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New Age Alpha Advisors’s Okta OKTA Stock Holding History

New Age Alpha 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 		$2.75M Sell
34,942
-825
-2% -$68.5K 0.13% 235
2025
Q4 		$3.09M Buy
35,767
+1,605
+5% +$140K 0.13% 226
2025
Q3 		$3.13M Sell
34,162
-1,001
-3% -$93.5K 0.13% 216
2025
Q2 		$3.52M Buy
+35,163
New +$3.76M 0.15% 191

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

New Age Alpha Advisors's OKTA Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Okta (OKTA) stake by 2.3% in Q1 2026, selling an estimated $68.5K and leaving 34,942 shares worth $2.75M. The position accounts for 0.13% of the portfolio, ranked #235.

New Age Alpha Advisors first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.52M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • New Age Alpha Advisors held 34,942 shares of Okta worth $2.75M as of Q1 2026.
  • New Age Alpha Advisors sold 825 Okta shares in Q1 2026, an estimated $68.5K.
  • Okta made up 0.13% of New Age Alpha Advisors's portfolio in Q1 2026, its #235 holding.
  • New Age Alpha Advisors first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • New Age Alpha Advisors's Okta position peaked at $3.52M in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.