Raymond James Financial
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Raymond James Financial’s Okta OKTA Stock Holding History

Raymond James Financial’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 		$65.3M Buy
852,112
+155,407
+22% +$12.9M 0.02% 714
2025
Q4 		$60.6M Buy
696,705
+6,260
+0.9% +$546K 0.02% 732
2025
Q3 		$63.3M Sell
690,445
-111,599
-14% -$10.4M 0.02% 671
2025
Q2 		$80.2M Buy
802,044
+583,475
+267% +$62.3M 0.03% 558
2025
Q1 		$23M Buy
218,569
+11,473
+6% +$1.12M 0.01% 1203
2024
Q4 		$16.3M Buy
+207,096
New +$16.1M 0.01% 1469

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Raymond James Financial's OKTA Position: Q1 2026 in Review

Raymond James Financial increased its Okta (OKTA) stake by 22% in Q1 2026, buying an estimated $12.9M and bringing the position to 852,112 shares worth $65.3M. The position accounts for 0.02% of the portfolio, ranked #714.

Raymond James Financial first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.2M in Q2 2025. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Raymond James Financial held 852,112 shares of Okta worth $65.3M as of Q1 2026.
  • Raymond James Financial bought 155,407 Okta shares in Q1 2026, an estimated $12.9M.
  • Okta made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #714 holding.
  • Raymond James Financial first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Okta position peaked at $80.2M in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.