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Perbak Capital Partners’s Okta OKTA Stock Holding History

Perbak Capital 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 		$444K Buy
5,642
+2,574
+84% +$214K 0.11% 205
2025
Q4 		$265K Sell
3,068
-5,699
-65% -$497K 0.08% 158
2025
Q3 		$804K Buy
8,767
+4,869
+125% +$455K 0.14% 161
2025
Q2 		$390K Buy
3,898
+1,973
+102% +$211K 0.09% 218
2025
Q1 		$203K Buy
+1,925
New +$188K 0.15% 189

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

Perbak Capital Partners's OKTA Position: Q1 2026 in Review

Perbak Capital Partners increased its Okta (OKTA) stake by 84% in Q1 2026, buying an estimated $214K and bringing the position to 5,642 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #205.

Perbak Capital Partners first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $804K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Perbak Capital Partners held 5,642 shares of Okta worth $444K as of Q1 2026.
  • Perbak Capital Partners bought 2,574 Okta shares in Q1 2026, an estimated $214K.
  • Okta made up 0.11% of Perbak Capital Partners's portfolio in Q1 2026, its #205 holding.
  • Perbak Capital Partners first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • Perbak Capital Partners's Okta position peaked at $804K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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