Lido Advisors’s Okta OKTA Stock Holding History

Lido Advisors’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	$1.15M	Sell	14,592 -111	-0.8%	-$9.21K	﹤0.01%	912
2025 Q4	$1.35M	Buy	14,703 +4	+0%	+$349	﹤0.01%	865
2025 Q3	$1.35M	Buy	14,699 +18	+0.1%	+$1.68K	﹤0.01%	822
2025 Q2	$1.47M	Buy	+14,681	New	+$1.57M	0.01%	695
2022 Q1	–	Sell	-988	Closed	-$221K	–	1069
2021 Q4	$221K	Sell	988 -82	-8%	-$19.5K	﹤0.01%	931
2021 Q3	$253K	Buy	+1,070	New	+$266K	﹤0.01%	808
2021 Q1	–	Sell	-901	Closed	-$229K	–	885
2020 Q4	$229K	Buy	+901	New	+$214K	﹤0.01%	720

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

Lido Advisors's OKTA Position: Q1 2026 in Review

Lido Advisors reduced its Okta (OKTA) stake by 0.75% in Q1 2026, selling an estimated $9.21K and leaving 14,592 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Lido Advisors first reported a position in OKTA in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.47M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Lido Advisors held 14,592 shares of Okta worth $1.15M as of Q1 2026.
Lido Advisors sold 111 Okta shares in Q1 2026, an estimated $9.21K.
Okta made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #912 holding.
Lido Advisors first reported a position in Okta in Q4 2020 and has held it in 7 quarters since.
Lido Advisors's Okta position peaked at $1.47M in Q2 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.