QWM
OKTA icon

Quaker Wealth Management’s Okta OKTA Stock Holding History

Quaker Wealth 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 		$394 Buy
5
+3
+150% +$249 ﹤0.01% 752
2025
Q4 		$173 Hold
2
– – ﹤0.01% 887
2025
Q3 		$184 Hold
2
– – ﹤0.01% 789
2025
Q2 		$200 Buy
+2
New +$214 ﹤0.01% 804

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

Quaker Wealth Management's OKTA Position: Q1 2026 in Review

Quaker Wealth Management increased its Okta (OKTA) stake by 150% in Q1 2026, buying an estimated $249 and bringing the position to 5 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Quaker Wealth Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Quaker Wealth Management held 5 shares of Okta worth $394 as of Q1 2026.
  • Quaker Wealth Management bought 3 Okta shares in Q1 2026, an estimated $249.
  • Okta made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #752 holding.
  • Quaker Wealth Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.