TCM
OKTA icon

Triumph Capital Management’s Okta OKTA Stock Holding History

Triumph Capital Management’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 		$944K Buy
11,990
+4,070
+51% +$338K 0.19% 117
2025
Q4 		$685K Sell
7,920
-4,805
-38% -$419K 0.15% 132
2025
Q3 		$1.17M Buy
12,725
+4,770
+60% +$445K 0.31% 74
2025
Q2 		$795K Buy
7,955
+267
+3% +$28.5K 0.24% 99
2025
Q1 		$809K Buy
7,688
+1,897
+33% +$185K 0.27% 99
2024
Q4 		$456K Buy
5,791
+673
+13% +$52.2K 0.16% 159
2024
Q3 		$380K Sell
5,118
-107
-2% -$9.35K 0.14% 168
2024
Q2 		$489K Buy
5,225
+2,050
+65% +$194K 0.19% 128
2024
Q1 		$329K Sell
3,175
-1,190
-27% -$110K 0.13% 158
2023
Q4 		$395K Sell
4,365
-328
-7% -$25K 0.17% 120
2023
Q3 		$382K Buy
4,693
+437
+10% +$33.1K 0.17% 124
2023
Q2 		$295K Sell
4,256
-581
-12% -$44.1K 0.13% 153
2023
Q1 		$417K Sell
4,837
-4,317
-47% -$329K 0.21% 95
2022
Q4 		$625K Sell
9,154
-1,344
-13% -$76.7K 0.33% 66
2022
Q3 		$597K Buy
10,498
+3,605
+52% +$310K 0.33% 71
2022
Q2 		$623K Buy
6,893
+2,322
+51% +$251K 0.33% 65
2022
Q1 		$690K Buy
4,571
+1,558
+52% +$279K 0.3% 82
2021
Q4 		$675K Sell
3,013
-326
-10% -$77.7K 0.29% 82
2021
Q3 		$792K Buy
+3,339
New +$829K 0.37% 68

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

Triumph Capital Management's OKTA Position: Q1 2026 in Review

Triumph Capital Management increased its Okta (OKTA) stake by 51% in Q1 2026, buying an estimated $338K and bringing the position to 11,990 shares worth $944K. The position accounts for 0.19% of the portfolio, ranked #117.

Triumph Capital Management first reported a position in OKTA in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Triumph Capital Management held 11,990 shares of Okta worth $944K as of Q1 2026.
  • Triumph Capital Management bought 4,070 Okta shares in Q1 2026, an estimated $338K.
  • Okta made up 0.19% of Triumph Capital Management's portfolio in Q1 2026, its #117 holding.
  • Triumph Capital Management first reported a position in Okta in Q3 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's Okta position peaked at $1.17M in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.