EI
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Ethic Inc’s Okta OKTA Stock Holding History

Ethic Inc’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 		$1.3M Buy
16,566
+3,367
+26% +$279K 0.02% 575
2025
Q4 		$1.14M Sell
13,199
-326
-2% -$28.4K 0.02% 599
2025
Q3 		$1.24M Sell
13,525
-4,553
-25% -$425K 0.02% 567
2025
Q2 		$1.78M Buy
18,078
+3,180
+21% +$340K 0.03% 464
2025
Q1 		$1.56M Buy
14,898
+6,113
+70% +$597K 0.03% 473
2024
Q4 		$692K Sell
8,785
-2,606
-23% -$202K 0.01% 700
2024
Q3 		$1.19M Sell
11,391
-204
-2% -$17.8K 0.03% 522
2024
Q2 		$1.09M Buy
11,595
+204
+2% +$19.3K 0.03% 542
2024
Q1 		$1.19M Buy
11,391
+4,549
+66% +$420K 0.03% 525
2023
Q4 		$619K Buy
6,842
+664
+11% +$50.7K 0.02% 670
2023
Q3 		$504K Sell
6,178
-3,248
-34% -$246K 0.02% 680
2023
Q2 		$654K Sell
9,426
-4,052
-30% -$308K 0.02% 569
2023
Q1 		$1.16M Buy
13,478
+2,054
+18% +$156K 0.05% 411
2022
Q4 		$781K Buy
11,424
+4,467
+64% +$255K 0.04% 436
2022
Q3 		$396K Sell
6,957
-1,177
-14% -$101K 0.03% 557
2022
Q2 		$735K Sell
8,134
-69
-0.8% -$7.45K 0.05% 380
2022
Q1 		$1.24M Buy
8,203
+482
+6% +$86.4K 0.09% 279
2021
Q4 		$1.73M Buy
7,721
+1,124
+17% +$268K 0.13% 190
2021
Q3 		$1.57M Buy
6,597
+3,880
+143% +$963K 0.16% 163
2021
Q2 		$665K Buy
2,717
+678
+33% +$164K 0.08% 287
2021
Q1 		$449K Buy
2,039
+124
+6% +$31.2K 0.08% 298
2020
Q4 		$487K Buy
1,915
+708
+59% +$168K 0.13% 212
2020
Q3 		$258K Buy
+1,207
New +$252K 0.1% 255

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

Ethic Inc's OKTA Position: Q1 2026 in Review

Ethic Inc increased its Okta (OKTA) stake by 26% in Q1 2026, buying an estimated $279K and bringing the position to 16,566 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #575.

Ethic Inc first reported a position in OKTA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Ethic Inc held 16,566 shares of Okta worth $1.3M as of Q1 2026.
  • Ethic Inc bought 3,367 Okta shares in Q1 2026, an estimated $279K.
  • Okta made up 0.02% of Ethic Inc's portfolio in Q1 2026, its #575 holding.
  • Ethic Inc first reported a position in Okta in Q3 2020 and has held it in 23 quarters since.
  • Ethic Inc's Okta position peaked at $1.78M in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.