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TCW Group’s Okta OKTA Stock Holding History

TCW Group’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
-2,607
Closed -$225K – 653
2025
Q4 		$225K Buy
+2,607
New +$228K ﹤0.01% 621
2022
Q3 		– Sell
-96,844
Closed -$8.76M – 311
2022
Q2 		$8.76M Hold
96,844
– – 0.11% 142
2022
Q1 		$14.6M Buy
96,844
+47,290
+95% +$8.48M 0.14% 114
2021
Q4 		$11.1M Sell
49,554
-6,781
-12% -$1.62M 0.09% 143
2021
Q3 		$13.4K Hold
56,335
– – 0.03% 129
2021
Q2 		$13.8M Buy
56,335
+18,250
+48% +$4.4M 0.12% 125
2021
Q1 		$8.4M Sell
38,085
-7,685
-17% -$1.93M 0.08% 160
2020
Q4 		$11.6M Sell
45,770
-5,534
-11% -$1.32M 0.1% 124
2020
Q3 		$11M Buy
+51,304
New +$10.7M 0.12% 119

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

TCW Group's OKTA Position: Q1 2026 in Review

TCW Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,607 shares — an estimated $225K sold.

TCW Group first reported a position in OKTA in Q3 2020 and held it in 9 quarters. The position peaked at $14.6M in Q1 2022. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • TCW Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • TCW Group sold 2,607 Okta shares in Q1 2026, an estimated $225K.
  • TCW Group first reported a position in Okta in Q3 2020 and held it in 9 quarters.
  • TCW Group's Okta position peaked at $14.6M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.