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Larson Financial Group’s Okta OKTA Stock Holding History

Larson Financial Group’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 		$246K Buy
3,131
+2,565
+453% +$213K 0.01% 656
2025
Q4 		$48.9K Sell
566
-593
-51% -$51.7K ﹤0.01% 1238
2025
Q3 		$106K Buy
1,159
+589
+103% +$55K ﹤0.01% 875
2025
Q2 		$57K Sell
570
-137
-19% -$14.6K ﹤0.01% 1026
2025
Q1 		$74.4K Buy
707
+689
+3,828% +$67.3K ﹤0.01% 879
2024
Q4 		$1.42K Sell
18
-14
-44% -$1.08K ﹤0.01% 1953
2024
Q3 		$2.38K Buy
32
+19
+146% +$1.66K ﹤0.01% 1825
2024
Q2 		$1.22K Buy
13
+12
+1,200% +$1.14K ﹤0.01% 1671
2024
Q1 		$105 Hold
1
– – ﹤0.01% 1698
2023
Q4 		$91 Buy
+1
New +$76 ﹤0.01% 1719
2023
Q1 		– Sell
-16
Closed -$1.09K – 1588
2022
Q4 		$1.09K Hold
16
– – ﹤0.01% 1281
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1225
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1126
2022
Q1 		$2K Sell
16
-4
-20% -$717 ﹤0.01% 927
2021
Q4 		$4K Buy
20
+4
+25% +$953 ﹤0.01% 860
2021
Q3 		$4K Hold
16
– – ﹤0.01% 723
2021
Q2 		$4K Sell
16
-85
-84% -$20.5K ﹤0.01% 655
2021
Q1 		$22K Hold
101
– – 0.01% 394
2020
Q4 		$26K Hold
101
– – 0.01% 319
2020
Q3 		$22K Hold
101
– – 0.01% 303
2020
Q2 		$20K Buy
+101
New +$17.1K 0.01% 285

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

Larson Financial Group's OKTA Position: Q1 2026 in Review

Larson Financial Group increased its Okta (OKTA) stake by 453% in Q1 2026, buying an estimated $213K and bringing the position to 3,131 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #656.

Larson Financial Group first reported a position in OKTA in Q2 2020 and has held it in 21 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Larson Financial Group held 3,131 shares of Okta worth $246K as of Q1 2026.
  • Larson Financial Group bought 2,565 Okta shares in Q1 2026, an estimated $213K.
  • Okta made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #656 holding.
  • Larson Financial Group first reported a position in Okta in Q2 2020 and has held it in 21 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.