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NBC Securities’s Okta OKTA Stock Holding History

NBC Securities’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 		$25.9K Sell
329
-65
-16% -$5.39K ﹤0.01% 1602
2025
Q4 		$34.1K Sell
394
-100
-20% -$8.73K ﹤0.01% 1523
2025
Q3 		$45.3K Buy
494
+55
+13% +$5.13K ﹤0.01% 1369
2025
Q2 		$43K Sell
439
-466
-51% -$49.8K ﹤0.01% 1384
2025
Q1 		$95K Buy
+905
New +$88.4K 0.01% 993
2024
Q4 		– Sell
-2,885
Closed -$214K – 1814
2024
Q3 		$214K Buy
2,885
+2,690
+1,379% +$235K 0.02% 768
2024
Q2 		$18K Hold
195
– – ﹤0.01% 1491
2024
Q1 		$21K Sell
195
-212
-52% -$19.6K ﹤0.01% 1452
2023
Q4 		$36K Buy
407
+65
+19% +$4.96K ﹤0.01% 1230
2023
Q3 		$27K Buy
+342
New +$25.9K ﹤0.01% 1330

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

NBC Securities's OKTA Position: Q1 2026 in Review

NBC Securities reduced its Okta (OKTA) stake by 16% in Q1 2026, selling an estimated $5.39K and leaving 329 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

NBC Securities first reported a position in OKTA in Q3 2023 and has held it in 10 quarters since. The position peaked at $214K in Q3 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • NBC Securities held 329 shares of Okta worth $25.9K as of Q1 2026.
  • NBC Securities sold 65 Okta shares in Q1 2026, an estimated $5.39K.
  • Okta made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #1602 holding.
  • NBC Securities first reported a position in Okta in Q3 2023 and has held it in 10 quarters since.
  • NBC Securities's Okta position peaked at $214K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.