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Sivia Capital Partners’s Okta OKTA Stock Holding History

Sivia Capital Partners’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 		$247K Buy
3,134
+121
+4% +$10K 0.05% 390
2025
Q4 		$261K Buy
+3,013
New +$263K 0.05% 454
2025
Q3 		– Sell
-2,443
Closed -$244K – 503
2025
Q2 		$244K Buy
+2,443
New +$261K 0.08% 353

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

Sivia Capital Partners's OKTA Position: Q1 2026 in Review

Sivia Capital Partners increased its Okta (OKTA) stake by 4% in Q1 2026, buying an estimated $10K and bringing the position to 3,134 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #390.

Sivia Capital Partners first reported a position in OKTA in Q2 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Sivia Capital Partners held 3,134 shares of Okta worth $247K as of Q1 2026.
  • Sivia Capital Partners bought 121 Okta shares in Q1 2026, an estimated $10K.
  • Okta made up 0.05% of Sivia Capital Partners's portfolio in Q1 2026, its #390 holding.
  • Sivia Capital Partners first reported a position in Okta in Q2 2025 and has held it in 3 quarters since.
  • Sivia Capital Partners's Okta position peaked at $261K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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