LPL Financial
OKTA icon

LPL Financial’s Okta OKTA Stock Holding History

LPL Financial’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
2023
Q3 		– Sell
-5,000
Closed -$347K – 4767
2023
Q2 		$347K Buy
+5,000
New +$380K ﹤0.01% 3727

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

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.