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True Link Financial Advisors’s Okta OKTA Stock Holding History

True Link 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 		$275K Sell
3,500
-1,224
-26% -$102K 0.02% 78
2025
Q4 		$408K Sell
4,724
-626
-12% -$54.6K 0.02% 63
2025
Q3 		$491K Sell
5,350
-250
-4% -$23.3K 0.03% 52
2025
Q2 		$560K Sell
5,600
-400
-7% -$42.7K 0.04% 51
2025
Q1 		$631K Sell
6,000
-640
-10% -$62.5K 0.05% 44
2024
Q4 		$523K Buy
+6,640
New +$515K 0.04% 36
2021
Q4 		– Sell
-8
Closed -$2K – 793
2021
Q3 		$2K Hold
8
– – ﹤0.01% 745
2021
Q2 		$2K Buy
+8
New +$1.93K ﹤0.01% 680

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

True Link Financial Advisors's OKTA Position: Q1 2026 in Review

True Link Financial Advisors reduced its Okta (OKTA) stake by 26% in Q1 2026, selling an estimated $102K and leaving 3,500 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #78.

True Link Financial Advisors first reported a position in OKTA in Q2 2021 and has held it in 8 quarters since. The position peaked at $631K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • True Link Financial Advisors held 3,500 shares of Okta worth $275K as of Q1 2026.
  • True Link Financial Advisors sold 1,224 Okta shares in Q1 2026, an estimated $102K.
  • Okta made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #78 holding.
  • True Link Financial Advisors first reported a position in Okta in Q2 2021 and has held it in 8 quarters since.
  • True Link Financial Advisors's Okta position peaked at $631K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.