SkyOak Wealth’s Okta OKTA Stock Holding History

SkyOak Wealth’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	$405K	Buy	5,150 +1,300	+34%	+$108K	0.07%	146
2025 Q4	$333K	Buy	+3,850	New	+$336K	0.06%	164
2025 Q3	–	Sell	-3,150	Closed	-$315K	–	261
2025 Q2	$315K	Buy	+3,150	New	+$336K	0.06%	169
2022 Q1	–	Sell	-1,015	Closed	-$228K	–	264
2021 Q4	$228K	Sell	1,015 -1,000	-50%	-$238K	0.06%	208
2021 Q3	$478K	Hold	2,015	–	–	0.13%	135
2021 Q2	$493K	Hold	2,015	–	–	0.13%	132
2021 Q1	$568K	Sell	2,015 -30	-1%	-$7.54K	0.16%	121
2020 Q4	$520K	Sell	2,045 -1,500	-42%	-$357K	0.16%	126
2020 Q3	$758K	Sell	3,545 -1,497	-30%	-$312K	0.27%	89
2020 Q2	$1.01M	Buy	5,042 +2,631	+109%	+$447K	0.37%	67
2020 Q1	$295K	Sell	2,411 -3,119	-56%	-$391K	0.15%	160
2019 Q4	$638K	Buy	+5,530	New	+$637K	0.2%	116

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

SkyOak Wealth's OKTA Position: Q1 2026 in Review

SkyOak Wealth increased its Okta (OKTA) stake by 34% in Q1 2026, buying an estimated $108K and bringing the position to 5,150 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #146.

SkyOak Wealth first reported a position in OKTA in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

SkyOak Wealth held 5,150 shares of Okta worth $405K as of Q1 2026.
SkyOak Wealth bought 1,300 Okta shares in Q1 2026, an estimated $108K.
Okta made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #146 holding.
SkyOak Wealth first reported a position in Okta in Q4 2019 and has held it in 12 quarters since.
SkyOak Wealth's Okta position peaked at $1.01M in Q2 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.