SBFM
OKTA icon

S-Bank Fund Management’s Okta OKTA Stock Holding History

S-Bank Fund 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 		$69.2K Sell
879
-33
-4% -$2.74K 0.01% 167
2025
Q4 		$78.9K Sell
912
-41
-4% -$3.58K 0.01% 164
2025
Q3 		$87.4K Sell
953
-12
-1% -$1.12K 0.01% 194
2025
Q2 		$96.5K Sell
965
-293
-23% -$31.3K 0.01% 195
2025
Q1 		$132K Buy
+1,258
New +$123K 0.02% 166

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

S-Bank Fund Management's OKTA Position: Q1 2026 in Review

S-Bank Fund Management reduced its Okta (OKTA) stake by 3.6% in Q1 2026, selling an estimated $2.74K and leaving 879 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #167.

S-Bank Fund Management first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $132K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • S-Bank Fund Management held 879 shares of Okta worth $69.2K as of Q1 2026.
  • S-Bank Fund Management sold 33 Okta shares in Q1 2026, an estimated $2.74K.
  • Okta made up 0.01% of S-Bank Fund Management's portfolio in Q1 2026, its #167 holding.
  • S-Bank Fund Management first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • S-Bank Fund Management's Okta position peaked at $132K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.