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Everence Capital Management’s Okta OKTA Stock Holding History

Everence Capital 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 		$402K Buy
5,102
+1,553
+44% +$129K 0.02% 444
2025
Q4 		$307K Sell
3,549
-5,300
-60% -$463K 0.02% 575
2025
Q3 		$811K Buy
8,849
+3,549
+67% +$331K 0.05% 276
2025
Q2 		$530K Hold
5,300
– – 0.03% 360
2025
Q1 		$558K Buy
5,300
+790
+18% +$77.2K 0.04% 340
2024
Q4 		$355K Buy
+4,510
New +$350K 0.02% 495

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

Everence Capital Management's OKTA Position: Q1 2026 in Review

Everence Capital Management increased its Okta (OKTA) stake by 44% in Q1 2026, buying an estimated $129K and bringing the position to 5,102 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #444.

Everence Capital Management first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $811K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Everence Capital Management held 5,102 shares of Okta worth $402K as of Q1 2026.
  • Everence Capital Management bought 1,553 Okta shares in Q1 2026, an estimated $129K.
  • Okta made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #444 holding.
  • Everence Capital Management first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
  • Everence Capital Management's Okta position peaked at $811K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.