Oppenheimer & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
12,795
+1,441
| +13% | +$120K | 0.01% | 854 |
|
|
2025
Q4 | $982K | Buy |
11,354
+5,282
| +87% | +$461K | 0.01% | 812 |
|
|
2025
Q3 | $557K | Sell |
6,072
-2,601
| -30% | -$243K | 0.01% | 1137 |
|
|
2025
Q2 | $867K | Buy |
8,673
+3,115
| +56% | +$333K | 0.01% | 919 |
|
|
2025
Q1 | $585K | Buy |
5,558
+625
| +13% | +$61K | 0.01% | 1027 |
|
|
2024
Q4 | $389K | Sell |
4,933
-20
| -0.4% | -$1.55K | 0.01% | 1163 |
|
|
2024
Q3 | $368K | Sell |
4,953
-7,233
| -59% | -$632K | 0.01% | 1153 |
|
|
2024
Q2 | $1.14M | Buy |
12,186
+4,083
| +50% | +$387K | 0.02% | 720 |
|
|
2024
Q1 | $848K | Sell |
8,103
-821
| -9% | -$75.7K | 0.01% | 799 |
|
|
2023
Q4 | $808K | Sell |
8,924
-8,256
| -48% | -$630K | 0.01% | 786 |
|
|
2023
Q3 | $1.4M | Buy |
17,180
+2,189
| +15% | +$166K | 0.03% | 567 |
|
|
2023
Q2 | $1.04M | Buy |
14,991
+8,038
| +116% | +$610K | 0.02% | 688 |
|
|
2023
Q1 | $600K | Buy |
6,953
+302
| +5% | +$23K | 0.01% | 874 |
|
|
2022
Q4 | $454K | Buy |
6,651
+894
| +16% | +$51K | 0.01% | 941 |
|
|
2022
Q3 | $327K | Buy |
5,757
+974
| +20% | +$83.8K | 0.01% | 1035 |
|
|
2022
Q2 | $432K | Sell |
4,783
-39
| -0.8% | -$4.21K | 0.01% | 973 |
|
|
2022
Q1 | $728K | Sell |
4,822
-5,798
| -55% | -$1.04M | 0.01% | 867 |
|
|
2021
Q4 | $2.38M | Buy |
10,620
+322
| +3% | +$76.7K | 0.04% | 462 |
|
|
2021
Q3 | $2.44M | Sell |
10,298
-1,327
| -11% | -$329K | 0.05% | 441 |
|
|
2021
Q2 | $2.85M | Buy |
11,625
+3,328
| +40% | +$803K | 0.05% | 407 |
|
|
2021
Q1 | $1.83M | Buy |
8,297
+1,156
| +16% | +$291K | 0.04% | 496 |
|
|
2020
Q4 | $1.82M | Buy |
7,141
+1,265
| +22% | +$301K | 0.04% | 467 |
|
|
2020
Q3 | $1.26M | Sell |
5,876
-16,189
| -73% | -$3.37M | 0.03% | 506 |
|
|
2020
Q2 | $4.42M | Buy |
22,065
+15,625
| +243% | +$2.65M | 0.11% | 200 |
|
|
2020
Q1 | $787K | Sell |
6,440
-3,848
| -37% | -$483K | 0.02% | 598 |
|
|
2019
Q4 | $1.19M | Sell |
10,288
-21,003
| -67% | -$2.42M | 0.03% | 567 |
|
|
2019
Q3 | $3.08M | Buy |
31,291
+19,548
| +166% | +$2.44M | 0.08% | 269 |
|
|
2019
Q2 | $1.45M | Sell |
11,743
-2,715
| -19% | -$295K | 0.04% | 485 |
|
|
2019
Q1 | $1.2M | Buy |
14,458
+2,468
| +21% | +$195K | 0.03% | 536 |
|
|
2018
Q4 | $765K | Buy |
11,990
+1,489
| +14% | +$88.2K | 0.02% | 598 |
|
|
2018
Q3 | $739K | Sell |
10,501
-34,719
| -77% | -$2.07M | 0.02% | 709 |
|
|
2018
Q2 | $2.28M | Buy |
45,220
+34,477
| +321% | +$1.64M | 0.06% | 362 |
|
|
2018
Q1 | $428K | Buy |
+10,743
| New | +$358K | 0.01% | 905 |
|
Other funds holding OKTA
VPM
VCM
Oppenheimer & Co's OKTA Position: Q1 2026 in Review
Oppenheimer & Co increased its Okta (OKTA) stake by 13% in Q1 2026, buying an estimated $120K and bringing the position to 12,795 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #854.
Oppenheimer & Co first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.42M in Q2 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- Oppenheimer & Co held 12,795 shares of Okta worth $1.01M as of Q1 2026.
- Oppenheimer & Co bought 1,441 Okta shares in Q1 2026, an estimated $120K.
- Okta made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #854 holding.
- Oppenheimer & Co first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
- Oppenheimer & Co's Okta position peaked at $4.42M in Q2 2020.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.