Donor Advised Charitable Giving’s Okta OKTA Stock Holding History

Donor Advised Charitable Giving’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	$691K	Hold	8,775	–	–	0.02%	21
2025 Q4	$759K	Hold	8,775	–	–	0.02%	22
2025 Q3	$805K	Hold	8,775	–	–	0.02%	24
2025 Q2	$877K	Hold	8,775	–	–	0.02%	22
2025 Q1	$923K	Hold	8,775	–	–	0.03%	21
2024 Q4	$691K	Hold	8,775	–	–	0.02%	25
2024 Q3	$652K	Hold	8,775	–	–	0.02%	25
2024 Q2	$821K	Hold	8,775	–	–	0.02%	22
2024 Q1	$918K	Hold	8,775	–	–	0.03%	18
2023 Q4	$794K	Hold	8,775	–	–	0.04%	20
2023 Q3	$715K	Hold	8,775	–	–	0.04%	14
2023 Q2	$609K	Hold	8,775	–	–	0.04%	16
2023 Q1	$757K	Sell	8,775 -447	-5%	-$34K	0.07%	20
2022 Q4	$630K	Hold	9,222	–	–	0.11%	21
2022 Q3	$524K	Hold	9,222	–	–	0.11%	22
2022 Q2	$834K	Hold	9,222	–	–	0.14%	16
2022 Q1	$1.39M	Hold	9,222	–	–	0.14%	13
2021 Q4	$2.07M	Hold	9,222	–	–	0.2%	9
2021 Q3	$2.19M	Hold	9,222	–	–	0.39%	12
2021 Q2	$2.26M	Hold	9,222	–	–	0.25%	61
2021 Q1	$2.03M	Hold	9,222	–	–	0.21%	60
2020 Q4	$2.35M	Buy	+9,222	New	+$2.19M	0.32%	60

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

Donor Advised Charitable Giving's OKTA Position: Q1 2026 in Review

Donor Advised Charitable Giving held its Okta (OKTA) position steady in Q1 2026 at 8,775 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #21.

Donor Advised Charitable Giving first reported a position in OKTA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.35M in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Donor Advised Charitable Giving held 8,775 shares of Okta worth $691K as of Q1 2026.
Donor Advised Charitable Giving left its Okta share count unchanged in Q1 2026.
Okta made up 0.02% of Donor Advised Charitable Giving's portfolio in Q1 2026, its #21 holding.
Donor Advised Charitable Giving first reported a position in Okta in Q4 2020 and has held it in 22 quarters since.
Donor Advised Charitable Giving's Okta position peaked at $2.35M in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.