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Seneschal Advisors’s Okta OKTA Stock Holding History

Seneschal Advisors’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 		$158 Sell
2
-1
-33% -$83 ﹤0.01% 549
2025
Q4 		$260 Hold
3
– – ﹤0.01% 493
2025
Q3 		$276 Buy
+3
New +$280 ﹤0.01% 496

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

Seneschal Advisors's OKTA Position: Q1 2026 in Review

Seneschal Advisors reduced its Okta (OKTA) stake by 33% in Q1 2026, selling an estimated $83 and leaving 2 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Seneschal Advisors first reported a position in OKTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $276 in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Seneschal Advisors held 2 shares of Okta worth $158 as of Q1 2026.
  • Seneschal Advisors sold 1 Okta share in Q1 2026, an estimated $83.
  • Okta made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #549 holding.
  • Seneschal Advisors first reported a position in Okta in Q3 2025 and has held it in 3 quarters since.
  • Seneschal Advisors's Okta position peaked at $276 in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.