Transamerica Financial Advisors’s Okta OKTA Stock Holding History

Transamerica Financial Advisors’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	$19K	Buy	241 +91	+61%	+$7.55K	﹤0.01%	814
2025 Q4	$13K	Buy	150 +69	+85%	+$6.02K	﹤0.01%	801
2025 Q3	$7.43K	Buy	+81	New	+$7.56K	﹤0.01%	786
2024 Q3	–	Sell	-1	Closed	-$1K	–	642
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	496
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	541
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	535
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	559
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	529
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	513
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	588
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	554
2022 Q2	$1K	Buy	+1	New	+$108	﹤0.01%	568

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

Transamerica Financial Advisors's OKTA Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Okta (OKTA) stake by 61% in Q1 2026, buying an estimated $7.55K and bringing the position to 241 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Transamerica Financial Advisors first reported a position in OKTA in Q2 2022 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Transamerica Financial Advisors held 241 shares of Okta worth $19K as of Q1 2026.
Transamerica Financial Advisors bought 91 Okta shares in Q1 2026, an estimated $7.55K.
Okta made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #814 holding.
Transamerica Financial Advisors first reported a position in Okta in Q2 2022 and has held it in 12 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.