Knollwood Investment Advisory’s Okta OKTA Stock Holding History

Knollwood Investment Advisory’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	-3,809	Closed	-$329K	–	313
2025 Q4	$329K	Hold	3,809	–	–	0.03%	274
2025 Q3	$349K	Hold	3,809	–	–	0.03%	295
2025 Q2	$381K	Hold	3,809	–	–	0.04%	282
2025 Q1	$401K	Buy	+3,809	New	+$372K	0.04%	276
2024 Q4	–	Sell	-18,369	Closed	-$1.37M	–	363
2024 Q3	$1.37M	Hold	18,369	–	–	0.15%	160
2024 Q2	$1.72M	Hold	18,369	–	–	0.19%	127
2024 Q1	$1.92M	Buy	18,369 +2,184	+13%	+$201K	0.35%	47
2023 Q4	$1.47M	Sell	16,185 -56	-0.3%	-$4.27K	0.3%	70
2023 Q3	$1.32M	Hold	16,241	–	–	0.62%	46
2023 Q2	$1.13M	Hold	16,241	–	–	0.38%	72
2023 Q1	$1.4M	Buy	16,241 +3,125	+24%	+$238K	0.27%	59
2022 Q4	$896K	Buy	+13,116	New	+$749K	0.35%	70

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Knollwood Investment Advisory's OKTA Position: Q1 2026 in Review

Knollwood Investment Advisory sold out of Okta (OKTA) in Q1 2026, closing a stake of 3,809 shares — an estimated $329K sold.

Knollwood Investment Advisory first reported a position in OKTA in Q4 2022 and held it in 12 quarters. The position peaked at $1.92M in Q1 2024. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Knollwood Investment Advisory reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Knollwood Investment Advisory sold 3,809 Okta shares in Q1 2026, an estimated $329K.
Knollwood Investment Advisory first reported a position in Okta in Q4 2022 and held it in 12 quarters.
Knollwood Investment Advisory's Okta position peaked at $1.92M in Q1 2024.
732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.