Marshall Wace
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Marshall Wace’s Okta OKTA Stock Holding History

Marshall Wace’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 		$33.3M Buy
422,737
+75,021
+22% +$6.23M 0.03% 508
2025
Q4 		$30.1M Sell
347,716
-972,999
-74% -$84.9M 0.03% 495
2025
Q3 		$121M Buy
1,320,715
+203,105
+18% +$19M 0.12% 136
2025
Q2 		$112M Buy
1,117,610
+201,034
+22% +$21.5M 0.13% 149
2025
Q1 		$96.4M Sell
916,576
-2,667,361
-74% -$261M 0.12% 144
2024
Q4 		$282M Buy
3,583,937
+938,509
+35% +$72.8M 0.34% 40
2024
Q3 		$197M Buy
2,645,428
+371,728
+16% +$32.5M 0.24% 67
2024
Q2 		$213M Buy
2,273,700
+1,227,890
+117% +$116M 0.28% 53
2024
Q1 		$109M Sell
1,045,810
-1,113,517
-52% -$103M 0.17% 114
2023
Q4 		$195M Buy
2,159,327
+1,654,961
+328% +$126M 0.33% 47
2023
Q3 		$41.1M Buy
504,366
+431,263
+590% +$32.7M 0.08% 247
2023
Q2 		$5.07M Buy
+73,103
New +$5.55M 0.01% 1017
2023
Q1 		– Sell
-119,873
Closed -$8.19M – 2981
2022
Q4 		$8.19M Sell
119,873
-663,842
-85% -$37.9M 0.02% 911
2022
Q3 		$44.6M Buy
783,715
+411,975
+111% +$35.4M 0.1% 225
2022
Q2 		$33.6M Buy
371,740
+204,665
+122% +$22.1M 0.07% 301
2022
Q1 		$25.2M Buy
167,075
+141,283
+548% +$25.3M 0.05% 411
2021
Q4 		$5.78M Sell
25,792
-118,535
-82% -$28.2M 0.01% 1256
2021
Q3 		$34.3M Buy
144,327
+97,795
+210% +$24.3M 0.14% 139
2021
Q2 		$11.4M Buy
+46,532
New +$11.2M 0.05% 433
2021
Q1 		– Sell
-101,616
Closed -$25.8M – 2754
2020
Q4 		$25.8M Buy
+101,616
New +$24.2M 0.14% 150
2018
Q2 		– Sell
-8,800
Closed -$351K – 808
2018
Q1 		$351K Sell
8,800
-1,343
-13% -$44.8K 0.01% 437
2017
Q4 		$260K Buy
+10,143
New +$284K 0.01% 359

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

Marshall Wace's OKTA Position: Q1 2026 in Review

Marshall Wace increased its Okta (OKTA) stake by 22% in Q1 2026, buying an estimated $6.23M and bringing the position to 422,737 shares worth $33.3M. The position accounts for 0.03% of the portfolio, ranked #508.

Marshall Wace first reported a position in OKTA in Q4 2017 and has held it in 22 quarters since. The position peaked at $282M in Q4 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Marshall Wace held 422,737 shares of Okta worth $33.3M as of Q1 2026.
  • Marshall Wace bought 75,021 Okta shares in Q1 2026, an estimated $6.23M.
  • Okta made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #508 holding.
  • Marshall Wace first reported a position in Okta in Q4 2017 and has held it in 22 quarters since.
  • Marshall Wace's Okta position peaked at $282M in Q4 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.