Rather & Kittrell’s Okta OKTA Stock Holding History

Rather & Kittrell’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	$219K	Sell	2,785 -6	-0.2%	-$498	0.03%	105
2025 Q4	$241K	Buy	2,791 +9	+0.3%	+$785	0.04%	97
2025 Q3	$255K	Buy	2,782 +47	+2%	+$4.39K	0.04%	87
2025 Q2	$273K	Buy	2,735 +2	+0.1%	+$214	0.05%	79
2025 Q1	$288K	Sell	2,733 -1,246	-31%	-$122K	0.06%	75
2024 Q4	$314K	Sell	3,979 -1,653	-29%	-$128K	0.07%	72
2024 Q3	$419K	Buy	5,632 +4	+0.1%	+$350	0.1%	61
2024 Q2	$527K	Hold	5,628	–	–	0.15%	54
2024 Q1	$589K	Hold	5,628	–	–	0.18%	49
2023 Q4	$510K	Sell	5,628 -1,082	-16%	-$82.5K	0.18%	49
2023 Q3	$547K	Hold	6,710	–	–	0.22%	42
2023 Q2	$465K	Sell	6,710 -4,794	-42%	-$364K	0.19%	48
2023 Q1	$992K	Buy	+11,504	New	+$876K	0.45%	32

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

Rather & Kittrell's OKTA Position: Q1 2026 in Review

Rather & Kittrell reduced its Okta (OKTA) stake by 0.21% in Q1 2026, selling an estimated $498 and leaving 2,785 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #105.

Rather & Kittrell first reported a position in OKTA in Q1 2023 and has held it in 13 quarters since. The position peaked at $992K in Q1 2023. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Rather & Kittrell held 2,785 shares of Okta worth $219K as of Q1 2026.
Rather & Kittrell sold 6 Okta shares in Q1 2026, an estimated $498.
Okta made up 0.03% of Rather & Kittrell's portfolio in Q1 2026, its #105 holding.
Rather & Kittrell first reported a position in Okta in Q1 2023 and has held it in 13 quarters since.
Rather & Kittrell's Okta position peaked at $992K in Q1 2023.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.