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Sunbelt Securities’s Okta OKTA Stock Holding History

Sunbelt Securities’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 		$137K Sell
1,738
-14
-0.8% -$1.16K 0.01% 741
2025
Q4 		$151K Sell
1,752
-57
-3% -$4.97K 0.01% 711
2025
Q3 		$166K Buy
1,809
+117
+7% +$10.9K 0.01% 699
2025
Q2 		$133K Buy
1,692
+360
+27% +$38.4K 0.01% 691
2025
Q1 		$140K Sell
1,332
-360
-21% -$35.2K 0.01% 651
2024
Q4 		$135K Sell
1,692
-86
-5% -$6.67K 0.01% 689
2024
Q3 		$132K Buy
1,778
+6
+0.3% +$524 0.01% 692
2024
Q2 		$166K Sell
1,772
-131
-7% -$12.4K 0.02% 605
2024
Q1 		$199K Buy
1,903
+1,439
+310% +$133K 0.02% 536
2023
Q4 		$42K Sell
464
-4
-0.9% -$305 0.01% 850
2023
Q3 		$38.1K Sell
468
-27
-5% -$2.05K 0.01% 863
2023
Q2 		$34.3K Sell
495
-234
-32% -$17.8K ﹤0.01% 881
2023
Q1 		$61.5K Sell
729
-3,199
-81% -$244K 0.01% 698
2022
Q4 		$268K Buy
3,928
+151
+4% +$8.62K 0.05% 373
2022
Q3 		$215K Buy
3,777
+277
+8% +$23.8K 0.05% 392
2022
Q2 		$316K Buy
3,500
+251
+8% +$27.1K 0.07% 328
2022
Q1 		$496K Buy
3,249
+64
+2% +$11.5K 0.09% 254
2021
Q4 		$607K Buy
3,185
+130
+4% +$31K 0.1% 232
2021
Q3 		$720K Hold
3,055
– – 0.13% 192
2021
Q2 		$720K Buy
3,055
+133
+5% +$32.1K 0.13% 192
2021
Q1 		$644K Buy
2,922
+244
+9% +$61.3K 0.13% 196
2020
Q4 		$681K Buy
2,678
+347
+15% +$82.5K 0.14% 181
2020
Q3 		$527K Buy
+2,331
New +$486K 0.15% 182
2020
Q2 		– Sell
-4,708
Closed -$590K – 355
2020
Q1 		$590K Buy
+4,708
New +$591K 0.03% 205

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

Sunbelt Securities's OKTA Position: Q1 2026 in Review

Sunbelt Securities reduced its Okta (OKTA) stake by 0.8% in Q1 2026, selling an estimated $1.16K and leaving 1,738 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #741.

Sunbelt Securities first reported a position in OKTA in Q1 2020 and has held it in 24 quarters since. The position peaked at $720K in Q3 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Sunbelt Securities held 1,738 shares of Okta worth $137K as of Q1 2026.
  • Sunbelt Securities sold 14 Okta shares in Q1 2026, an estimated $1.16K.
  • Okta made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #741 holding.
  • Sunbelt Securities first reported a position in Okta in Q1 2020 and has held it in 24 quarters since.
  • Sunbelt Securities's Okta position peaked at $720K in Q3 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.