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Fulcrum Asset Management’s Okta OKTA Stock Holding History

Fulcrum Asset 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 		$160K Buy
2,116
+136
+7% +$11.3K 0.02% 161
2025
Q4 		$173K Sell
1,980
-37
-2% -$3.23K 0.05% 123
2025
Q3 		$185K Sell
2,017
-4,434
-69% -$414K 0.05% 121
2025
Q2 		$645K Buy
+6,451
New +$689K 0.18% 93

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

Fulcrum Asset Management's OKTA Position: Q1 2026 in Review

Fulcrum Asset Management increased its Okta (OKTA) stake by 6.9% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,116 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #161.

Fulcrum Asset Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $645K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Fulcrum Asset Management held 2,116 shares of Okta worth $160K as of Q1 2026.
  • Fulcrum Asset Management bought 136 Okta shares in Q1 2026, an estimated $11.3K.
  • Okta made up 0.02% of Fulcrum Asset Management's portfolio in Q1 2026, its #161 holding.
  • Fulcrum Asset Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Okta position peaked at $645K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.