LECAP Asset Management’s Okta OKTA Stock Holding History

LECAP Asset 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	$628K	Buy	+7,975	New	+$662K	0.24%	169
2025 Q4	–	Sell	-4,162	Closed	-$382K	–	361
2025 Q3	$382K	Buy	+4,162	New	+$389K	0.13%	231
2025 Q2	–	Sell	-25,920	Closed	-$2.73M	–	368
2025 Q1	$2.73M	Buy	25,920 +2,652	+11%	+$259K	0.64%	35
2024 Q4	$1.83M	Sell	23,268 -23,537	-50%	-$1.82M	0.5%	71
2024 Q3	$3.48M	Buy	+46,805	New	+$4.09M	0.75%	23
2024 Q2	–	Sell	-9,194	Closed	-$962K	–	384
2024 Q1	$962K	Sell	9,194 -8,663	-49%	-$799K	0.2%	188
2023 Q4	$1.62M	Buy	+17,857	New	+$1.36M	0.59%	48

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

LECAP Asset Management's OKTA Position: Q1 2026 in Review

LECAP Asset Management opened a new position in Okta (OKTA) in Q1 2026: 7,975 shares worth $628K. The stake represents 0.24% of the portfolio and ranks #169 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in OKTA as recently as Q3 2025.

LECAP Asset Management first reported a position in OKTA in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.48M in Q3 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

LECAP Asset Management held 7,975 shares of Okta worth $628K as of Q1 2026.
Okta was a new LECAP Asset Management position in Q1 2026.
Okta made up 0.24% of LECAP Asset Management's portfolio in Q1 2026, its #169 holding.
LECAP Asset Management first reported a position in Okta in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's Okta position peaked at $3.48M in Q3 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.