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Rossby Financial’s Okta OKTA Stock Holding History

Rossby 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 		$39.9K Buy
504
+200
+66% +$16.6K 0.01% 807
2025
Q4 		$26.3K Buy
304
+4
+1% +$349 0.01% 671
2025
Q3 		$27.5K Hold
300
– – 0.01% 649
2025
Q2 		$30K Hold
300
– – 0.01% 583
2025
Q1 		$31K Buy
+300
New +$29.3K 0.01% 554

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

Rossby Financial's OKTA Position: Q1 2026 in Review

Rossby Financial increased its Okta (OKTA) stake by 66% in Q1 2026, buying an estimated $16.6K and bringing the position to 504 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #807.

Rossby Financial first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Rossby Financial held 504 shares of Okta worth $39.9K as of Q1 2026.
  • Rossby Financial bought 200 Okta shares in Q1 2026, an estimated $16.6K.
  • Okta made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #807 holding.
  • Rossby Financial first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.