Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Okta OKTA Stock Holding History

Jacobs Levy Equity 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 		– Sell
-24,736
Closed -$2.14M – 1036
2025
Q4 		$2.14M Buy
+24,736
New +$2.16M 0.01% 569
2023
Q4 		– Sell
-709,627
Closed -$57.8M – 1054
2023
Q3 		$57.8M Sell
709,627
-162,632
-19% -$12.3M 0.34% 70
2023
Q2 		$60.5M Buy
872,259
+862,171
+8,547% +$65.5M 0.35% 77
2023
Q1 		$870K Buy
10,088
+3,859
+62% +$294K 0.01% 724
2022
Q4 		$426K Sell
6,229
-3,102
-33% -$177K ﹤0.01% 812
2022
Q3 		$531K Buy
+9,331
New +$803K ﹤0.01% 821

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

Jacobs Levy Equity Management's OKTA Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 24,736 shares — an estimated $2.14M sold.

Jacobs Levy Equity Management first reported a position in OKTA in Q3 2022 and held it in 6 quarters. The position peaked at $60.5M in Q2 2023. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 24,736 Okta shares in Q1 2026, an estimated $2.14M.
  • Jacobs Levy Equity Management first reported a position in Okta in Q3 2022 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Okta position peaked at $60.5M in Q2 2023.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.