Gilbert & Cook’s Okta OKTA Stock Holding History

Gilbert & Cook’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	$574K	Sell	7,287 -76	-1%	-$6.31K	0.07%	136
2025 Q4	$637K	Buy	7,363 +39	+0.5%	+$3.4K	0.08%	128
2025 Q3	$672K	Sell	7,324 -2,151	-23%	-$201K	0.09%	112
2025 Q2	$947K	Buy	9,475 +198	+2%	+$21.1K	0.13%	72
2025 Q1	$976K	Sell	9,277 -42	-0.5%	-$4.1K	0.14%	70
2024 Q4	$734K	Sell	9,319 -4,343	-32%	-$337K	0.1%	96
2024 Q3	$1.02M	Sell	13,662 -368	-3%	-$32.2K	0.14%	68
2024 Q2	$1.31M	Sell	14,030 -1,407	-9%	-$133K	0.19%	42
2024 Q1	$1.61M	Buy	15,437 +241	+2%	+$22.2K	0.22%	39
2023 Q4	$1.38M	Buy	15,196 +2,676	+21%	+$204K	0.19%	47
2023 Q3	$1.02M	Buy	12,520 +8,384	+203%	+$636K	0.16%	53
2023 Q2	$287K	Buy	+4,136	New	+$314K	0.05%	172

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

Gilbert & Cook's OKTA Position: Q1 2026 in Review

Gilbert & Cook reduced its Okta (OKTA) stake by 1% in Q1 2026, selling an estimated $6.31K and leaving 7,287 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #136.

Gilbert & Cook first reported a position in OKTA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Gilbert & Cook held 7,287 shares of Okta worth $574K as of Q1 2026.
Gilbert & Cook sold 76 Okta shares in Q1 2026, an estimated $6.31K.
Okta made up 0.07% of Gilbert & Cook's portfolio in Q1 2026, its #136 holding.
Gilbert & Cook first reported a position in Okta in Q2 2023 and has held it in 12 quarters since.
Gilbert & Cook's Okta position peaked at $1.61M in Q1 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.