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Private Advisory Group’s Okta OKTA Stock Holding History

Private Advisory 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 		$961K Buy
+12,207
New +$1.01M 0.06% 152
2020
Q3 		– Sell
-2,592
Closed -$519K – 115
2020
Q2 		$519K Buy
+2,592
New +$440K 0.21% 70

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 Advisory Group's OKTA Position: Q1 2026 in Review

Private Advisory Group opened a new position in Okta (OKTA) in Q1 2026: 12,207 shares worth $961K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in OKTA as recently as Q2 2020.

Private Advisory Group first reported a position in OKTA in Q2 2020 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Private Advisory Group held 12,207 shares of Okta worth $961K as of Q1 2026.
  • Okta was a new Private Advisory Group position in Q1 2026.
  • Okta made up 0.06% of Private Advisory Group's portfolio in Q1 2026, its #152 holding.
  • Private Advisory Group first reported a position in Okta in Q2 2020 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.