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High Note Wealth’s Okta OKTA Stock Holding History

High Note Wealth’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 		$2.13K Buy
27
+3
+13% +$249 ﹤0.01% 772
2025
Q4 		$2.08K Sell
24
-26
-52% -$2.27K ﹤0.01% 752
2025
Q3 		$4.58K Buy
50
+5
+11% +$467 ﹤0.01% 509
2025
Q2 		$4.5K Buy
+45
New +$4.81K ﹤0.01% 471

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

High Note Wealth's OKTA Position: Q1 2026 in Review

High Note Wealth increased its Okta (OKTA) stake by 13% in Q1 2026, buying an estimated $249 and bringing the position to 27 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

High Note Wealth first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.58K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • High Note Wealth held 27 shares of Okta worth $2.13K as of Q1 2026.
  • High Note Wealth bought 3 Okta shares in Q1 2026, an estimated $249.
  • Okta made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #772 holding.
  • High Note Wealth first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • High Note Wealth's Okta position peaked at $4.58K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.