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TD Waterhouse Canada’s Okta OKTA Stock Holding History

TD Waterhouse Canada’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 		$12.3K Buy
156
+106
+212% +$8.8K ﹤0.01% 1707
2025
Q4 		$4.32K Sell
50
-54
-52% -$4.71K ﹤0.01% 1713
2025
Q3 		$9.55K Sell
104
-37
-26% -$3.46K ﹤0.01% 1561
2025
Q2 		$13.9K Hold
141
– – ﹤0.01% 1384
2025
Q1 		$14.7K Buy
141
+73
+107% +$7.13K ﹤0.01% 1330
2024
Q4 		$5.36K Buy
68
+24
+55% +$1.86K ﹤0.01% 1545
2024
Q3 		$3.19K Hold
44
– – ﹤0.01% 1575
2024
Q2 		$4.16K Hold
44
– – ﹤0.01% 1527
2024
Q1 		$4.51K Hold
44
– – ﹤0.01% 1554
2023
Q4 		$3.67K Sell
44
-420
-91% -$32K ﹤0.01% 1423
2023
Q3 		$37.4K Sell
464
-9,199
-95% -$697K ﹤0.01% 978
2023
Q2 		$670K Buy
9,663
+68
+0.7% +$5.16K 0.01% 481
2023
Q1 		$801K Sell
9,595
-26,700
-74% -$2.03M 0.01% 451
2022
Q4 		$3.19M Buy
36,295
+28,326
+355% +$1.62M 0.04% 248
2022
Q3 		$460K Sell
7,969
-129
-2% -$11.1K 0.01% 525
2022
Q2 		$783K Buy
8,098
+562
+7% +$60.7K 0.01% 462
2022
Q1 		$1.12M Buy
7,536
+1,006
+15% +$180K 0.01% 429
2021
Q4 		$1.41M Buy
+6,530
New +$1.56M 0.01% 419

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

TD Waterhouse Canada's OKTA Position: Q1 2026 in Review

TD Waterhouse Canada increased its Okta (OKTA) stake by 212% in Q1 2026, buying an estimated $8.8K and bringing the position to 156 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

TD Waterhouse Canada first reported a position in OKTA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.19M in Q4 2022. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • TD Waterhouse Canada held 156 shares of Okta worth $12.3K as of Q1 2026.
  • TD Waterhouse Canada bought 106 Okta shares in Q1 2026, an estimated $8.8K.
  • Okta made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1707 holding.
  • TD Waterhouse Canada first reported a position in Okta in Q4 2021 and has held it in 18 quarters since.
  • TD Waterhouse Canada's Okta position peaked at $3.19M in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.