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Diversify Advisory Services’s Okta OKTA Stock Holding History

Diversify Advisory Services’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 		$2.03M Sell
26,690
-479
-2% -$39.8K 0.31% 32
2025
Q4 		$2.43M Buy
27,169
+100
+0.4% +$8.73K 0.08% 198
2025
Q3 		$2.47M Sell
27,069
-17
-0.1% -$1.59K 0.08% 182
2025
Q2 		$2.42M Buy
27,086
+190
+0.7% +$20.3K 0.09% 163
2025
Q1 		$3.03M Buy
26,896
+8
+0% +$781 0.19% 88
2024
Q4 		$2.27M Buy
+26,888
New +$2.08M 0.13% 114

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

Diversify Advisory Services's OKTA Position: Q1 2026 in Review

Diversify Advisory Services reduced its Okta (OKTA) stake by 1.8% in Q1 2026, selling an estimated $39.8K and leaving 26,690 shares worth $2.03M. The position accounts for 0.31% of the portfolio, ranked #32.

Diversify Advisory Services first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.03M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Diversify Advisory Services held 26,690 shares of Okta worth $2.03M as of Q1 2026.
  • Diversify Advisory Services sold 479 Okta shares in Q1 2026, an estimated $39.8K.
  • Okta made up 0.31% of Diversify Advisory Services's portfolio in Q1 2026, its #32 holding.
  • Diversify Advisory Services first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's Okta position peaked at $3.03M in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.