Steigerwald Gordon & Koch’s Okta OKTA Stock Holding History

Steigerwald Gordon & Koch’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	–	Sell	-14	Closed	-$1.21K	–	855
2025 Q4	$1.21K	Buy	+14	New	+$1.22K	﹤0.01%	853

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

Steigerwald Gordon & Koch's OKTA Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Okta (OKTA) in Q1 2026, closing a stake of 14 shares — an estimated $1.21K sold.

Steigerwald Gordon & Koch first reported a position in OKTA in Q4 2025 and held it in 1 quarter. The position peaked at $1.21K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Steigerwald Gordon & Koch reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Steigerwald Gordon & Koch sold 14 Okta shares in Q1 2026, an estimated $1.21K.
Steigerwald Gordon & Koch first reported a position in Okta in Q4 2025 and held it in 1 quarter.
Steigerwald Gordon & Koch's Okta position peaked at $1.21K in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.