Financial Perspectives’s Okta OKTA Stock Holding History

Financial Perspectives’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	$11.6K	Hold	147	–	–	﹤0.01%	518
2025 Q4	$12.7K	Hold	147	–	–	﹤0.01%	496
2025 Q3	$13.5K	Hold	147	–	–	﹤0.01%	484
2025 Q2	$14.7K	Hold	147	–	–	﹤0.01%	458
2025 Q1	$15.5K	Sell	147 -4	-3%	-$391	0.01%	441
2024 Q4	$11.9K	Hold	151	–	–	﹤0.01%	486
2024 Q3	$11.2K	Hold	151	–	–	﹤0.01%	464
2024 Q2	$14.1K	Hold	151	–	–	0.01%	428
2024 Q1	$15.8K	Hold	151	–	–	0.01%	406
2023 Q4	$13.7K	Hold	151	–	–	0.01%	429
2023 Q3	$12.3K	Hold	151	–	–	0.01%	421
2023 Q2	$10.5K	Hold	151	–	–	﹤0.01%	444
2023 Q1	$13K	Hold	151	–	–	0.01%	416
2022 Q4	$10.3K	Buy	151 +147	+3,675%	+$8.39K	0.01%	440
2022 Q3	$227	Hold	4	–	–	﹤0.01%	673
2022 Q2	$362	Hold	4	–	–	﹤0.01%	662
2022 Q1	$604	Hold	4	–	–	﹤0.01%	655
2021 Q4	$897	Hold	4	–	–	﹤0.01%	610
2021 Q3	$949	Buy	+4	New	+$993	﹤0.01%	618

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Perspectives's OKTA Position: Q1 2026 in Review

Financial Perspectives held its Okta (OKTA) position steady in Q1 2026 at 147 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Financial Perspectives first reported a position in OKTA in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.8K in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Financial Perspectives held 147 shares of Okta worth $11.6K as of Q1 2026.
Financial Perspectives left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #518 holding.
Financial Perspectives first reported a position in Okta in Q3 2021 and has held it in 19 quarters since.
Financial Perspectives's Okta position peaked at $15.8K in Q1 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.