Plato Investment Management’s Okta OKTA Stock Holding History

Plato Investment Management’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	$843K	Hold	10,709	–	–	0.06%	284
2025 Q4	$931K	Hold	10,709	–	–	0.06%	277
2025 Q3	$975K	Hold	10,709	–	–	0.07%	265
2025 Q2	$1.07M	Sell	10,709 -18	-0.2%	-$1.92K	0.08%	247
2025 Q1	$1.14M	Sell	10,727 -294	-3%	-$28.7K	0.1%	227
2024 Q4	$872K	Hold	11,021	–	–	0.06%	268
2024 Q3	$818K	Hold	11,021	–	–	0.07%	269
2024 Q2	$1.03M	Buy	11,021 +4,979	+82%	+$471K	0.1%	201
2024 Q1	$632K	Buy	6,042 +5,172	+594%	+$477K	0.07%	246
2023 Q4	$78.8K	Buy	+870	New	+$66.4K	0.1%	180

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

Plato Investment Management's OKTA Position: Q1 2026 in Review

Plato Investment Management held its Okta (OKTA) position steady in Q1 2026 at 10,709 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #284.

Plato Investment Management first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Plato Investment Management held 10,709 shares of Okta worth $843K as of Q1 2026.
Plato Investment Management left its Okta share count unchanged in Q1 2026.
Okta made up 0.06% of Plato Investment Management's portfolio in Q1 2026, its #284 holding.
Plato Investment Management first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Okta position peaked at $1.14M in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.