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Stephens Inc’s Okta OKTA Stock Holding History

Stephens Inc’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 		$1.91M Buy
24,243
+18,661
+334% +$1.55M 0.02% 479
2025
Q4 		$483K Buy
5,582
+187
+3% +$16.3K 0.01% 860
2025
Q3 		$495K Buy
5,395
+108
+2% +$10.1K 0.01% 855
2025
Q2 		$529K Buy
5,287
+1,870
+55% +$200K 0.01% 815
2025
Q1 		$360K Buy
3,417
+121
+4% +$11.8K 0.01% 923
2024
Q4 		$260K Buy
3,296
+157
+5% +$12.2K ﹤0.01% 1078
2024
Q3 		$233K Buy
3,139
+505
+19% +$44.1K ﹤0.01% 1137
2024
Q2 		$247K Buy
2,634
+344
+15% +$32.6K ﹤0.01% 1081
2024
Q1 		$240K Sell
2,290
-37
-2% -$3.41K ﹤0.01% 1092
2023
Q4 		$211K Sell
2,327
-165
-7% -$12.6K ﹤0.01% 1064
2023
Q3 		$203K Buy
2,492
+466
+23% +$35.3K ﹤0.01% 1036
2023
Q2 		$141K Buy
2,026
+684
+51% +$51.9K ﹤0.01% 1107
2023
Q1 		$116K Buy
+1,342
New +$102K ﹤0.01% 1083
2022
Q3 		– Sell
-2,762
Closed -$250K – 1247
2022
Q2 		$250K Sell
2,762
-525
-16% -$56.7K 0.01% 987
2022
Q1 		$496K Buy
3,287
+653
+25% +$117K 0.01% 808
2021
Q4 		$590K Sell
2,634
-347
-12% -$82.7K 0.01% 799
2021
Q3 		$708K Buy
2,981
+116
+4% +$28.8K 0.01% 751
2021
Q2 		$701K Buy
2,865
+110
+4% +$26.6K 0.01% 763
2021
Q1 		$607K Buy
2,755
+1,486
+117% +$373K 0.01% 781
2020
Q4 		$323K Buy
1,269
+64
+5% +$15.2K 0.01% 899
2020
Q3 		$258K Sell
1,205
-1,357
-53% -$283K 0.01% 935
2020
Q2 		$513K Sell
2,562
-1,079
-30% -$183K 0.01% 692
2020
Q1 		$445K Sell
3,641
-833
-19% -$105K 0.01% 677
2019
Q4 		$516K Buy
4,474
+1,631
+57% +$188K 0.01% 714
2019
Q3 		$280K Buy
2,843
+262
+10% +$32.7K 0.01% 936
2019
Q2 		$319K Buy
2,581
+126
+5% +$13.7K 0.01% 889
2019
Q1 		$203K Buy
+2,455
New +$194K ﹤0.01% 1053

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

Stephens Inc's OKTA Position: Q1 2026 in Review

Stephens Inc increased its Okta (OKTA) stake by 334% in Q1 2026, buying an estimated $1.55M and bringing the position to 24,243 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #479.

Stephens Inc first reported a position in OKTA in Q1 2019 and has held it in 27 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Stephens Inc held 24,243 shares of Okta worth $1.91M as of Q1 2026.
  • Stephens Inc bought 18,661 Okta shares in Q1 2026, an estimated $1.55M.
  • Okta made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #479 holding.
  • Stephens Inc first reported a position in Okta in Q1 2019 and has held it in 27 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.