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Robertson Stephens Wealth Management’s Okta OKTA Stock Holding History

Robertson Stephens Wealth 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 		$572K Buy
7,266
+182
+3% +$15.1K 0.02% 397
2025
Q4 		$613K Buy
+7,084
New +$618K 0.02% 389

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Robertson Stephens Wealth Management's OKTA Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Okta (OKTA) stake by 2.6% in Q1 2026, buying an estimated $15.1K and bringing the position to 7,266 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #397.

Robertson Stephens Wealth Management first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $613K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Robertson Stephens Wealth Management held 7,266 shares of Okta worth $572K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 182 Okta shares in Q1 2026, an estimated $15.1K.
  • Okta made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #397 holding.
  • Robertson Stephens Wealth Management first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
  • Robertson Stephens Wealth Management's Okta position peaked at $613K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.