SEI Investments’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 | $28.8M | Buy |
365,265
+122,658
| +51% | +$10.2M | 0.03% | 632 |
|
|
2025
Q4 | $21M | Sell |
242,607
-21,757
| -8% | -$1.9M | 0.02% | 714 |
|
|
2025
Q3 | $24.2M | Buy |
264,364
+40,246
| +18% | +$3.76M | 0.03% | 640 |
|
|
2025
Q2 | $22.4M | Sell |
224,118
-10,422
| -4% | -$1.11M | 0.03% | 646 |
|
|
2025
Q1 | $24.7M | Buy |
234,540
+48,611
| +26% | +$4.75M | 0.03% | 585 |
|
|
2024
Q4 | $14.7M | Sell |
185,929
-75,616
| -29% | -$5.86M | 0.02% | 818 |
|
|
2024
Q3 | $19.4M | Sell |
261,545
-20,795
| -7% | -$1.82M | 0.03% | 672 |
|
|
2024
Q2 | $26.4M | Sell |
282,340
-128,474
| -31% | -$12.2M | 0.04% | 481 |
|
|
2024
Q1 | $43M | Sell |
410,814
-1,439
| -0.3% | -$133K | 0.06% | 335 |
|
|
2023
Q4 | $37.3M | Buy |
412,253
+10,248
| +3% | +$782K | 0.06% | 343 |
|
|
2023
Q3 | $32.8M | Sell |
402,005
-22,023
| -5% | -$1.67M | 0.06% | 350 |
|
|
2023
Q2 | $29.4M | Buy |
424,028
+10,256
| +2% | +$779K | 0.05% | 403 |
|
|
2023
Q1 | $35.7M | Buy |
413,772
+61,743
| +18% | +$4.7M | 0.07% | 327 |
|
|
2022
Q4 | $24.1M | Buy |
352,029
+238,883
| +211% | +$13.6M | 0.05% | 397 |
|
|
2022
Q3 | $6.43M | Buy |
113,146
+40,406
| +56% | +$3.48M | 0.01% | 972 |
|
|
2022
Q2 | $6.51M | Sell |
72,740
-1,309
| -2% | -$141K | 0.01% | 974 |
|
|
2022
Q1 | $11.1M | Buy |
74,049
+6,066
| +9% | +$1.09M | 0.02% | 724 |
|
|
2021
Q4 | $15.2M | Buy |
67,983
+1,202
| +2% | +$286K | 0.03% | 597 |
|
|
2021
Q3 | $15.8M | Buy |
66,781
+23,843
| +56% | +$5.92M | 0.03% | 540 |
|
|
2021
Q2 | $10.4M | Sell |
42,938
-8,563
| -17% | -$2.07M | 0.02% | 714 |
|
|
2021
Q1 | $11.7M | Buy |
51,501
+16,856
| +49% | +$4.24M | 0.03% | 600 |
|
|
2020
Q4 | $8.84M | Sell |
34,645
-5,353
| -13% | -$1.27M | 0.02% | 691 |
|
|
2020
Q3 | $8.58M | Sell |
39,998
-362
| -0.9% | -$75.5K | 0.02% | 607 |
|
|
2020
Q2 | $8.07M | Sell |
40,360
-637
| -2% | -$108K | 0.03% | 645 |
|
|
2020
Q1 | $5.04M | Buy |
40,997
+17,319
| +73% | +$2.17M | 0.02% | 757 |
|
|
2019
Q4 | $2.74M | Sell |
23,678
-9,994
| -30% | -$1.15M | 0.01% | 1194 |
|
|
2019
Q3 | $3.31M | Sell |
33,672
-8,933
| -21% | -$1.12M | 0.01% | 1107 |
|
|
2019
Q2 | $5.26M | Buy |
42,605
+207
| +0.5% | +$22.5K | 0.02% | 912 |
|
|
2019
Q1 | $3.51M | Sell |
42,398
-36,252
| -46% | -$2.87M | 0.01% | 1076 |
|
|
2018
Q4 | $5.45M | Buy |
78,650
+11,700
| +17% | +$693K | 0.02% | 854 |
|
|
2018
Q3 | $4.71M | Sell |
66,950
-6,464
| -9% | -$385K | 0.02% | 899 |
|
|
2018
Q2 | $3.7M | Buy |
73,414
+6,014
| +9% | +$286K | 0.01% | 1066 |
|
|
2018
Q1 | $2.69M | Buy |
67,400
+4,100
| +6% | +$137K | 0.01% | 1098 |
|
|
2017
Q4 | $1.62M | Buy |
+63,300
| New | +$1.77M | 0.01% | 1364 |
|
Other funds holding OKTA
VPM
VCM
SEI Investments's OKTA Position: Q1 2026 in Review
SEI Investments increased its Okta (OKTA) stake by 51% in Q1 2026, buying an estimated $10.2M and bringing the position to 365,265 shares worth $28.8M. The position accounts for 0.03% of the portfolio, ranked #632.
SEI Investments first reported a position in OKTA in Q4 2017 and has held it in 34 quarters since. The position peaked at $43M in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- SEI Investments held 365,265 shares of Okta worth $28.8M as of Q1 2026.
- SEI Investments bought 122,658 Okta shares in Q1 2026, an estimated $10.2M.
- Okta made up 0.03% of SEI Investments's portfolio in Q1 2026, its #632 holding.
- SEI Investments first reported a position in Okta in Q4 2017 and has held it in 34 quarters since.
- SEI Investments's Okta position peaked at $43M in Q1 2024.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.