Frank Rimerman Advisors’s Okta OKTA Stock Holding History

Frank Rimerman Advisors’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	–	Sell	-4,606	Closed	-$398K	–	633
2025 Q4	$398K	Buy	+4,606	New	+$402K	0.03%	437
2025 Q3	–	Sell	-4,340	Closed	-$434K	–	617
2025 Q2	$434K	Sell	4,340 -159	-4%	-$17K	0.03%	376
2025 Q1	$473K	Buy	4,499 +34	+0.8%	+$3.32K	0.04%	318
2024 Q4	$352K	Buy	4,465 +105	+2%	+$8.14K	0.03%	380
2024 Q3	$324K	Sell	4,360 -34	-0.8%	-$2.97K	0.02%	406
2024 Q2	$411K	Buy	4,394 +747	+20%	+$70.7K	0.03%	381
2024 Q1	$382K	Hold	3,647	–	–	0.07%	72
2023 Q4	$330K	Hold	3,647	–	–	0.07%	79
2023 Q3	$297K	Sell	3,647 -3,283	-47%	-$249K	0.07%	74
2023 Q2	$481K	Hold	6,930	–	–	0.11%	59
2023 Q1	$598K	Hold	6,930	–	–	0.17%	55
2022 Q4	$474K	Hold	6,930	–	–	0.15%	53
2022 Q3	$394K	Buy	+6,930	New	+$596K	0.14%	55
2021 Q4	–	Sell	-1,160	Closed	-$275K	–	121
2021 Q3	$275K	Hold	1,160	–	–	0.11%	92
2021 Q2	$284K	Hold	1,160	–	–	0.11%	73
2021 Q1	$256K	Hold	1,160	–	–	0.11%	74
2020 Q4	$295K	Buy	+1,160	New	+$276K	0.13%	71

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

Frank Rimerman Advisors's OKTA Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Okta (OKTA) in Q1 2026, closing a stake of 4,606 shares — an estimated $398K sold.

Frank Rimerman Advisors first reported a position in OKTA in Q4 2020 and held it in 17 quarters. The position peaked at $598K in Q1 2023. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Frank Rimerman Advisors reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 4,606 Okta shares in Q1 2026, an estimated $398K.
Frank Rimerman Advisors first reported a position in Okta in Q4 2020 and held it in 17 quarters.
Frank Rimerman Advisors's Okta position peaked at $598K in Q1 2023.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.