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LBP AM’s Okta OKTA Stock Holding History

LBP AM’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
-11,698
Closed -$1.01M – 431
2025
Q4 		$1.01M Sell
11,698
-591
-5% -$51.6K 0.01% 358
2025
Q3 		$1.13M Sell
12,289
-207
-2% -$19.3K 0.01% 333
2025
Q2 		$1.25M Sell
12,496
-11,947
-49% -$1.28M 0.02% 305
2025
Q1 		$2.57M Sell
24,443
-762
-3% -$74.4K 0.04% 255
2024
Q4 		$1.99M Buy
+25,205
New +$1.95M 0.03% 274
2024
Q1 		– Sell
-40,466
Closed -$3.66M – 380
2023
Q4 		$3.66M Buy
40,466
+9,375
+30% +$715K 0.08% 203
2023
Q3 		$2.53M Buy
31,091
+18,370
+144% +$1.39M 0.06% 262
2023
Q2 		$882K Buy
12,721
+1,932
+18% +$147K 0.02% 346
2023
Q1 		$930K Sell
10,789
-751
-7% -$57.2K 0.02% 371
2022
Q4 		$789K Buy
+11,540
New +$659K 0.02% 373

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

LBP AM's OKTA Position: Q1 2026 in Review

LBP AM sold out of Okta (OKTA) in Q1 2026, closing a stake of 11,698 shares — an estimated $1.01M sold.

LBP AM first reported a position in OKTA in Q4 2022 and held it in 10 quarters. The position peaked at $3.66M in Q4 2023. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • LBP AM reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • LBP AM sold 11,698 Okta shares in Q1 2026, an estimated $1.01M.
  • LBP AM first reported a position in Okta in Q4 2022 and held it in 10 quarters.
  • LBP AM's Okta position peaked at $3.66M in Q4 2023.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.