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Mirabella Financial Services’s Okta OKTA Stock Holding History

Mirabella Financial Services’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 		$246K Buy
+3,129
New +$260K 0.02% 641
2024
Q3 		– Sell
-9,372
Closed -$877K – 379
2024
Q2 		$877K Buy
+9,372
New +$887K 0.06% 173

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

Mirabella Financial Services's OKTA Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in Okta (OKTA) in Q1 2026: 3,129 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #641 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in OKTA as recently as Q2 2024.

Mirabella Financial Services first reported a position in OKTA in Q2 2024 and has held it in 2 quarters since. The position peaked at $877K in Q2 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Mirabella Financial Services held 3,129 shares of Okta worth $246K as of Q1 2026.
  • Okta was a new Mirabella Financial Services position in Q1 2026.
  • Okta made up 0.02% of Mirabella Financial Services's portfolio in Q1 2026, its #641 holding.
  • Mirabella Financial Services first reported a position in Okta in Q2 2024 and has held it in 2 quarters since.
  • Mirabella Financial Services's Okta position peaked at $877K in Q2 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.