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SWS Partners’s Okta OKTA Stock Holding History

SWS Partners’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 		$5.68M Buy
72,189
+29,654
+70% +$2.46M 1.4% 16
2025
Q4 		$3.68M Buy
42,535
+5,435
+15% +$474K 0.89% 35
2025
Q3 		$3.4M Buy
37,100
+6,851
+23% +$640K 0.83% 40
2025
Q2 		$3.02M Buy
30,249
+936
+3% +$100K 0.82% 41
2025
Q1 		$3.08M Sell
29,313
-15,603
-35% -$1.52M 1.01% 31
2024
Q4 		$3.54M Buy
44,916
+12,430
+38% +$964K 1.07% 22
2024
Q3 		$2.42M Buy
32,486
+7,838
+32% +$685K 0.77% 48
2024
Q2 		$2.31M Buy
24,648
+335
+1% +$31.7K 0.69% 57
2024
Q1 		$2.54M Sell
24,313
-318
-1% -$29.3K 0.76% 52
2023
Q4 		$2.23M Buy
24,631
+7,639
+45% +$583K 0.73% 57
2023
Q3 		$1.39M Buy
+16,992
New +$1.29M 0.51% 76

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

SWS Partners's OKTA Position: Q1 2026 in Review

SWS Partners increased its Okta (OKTA) stake by 70% in Q1 2026, buying an estimated $2.46M and bringing the position to 72,189 shares worth $5.68M. The position accounts for 1.4% of the portfolio, ranked #16.

SWS Partners first reported a position in OKTA in Q3 2023 and has held it in 11 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • SWS Partners held 72,189 shares of Okta worth $5.68M as of Q1 2026.
  • SWS Partners bought 29,654 Okta shares in Q1 2026, an estimated $2.46M.
  • Okta made up 1.4% of SWS Partners's portfolio in Q1 2026, its #16 holding.
  • SWS Partners first reported a position in Okta in Q3 2023 and has held it in 11 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.