Edgestream Partners’s Okta OKTA Stock Holding History

Edgestream Partners’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	$1.6M	Sell	20,373 -27,490	-57%	-$2.28M	0.05%	547
2025 Q4	$4.14M	Buy	47,863 +25,325	+112%	+$2.21M	0.12%	316
2025 Q3	$2.07M	Buy	+22,538	New	+$2.1M	0.06%	523
2025 Q1	–	Sell	-38,273	Closed	-$3.02M	–	991
2024 Q4	$3.02M	Buy	38,273 +31,792	+491%	+$2.46M	0.13%	309
2024 Q3	$482K	Buy	+6,481	New	+$566K	0.02%	706
2023 Q4	–	Sell	-14,419	Closed	-$1.18M	–	998
2023 Q3	$1.18M	Buy	+14,419	New	+$1.09M	0.09%	350

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

Edgestream Partners's OKTA Position: Q1 2026 in Review

Edgestream Partners reduced its Okta (OKTA) stake by 57% in Q1 2026, selling an estimated $2.28M and leaving 20,373 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #547.

Edgestream Partners first reported a position in OKTA in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.14M in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Edgestream Partners held 20,373 shares of Okta worth $1.6M as of Q1 2026.
Edgestream Partners sold 27,490 Okta shares in Q1 2026, an estimated $2.28M.
Okta made up 0.05% of Edgestream Partners's portfolio in Q1 2026, its #547 holding.
Edgestream Partners first reported a position in Okta in Q3 2023 and has held it in 6 quarters since.
Edgestream Partners's Okta position peaked at $4.14M in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.