Nisa Investment Advisors
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Nisa Investment Advisors’s Okta OKTA Stock Holding History

Nisa Investment 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 		$283K Sell
3,599
-15,994
-82% -$1.33M ﹤0.01% 1107
2025
Q4 		$1.69M Buy
19,593
+1,841
+10% +$161K 0.01% 675
2025
Q3 		$1.63M Sell
17,752
-13,175
-43% -$1.23M 0.01% 696
2025
Q2 		$3.09M Buy
30,927
+7,592
+33% +$811K 0.01% 520
2025
Q1 		$2.46M Sell
23,335
-2,500
-10% -$244K 0.01% 579
2024
Q4 		$2.04M Sell
25,835
-45
-0.2% -$3.49K 0.01% 674
2024
Q3 		$1.92M Sell
25,880
-600
-2% -$52.4K 0.01% 690
2024
Q2 		$2.48M Buy
26,480
+25
+0.1% +$2.37K 0.02% 625
2024
Q1 		$2.77M Buy
26,455
+75
+0.3% +$6.92K 0.02% 600
2023
Q4 		$2.39M Hold
26,380
– – 0.02% 612
2023
Q3 		$2.15M Hold
26,380
– – 0.02% 646
2023
Q2 		$1.83M Sell
26,380
-3,585
-12% -$272K 0.01% 701
2023
Q1 		$2.58M Buy
29,965
+485
+2% +$36.9K 0.02% 597
2022
Q4 		$2.01M Buy
29,480
+15,870
+117% +$906K 0.02% 736
2022
Q3 		$766K Buy
13,610
+410
+3% +$35.3K 0.01% 897
2022
Q2 		$1.19M Buy
13,200
+11,680
+768% +$1.26M 0.01% 774
2022
Q1 		$229K Sell
1,520
-13,230
-90% -$2.37M ﹤0.01% 1328
2021
Q4 		$2.92M Buy
14,750
+13,400
+993% +$3.19M 0.02% 536
2021
Q3 		$320 Sell
1,350
-13,400
-91% -$3.33M ﹤0.01% 1254
2021
Q2 		$3.61K Buy
14,750
+12,800
+656% +$3.09M 0.02% 548
2021
Q1 		$430 Hold
1,950
– – ﹤0.01% 1210
2020
Q4 		$496K Hold
1,950
– – ﹤0.01% 1158
2020
Q3 		$417K Hold
1,950
– – ﹤0.01% 1099
2020
Q2 		$390K Sell
1,950
-1,050
-35% -$178K ﹤0.01% 1108
2020
Q1 		$367K Buy
3,000
+2,050
+216% +$257K ﹤0.01% 1026
2019
Q4 		$110K Buy
950
+500
+111% +$57.6K ﹤0.01% 1425
2019
Q3 		$44K Hold
450
– – ﹤0.01% 1548
2019
Q2 		$56K Buy
+450
New +$48.8K ﹤0.01% 1499
2018
Q4 		– Sell
-30,451
Closed -$2.14M – 1978
2018
Q3 		$2.14M Buy
+30,451
New +$1.81M 0.02% 634

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Nisa Investment Advisors's OKTA Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Okta (OKTA) stake by 82% in Q1 2026, selling an estimated $1.33M and leaving 3,599 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Nisa Investment Advisors first reported a position in OKTA in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.09M in Q2 2025. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Nisa Investment Advisors held 3,599 shares of Okta worth $283K as of Q1 2026.
  • Nisa Investment Advisors sold 15,994 Okta shares in Q1 2026, an estimated $1.33M.
  • Okta made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1107 holding.
  • Nisa Investment Advisors first reported a position in Okta in Q3 2018 and has held it in 29 quarters since.
  • Nisa Investment Advisors's Okta position peaked at $3.09M in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.