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Mather Group’s Okta OKTA Stock Holding History

Mather Group’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 		$1.8K Buy
+23
New +$1.91K ﹤0.01% 1715
2025
Q4 		– Sell
-62
Closed -$5.67K – 1335
2025
Q3 		$5.67K Buy
+62
New +$5.79K ﹤0.01% 1369
2025
Q2 		– Sell
-66
Closed -$6.95K – 1369
2025
Q1 		$6.95K Hold
66
– – ﹤0.01% 1338
2024
Q4 		$5.19K Sell
66
-10
-13% -$775 ﹤0.01% 1372
2024
Q3 		$5.64K Sell
76
-156
-67% -$13.6K ﹤0.01% 1283
2024
Q2 		$24.3K Buy
232
+181
+355% +$17.1K ﹤0.01% 1222
2024
Q1 		$4.61K Buy
+51
New +$4.7K ﹤0.01% 1366

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

Mather Group's OKTA Position: Q1 2026 in Review

Mather Group opened a new position in Okta (OKTA) in Q1 2026: 23 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: Mather Group previously reported a position in OKTA as recently as Q3 2025.

Mather Group first reported a position in OKTA in Q1 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q2 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Mather Group held 23 shares of Okta worth $1.8K as of Q1 2026.
  • Okta was a new Mather Group position in Q1 2026.
  • Okta made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1715 holding.
  • Mather Group first reported a position in Okta in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Okta position peaked at $24.3K in Q2 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.