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Peapack-Gladstone Financial Corp’s Okta OKTA Stock Holding History

Peapack-Gladstone Financial Corp’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
-2,500
Closed -$216K – 673
2025
Q4 		$216K Sell
2,500
-200
-7% -$17.5K ﹤0.01% 625
2025
Q3 		$248K Buy
+2,700
New +$252K ﹤0.01% 620

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Peapack-Gladstone Financial Corp's OKTA Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,500 shares — an estimated $216K sold.

Peapack-Gladstone Financial Corp first reported a position in OKTA in Q3 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Peapack-Gladstone Financial Corp reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 2,500 Okta shares in Q1 2026, an estimated $216K.
  • Peapack-Gladstone Financial Corp first reported a position in Okta in Q3 2025 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's Okta position peaked at $248K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.