Versor Investments’s Okta OKTA Stock Holding History

Versor Investments’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	–	Sell	-6,956	Closed	-$601K	–	419
2025 Q4	$601K	Buy	6,956 +3,364	+94%	+$294K	0.09%	266
2025 Q3	$329K	Sell	3,592 -3,019	-46%	-$282K	0.06%	464
2025 Q2	$661K	Sell	6,611 -26,756	-80%	-$2.86M	0.12%	292
2025 Q1	$3.51M	Buy	+33,367	New	+$3.26M	0.57%	15
2024 Q3	–	Sell	-21,646	Closed	-$2.03M	–	924
2024 Q2	$2.03M	Buy	21,646 +16,099	+290%	+$1.52M	0.37%	39
2024 Q1	$580K	Sell	5,547 -241	-4%	-$22.2K	0.12%	289
2023 Q4	$524K	Buy	5,788 +1,945	+51%	+$148K	0.11%	323
2023 Q3	$313K	Buy	+3,843	New	+$291K	0.06%	475

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

Versor Investments's OKTA Position: Q1 2026 in Review

Versor Investments sold out of Okta (OKTA) in Q1 2026, closing a stake of 6,956 shares — an estimated $601K sold.

Versor Investments first reported a position in OKTA in Q3 2023 and held it in 8 quarters. The position peaked at $3.51M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Versor Investments reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 6,956 Okta shares in Q1 2026, an estimated $601K.
Versor Investments first reported a position in Okta in Q3 2023 and held it in 8 quarters.
Versor Investments's Okta position peaked at $3.51M in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.