TS Financial Group (TSFG)’s Okta OKTA Stock Holding History

TS Financial Group (TSFG)’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	$9K	Hold	115	–	–	﹤0.01%	588
2025 Q4	$10K	Hold	115	–	–	﹤0.01%	574
2025 Q3	$11K	Hold	115	–	–	﹤0.01%	565
2025 Q2	$11K	Hold	115	–	–	﹤0.01%	540
2025 Q1	$12K	Hold	115	–	–	﹤0.01%	523
2024 Q4	$9K	Hold	115	–	–	﹤0.01%	506
2024 Q3	$9K	Hold	115	–	–	﹤0.01%	511
2024 Q2	$11K	Hold	115	–	–	﹤0.01%	474
2024 Q1	$12K	Hold	115	–	–	﹤0.01%	455
2023 Q4	$10K	Hold	115	–	–	﹤0.01%	518
2023 Q3	$9K	Buy	+115	New	+$8.72K	﹤0.01%	547
2022 Q1	–	Sell	-68	Closed	-$15K	–	983
2021 Q4	$15K	Sell	68 -300	-82%	-$71.5K	0.01%	490
2021 Q3	$87K	Buy	368 +17	+5%	+$4.22K	0.03%	236
2021 Q2	$86K	Buy	+351	New	+$84.7K	0.03%	235

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

TS Financial Group (TSFG)'s OKTA Position: Q1 2026 in Review

TS Financial Group (TSFG) held its Okta (OKTA) position steady in Q1 2026 at 115 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

TS Financial Group (TSFG) first reported a position in OKTA in Q2 2021 and has held it in 14 quarters since. The position peaked at $87K in Q3 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

TS Financial Group (TSFG) held 115 shares of Okta worth $9K as of Q1 2026.
TS Financial Group (TSFG) left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #588 holding.
TS Financial Group (TSFG) first reported a position in Okta in Q2 2021 and has held it in 14 quarters since.
TS Financial Group (TSFG)'s Okta position peaked at $87K in Q3 2021.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.