Lido Advisors
OKTA icon

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 		$968K Hold
12,300
– – ﹤0.01% 982
2025
Q4 		$1.06M Hold
12,300
– – ﹤0.01% 979
2025
Q3 		$1.13M Hold
12,300
– – ﹤0.01% 906
2025
Q2 		$1.23M Buy
+12,300
New +$1.31M ﹤0.01% 758

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

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.