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Evanson Asset Management’s Okta OKTA Stock Holding History

Evanson Asset Management’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 		$577K Hold
7,337
– – 0.03% 178
2025
Q4 		$634K Hold
7,337
– – 0.03% 175
2025
Q3 		$673K Buy
7,337
+1,093
+18% +$102K 0.04% 174
2025
Q2 		$624K Hold
6,244
– – 0.04% 176
2025
Q1 		$657K Buy
6,244
+2,962
+90% +$289K 0.05% 152
2024
Q4 		$259K Buy
+3,282
New +$254K 0.02% 264

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

Evanson Asset Management's OKTA Position: Q1 2026 in Review

Evanson Asset Management held its Okta (OKTA) position steady in Q1 2026 at 7,337 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #178.

Evanson Asset Management first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $673K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Evanson Asset Management held 7,337 shares of Okta worth $577K as of Q1 2026.
  • Evanson Asset Management left its Okta share count unchanged in Q1 2026.
  • Okta made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #178 holding.
  • Evanson Asset Management first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
  • Evanson Asset Management's Okta position peaked at $673K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.