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MAI Capital Management’s Okta OKTA Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 3279
2025
Q4 		– Hold
0
– – – 2379
2025
Q3 		– Hold
0
– – – 2258
2025
Q2 		– Hold
0
– – – 2151
2025
Q1 		– Hold
0
– – – 1976
2024
Q4 		– Hold
0
– – – 2325

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

MAI Capital Management's OKTA Position: Q1 2026 in Review

MAI Capital Management reduced its Okta (OKTA) stake by 6.1% in Q1 2026, selling an estimated $22.9K and leaving 4,259 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

MAI Capital Management first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $392K in Q4 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • MAI Capital Management held 4,259 shares of Okta worth $335K as of Q1 2026.
  • MAI Capital Management sold 276 Okta shares in Q1 2026, an estimated $22.9K.
  • Okta made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1217 holding.
  • MAI Capital Management first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Okta position peaked at $392K in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.