LMR Partners’s Okta OKTA Stock Holding History

LMR Partners’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
2025 Q4	–	Sell	-2,100	Closed	-$193K	–	1670
2025 Q3	$193K	Sell	2,100 -30,200	-93%	-$2.82M	﹤0.01%	1220
2025 Q2	$3.23M	Buy	32,300 +7,300	+29%	+$780K	0.02%	554
2025 Q1	$2.63M	Buy	+25,000	New	+$2.44M	0.02%	599

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

LMR Partners's OKTA Position: Q1 2026 in Review

LMR Partners sold out of Okta (OKTA) in Q1 2026, closing a stake of 19,500 shares — an estimated $1.69M sold.

LMR Partners first reported a position in OKTA in Q2 2020 and held it in 6 quarters. The position peaked at $4.86M in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

LMR Partners reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 19,500 Okta shares in Q1 2026, an estimated $1.69M.
LMR Partners first reported a position in Okta in Q2 2020 and held it in 6 quarters.
LMR Partners's Okta position peaked at $4.86M in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.