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Truvestments Capital’s Okta OKTA Stock Holding History

Truvestments Capital’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 		$548K Buy
6,960
+556
+9% +$46.1K 0.1% 188
2025
Q4 		$554K Buy
6,404
+820
+15% +$71.6K 0.1% 163
2025
Q3 		$512K Buy
5,584
+290
+5% +$27.1K 0.09% 173
2025
Q2 		$529K Buy
5,294
+111
+2% +$11.9K 0.11% 158
2025
Q1 		$545K Buy
5,183
+1,354
+35% +$132K 0.12% 146
2024
Q4 		$302K Buy
3,829
+282
+8% +$21.9K 0.08% 176
2024
Q3 		$264K Buy
3,547
+705
+25% +$61.6K 0.07% 191
2024
Q2 		$266K Buy
2,842
+372
+15% +$35.2K 0.11% 176
2024
Q1 		$258K Buy
2,470
+2,270
+1,135% +$209K 0.1% 181
2023
Q4 		$18.1K Hold
200
– – 0.01% 453
2023
Q3 		$16.3K Hold
200
– – 0.01% 400
2023
Q2 		$13.9K Hold
200
– – 0.01% 422
2023
Q1 		$17.2K Sell
200
-33
-14% -$2.51K 0.01% 384
2022
Q4 		$15.9K Buy
233
+33
+17% +$1.88K 0.01% 411
2022
Q3 		$11K Hold
200
– – 0.01% 401
2022
Q2 		$18K Buy
+200
New +$21.6K 0.01% 349
2022
Q1 		– Sell
-200
Closed -$45K – 422
2021
Q4 		$45K Buy
+200
New +$47.6K 0.02% 277

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

Truvestments Capital's OKTA Position: Q1 2026 in Review

Truvestments Capital increased its Okta (OKTA) stake by 8.7% in Q1 2026, buying an estimated $46.1K and bringing the position to 6,960 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #188.

Truvestments Capital first reported a position in OKTA in Q4 2021 and has held it in 17 quarters since. The position peaked at $554K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Truvestments Capital held 6,960 shares of Okta worth $548K as of Q1 2026.
  • Truvestments Capital bought 556 Okta shares in Q1 2026, an estimated $46.1K.
  • Okta made up 0.1% of Truvestments Capital's portfolio in Q1 2026, its #188 holding.
  • Truvestments Capital first reported a position in Okta in Q4 2021 and has held it in 17 quarters since.
  • Truvestments Capital's Okta position peaked at $554K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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