Smith Group Asset Management’s Okta OKTA Stock Holding History

Smith Group 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	$29.7M	Buy	377,105 +32,078	+9%	+$2.66M	1.51%	33
2025 Q4	$29.8M	Buy	345,027 +9,761	+3%	+$852K	1.58%	29
2025 Q3	$30.7M	Buy	335,266 +92,473	+38%	+$8.63M	1.77%	28
2025 Q2	$24.3M	Buy	242,793 +4,798	+2%	+$512K	1.59%	31
2025 Q1	$25M	Buy	237,995 +16,594	+7%	+$1.62M	1.88%	25
2024 Q4	$17.4M	Buy	221,401 +80,969	+58%	+$6.28M	1.29%	34
2024 Q3	$10.4M	Sell	140,432 -81,007	-37%	-$7.08M	0.87%	39
2024 Q2	$20.7M	Buy	221,439 +16,032	+8%	+$1.52M	1.84%	27
2024 Q1	$21.5M	Buy	205,407 +199,737	+3,523%	+$18.4M	1.23%	33
2023 Q4	$513K	Buy	+5,670	New	+$433K	0.03%	129

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

Smith Group Asset Management's OKTA Position: Q1 2026 in Review

Smith Group Asset Management increased its Okta (OKTA) stake by 9.3% in Q1 2026, buying an estimated $2.66M and bringing the position to 377,105 shares worth $29.7M. The position accounts for 1.51% of the portfolio, ranked #33.

Smith Group Asset Management first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.7M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Smith Group Asset Management held 377,105 shares of Okta worth $29.7M as of Q1 2026.
Smith Group Asset Management bought 32,078 Okta shares in Q1 2026, an estimated $2.66M.
Okta made up 1.51% of Smith Group Asset Management's portfolio in Q1 2026, its #33 holding.
Smith Group Asset Management first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
Smith Group Asset Management's Okta position peaked at $30.7M in Q3 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.