Rakuten Securities’s Okta OKTA Stock Holding History

Rakuten Securities’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	$30.5K	Sell	387 -303	-44%	-$25.1K	0.01%	299
2025 Q4	$59.7K	Sell	690 -1,789	-72%	-$156K	0.02%	227
2025 Q3	$227K	Buy	2,479 +671	+37%	+$62.7K	0.08%	123
2025 Q2	$181K	Buy	1,808 +1,194	+194%	+$128K	0.07%	131
2025 Q1	$64.6K	Sell	614 -695	-53%	-$67.9K	0.03%	189
2024 Q4	$103K	Sell	1,309 -506	-28%	-$39.2K	0.04%	154
2024 Q3	$135K	Sell	1,815 -845	-32%	-$73.8K	0.06%	110
2024 Q2	$249K	Sell	2,660 -1,731	-39%	-$164K	0.11%	82
2024 Q1	$459K	Buy	4,391 +282	+7%	+$26K	0.2%	56
2023 Q4	$372K	Buy	+4,109	New	+$313K	0.29%	60

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 Securities's OKTA Position: Q1 2026 in Review

Rakuten Securities reduced its Okta (OKTA) stake by 44% in Q1 2026, selling an estimated $25.1K and leaving 387 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #299.

Rakuten Securities first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $459K in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Rakuten Securities held 387 shares of Okta worth $30.5K as of Q1 2026.
Rakuten Securities sold 303 Okta shares in Q1 2026, an estimated $25.1K.
Okta made up 0.01% of Rakuten Securities's portfolio in Q1 2026, its #299 holding.
Rakuten Securities first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
Rakuten Securities's Okta position peaked at $459K in Q1 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.