Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Okta OKTA Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-90,368
Closed -$7.81M – 1440
2025
Q4 		$7.81M Buy
90,368
+20,894
+30% +$1.82M 0.03% 291
2025
Q3 		$6.37M Buy
69,474
+3,630
+6% +$339K 0.02% 301
2025
Q2 		$6.58M Buy
65,844
+63,669
+2,927% +$6.8M 0.02% 297
2025
Q1 		$229K Buy
+2,175
New +$212K ﹤0.01% 1426

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's OKTA Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Okta (OKTA) in Q1 2026, closing a stake of 90,368 shares — an estimated $7.81M sold.

Envestnet Portfolio Solutions first reported a position in OKTA in Q1 2025 and held it in 4 quarters. The position peaked at $7.81M in Q4 2025. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 90,368 Okta shares in Q1 2026, an estimated $7.81M.
  • Envestnet Portfolio Solutions first reported a position in Okta in Q1 2025 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Okta position peaked at $7.81M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.