Rakuten Investment Management’s Okta OKTA Stock Holding History

Rakuten 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	–	Sell	-7,136	Closed	-$629K	–	572
2025 Q4	$629K	Sell	7,136 -8,886	-55%	-$775K	﹤0.01%	559
2025 Q3	$9.52M	Buy	+16,022	New	+$1.5M	0.03%	142
2025 Q1	$489K	Buy	+4,525	New	+$442K	﹤0.01%	574
2024 Q3	$218K	Buy	2,944 +742	+34%	+$64.8K	﹤0.01%	487
2024 Q2	$203K	Buy	2,202 +834	+61%	+$79K	﹤0.01%	467
2024 Q1	$143K	Buy	1,368 +1,256	+1,121%	+$116K	﹤0.01%	453
2023 Q4	$10.2K	Buy	+112	New	+$8.54K	﹤0.01%	472

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

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

Rakuten Investment Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 7,136 shares — an estimated $629K sold.

Rakuten Investment Management first reported a position in OKTA in Q4 2023 and held it in 7 quarters. The position peaked at $9.52M in Q3 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Rakuten Investment Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 7,136 Okta shares in Q1 2026, an estimated $629K.
Rakuten Investment Management first reported a position in Okta in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's Okta position peaked at $9.52M in Q3 2025.
731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.