Resonant Capital Advisors’s Okta OKTA Stock Holding History

Resonant Capital Advisors’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	$435K	Buy	5,521 +421	+8%	+$34.9K	0.02%	293
2025 Q4	$441K	Buy	5,100 +465	+10%	+$40.6K	0.02%	264
2025 Q3	$425K	Sell	4,635 -136	-3%	-$12.7K	0.02%	268
2025 Q2	$477K	Buy	4,771 +334	+8%	+$35.7K	0.03%	244
2025 Q1	$467K	Buy	4,437 +411	+10%	+$40.1K	0.03%	220
2024 Q4	$317K	Buy	4,026 +48	+1%	+$3.72K	0.02%	260
2024 Q3	$296K	Buy	3,978 +283	+8%	+$24.7K	0.02%	283
2024 Q2	$346K	Sell	3,695 -9	-0.2%	-$852	0.03%	244
2024 Q1	$388K	Buy	3,704 +298	+9%	+$27.5K	0.03%	224
2023 Q4	$308K	Buy	+3,406	New	+$260K	0.03%	233

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

Resonant Capital Advisors's OKTA Position: Q1 2026 in Review

Resonant Capital Advisors increased its Okta (OKTA) stake by 8.3% in Q1 2026, buying an estimated $34.9K and bringing the position to 5,521 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #293.

Resonant Capital Advisors first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $477K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Resonant Capital Advisors held 5,521 shares of Okta worth $435K as of Q1 2026.
Resonant Capital Advisors bought 421 Okta shares in Q1 2026, an estimated $34.9K.
Okta made up 0.02% of Resonant Capital Advisors's portfolio in Q1 2026, its #293 holding.
Resonant Capital Advisors first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
Resonant Capital Advisors's Okta position peaked at $477K in Q2 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.