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Principal Street Partners’s Okta OKTA Stock Holding History

Principal Street 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 		$634K Buy
8,059
+2,242
+39% +$186K 0.1% 120
2025
Q4 		$503K Buy
+5,817
New +$508K 0.08% 131

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

Principal Street Partners's OKTA Position: Q1 2026 in Review

Principal Street Partners increased its Okta (OKTA) stake by 39% in Q1 2026, buying an estimated $186K and bringing the position to 8,059 shares worth $634K. The position accounts for 0.1% of the portfolio, ranked #120.

Principal Street Partners first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Principal Street Partners held 8,059 shares of Okta worth $634K as of Q1 2026.
  • Principal Street Partners bought 2,242 Okta shares in Q1 2026, an estimated $186K.
  • Okta made up 0.1% of Principal Street Partners's portfolio in Q1 2026, its #120 holding.
  • Principal Street Partners first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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