IFS Advisors’s Okta OKTA Stock Holding History

IFS 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
2026 Q1	$2.36K	Hold	30	–	–	﹤0.01%	178
2025 Q4	$2.59K	Hold	30	–	–	﹤0.01%	151
2025 Q3	$2.75K	Hold	30	–	–	﹤0.01%	139
2025 Q2	$3K	Hold	30	–	–	﹤0.01%	126
2025 Q1	$3.16K	Hold	30	–	–	﹤0.01%	143
2024 Q4	$2.36K	Hold	30	–	–	﹤0.01%	142
2024 Q3	$2.23K	Hold	30	–	–	﹤0.01%	121
2024 Q2	$2.81K	Hold	30	–	–	﹤0.01%	108
2024 Q1	$3.14K	Hold	30	–	–	﹤0.01%	105
2023 Q4	$2.71K	Hold	30	–	–	﹤0.01%	104
2023 Q3	$2.44K	Hold	30	–	–	﹤0.01%	100
2023 Q2	$2.08K	Buy	+30	New	+$2.28K	0.01%	104

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

IFS Advisors's OKTA Position: Q1 2026 in Review

IFS Advisors held its Okta (OKTA) position steady in Q1 2026 at 30 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

IFS Advisors first reported a position in OKTA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.16K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

IFS Advisors held 30 shares of Okta worth $2.36K as of Q1 2026.
IFS Advisors left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #178 holding.
IFS Advisors first reported a position in Okta in Q2 2023 and has held it in 12 quarters since.
IFS Advisors's Okta position peaked at $3.16K in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.