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Syon Capital’s Okta OKTA Stock Holding History

Syon Capital’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 		$305K Buy
3,873
+1,148
+42% +$95.3K 0.02% 737
2025
Q4 		$236K Sell
2,725
-2,952
-52% -$258K 0.01% 820
2025
Q3 		$521K Buy
5,677
+3,644
+179% +$340K 0.03% 480
2025
Q2 		$203K Buy
2,033
+114
+6% +$12.2K 0.01% 692
2025
Q1 		$202K Buy
+1,919
New +$187K 0.02% 539

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

Syon Capital's OKTA Position: Q1 2026 in Review

Syon Capital increased its Okta (OKTA) stake by 42% in Q1 2026, buying an estimated $95.3K and bringing the position to 3,873 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #737.

Syon Capital first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $521K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Syon Capital held 3,873 shares of Okta worth $305K as of Q1 2026.
  • Syon Capital bought 1,148 Okta shares in Q1 2026, an estimated $95.3K.
  • Okta made up 0.02% of Syon Capital's portfolio in Q1 2026, its #737 holding.
  • Syon Capital first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's Okta position peaked at $521K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.