First Trust Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $330M | Sell |
4,194,608
-1,835,482
| -30% | -$152M | 0.24% | 109 |
|
|
2025
Q4 | $521M | Buy |
6,030,090
+1,326,051
| +28% | +$116M | 0.38% | 51 |
|
|
2025
Q3 | $431M | Sell |
4,704,039
-197,084
| -4% | -$18.4M | 0.32% | 66 |
|
|
2025
Q2 | $490M | Buy |
4,901,123
+407,087
| +9% | +$43.5M | 0.39% | 39 |
|
|
2025
Q1 | $473M | Buy |
4,494,036
+788,948
| +21% | +$77.1M | 0.42% | 36 |
|
|
2024
Q4 | $292M | Sell |
3,705,088
-53,321
| -1% | -$4.13M | 0.26% | 92 |
|
|
2024
Q3 | $279M | Sell |
3,758,409
-110,239
| -3% | -$9.63M | 0.27% | 95 |
|
|
2024
Q2 | $362M | Buy |
3,868,648
+564,696
| +17% | +$53.5M | 0.37% | 44 |
|
|
2024
Q1 | $346M | Sell |
3,303,952
-781,478
| -19% | -$72.1M | 0.35% | 45 |
|
|
2023
Q4 | $370M | Buy |
4,085,430
+897,216
| +28% | +$68.4M | 0.4% | 36 |
|
|
2023
Q3 | $260M | Buy |
3,188,214
+106,054
| +3% | +$8.04M | 0.31% | 65 |
|
|
2023
Q2 | $214M | Sell |
3,082,160
-88,366
| -3% | -$6.71M | 0.24% | 105 |
|
|
2023
Q1 | $273M | Sell |
3,170,526
-686,917
| -18% | -$52.3M | 0.32% | 57 |
|
|
2022
Q4 | $264M | Buy |
3,857,443
+83,072
| +2% | +$4.74M | 0.31% | 63 |
|
|
2022
Q3 | $215M | Buy |
3,774,371
+267,321
| +8% | +$23M | 0.28% | 86 |
|
|
2022
Q2 | $317M | Buy |
3,507,050
+1,186,249
| +51% | +$128M | 0.39% | 29 |
|
|
2022
Q1 | $350M | Buy |
2,320,801
+89,070
| +4% | +$16M | 0.36% | 41 |
|
|
2021
Q4 | $500M | Sell |
2,231,731
-270,006
| -11% | -$64.3M | 0.49% | 25 |
|
|
2021
Q3 | $594M | Buy |
2,501,737
+70,690
| +3% | +$17.6M | 0.64% | 11 |
|
|
2021
Q2 | $595M | Buy |
2,431,047
+582,509
| +32% | +$141M | 0.64% | 12 |
|
|
2021
Q1 | $407M | Sell |
1,848,538
-86,127
| -4% | -$21.6M | 0.49% | 24 |
|
|
2020
Q4 | $492M | Sell |
1,934,665
-82,642
| -4% | -$19.6M | 0.65% | 15 |
|
|
2020
Q3 | $431M | Sell |
2,017,307
-143,882
| -7% | -$30M | 0.69% | 18 |
|
|
2020
Q2 | $433M | Sell |
2,161,189
-176,526
| -8% | -$30M | 0.75% | 15 |
|
|
2020
Q1 | $286M | Sell |
2,337,715
-93,236
| -4% | -$11.7M | 0.65% | 16 |
|
|
2019
Q4 | $280M | Sell |
2,430,951
-54,871
| -2% | -$6.32M | 0.48% | 23 |
|
|
2019
Q3 | $245M | Sell |
2,485,822
-177,331
| -7% | -$22.1M | 0.46% | 25 |
|
|
2019
Q2 | $329M | Sell |
2,663,153
-7,795
| -0.3% | -$846K | 0.62% | 17 |
|
|
2019
Q1 | $221M | Buy |
2,670,948
+107,132
| +4% | +$8.48M | 0.44% | 30 |
|
|
2018
Q4 | $164M | Sell |
2,563,816
-515,152
| -17% | -$30.5M | 0.39% | 36 |
|
|
2018
Q3 | $217M | Buy |
3,078,968
+792,481
| +35% | +$47.2M | 0.4% | 32 |
|
|
2018
Q2 | $115M | Buy |
+2,286,487
| New | +$109M | 0.24% | 76 |
|
Other funds holding OKTA
VPM
VCM
First Trust Advisors's OKTA Position: Q1 2026 in Review
First Trust Advisors reduced its Okta (OKTA) stake by 30% in Q1 2026, selling an estimated $152M and leaving 4,194,608 shares worth $330M. The position accounts for 0.24% of the portfolio, ranked #109.
First Trust Advisors first reported a position in OKTA in Q2 2018 and has held it in 32 quarters since. The position peaked at $595M in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- First Trust Advisors held 4,194,608 shares of Okta worth $330M as of Q1 2026.
- First Trust Advisors sold 1,835,482 Okta shares in Q1 2026, an estimated $152M.
- Okta made up 0.24% of First Trust Advisors's portfolio in Q1 2026, its #109 holding.
- First Trust Advisors first reported a position in Okta in Q2 2018 and has held it in 32 quarters since.
- First Trust Advisors's Okta position peaked at $595M in Q2 2021.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.