Dunhill Financial’s Okta OKTA Stock Holding History

Dunhill Financial’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	$1.17K	Buy	14 +12	+600%	+$996	﹤0.01%	926
2025 Q4	$158	Buy	+2	New	+$175	﹤0.01%	1194

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

Dunhill Financial's OKTA Position: Q1 2026 in Review

Dunhill Financial increased its Okta (OKTA) stake by 600% in Q1 2026, buying an estimated $996 and bringing the position to 14 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Dunhill Financial first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Dunhill Financial held 14 shares of Okta worth $1.17K as of Q1 2026.
Dunhill Financial bought 12 Okta shares in Q1 2026, an estimated $996.
Okta made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #926 holding.
Dunhill Financial first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.