Optimize Financial’s Okta OKTA Stock Holding History

Optimize Financial’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	–	Sell	-15,344	Closed	-$1.33M	–	413
2025 Q4	$1.33M	Buy	15,344 +220	+1%	+$19.2K	0.67%	28
2025 Q3	$1.39M	Buy	+15,124	New	+$1.41M	0.72%	39

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

Optimize Financial's OKTA Position: Q1 2026 in Review

Optimize Financial sold out of Okta (OKTA) in Q1 2026, closing a stake of 15,344 shares — an estimated $1.33M sold.

Optimize Financial first reported a position in OKTA in Q3 2025 and held it in 2 quarters. The position peaked at $1.39M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Optimize Financial reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 15,344 Okta shares in Q1 2026, an estimated $1.33M.
Optimize Financial first reported a position in Okta in Q3 2025 and held it in 2 quarters.
Optimize Financial's Okta position peaked at $1.39M in Q3 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.