Legal Advantage Investments’s Okta OKTA Stock Holding History

Legal Advantage Investments’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	-13,540	Closed	-$1.17M	–	86
2025 Q4	$1.17M	Hold	13,540	–	–	0.54%	48
2025 Q3	$1.24M	Buy	13,540 +4,000	+42%	+$373K	0.56%	49
2025 Q2	$954K	Buy	9,540 +4,550	+91%	+$486K	0.45%	52
2025 Q1	$525K	Buy	4,990 +40	+0.8%	+$3.91K	0.28%	70
2024 Q4	$390K	Buy	+4,950	New	+$384K	0.21%	84
2024 Q2	–	Sell	-2,000	Closed	-$209K	–	104
2024 Q1	$209K	Buy	+2,000	New	+$184K	0.12%	103

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 $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

Legal Advantage Investments's OKTA Position: Q1 2026 in Review

Legal Advantage Investments sold out of Okta (OKTA) in Q1 2026, closing a stake of 13,540 shares — an estimated $1.17M sold.

Legal Advantage Investments first reported a position in OKTA in Q1 2024 and held it in 6 quarters. The position peaked at $1.24M in Q3 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Legal Advantage Investments reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Legal Advantage Investments sold 13,540 Okta shares in Q1 2026, an estimated $1.17M.
Legal Advantage Investments first reported a position in Okta in Q1 2024 and held it in 6 quarters.
Legal Advantage Investments's Okta position peaked at $1.24M in Q3 2025.
731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Legal Advantage Investments's 13F filing for Q1 2026, filed 20 Apr 2026.