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Savant Capital’s Okta OKTA Stock Holding History

Savant Capital’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 		$207K Buy
+2,630
New +$218K ﹤0.01% 1388
2025
Q1 		– Sell
-10,515
Closed -$829K – 1321
2024
Q4 		$829K Buy
+10,515
New +$815K 0.01% 716

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

Savant Capital's OKTA Position: Q1 2026 in Review

Savant Capital opened a new position in Okta (OKTA) in Q1 2026: 2,630 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Savant Capital previously reported a position in OKTA as recently as Q4 2024.

Savant Capital first reported a position in OKTA in Q4 2024 and has held it in 2 quarters since. The position peaked at $829K in Q4 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Savant Capital held 2,630 shares of Okta worth $207K as of Q1 2026.
  • Okta was a new Savant Capital position in Q1 2026.
  • Okta made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1388 holding.
  • Savant Capital first reported a position in Okta in Q4 2024 and has held it in 2 quarters since.
  • Savant Capital's Okta position peaked at $829K in Q4 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.