EI
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EFG International’s Okta OKTA Stock Holding History

EFG International’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 		$43.3K Sell
550
-157
-22% -$13K ﹤0.01% 738
2025
Q4 		$61.3K Buy
+707
New +$61.7K ﹤0.01% 649

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

EFG International's OKTA Position: Q1 2026 in Review

EFG International reduced its Okta (OKTA) stake by 22% in Q1 2026, selling an estimated $13K and leaving 550 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

EFG International first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.3K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • EFG International held 550 shares of Okta worth $43.3K as of Q1 2026.
  • EFG International sold 157 Okta shares in Q1 2026, an estimated $13K.
  • Okta made up ﹤0.01% of EFG International's portfolio in Q1 2026, its #738 holding.
  • EFG International first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
  • EFG International's Okta position peaked at $61.3K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.