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Greenvale Capital’s Okta OKTA Stock Holding History

Greenvale Capital’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 		$86.6M Buy
1,100,000
+155,000
+16% +$12.9M 9.49% 5
2025
Q4 		$81.7M Buy
945,000
+205,000
+28% +$17.9M 7.43% 4
2025
Q3 		$67.9M Buy
+740,000
New +$69.1M 5.34% 8

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

Greenvale Capital's OKTA Position: Q1 2026 in Review

Greenvale Capital increased its Okta (OKTA) stake by 16% in Q1 2026, buying an estimated $12.9M and bringing the position to 1,100,000 shares worth $86.6M. The position accounts for 9.49% of the portfolio, ranked #5.

Greenvale Capital first reported a position in OKTA in Q3 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Greenvale Capital held 1,100,000 shares of Okta worth $86.6M as of Q1 2026.
  • Greenvale Capital bought 155,000 Okta shares in Q1 2026, an estimated $12.9M.
  • Okta made up 9.49% of Greenvale Capital's portfolio in Q1 2026, its #5 holding.
  • Greenvale Capital first reported a position in Okta in Q3 2025 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Greenvale Capital's 13F filing for Q1 2026, filed 15 May 2026.