Mercer Global Advisors
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Mercer Global Advisors’s Okta OKTA Stock Holding History

Mercer Global Advisors’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 		$1.11M Buy
14,086
+3,891
+38% +$323K ﹤0.01% 1508
2025
Q4 		$882K Sell
10,195
-7,279
-42% -$635K ﹤0.01% 1523
2025
Q3 		$1.6M Buy
17,474
+6,852
+65% +$640K ﹤0.01% 1134
2025
Q2 		$1.06M Buy
10,622
+1,259
+13% +$134K ﹤0.01% 1183
2025
Q1 		$985K Buy
9,363
+3,717
+66% +$363K ﹤0.01% 1154
2024
Q4 		$445K Buy
5,646
+171
+3% +$13.3K ﹤0.01% 1509
2024
Q3 		$398K Buy
5,475
+1,848
+51% +$161K ﹤0.01% 1473
2024
Q2 		$340K Buy
3,627
+66
+2% +$6.25K ﹤0.01% 1515
2024
Q1 		$388K Sell
3,561
-574
-14% -$52.9K ﹤0.01% 1420
2023
Q4 		$374K Buy
4,135
+782
+23% +$59.7K ﹤0.01% 1490
2023
Q3 		$273K Buy
3,353
+75
+2% +$5.69K ﹤0.01% 1592
2023
Q2 		$227K Buy
3,278
+235
+8% +$17.8K ﹤0.01% 1669
2023
Q1 		$262K Buy
3,043
+94
+3% +$7.16K ﹤0.01% 1586
2022
Q4 		$201K Buy
+2,949
New +$168K ﹤0.01% 1717
2022
Q2 		– Sell
-4,338
Closed -$655K – 1892
2022
Q1 		$655K Sell
4,338
-148
-3% -$26.5K ﹤0.01% 1098
2021
Q4 		$1.01M Buy
4,486
+574
+15% +$137K 0.01% 881
2021
Q3 		$928K Buy
3,912
+208
+6% +$51.6K 0.01% 890
2021
Q2 		$906K Sell
3,704
-1,905
-34% -$460K 0.01% 884
2021
Q1 		$1.24M Sell
5,609
-230
-4% -$57.8K 0.01% 706
2020
Q4 		$1.49M Buy
5,839
+1,419
+32% +$337K 0.02% 501
2020
Q3 		$945K Sell
4,420
-41
-0.9% -$8.55K 0.01% 570
2020
Q2 		$893K Buy
4,461
+2,526
+131% +$429K 0.02% 510
2020
Q1 		$237K Sell
1,935
-391
-17% -$49.1K 0.01% 895
2019
Q4 		$268K Sell
2,326
-1,533
-40% -$176K 0.01% 961
2019
Q3 		$379K Sell
3,859
-1,712
-31% -$214K 0.01% 803
2019
Q2 		$688K Buy
5,571
+166
+3% +$18K 0.02% 571
2019
Q1 		$447K Buy
+5,405
New +$428K 0.02% 674

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

Mercer Global Advisors's OKTA Position: Q1 2026 in Review

Mercer Global Advisors increased its Okta (OKTA) stake by 38% in Q1 2026, buying an estimated $323K and bringing the position to 14,086 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Mercer Global Advisors first reported a position in OKTA in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.6M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Mercer Global Advisors held 14,086 shares of Okta worth $1.11M as of Q1 2026.
  • Mercer Global Advisors bought 3,891 Okta shares in Q1 2026, an estimated $323K.
  • Okta made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1508 holding.
  • Mercer Global Advisors first reported a position in Okta in Q1 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's Okta position peaked at $1.6M in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.