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IQ EQ Fund Management’s Okta OKTA Stock Holding History

IQ EQ Fund Management’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 		$4.71M Sell
59,781
-102
-0.2% -$8.46K 0.36% 84
2025
Q4 		$5.18M Buy
59,883
+7,435
+14% +$649K 0.36% 80
2025
Q3 		$4.81M Buy
52,448
+960
+2% +$89.6K 0.33% 93
2025
Q2 		$5.15M Sell
51,488
-12,475
-20% -$1.33M 0.46% 71
2025
Q1 		$6.73M Sell
63,963
-1,968
-3% -$192K 0.79% 30
2024
Q4 		$5.2M Buy
65,931
+3,558
+6% +$276K 0.61% 48
2024
Q3 		$4.64M Sell
62,373
-4,824
-7% -$422K 0.48% 62
2024
Q2 		$6.29M Sell
67,197
-15,233
-18% -$1.44M 0.72% 36
2024
Q1 		$8.62M Sell
82,430
-1,019
-1% -$94K 0.98% 19
2023
Q4 		$7.55M Buy
83,449
+6,254
+8% +$477K 0.89% 23
2023
Q3 		$6.29M Sell
77,195
-4,764
-6% -$361K 1.29% 11
2023
Q2 		$5.68M Buy
81,959
+2,272
+3% +$173K 1.08% 26
2023
Q1 		$6.87M Buy
79,687
+7,836
+11% +$597K 1.32% 14
2022
Q4 		$4.91M Buy
71,851
+27,863
+63% +$1.59M 1.01% 33
2022
Q3 		$2.5M Buy
43,988
+5,316
+14% +$457K 0.56% 64
2022
Q2 		$3.5M Buy
38,672
+18,583
+93% +$2.01M 0.69% 49
2022
Q1 		$3.03M Buy
20,089
+4,029
+25% +$722K 0.49% 77
2021
Q4 		$3.6M Buy
16,060
+1,594
+11% +$380K 0.55% 62
2021
Q3 		$3.43M Buy
14,466
+936
+7% +$232K 0.52% 68
2021
Q2 		$3.31M Buy
13,530
+4,669
+53% +$1.13M 0.51% 68
2021
Q1 		$1.95M Buy
8,861
+3,255
+58% +$818K 0.34% 112
2020
Q4 		$1.43M Buy
5,606
+1,712
+44% +$407K 0.33% 94
2020
Q3 		$833K Buy
3,894
+2,046
+111% +$427K 0.25% 91
2020
Q2 		$370K Buy
+1,848
New +$314K 0.12% 117

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

IQ EQ Fund Management's OKTA Position: Q1 2026 in Review

IQ EQ Fund Management reduced its Okta (OKTA) stake by 0.17% in Q1 2026, selling an estimated $8.46K and leaving 59,781 shares worth $4.71M. The position accounts for 0.36% of the portfolio, ranked #84.

IQ EQ Fund Management first reported a position in OKTA in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.62M in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • IQ EQ Fund Management held 59,781 shares of Okta worth $4.71M as of Q1 2026.
  • IQ EQ Fund Management sold 102 Okta shares in Q1 2026, an estimated $8.46K.
  • Okta made up 0.36% of IQ EQ Fund Management's portfolio in Q1 2026, its #84 holding.
  • IQ EQ Fund Management first reported a position in Okta in Q2 2020 and has held it in 24 quarters since.
  • IQ EQ Fund Management's Okta position peaked at $8.62M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.