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Financial Consulate’s Okta OKTA Stock Holding History

Financial Consulate’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 		$2.91K Sell
37
-100
-73% -$8.3K ﹤0.01% 903
2025
Q4 		$11.8K Sell
137
-300
-69% -$26.2K ﹤0.01% 580
2025
Q3 		$40.1K Buy
+437
New +$40.8K 0.01% 345
2022
Q1 		– Sell
-990
Closed -$222K – 143
2021
Q4 		$222K Buy
990
+65
+7% +$15.5K 0.08% 127
2021
Q3 		$220K Buy
925
+57
+7% +$14.2K 0.08% 122
2021
Q2 		$212K Buy
+868
New +$210K 0.08% 120

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

Financial Consulate's OKTA Position: Q1 2026 in Review

Financial Consulate reduced its Okta (OKTA) stake by 73% in Q1 2026, selling an estimated $8.3K and leaving 37 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Financial Consulate first reported a position in OKTA in Q2 2021 and has held it in 6 quarters since. The position peaked at $222K in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Financial Consulate held 37 shares of Okta worth $2.91K as of Q1 2026.
  • Financial Consulate sold 100 Okta shares in Q1 2026, an estimated $8.3K.
  • Okta made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #903 holding.
  • Financial Consulate first reported a position in Okta in Q2 2021 and has held it in 6 quarters since.
  • Financial Consulate's Okta position peaked at $222K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.