&Partners’s Okta OKTA Stock Holding History

&Partners’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	$799K	Sell	10,173 -376	-4%	-$31.2K	﹤0.01%	1429
2025 Q4	$912K	Sell	10,549 -16,954	-62%	-$1.48M	﹤0.01%	1274
2025 Q3	$2.52M	Buy	27,503 +21,661	+371%	+$2.02M	0.02%	663
2025 Q2	$585K	Sell	5,842 -11,318	-66%	-$1.21M	﹤0.01%	1275
2025 Q1	$1.8M	Buy	+17,160	New	+$1.68M	0.02%	583

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

&Partners's OKTA Position: Q1 2026 in Review

&Partners reduced its Okta (OKTA) stake by 3.6% in Q1 2026, selling an estimated $31.2K and leaving 10,173 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

&Partners first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

&Partners held 10,173 shares of Okta worth $799K as of Q1 2026.
&Partners sold 376 Okta shares in Q1 2026, an estimated $31.2K.
Okta made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1429 holding.
&Partners first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
&Partners's Okta position peaked at $2.52M in Q3 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.