MV Capital Management’s Okta OKTA Stock Holding History

MV 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	$473	Buy	6 +5	+500%	+$415	﹤0.01%	979
2025 Q4	$87	Sell	1 -11	-92%	-$960	﹤0.01%	1115
2025 Q3	$1.1K	Buy	12 +6	+100%	+$560	﹤0.01%	786
2025 Q2	$600	Sell	6 -22	-79%	-$2.35K	﹤0.01%	829
2025 Q1	$2.95K	Buy	+28	New	+$2.73K	﹤0.01%	661
2024 Q4	–	Sell	-1	Closed	-$75	–	1059
2024 Q3	$75	Sell	1 -6	-86%	-$524	﹤0.01%	990
2024 Q2	$656	Sell	7 -1	-13%	-$95	﹤0.01%	719
2024 Q1	$837	Buy	8 +7	+700%	+$646	﹤0.01%	693
2023 Q4	$91	Buy	+1	New	+$76	﹤0.01%	724

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MV Capital Management increased its Okta (OKTA) stake by 500% in Q1 2026, buying an estimated $415 and bringing the position to 6 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #979.

MV Capital Management first reported a position in OKTA in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.95K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

MV Capital Management held 6 shares of Okta worth $473 as of Q1 2026.
MV Capital Management bought 5 Okta shares in Q1 2026, an estimated $415.
Okta made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #979 holding.
MV Capital Management first reported a position in Okta in Q4 2023 and has held it in 9 quarters since.
MV Capital Management's Okta position peaked at $2.95K in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.