Mackenzie Financial
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Mackenzie Financial’s Okta OKTA Stock Holding History

Mackenzie 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
2026
Q1 		$2.33M Buy
29,637
+176
+0.6% +$14.6K ﹤0.01% 889
2025
Q4 		$2.57M Buy
29,461
+7,964
+37% +$695K ﹤0.01% 782
2025
Q3 		$1.97M Buy
21,497
+2,122
+11% +$198K ﹤0.01% 832
2025
Q2 		$1.94M Buy
19,375
+5,245
+37% +$560K ﹤0.01% 812
2025
Q1 		$1.49M Buy
14,130
+210
+2% +$20.5K ﹤0.01% 862
2024
Q4 		$1.1M Sell
13,920
-4,995
-26% -$387K ﹤0.01% 918
2024
Q3 		$1.41M Buy
18,915
+996
+6% +$87K ﹤0.01% 792
2024
Q2 		$1.68M Buy
17,919
+2,953
+20% +$280K ﹤0.01% 764
2024
Q1 		$1.57M Buy
14,966
+5,299
+55% +$489K ﹤0.01% 791
2023
Q4 		$875K Buy
9,667
+630
+7% +$48.1K ﹤0.01% 889
2023
Q3 		$712K Sell
9,037
-1,925
-18% -$146K ﹤0.01% 916
2023
Q2 		$759K Buy
10,962
+7,490
+216% +$569K ﹤0.01% 915
2023
Q1 		$299K Sell
3,472
-24,512
-88% -$1.87M ﹤0.01% 1186
2022
Q4 		$1.91M Sell
27,984
-38,761
-58% -$2.21M ﹤0.01% 687
2022
Q3 		$3.8M Buy
66,745
+57,514
+623% +$4.95M 0.01% 569
2022
Q2 		$834K Sell
9,231
-338
-4% -$36.5K ﹤0.01% 863
2022
Q1 		$1.45M Sell
9,569
-687
-7% -$123K ﹤0.01% 810
2021
Q4 		$2.3M Buy
10,256
+403
+4% +$96K ﹤0.01% 750
2021
Q3 		$2.34M Buy
9,853
+3,143
+47% +$780K ﹤0.01% 729
2021
Q2 		$1.64M Buy
6,710
+2,299
+52% +$555K ﹤0.01% 756
2021
Q1 		$972K Buy
4,411
+381
+9% +$95.8K ﹤0.01% 816
2020
Q4 		$1.02M Sell
4,030
-2,362
-37% -$561K ﹤0.01% 711
2020
Q3 		$1.37M Buy
6,392
+1,613
+34% +$336K ﹤0.01% 621
2020
Q2 		$957K Buy
+4,779
New +$811K ﹤0.01% 672
2020
Q1 		– Sell
-3,321
Closed -$383K – 1146
2019
Q4 		$383K Buy
3,321
+367
+12% +$42.3K ﹤0.01% 908
2019
Q3 		$291K Buy
2,954
+154
+6% +$19.2K ﹤0.01% 894
2019
Q2 		$346K Sell
2,800
-39,345
-93% -$4.27M ﹤0.01% 931
2019
Q1 		$3.49M Sell
42,145
-40,463
-49% -$3.2M 0.01% 636
2018
Q4 		$5.27M Buy
+82,608
New +$4.9M 0.01% 488

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

Mackenzie Financial's OKTA Position: Q1 2026 in Review

Mackenzie Financial increased its Okta (OKTA) stake by 0.6% in Q1 2026, buying an estimated $14.6K and bringing the position to 29,637 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Mackenzie Financial first reported a position in OKTA in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.27M in Q4 2018. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Mackenzie Financial held 29,637 shares of Okta worth $2.33M as of Q1 2026.
  • Mackenzie Financial bought 176 Okta shares in Q1 2026, an estimated $14.6K.
  • Okta made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #889 holding.
  • Mackenzie Financial first reported a position in Okta in Q4 2018 and has held it in 29 quarters since.
  • Mackenzie Financial's Okta position peaked at $5.27M in Q4 2018.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.