Smartleaf Asset Management’s Okta OKTA Stock Holding History

Smartleaf Asset Management’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	$80.2K	Sell	1,063 -84	-7%	-$6.97K	﹤0.01%	1230
2025 Q4	$100K	Buy	1,147 +389	+51%	+$33.9K	﹤0.01%	1181
2025 Q3	$71.1K	Buy	758 +379	+100%	+$35.4K	﹤0.01%	1239
2025 Q2	$37.3K	Sell	379 -445	-54%	-$47.5K	﹤0.01%	1285
2025 Q1	$89K	Buy	824 +92	+13%	+$8.99K	0.01%	879
2024 Q4	$58.3K	Buy	732 +210	+40%	+$16.3K	0.01%	1108
2024 Q3	$38.6K	Buy	522 +317	+155%	+$27.7K	﹤0.01%	1011
2024 Q2	$18.9K	Buy	205 +168	+454%	+$15.9K	﹤0.01%	1059
2024 Q1	$3.88K	Buy	+37	New	+$3.41K	﹤0.01%	1301

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

Smartleaf Asset Management's OKTA Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Okta (OKTA) stake by 7.3% in Q1 2026, selling an estimated $6.97K and leaving 1,063 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Smartleaf Asset Management first reported a position in OKTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $100K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Smartleaf Asset Management held 1,063 shares of Okta worth $80.2K as of Q1 2026.
Smartleaf Asset Management sold 84 Okta shares in Q1 2026, an estimated $6.97K.
Okta made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1230 holding.
Smartleaf Asset Management first reported a position in Okta in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Okta position peaked at $100K in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.