North Star Investment Management’s Okta OKTA Stock Holding History

North Star Investment 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	$1.89K	Sell	24 -9	-27%	-$747	﹤0.01%	1418
2025 Q4	$2.85K	Buy	+33	New	+$2.88K	﹤0.01%	1245
2022 Q4	–	Sell	-130	Closed	-$7K	–	1329
2022 Q3	$7K	Hold	130	–	–	﹤0.01%	867
2022 Q2	$12K	Hold	130	–	–	﹤0.01%	790
2022 Q1	$20K	Buy	130 +65	+100%	+$11.7K	﹤0.01%	742
2021 Q4	$15K	Hold	65	–	–	﹤0.01%	822
2021 Q3	$15K	Hold	65	–	–	﹤0.01%	793
2021 Q2	$16K	Buy	+65	New	+$15.7K	﹤0.01%	771
2020 Q1	–	Sell	-125	Closed	-$14K	–	1045
2019 Q4	$14K	Hold	125	–	–	﹤0.01%	767
2019 Q3	$12K	Buy	+125	New	+$15.6K	﹤0.01%	792
2019 Q1	–	Sell	-200	Closed	-$13K	–	1081
2018 Q4	$13K	Buy	+200	New	+$11.9K	﹤0.01%	757
2018 Q3	–	Sell	-200	Closed	-$10K	–	1111
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	856
2018 Q1	$8K	Buy	+200	New	+$6.67K	﹤0.01%	875

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

North Star Investment Management's OKTA Position: Q1 2026 in Review

North Star Investment Management reduced its Okta (OKTA) stake by 27% in Q1 2026, selling an estimated $747 and leaving 24 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

North Star Investment Management first reported a position in OKTA in Q1 2018 and has held it in 13 quarters since. The position peaked at $20K in Q1 2022. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

North Star Investment Management held 24 shares of Okta worth $1.89K as of Q1 2026.
North Star Investment Management sold 9 Okta shares in Q1 2026, an estimated $747.
Okta made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1418 holding.
North Star Investment Management first reported a position in Okta in Q1 2018 and has held it in 13 quarters since.
North Star Investment Management's Okta position peaked at $20K in Q1 2022.
731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.