71M	–	83
2023 Q3	$1.71M	Hold	20,967	–	–	2.14%	11
2023 Q2	$1.45M	Buy	20,967 +2,808	+15%	+$213K	1.67%	14
2023 Q1	$1.57M	Hold	18,159	–	–	1.87%	14
2022 Q4	$1.24M	Buy	+18,159	New	+$1.04M	1.57%	21
2022 Q3	–	Sell	-5,590	Closed	-$505K	–	41
2022 Q2	$505K	Buy	+5,590	New	+$604K	1.14%	19

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

DC Investments Management's OKTA Position: Q1 2026 in Review

DC Investments Management held its Okta (OKTA) position steady in Q1 2026 at 7,396 shares worth $582K. The position accounts for 0.22% of the portfolio, ranked #45.

DC Investments Management first reported a position in OKTA in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2023. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

DC Investments Management held 7,396 shares of Okta worth $582K as of Q1 2026.
DC Investments Management left its Okta share count unchanged in Q1 2026.
Okta made up 0.22% of DC Investments Management's portfolio in Q1 2026, its #45 holding.
DC Investments Management first reported a position in Okta in Q2 2022 and has held it in 10 quarters since.
DC Investments Management's Okta position peaked at $1.71M in Q3 2023.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.