Scotia Capital’s Okta OKTA Stock Holding History

Scotia 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	$304K	Buy	3,860 +899	+30%	+$74.6K	﹤0.01%	764
2025 Q4	$256K	Sell	2,961 -130	-4%	-$11.3K	﹤0.01%	786
2025 Q3	$283K	Sell	3,091 -498	-14%	-$46.5K	﹤0.01%	769
2025 Q2	$359K	Buy	+3,589	New	+$383K	﹤0.01%	683
2021 Q1	–	Sell	-3,823	Closed	-$972K	–	827
2020 Q4	$972K	Buy	3,823 +1,438	+60%	+$342K	0.01%	450
2020 Q3	$510K	Sell	2,385 -695	-23%	-$145K	0.01%	495
2020 Q2	$617K	Buy	3,080 +427	+16%	+$72.5K	0.01%	400
2020 Q1	$324K	Sell	2,653 -1,349	-34%	-$169K	﹤0.01%	489
2019 Q4	$462K	Buy	4,002 +571	+17%	+$65.7K	0.01%	527
2019 Q3	$338K	Buy	3,431 +563	+20%	+$70.3K	﹤0.01%	586
2019 Q2	$354K	Buy	+2,868	New	+$311K	﹤0.01%	578

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital's OKTA Position: Q1 2026 in Review

Scotia Capital increased its Okta (OKTA) stake by 30% in Q1 2026, buying an estimated $74.6K and bringing the position to 3,860 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Scotia Capital first reported a position in OKTA in Q2 2019 and has held it in 11 quarters since. The position peaked at $972K in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Scotia Capital held 3,860 shares of Okta worth $304K as of Q1 2026.
Scotia Capital bought 899 Okta shares in Q1 2026, an estimated $74.6K.
Okta made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #764 holding.
Scotia Capital first reported a position in Okta in Q2 2019 and has held it in 11 quarters since.
Scotia Capital's Okta position peaked at $972K in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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