Simplex Trading
OKTA icon

Simplex Trading’s Okta OKTA Stock Holding History

Simplex Trading’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 		$6.05M Buy
76,826
+47,566
+163% +$3.95M ﹤0.01% 983
2025
Q4 		$2.53M Sell
29,260
-17,810
-38% -$1.55M ﹤0.01% 1790
2025
Q3 		$4.32M Buy
+47,070
New +$4.39M ﹤0.01% 1608
2024
Q3 		– Sell
-16,492
Closed -$1.44M – 9249
2024
Q2 		$1.54M Sell
16,492
-15,934
-49% -$1.51M ﹤0.01% 2461
2024
Q1 		$3.39M Buy
32,426
+25,429
+363% +$2.35M ﹤0.01% 1926
2023
Q4 		$633K Buy
+6,997
New +$534K ﹤0.01% 3453
2023
Q3 		– Sell
-5,217
Closed -$396K – 9488
2023
Q2 		$361K Sell
5,217
-30,825
-86% -$2.34M ﹤0.01% 3642
2023
Q1 		$3.11M Buy
+36,042
New +$2.74M ﹤0.01% 1601
2022
Q3 		– Sell
-34,340
Closed -$2.95M – 10600
2022
Q2 		$3.1M Buy
34,340
+517
+2% +$55.8K ﹤0.01% 1471
2022
Q1 		$5.11M Sell
33,823
-1,765
-5% -$316K ﹤0.01% 1229
2021
Q4 		$7.98M Buy
35,588
+10,151
+40% +$2.42M 0.01% 916
2021
Q3 		$6.12M Buy
25,437
+1,504
+6% +$373K 0.01% 1038
2021
Q2 		$5.86M Buy
23,933
+2,286
+11% +$552K 0.01% 1050
2021
Q1 		$0 Buy
+21,647
New +$5.44M ﹤0.01% 9679
2020
Q1 		– Sell
-20,282
Closed -$2.54M – 8061
2019
Q4 		$2.34M Buy
20,282
+2,637
+15% +$304K 0.01% 1346
2019
Q3 		$1.74M Sell
17,645
-8,032
-31% -$1M ﹤0.01% 1446
2019
Q2 		$3.17M Buy
25,677
+23,931
+1,371% +$2.6M 0.01% 972
2019
Q1 		$144K Sell
1,746
-6,941
-80% -$549K ﹤0.01% 3952
2018
Q4 		$554K Sell
8,687
-14,211
-62% -$842K ﹤0.01% 2125
2018
Q3 		$1.61M Sell
22,898
-2,452
-10% -$146K 0.01% 1432
2018
Q2 		$1.28M Buy
25,350
+9,095
+56% +$433K 0.01% 1571
2018
Q1 		$647K Buy
16,255
+15,317
+1,633% +$511K 0.03% 583
2017
Q4 		$24K Sell
938
-22,524
-96% -$630K ﹤0.01% 3136
2017
Q3 		$661K Buy
23,462
+20,083
+594% +$509K 0.03% 536
2017
Q2 		$77K Buy
+3,379
New +$83.5K ﹤0.01% 1991

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

Simplex Trading's OKTA Position: Q1 2026 in Review

Simplex Trading increased its Okta (OKTA) stake by 163% in Q1 2026, buying an estimated $3.95M and bringing the position to 76,826 shares worth $6.05M. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Simplex Trading first reported a position in OKTA in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.98M in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Simplex Trading held 76,826 shares of Okta worth $6.05M as of Q1 2026.
  • Simplex Trading bought 47,566 Okta shares in Q1 2026, an estimated $3.95M.
  • Okta made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #983 holding.
  • Simplex Trading first reported a position in Okta in Q2 2017 and has held it in 25 quarters since.
  • Simplex Trading's Okta position peaked at $7.98M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.