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Private Advisor Group’s Okta OKTA Stock Holding History

Private Advisor Group’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 		$2.04M Buy
25,979
+249
+1% +$20.7K 0.01% 1057
2025
Q4 		$2.22M Sell
25,730
-235
-0.9% -$20.5K 0.01% 990
2025
Q3 		$2.38M Sell
25,965
-2,986
-10% -$279K 0.01% 930
2025
Q2 		$2.89M Sell
28,951
-1,415
-5% -$151K 0.02% 794
2025
Q1 		$3.2M Buy
30,366
+2,325
+8% +$227K 0.02% 696
2024
Q4 		$2.21M Sell
28,041
-737
-3% -$57.1K 0.01% 838
2024
Q3 		$2.14M Sell
28,778
-17,818
-38% -$1.56M 0.01% 847
2024
Q2 		$4.36M Buy
46,596
+19,735
+73% +$1.87M 0.03% 537
2024
Q1 		$2.81M Buy
26,861
+5,043
+23% +$465K 0.02% 661
2023
Q4 		$1.98M Buy
+21,818
New +$1.66M 0.02% 766
2022
Q3 		– Sell
-7,647
Closed -$691K – 2067
2022
Q2 		$691K Buy
7,647
+3,536
+86% +$382K 0.01% 1241
2022
Q1 		$621K Sell
4,111
-2,065
-33% -$370K ﹤0.01% 1310
2021
Q4 		$1.39M Sell
6,176
-1,220
-16% -$291K 0.01% 970
2021
Q3 		$1.75M Buy
7,396
+587
+9% +$146K 0.01% 939
2021
Q2 		$1.67M Buy
6,809
+114
+2% +$27.5K 0.01% 835
2021
Q1 		$1.48M Buy
6,695
+1,973
+42% +$496K 0.01% 830
2020
Q4 		$1.2M Sell
4,722
-1,611
-25% -$383K 0.01% 828
2020
Q3 		$1.34M Sell
6,333
-6,505
-51% -$1.36M 0.02% 682
2020
Q2 		$2.57M Buy
12,838
+10,290
+404% +$1.75M 0.04% 445
2020
Q1 		$312K Sell
2,548
-5,525
-68% -$693K 0.01% 1058
2019
Q4 		$931K Buy
8,073
+5,619
+229% +$647K 0.01% 785
2019
Q3 		$242K Buy
2,454
+7
+0.3% +$874 ﹤0.01% 1417
2019
Q2 		$302K Sell
2,447
-418
-15% -$45.4K 0.01% 1287
2019
Q1 		$237K Buy
+2,865
New +$227K ﹤0.01% 1314

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

Private Advisor Group's OKTA Position: Q1 2026 in Review

Private Advisor Group increased its Okta (OKTA) stake by 0.97% in Q1 2026, buying an estimated $20.7K and bringing the position to 25,979 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1057.

Private Advisor Group first reported a position in OKTA in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.36M in Q2 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Private Advisor Group held 25,979 shares of Okta worth $2.04M as of Q1 2026.
  • Private Advisor Group bought 249 Okta shares in Q1 2026, an estimated $20.7K.
  • Okta made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1057 holding.
  • Private Advisor Group first reported a position in Okta in Q1 2019 and has held it in 24 quarters since.
  • Private Advisor Group's Okta position peaked at $4.36M in Q2 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.