LPL Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.73M | Buy |
123,582
+15,925
| +15% | +$1.32M | ﹤0.01% | 2017 |
|
|
2025
Q4 | $9.31M | Sell |
107,657
-5,151
| -5% | -$450K | ﹤0.01% | 1999 |
|
|
2025
Q3 | $10.3M | Buy |
112,808
+12,819
| +13% | +$1.2M | ﹤0.01% | 1832 |
|
|
2025
Q2 | $10M | Buy |
99,989
+25,015
| +33% | +$2.67M | ﹤0.01% | 1714 |
|
|
2025
Q1 | $7.89M | Buy |
74,974
+17,622
| +31% | +$1.72M | ﹤0.01% | 1780 |
|
|
2024
Q4 | $4.52M | Buy |
57,352
+14,057
| +32% | +$1.09M | ﹤0.01% | 2158 |
|
|
2024
Q3 | $3.22M | Sell |
43,295
-14,989
| -26% | -$1.31M | ﹤0.01% | 2316 |
|
|
2024
Q2 | $5.46M | Sell |
58,284
-2,963
| -5% | -$281K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $6.41M | Buy |
61,247
+17,835
| +41% | +$1.65M | ﹤0.01% | 1610 |
|
|
2023
Q4 | $3.93M | Buy |
43,412
+2,601
| +6% | +$198K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $3.33M | Sell |
40,811
-976
| -2% | -$74K | ﹤0.01% | 1873 |
|
|
2023
Q2 | $2.9M | Buy |
41,787
+1,673
| +4% | +$127K | ﹤0.01% | 1943 |
|
|
2023
Q1 | $3.46M | Sell |
40,114
-196
| -0.5% | -$14.9K | ﹤0.01% | 1745 |
|
|
2022
Q4 | $2.75M | Buy |
40,310
+2,388
| +6% | +$136K | ﹤0.01% | 1836 |
|
|
2022
Q3 | $2.16M | Buy |
37,922
+3,533
| +10% | +$304K | ﹤0.01% | 1922 |
|
|
2022
Q2 | $3.11M | Sell |
34,389
-142
| -0.4% | -$15.3K | ﹤0.01% | 1703 |
|
|
2022
Q1 | $5.21M | Sell |
34,531
-8,053
| -19% | -$1.44M | ﹤0.01% | 1410 |
|
|
2021
Q4 | $9.55M | Buy |
42,584
+365
| +0.9% | +$87K | 0.01% | 1046 |
|
|
2021
Q3 | $10M | Sell |
42,219
-4,188
| -9% | -$1.04M | 0.01% | 969 |
|
|
2021
Q2 | $11.4M | Buy |
46,407
+911
| +2% | +$220K | 0.01% | 837 |
|
|
2021
Q1 | $10M | Sell |
45,496
-8,233
| -15% | -$2.07M | 0.01% | 823 |
|
|
2020
Q4 | $13.7M | Sell |
53,729
-327
| -0.6% | -$77.7K | 0.02% | 607 |
|
|
2020
Q3 | $11.6M | Sell |
54,056
-1,316
| -2% | -$274K | 0.02% | 586 |
|
|
2020
Q2 | $11.1M | Buy |
55,372
+20,739
| +60% | +$3.52M | 0.02% | 555 |
|
|
2020
Q1 | $4.23M | Sell |
34,633
-16,012
| -32% | -$2.01M | 0.01% | 815 |
|
|
2019
Q4 | $5.84M | Buy |
50,645
+5,538
| +12% | +$638K | 0.01% | 780 |
|
|
2019
Q3 | $4.44M | Sell |
45,107
-115
| -0.3% | -$14.4K | 0.01% | 842 |
|
|
2019
Q2 | $5.58M | Buy |
45,222
+10,265
| +29% | +$1.11M | 0.01% | 743 |
|
|
2019
Q1 | $2.89M | Buy |
34,957
+11,855
| +51% | +$938K | 0.01% | 976 |
|
|
2018
Q4 | $1.47M | Sell |
23,102
-3,934
| -15% | -$233K | ﹤0.01% | 1251 |
|
|
2018
Q3 | $1.9M | Buy |
27,036
+6,665
| +33% | +$397K | ﹤0.01% | 1214 |
|
|
2018
Q2 | $1.03M | Buy |
20,371
+6,916
| +51% | +$329K | ﹤0.01% | 1601 |
|
|
2018
Q1 | $536K | Buy |
+13,455
| New | +$449K | ﹤0.01% | 2084 |
|
Other funds holding OKTA
VPM
VCM
LPL Financial's OKTA Position: Q1 2026 in Review
LPL Financial increased its Okta (OKTA) stake by 15% in Q1 2026, buying an estimated $1.32M and bringing the position to 123,582 shares worth $9.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.
LPL Financial first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.7M in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- LPL Financial held 123,582 shares of Okta worth $9.73M as of Q1 2026.
- LPL Financial bought 15,925 Okta shares in Q1 2026, an estimated $1.32M.
- Okta made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2017 holding.
- LPL Financial first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
- LPL Financial's Okta position peaked at $13.7M in Q4 2020.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.