Tidemark’s Okta OKTA Stock Holding History

Tidemark’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	$394	Hold	5	–	–	﹤0.01%	793
2025 Q4	$432	Buy	+5	New	+$436	﹤0.01%	629
2025 Q3	–	Sell	-5	Closed	-$500	–	694
2025 Q2	$500	Hold	5	–	–	﹤0.01%	673
2025 Q1	$526	Buy	+5	New	+$488	﹤0.01%	669
2024 Q4	–	Sell	-5	Closed	-$372	–	668
2024 Q3	$372	Hold	5	–	–	﹤0.01%	605
2024 Q2	$468	Buy	+5	New	+$473	﹤0.01%	592

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tidemark's OKTA Position: Q1 2026 in Review

Tidemark held its Okta (OKTA) position steady in Q1 2026 at 5 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Tidemark first reported a position in OKTA in Q2 2024 and has held it in 6 quarters since. The position peaked at $526 in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Tidemark held 5 shares of Okta worth $394 as of Q1 2026.
Tidemark left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Tidemark's portfolio in Q1 2026, its #793 holding.
Tidemark first reported a position in Okta in Q2 2024 and has held it in 6 quarters since.
Tidemark's Okta position peaked at $526 in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.