HighTower Advisors’s Okta OKTA Stock Holding History

HighTower 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
2023 Q1	–	Sell	-7	Closed	-$4.15K	–	3592
2022 Q4	$4.15K	Sell	7 -150	-96%	-$8.56K	﹤0.01%	3227
2022 Q3	$50K	Sell	157 -9,843	-98%	-$847K	﹤0.01%	2886
2022 Q2	$116K	Buy	+10,000	New	+$1.08M	﹤0.01%	2763
2022 Q1	–	Sell	-200	Closed	-$4K	–	3602
2021 Q4	$4K	Sell	200 -39,800	-100%	-$9.48M	﹤0.01%	3209
2021 Q3	$1K	Buy	+40,000	New	+$9.93M	﹤0.01%	3141
2021 Q1	–	Sell	-4	Closed	-$3K	–	3207
2020 Q4	$3K	Sell	4 -29,996	-100%	-$7.13M	﹤0.01%	2553
2020 Q3	$7K	Buy	30,000 +5,000	+20%	+$1.04M	﹤0.01%	2444
2020 Q2	$11K	Hold	25,000	–	–	﹤0.01%	2306
2020 Q1	$4K	Buy	+25,000	New	+$3.14M	﹤0.01%	2152
2019 Q4	–	Sell	-200	Closed	-$2K	–	2494
2019 Q3	$2K	Buy	+200	New	+$25K	﹤0.01%	2370

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

HighTower Advisors's OKTA Position: Q1 2026 in Review

HighTower Advisors reduced its Okta (OKTA) stake by 86% in Q1 2026, selling an estimated $4.15M and leaving 8,302 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

HighTower Advisors first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. The position peaked at $19.8M in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

HighTower Advisors held 8,302 shares of Okta worth $653K as of Q1 2026.
HighTower Advisors sold 49,955 Okta shares in Q1 2026, an estimated $4.15M.
Okta made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2496 holding.
HighTower Advisors first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
HighTower Advisors's Okta position peaked at $19.8M in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.