S&CO Inc’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.73M | Buy |
72,779
+11,861
| +19% | +$984K | 0.36% | 63 |
|
|
2025
Q4 | $5.27M | Buy |
60,918
+1,467
| +2% | +$128K | 0.33% | 66 |
|
|
2025
Q3 | $5.45M | Buy |
59,451
+24,526
| +70% | +$2.29M | 0.33% | 64 |
|
|
2025
Q2 | $3.49M | Hold |
34,925
| – | – | 0.22% | 88 |
|
|
2025
Q1 | $3.67M | Hold |
34,925
| – | – | 0.25% | 83 |
|
|
2024
Q4 | $2.75M | Hold |
34,925
| – | – | 0.19% | 100 |
|
|
2024
Q3 | $2.6M | Hold |
34,925
| – | – | 0.17% | 100 |
|
|
2024
Q2 | $3.27M | Hold |
34,925
| – | – | 0.23% | 85 |
|
|
2024
Q1 | $3.65M | Hold |
34,925
| – | – | 0.26% | 77 |
|
|
2023
Q4 | $3.16M | Hold |
34,925
| – | – | 0.24% | 78 |
|
|
2023
Q3 | $2.85M | Hold |
34,925
| – | – | 0.23% | 74 |
|
|
2023
Q2 | $2.42M | Buy |
34,925
+5,000
| +17% | +$380K | 0.2% | 82 |
|
|
2023
Q1 | $2.58M | Buy |
29,925
+10,900
| +57% | +$830K | 0.22% | 75 |
|
|
2022
Q4 | $1.3M | Hold |
19,025
| – | – | 0.11% | 102 |
|
|
2022
Q3 | $1.08M | Hold |
19,025
| – | – | 0.1% | 110 |
|
|
2022
Q2 | $1.72M | Hold |
19,025
| – | – | 0.14% | 96 |
|
|
2022
Q1 | $2.87M | Hold |
19,025
| – | – | 0.2% | 81 |
|
|
2021
Q4 | $4.26M | Hold |
19,025
| – | – | 0.3% | 65 |
|
|
2021
Q3 | $4.51M | Hold |
19,025
| – | – | 0.35% | 59 |
|
|
2021
Q2 | $4.66M | Hold |
19,025
| – | – | 0.36% | 57 |
|
|
2021
Q1 | $4.19M | Hold |
19,025
| – | – | 0.35% | 55 |
|
|
2020
Q4 | $4.84M | Hold |
19,025
| – | – | 0.43% | 49 |
|
|
2020
Q3 | $4.07M | Sell |
19,025
-4,000
| -17% | -$834K | 0.41% | 53 |
|
|
2020
Q2 | $4.61M | Hold |
23,025
| – | – | 0.51% | 44 |
|
|
2020
Q1 | $2.81M | Hold |
23,025
| – | – | 0.38% | 55 |
|
|
2019
Q4 | $2.66M | Hold |
23,025
| – | – | 0.28% | 65 |
|
|
2019
Q3 | $2.27M | Sell |
23,025
-7,675
| -25% | -$959K | 0.25% | 71 |
|
|
2019
Q2 | $3.79M | Sell |
30,700
-1,613
| -5% | -$175K | 0.42% | 54 |
|
|
2019
Q1 | $2.67M | Hold |
32,313
| – | – | 0.3% | 66 |
|
|
2018
Q4 | $2.06M | Hold |
32,313
| – | – | 0.26% | 68 |
|
|
2018
Q3 | $2.27M | Hold |
32,313
| – | – | 0.25% | 72 |
|
|
2018
Q2 | $1.63M | Buy |
32,313
+15,484
| +92% | +$737K | 0.2% | 84 |
|
|
2018
Q1 | $671K | Buy |
+16,829
| New | +$562K | 0.08% | 119 |
|
Other funds holding OKTA
VPM
VCM
S&CO Inc's OKTA Position: Q1 2026 in Review
S&CO Inc increased its Okta (OKTA) stake by 19% in Q1 2026, buying an estimated $984K and bringing the position to 72,779 shares worth $5.73M. The position accounts for 0.36% of the portfolio, ranked #63.
S&CO Inc first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- S&CO Inc held 72,779 shares of Okta worth $5.73M as of Q1 2026.
- S&CO Inc bought 11,861 Okta shares in Q1 2026, an estimated $984K.
- Okta made up 0.36% of S&CO Inc's portfolio in Q1 2026, its #63 holding.
- S&CO Inc first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.