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Tidal Investments’s Okta OKTA Stock Holding History

Tidal Investments’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 		$1.28M Buy
16,319
+1,570
+11% +$130K ﹤0.01% 1322
2025
Q4 		$1.28M Sell
14,749
-498
-3% -$43.5K ﹤0.01% 1151
2025
Q3 		$1.4M Buy
15,247
+1,175
+8% +$110K ﹤0.01% 1057
2025
Q2 		$1.41M Sell
14,072
-716
-5% -$76.5K 0.01% 879
2025
Q1 		$1.56M Sell
14,788
-3,152
-18% -$308K 0.01% 799
2024
Q4 		$1.41M Sell
17,940
-7,163
-29% -$555K 0.01% 848
2024
Q3 		$1.87M Buy
25,103
+14,283
+132% +$1.25M 0.02% 688
2024
Q2 		$1.01M Buy
10,820
+5,415
+100% +$513K 0.01% 889
2024
Q1 		$565K Buy
5,405
+734
+16% +$67.7K 0.01% 1134
2023
Q4 		$423K Buy
4,671
+186
+4% +$14.2K 0.01% 1015
2023
Q3 		$366K Buy
4,485
+745
+20% +$56.5K 0.01% 987
2023
Q2 		$259K Buy
3,740
+1,404
+60% +$107K 0.01% 1106
2023
Q1 		$201K Buy
+2,336
New +$178K 0.01% 1194
2022
Q4 		– Sell
-2,866
Closed -$163K – 1177
2022
Q3 		$163K Buy
2,866
+165
+6% +$14.2K 0.01% 987
2022
Q2 		$244K Buy
2,701
+984
+57% +$106K 0.01% 890
2022
Q1 		$259K Buy
1,717
+157
+10% +$28.1K 0.01% 899
2021
Q4 		$350K Sell
1,560
-312
-17% -$74.3K 0.01% 726
2021
Q3 		$444K Buy
1,872
+711
+61% +$177K 0.02% 543
2021
Q2 		$284K Buy
+1,161
New +$280K 0.01% 593

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

Tidal Investments's OKTA Position: Q1 2026 in Review

Tidal Investments increased its Okta (OKTA) stake by 11% in Q1 2026, buying an estimated $130K and bringing the position to 16,319 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Tidal Investments first reported a position in OKTA in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q3 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Tidal Investments held 16,319 shares of Okta worth $1.28M as of Q1 2026.
  • Tidal Investments bought 1,570 Okta shares in Q1 2026, an estimated $130K.
  • Okta made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1322 holding.
  • Tidal Investments first reported a position in Okta in Q2 2021 and has held it in 19 quarters since.
  • Tidal Investments's Okta position peaked at $1.87M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.