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Independent Advisor Alliance’s Okta OKTA Stock Holding History

Independent Advisor Alliance’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 		$718K Buy
9,127
+1,214
+15% +$101K 0.01% 981
2025
Q4 		$684K Buy
7,913
+1,251
+19% +$109K 0.02% 568
2025
Q3 		$611K Buy
6,662
+1,394
+26% +$130K 0.02% 565
2025
Q2 		$527K Sell
5,268
-20
-0.4% -$2.14K 0.02% 574
2025
Q1 		$556K Sell
5,288
-288
-5% -$28.1K 0.02% 502
2024
Q4 		$439K Sell
5,576
-310
-5% -$24K 0.01% 997
2024
Q3 		$438K Sell
5,886
-463
-7% -$40.5K 0.02% 485
2024
Q2 		$594K Buy
6,349
+258
+4% +$24.4K 0.02% 425
2024
Q1 		$637K Buy
6,091
+404
+7% +$37.3K 0.02% 406
2023
Q4 		$515K Sell
5,687
-8
-0.1% -$610 0.02% 436
2023
Q3 		$464K Sell
5,695
-19,253
-77% -$1.46M 0.02% 425
2023
Q2 		$1.73M Buy
24,948
+15,842
+174% +$1.2M 0.08% 220
2023
Q1 		$785K Buy
+9,106
New +$693K 0.04% 331
2022
Q4 		– Sell
-10,026
Closed -$570K – 566
2022
Q3 		$570K Sell
10,026
-698
-7% -$60.1K 0.03% 340
2022
Q2 		$969K Sell
10,724
-1,006
-9% -$109K 0.05% 270
2022
Q1 		$1.77M Sell
11,730
-426
-4% -$76.4K 0.09% 202
2021
Q4 		$2.73M Buy
12,156
+608
+5% +$145K 0.13% 127
2021
Q3 		$2.74M Buy
11,548
+118
+1% +$29.3K 0.15% 126
2021
Q2 		$2.8M Buy
11,430
+1,264
+12% +$305K 0.15% 137
2021
Q1 		$2.24M Buy
10,166
+5,392
+113% +$1.36M 0.13% 143
2020
Q4 		$1.21M Sell
4,774
-11
-0.2% -$2.62K 0.08% 184
2020
Q3 		$1.02M Buy
4,785
+83
+2% +$17.3K 0.08% 179
2020
Q2 		$941K Sell
4,702
-856
-15% -$145K 0.1% 166
2020
Q1 		$679K Buy
5,558
+1,997
+56% +$251K 0.1% 171
2019
Q4 		$411K Buy
3,561
+382
+12% +$44K 0.02% 580
2019
Q3 		$313K Sell
3,179
-607
-16% -$75.8K 0.04% 329
2019
Q2 		$468K Sell
3,786
-337
-8% -$36.6K 0.07% 230
2019
Q1 		$341K Buy
4,123
+100
+2% +$7.92K 0.05% 290
2018
Q4 		$257K Buy
+4,023
New +$238K 0.05% 318

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

Independent Advisor Alliance's OKTA Position: Q1 2026 in Review

Independent Advisor Alliance increased its Okta (OKTA) stake by 15% in Q1 2026, buying an estimated $101K and bringing the position to 9,127 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #981.

Independent Advisor Alliance first reported a position in OKTA in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.8M in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Independent Advisor Alliance held 9,127 shares of Okta worth $718K as of Q1 2026.
  • Independent Advisor Alliance bought 1,214 Okta shares in Q1 2026, an estimated $101K.
  • Okta made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #981 holding.
  • Independent Advisor Alliance first reported a position in Okta in Q4 2018 and has held it in 29 quarters since.
  • Independent Advisor Alliance's Okta position peaked at $2.8M in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.